Phase 1
Discovery & Sales Mapping
We review how your team currently sells, where the CRM is failing, and what the pipeline should actually look like.
For B2B SaaS companies that need a cleaner pipeline, better sales process visibility, and less manual follow-up work, this package sets up HubSpot Sales Hub around how your team actually sells.
Deal stages are vague, inconsistent, or disconnected from how the team actually sells.
Tasks, follow-ups, and process discipline live outside the system instead of inside it.
Forecasting, activity visibility, and deal health are too inconsistent to manage confidently.
The platform exists, but the team doesn’t have a structured setup that supports daily selling.
We configure HubSpot Sales Hub around your real sales process so your team can manage deals more clearly, follow up faster, and reduce manual admin work.
This is ideal when you want a strong sales setup without the broader CRM + marketing implementation scope.
This is a focused implementation package designed to improve sales structure and day-to-day usability quickly.
1 primary pipeline, aligned deal stages, stage definitions, and win/loss structure built around your sales process.
Key contact, company, and deal properties configured to support visibility, consistency, and cleaner reporting.
Templates, snippets, meeting links, task structure, and usability improvements for daily sales execution.
Basic automation for task creation, notifications, deal stage support, and follow-up process discipline.
Rep and manager views configured for clarity, adoption, and cleaner daily workflow inside HubSpot.
Basic sales dashboards, activity visibility, pipeline views, and team handoff/training for ongoing use.
These examples help prospects quickly understand the range, quality, and business focus of your website and HubSpot work.
Fixed-scope starting point
Typical quickstart window
Pipeline, follow-up, and process visibility
Foundation setup, routing, dashboards, or retainer
This is a focused Sales Hub setup designed to improve sales structure and adoption quickly.
We review how your team currently sells, where the CRM is failing, and what the pipeline should actually look like.
We build the core Sales Hub structure, pipeline, automation, and visibility tools around your real sales process.
We validate the setup, walk your team through it, and prepare the portal for daily use and future optimization.
They need a usable pipeline, cleaner follow-up structure, more rep adoption, and better manager visibility inside Sales Hub.
Most clients use this package as a gateway to:
This package is best for B2B SaaS teams that need a cleaner HubSpot Sales Hub setup with better pipeline clarity, follow-up discipline, and CRM adoption.
No. It works well both for new Sales Hub setups and for existing HubSpot portals that were never configured properly for sales use.
Not large-scale migration. If migration is a major need, that should be handled as a separate migration package.
No. This package is focused on the sales setup only. If you need a connected sales + marketing implementation, the broader Foundation Setup package is a better fit.
Typical delivery is 2–4 weeks, depending on scope, stakeholder responsiveness, and access readiness.
Most clients move next into broader Foundation Setup, Lifecycle Automation, Dashboard work, or an ongoing Managed Services Retainer.
If your team is underusing HubSpot or struggling with deal visibility, follow-up discipline, and CRM adoption, this package gives you a focused Sales Hub setup built for how your team actually sells.
