A fixed-fee Phase 1 build that stands up your HubSpot portal the right way — configured, migrated, and ready for your team to use on day one. The same no-BS CRM Doctors approach you’d get from our Salesforce practice.
Fixed-fee Phase 1 build • 30–45 day timeline • Dedicated project manager
Every implementation starts with the essentials — the unglamorous setup that determines whether HubSpot actually works for you down the road.
Portal settings, branding, and timezone. Email & domain verification (DKIM / SPF / DMARC), tracking code install, and subscription types.
User accounts, teams, and permission sets configured to match how your business is structured — with partitioning for Enterprise portals.
Your contacts, companies, and deals brought into HubSpot cleanly — field mapping and de-duplication included, per source.
Standard reports and custom dashboards tuned to your KPIs, plus live admin and end-user training with handover documentation.
We scope exactly what you need from each Hub — nothing you don’t.
Email, forms, landing pages, workflows, and segmentation to start generating and nurturing leads.
Deal pipelines, sequences, templates, and meeting scheduling so reps can sell, not wrestle with the tool.
Ticketing, shared inbox, knowledge base, and CMS pages when support and content are part of the plan.
We interview your stakeholders to tailor the build to how your business actually runs.
Your dedicated PM builds your portal with weekly check-ins to adjust on the fly.
We make sure your team is confident and self-sufficient before we hand over the keys.
We’ll set up the native HubSpot ↔ Salesforce integration as part of your build so both systems stay in sync from day one — see our Salesforce ↔ HubSpot page.
