HubSpot Implementation Services

Our kickoff call will give you a clear picture of the coming weeks, where we'll review key questions to align HubSpot with your organization’s technical and business needs. Following this call, you’ll receive a project plan in ClickUp to track each project activity and keep everything on schedule.

After the kickoff, you’ll receive a checklist of items we need from you. In our follow-up call, we’ll check on your progress and answer any questions about the next steps.

We’ll configure user permissions, manage access, and ensure timely, controlled access to HubSpot for your team members.

To track website traffic, we’ll set up your account’s domain and apply the HubSpot tracking code across your site to capture data effectively.

We’ll align your HubSpot branding settings with your company’s style by configuring your logo, favicon, and brand colours for consistency across all tools.

We’ll import your data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and associating records. Additional fees may apply for additional data strategy or cleaning support.

We’ll map your existing data to HubSpot’s properties and create custom fields as needed to ensure your data is well-organized and accurately represented.

We’ll import previously unsubscribed contacts as an opt-out list to ensure they remain marked as ineligible for email, respecting their preferences and maintaining compliance.

We’ll connect your email-sending domain with DKIM authentication to verify and secure your emails. Multiple domains can be connected for consistent branding across different email addresses.

We’ll help integrate your tech stack through HubSpot’s App Marketplace, creating a unified platform that serves as a single source of truth for all customer data

We’ll guide you through HubSpot’s Social Media tools for publishing and monitoring channels. We’ll connect all your paid channels with HubSpot.

We’ll create tailored reports when HubSpot’s standard reports don’t fully meet your needs. Whether you need specific data points or unique analyses, these custom reports will provide insights to drive your business forward.

We’ll configure subscription types in HubSpot, letting contacts manage their email preferences and ensuring compliance by allowing them to choose the emails they want to receive.

We’ll replace your current website forms with HubSpot forms, making it easy to collect contact info directly in HubSpot. We’ll create each form and provide the embed code to integrate it smoothly into your site.

Using HubSpot’s lists tool, we’ll help you build segmented contact or company lists based on property values, activities, and other criteria. These lists can be used for marketing emails, workflows, audience targeting, and custom reports, boosting the effectiveness of your marketing and sales strategies.

After setup is complete, you’ll meet with your Implementation Expert for a final review to ensure everything is set up correctly.

Our kickoff call will give you a clear picture of the coming weeks, where we'll review key questions to align HubSpot with your organization’s technical and business needs. Following this call, you’ll receive a project plan in ClickUp to track each project activity and keep everything on schedule.

After the kickoff, you’ll receive a checklist of items we need from you. In our follow-up call, we’ll check on your progress and answer any questions about the next steps.

We’ll configure user permissions, manage access, and ensure timely, controlled access to HubSpot for your team members.

To track website traffic, we’ll set up your account’s domain and apply the HubSpot tracking code across your site to capture data effectively.

We’ll align your HubSpot branding settings with your company’s style by configuring your logo, favicon, and brand colours for consistency across all tools.

We’ll import your data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and associating records. Additional fees may apply for additional data strategy or cleaning support.

We’ll map your existing data to HubSpot’s properties and create custom fields as needed to ensure your data is well-organized and accurately represented.

We’ll import previously unsubscribed contacts as an opt-out list to ensure they remain marked as ineligible for email, respecting their preferences and maintaining compliance.

We’ll connect your email-sending domain with DKIM authentication to verify and secure your emails. Multiple domains can be connected for consistent branding across different email addresses.

HubSpot provides tools to support GDPR compliance, such as data privacy and consent management features. However, these tools alone don’t guarantee compliance. Consult your legal team for specific steps to align with GDPR in your organization.

We’ll help integrate your tech stack through HubSpot’s App Marketplace, creating a unified platform that serves as a single source of truth for all customer data.

We’ll create tailored sales reports (up to 3) to meet your specific needs when HubSpot’s default reports fall short. From unique data points to specialized analyses, these custom reports provide insights to help drive your sales forward.

Save frequently used email content as templates in HubSpot, allowing sales reps to personalize and send messages quickly from the CRM or their inbox. This approach streamlines communication and ensures consistent outreach.

Snippets’ are short, reusable text blocks that can be easily added to contact, company, deal, and ticket records, as well as email templates and chat conversations. With a keyboard shortcut, reps can access snippets quickly, ensuring efficient and consistent messaging across interactions in HubSpot.

After setup is complete, you’ll meet with your Implementation Expert for a final review to ensure everything is set up correctly.

Our kickoff call will give you a clear picture of the coming weeks, where we'll review key questions to align HubSpot with your organization’s technical and business needs. Following this call, you’ll receive a project plan in ClickUp to track each project activity and keep everything on schedule.

After the kickoff, you’ll receive a checklist of items we need from you. In our follow-up call, we’ll check on your progress and answer any questions about the next steps.

We’ll configure user permissions, manage access, and ensure timely, controlled access to HubSpot for your team members.

To track website traffic, we’ll set up your account’s domain and apply the HubSpot tracking code across your site to capture data effectively.

We’ll align your HubSpot branding settings with your company’s style by configuring your logo, favicon, and brand colours for consistency across all tools.

We’ll import your data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and associating records. Additional fees may apply for additional data strategy or cleaning support.

We’ll map your existing data to HubSpot’s properties and create custom fields as needed to ensure your data is well-organized and accurately represented.

We’ll import previously unsubscribed contacts as an opt-out list to ensure they remain marked as ineligible for email, respecting their preferences and maintaining compliance.

We’ll connect your email-sending domain with DKIM authentication to verify and secure your emails. Multiple domains can be connected for consistent branding across different email addresses.

HubSpot provides tools to support GDPR compliance, such as data privacy and consent management features. However, these tools alone don’t guarantee compliance. Consult your legal team for specific steps to align with GDPR in your organization.

We’ll help integrate your tech stack through HubSpot’s App Marketplace, creating a unified platform that serves as a single source of truth for all customer data.

With the tickets tool, you can track customer interactions as they progress. HubSpot offers a default Support pipeline, but you can also create custom pipelines and statuses to match your unique processes, keeping customer service workflows smooth and efficient.

We’ll link your shared team email to the conversations inbox, so all customer emails are centralized. This way, your team can view and respond to service requests in one accessible spot.

Set up automatic status updates for tickets with triggers like:

• Email Sent: Ticket status updates when an email is sent from the ticket record.
• Customer Reply: Status changes when a customer replies to the ticket email thread.

This automation keeps ticket statuses current and reflects the latest interaction stage.

We’ll create tailored service reports (up to 3) to meet your specific needs when HubSpot’s default reports fall short. From unique data points to specialized analyses, these custom reports provide insights to help drive your business forward.

Snippets’ are short, reusable text blocks that can be easily added to contact, company, deal, and ticket records, as well as email templates and chat conversations. With a keyboard shortcut, service folks can access snippets quickly, ensuring efficient and consistent communication across interactions in HubSpot.

When a visitor submits a HubSpot form linked to the conversations inbox and ticket pipeline, a ticket is automatically created for their request. This integration helps ensure that each inquiry is promptly tracked and managed from the moment it’s submitted.

After setup is complete, you’ll meet with your Implementation Expert for a final review to ensure everything is set up correctly