HubSpot Strategy & Set Up

Lay the groundwork for scalable growth. I’ll work with you to understand your business objectives and implement a HubSpot environment that’s structured, efficient and aligned to your goals. From portal set-up to data migration, I ensure your system is built to last.

What’s included:

  • HubSpot portal configuration

  • CRM data audit and clean-up

  • Custom property and pipeline setup

  • User roles and team permissions

  • Integration support (email, forms, etc.)

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FAQs

Frequently Asked Questions

Each tier unlocks different features and user limits. Starter is great for basic CRM needs, Professional adds automation and analytics, and Enterprise is ideal for complex, multi-team operations.

I’ll guide you through exporting, cleaning, and importing your data using HubSpot tools or APIs to ensure nothing gets lost.

Yes, HubSpot has a marketplace of 1,000+ integrations, and I can help connect your tools via native integrations or middleware like Zapier.

We’ll map your current sales stages and build a pipeline that reflects how your team works, while tracking key metrics and deal health.

It depends on complexity, but most set-ups take 2–4 weeks including onboarding and training.

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