CRM Foundation Setup
Contact, company, and deal structure, core properties, lifecycle stage framework, and naming standards.
For B2B SaaS companies that need one connected system for CRM, lifecycle stages, lead handoff, and reporting visibility, this package builds the operational foundation inside HubSpot — without overengineering Phase 1
Typical timeline: 4–6 weeks
Many B2B SaaS companies already have leads, sales activity, and marketing tools — but the system underneath is fragmented, inconsistent, and hard to trust.
Sales and marketing are not working from the same structure, definitions, or handoff process.
Properties, lifecycle stages, and pipeline visibility are inconsistent or unclear.
Marketing can generate leads, but there is no clean path from capture to sales action.
The portal may exist, but the operating model was never built properly for scale or adoption.
We configure the essential CRM, sales, and marketing structure your SaaS team needs to work from one connected HubSpot foundation.
This package is designed for Phase 1: define the right structure, connect the core handoff points, create basic automation, establish reporting visibility, and make the system usable for the team.
This is a focused implementation package designed to build the core operating system first.
Contact, company, and deal structure, core properties, lifecycle stage framework, and naming standards.
1 primary sales pipeline, aligned deal stages, required-field logic, and sales visibility structure.
Core lead capture structure, forms, segmentation starter setup, and foundational marketing configuration.
Lifecycle movement, ownership logic, and lead-to-opportunity handoff structure between teams.
Foundational workflows for notifications, status movement, and process support — not workflow sprawl.
Core dashboards, basic leadership visibility, team walkthrough, and handoff guidance for next-phase optimization.
This is a focused implementation package designed to build the core operating system first.
$5,000
Fixed-scope starting point
4–6 Weeks
Typical implementation window
Foundation
Best used as a core HubSpot build phase
Optimize
Routing, dashboards, retainer, or website expansion
This is a focused foundation package designed to get the core operating system right first.
We review your GTM flow, lifecycle logic, sales process, and current HubSpot needs before building anything.
We implement the core CRM, sales, marketing, and handoff structure inside HubSpot.
We validate the setup, walk your team through it, and prepare the system for the next stage of optimization.
A clean Phase 1 setup makes it easier to trust reporting, improve adoption, automate lead flow, and move into managed services without cleanup pain.
This package is intentionally not trying to do everything
That is what makes it easier to sell, easier to deliver, and more likely to succeed. We focus on the foundation first so the next stage of HubSpot work compounds instead of creating rework.
This package is best for B2B SaaS companies that need a serious Phase 1 HubSpot setup connecting CRM, sales, and marketing into one usable foundation.
Both. It works for new implementations and for existing HubSpot portals that were set up without enough structure or adoption.
Not large-scale CRM migration. If migration is a major requirement, that should be scoped as a separate migration package.
No. Website development is a separate package so this implementation can remain focused and realistic.
Foundational automation is included — the workflows needed to support handoff, visibility, and basic process movement. This is not an advanced automation package.
Typical implementation takes 4–6 weeks, depending on scope clarity, responsiveness, and access to systems and stakeholders.
Most clients move next into lifecycle automation, dashboards, managed services, sales optimization, or website-related work depending on their roadmap.
If your CRM, sales, and marketing setup feels fragmented, this package helps you build a usable, scalable HubSpot foundation before complexity gets expensive.
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