We had it set up, but nobody uses it
The implementation happened. A consultant configured everything. But six months later, your team has gone back to spreadsheets.
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HubSpot implementation for mid-market B2B
Fixed-scope HubSpot onboarding and setup for mid-sized B2B companies — built around how you actually sell, not a generic template. Whether you're switching from another platform or starting fresh, the portal is configured to be a revenue-driving asset from day one.
- For when
- You've outgrown spreadsheets and need a real portal, done properly.
- You inherited a setup that was configured wrong — or nobody uses.
- You're moving to HubSpot from another CRM and want the data to arrive intact.
A portal configured around how you actually sell — not a textbook version of it.
Most implementation providers hand you a generic template. We don't. Discovery comes first: nothing gets built until we understand the business. Then the data model is designed and approved before anyone touches the portal.
FIG. S1 · ORIGINAL SVG · FIELD NOTES SYSTEM
The process
Structured so there are no surprises.
- 01
Discovery
We map your sales process, team structure, tech stack, and goals. Nothing gets built until we understand the business.
- 02
Architecture
We design the data model — properties, pipelines, associations, and lifecycle stages — before touching the portal.
- 03
Configuration
We configure portal settings, security, domain, custom properties, pipelines, and views — all against the approved spec.
- 04
Automations
We build and test lead routing, task creation, email sequences, and notifications.
- 05
Integrations
Connect your tech stack — email, calendar, marketing tools, and any custom integrations.
- 06
Training & Launch
Team training, documentation, and a live walkthrough before we hand over the keys.
Timeline
What the timeline looks like.
Week 1–2
Discovery
Your business: sales process, team structure, reporting needs, tech stack. We leave with a clear spec.
Week 2–3
Architecture
The data model — properties, pipelines, lifecycle stages, automation logic — before touching the portal.
Week 3–5
Build
Portal configuration, custom properties, pipelines, automations, and integrations — built to the approved spec.
Week 5–6
Test & Refine
End-to-end testing, edge cases, refinements. We verify everything works before training.
Week 6
Training & Launch
Live training sessions, documentation, and handover. Your team is ready.
Included
What's in every implementation.
- Discovery workshop — map your sales process, team structure, and goals.
- Portal configuration — settings, defaults, security, domain setup.
- Custom properties — designed for your specific data model.
- Pipeline setup — stages, automation rules, required fields.
- Lead routing automations — assign leads to the right rep automatically.
- Email templates & sequences — configured and ready to send.
- Integration connections — email, calendar, and your key tools connected.
- Team training sessions — live walkthroughs for every role.
- Documentation — written guides your team can reference later.
- 30-day post-launch support — we're available to fix anything unexpected.
Sound familiar?
We hear these constantly.
The previous setup was done wrong
Pipelines don't match your process. Properties are everywhere. Automations are firing for the wrong reasons.
We're moving from another CRM
You're switching to HubSpot and need to bring your data, history, and processes with you. No data loss, no disruption.
We're starting from scratch
You're new to HubSpot and want to do it right from the beginning — not spend the next two years fixing a rushed setup.
Packages
Fixed scope. Fixed price. No hourly surprises.
Essentials
For teams getting started with HubSpot or resetting a poorly configured portal.
- Portal setup and configuration
- 1 deal pipeline, custom stages
- Core properties and data model
- Basic lead routing
- Team training (2 sessions)
- 2-week timeline
Professional
For mid-sized B2B teams that need HubSpot configured properly across sales, marketing, and reporting.
- Everything in Essentials
- Multiple pipelines (sales + service)
- Marketing Hub configuration
- Workflow automation (5–10 workflows)
- Integration setup (email, calendar, tools)
- Custom dashboards and reports
- Role-based training (4 sessions)
- 4–6 week timeline
Enterprise
For complex organizations with multiple teams, data migration, and deep integration requirements.
- Everything in Professional
- Data migration from existing CRM
- Custom API integrations
- Advanced automation (10+ workflows)
- Multi-team permission configuration
- Executive reporting suite
- Training + documentation package
- 30-day post-launch support
- 6–10 week timeline
All packages are fixed-price. Book a call to get a quote for your specific situation.
Questions
Straight answers.
For a focused implementation, typically 4–6 weeks. More complex setups with integrations and data migration run 8–12 weeks. We'll give you a realistic timeline in the first call — no surprises.
HubSpot is our specialty. We also work with teams migrating from Salesforce, Zoho, Pipedrive, and others — but all roads lead to HubSpot.
That's our most common engagement. We start with an audit, understand what needs to be kept vs. rebuilt, and restructure from there. It's rarely starting from zero.
Yes. We'll review your current tools during discovery and configure integrations with your email, calendar, marketing platform, and any other connected systems.
Access to HubSpot (or a new portal), a clear owner on your side for decisions, and an hour or two for the discovery session. We handle the rest.
Start here
Get HubSpot right from the start.
Book a call. We'll scope it, price it, and tell you what to expect — or send the details through the form.
Received — we'll come back with the first questions.
If you'd rather not wait: hello@crmbyrsm.com.