HubSpot setup
A HubSpot portal your whole team trusts
Whether you're new to HubSpot or three years into a messy portal, we set it up so properties, workflows and reports reflect how you actually sell.
HubSpot is easy to start and easy to clutter
HubSpot lets anyone create a property, a list or a workflow in a few clicks. That's great on day one. By year two you have four versions of "Lead Source", dozens of workflows nobody remembers building, and lifecycle stages that jump backward for reasons nobody can explain.
The result is a portal people work around instead of in. Sales keeps its own notes elsewhere. Marketing exports to spreadsheets to answer basic questions. Reports disagree with each other, so nobody uses them. And every new hire learns a slightly different way of doing things.
New portals have the opposite problem. The defaults get left in place, imports go in without a plan, and the bad habits start on week one.
How we set up and clean up HubSpot
We treat your portal like a system, not a collection of features. Every property, pipeline and workflow should have an owner and a reason to exist. If it doesn't, it goes.
Data model first
We define the properties, lifecycle stages and lead statuses you need, and how each one gets set. Then we merge or retire the duplicates.
Workflow inventory
We list every active workflow, what triggers it and what it changes. Conflicts and dead ones get fixed or turned off.
Pipelines that match your sales motion
Deal stages reflect real steps your reps take, with required fields at the points where you need the data.
Reports people use
We build a small set of dashboards for marketing, sales and leadership, each answering questions those people actually ask.
What's included
- Portal audit with a prioritized fix list
- Property cleanup and naming conventions
- Lifecycle stage and lead status rules
- Deal pipeline and stage configuration
- Workflow review, consolidation and documentation
- Form, list and segment cleanup
- User roles, teams and permissions
- Marketing, sales and leadership dashboards
How it works
From first call to results
- 01
Portal audit
We review properties, workflows, pipelines, forms, integrations and reports and flag what's duplicated, broken or unused.
- 02
Blueprint
We document the target data model, lifecycle rules and pipeline stages and get sign-off from sales and marketing.
- 03
Configure and clean
We build the new structure, migrate data into it, retire old properties and workflows and test every change.
- 04
Hand off
We train your team on the new setup and leave written documentation so the portal stays clean after we're done.
Who this is for
- Companies just buying HubSpot who want it set up right the first time
- Teams whose portal has grown messy after years of quick fixes
- Sales leaders who want reps working in HubSpot, not around it
- Businesses upgrading HubSpot tiers and wanting to use what they pay for
Services
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Book a free auditFAQ
Questions we get a lot
Which HubSpot hubs do you work with?
Mostly Marketing Hub and Sales Hub, plus the CRM underneath them, since that's where lead management lives. We also handle the parts of Service Hub and Operations Hub that touch lead and customer data.
Will cleaning up break our existing workflows or reports?
Not if it's done in the right order. We map dependencies before deleting or merging anything, so we know which workflows, lists and reports rely on a property. Changes get tested before old pieces are switched off.
Can you migrate us into HubSpot from another tool?
Yes. We plan field mapping, deduplication and import order so records, owners and history land in the right place. We'd rather spend a day on the mapping than a month fixing a bad import.
Do you offer ongoing HubSpot support?
We can. Some clients want a one-time setup and documentation. Others want us on hand each month for new workflows, reports and admin work. We'll recommend whichever fits how much your team changes.
Get your HubSpot portal under control
Book a call and we'll look at your portal together and point out the biggest fixes.