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HubSpot onboarding, done properly
HubSpot onboarding and implementation from a UK Platinum Partner. We set HubSpot up around how your team actually works, so everyone uses it from day one.
Sounds familiar?
We build it around your process from day one, so there's nothing to undo later.
We map and move your data, then set up pipelines that match how you work.
We keep what works, tidy what doesn't and fill the gaps.
Training is part of every package, and it's recorded so new starters can catch up.
Everything you need to start using HubSpot
Built around how you sell, market or support customers, not a generic template.
Sales Hub
Marketing Hub
Service Hub
Data Hub
Inbox connected
Emails log against the right contact automatically.
Deal pipeline
Built stage by stage around how you actually sell.
Deal and contact properties
The fields your team needs to capture on every deal and contact.
Meeting links
Prospects book time with you without the back-and-forth.
Email templates
Ready-made emails, so reps aren't rewriting the same one.
Follow-up sequence
One sequence built around how you already follow up.
First deal walkthrough
A test deal taken through the pipeline with your team.
Users and permissions
Everyone added with the right access.
Sales dashboard
Pipeline health at a glance.
Every package
The core setup for your Hub, users and permissions, and a starter dashboard.
Professional adds
Sequences, workflow automation, more dashboards and a recorded training session.
Enterprise adds
Teams and permissions, advanced automation and reporting, and a second training session.
We work through the setup with your team over short sessions. A few steps, like connecting your inbox, you complete yourselves using our simple guides. Data migration is available from £550.
Estimate your guided onboarding
We set HubSpot up with your team in live sessions. Pick your HubSpot edition and the Hubs you're setting up to see the starting price.
Your HubSpot edition
We onboard HubSpot Professional and Enterprise.
Hubs to set up
Guided means we build it with you, live, so your team learns HubSpot as it's set up. Marketing Hub costs more because we build your first form, landing page, email and welcome workflow. Data Hub costs more because it connects and tests another system.
Guided onboarding: we set HubSpot up with your team over 4 live sessions per Hub, give you short guides for the few steps you do yourselves, and finish with 1 recorded training session and a check-in after go-live.
Get your fixed quoteA starting price for one team. Your proposal fixes the price after a 30-minute call. Prefer it done for you? See HubSpot Implementation.
All prices exclude VAT and your HubSpot licence. Set up two or three Hubs together and save 15%, or four or more and save 25%. Data migration and integrations start from £550, only if you need them.
Will Andrew
Founder
Claudia Cadete
Senior HubSpot Architect
Senior-led, start to finish
No hand-offs. HubSpot admins since 2017, with 20 years of combined HubSpot experience between us.
Fixed, published prices
You know the cost before we start. Every project is quoted as a fixed price after a 30-minute call.
Your data, handled properly
Registered with the ICO, everyone on our team has signed an NDA, and client logins are kept in 1Password.
ICO registration ZB789502
Proven and certified
HubSpot and Zapier Platinum Partner, rated 5.0 on HubSpot’s partner directory.
From first call to go-live
Discovery call
A 30-minute call to understand your goals and what HubSpot needs to do for you.
Scoped proposal
A written plan with a fixed price, so there are no surprises.
Build and review
We set HubSpot up with your team over a few short sessions, with progress you can see each week.
Aftercare
We check in after go-live and adjust anything that isn't working.
Adam Horne
Head of eCommerce, Frive
“Will is fantastic - skilled in all things HubSpot, easy to work with, and seamlessly integrated across teams. He sets clear expectations, over-delivers, and has been a huge asset these past 3 months.”
Matt Gronberg
Co-Founder, Storage Scholars
“Will knows HubSpot inside out and quickly turned our challenges into a clear plan. He's thorough, practical, and great to work with. Highly recommend!”
James Kemp
Director of Operations & Finance, DeepStream
Free HubSpot audit
Is your HubSpot ready for AI?
In 30 minutes we review your data, pipelines and workflows, then give you a health score and prioritised fixes. You keep the findings either way.
Run by Will Andrew (10+ years’ HubSpot experience)
1
Book a time
Pick a slot that suits you.
2
30-minute review
On a screen share. No portal access needed.
3
Your findings
A health score and fixes in priority order.
Do you do all of the setup for us?
How long does onboarding take?
Do your prices include the HubSpot licence?
Can you move our data from another CRM?
