Get HubSpot built properly. From day one.
Most HubSpot setups are good enough to launch and not much else. Six months in, the team is working around it, the data is messy, and nobody can quite remember what was decided. We do HubSpot onboarding the way it should be done. Scoped properly, built around how you actually work, and ready to drive revenue from day one.
Already done your Growth Gap Analysis? This is the natural next step. Not done one yet? We will start there.
A working HubSpot setup is not the same as a finished HubSpot setup.
Most HubSpot projects get over the line. The portal goes live, the team gets a walkthrough, the project manager closes the file. Six months later, you have got half-built workflows, properties no one understands, pipelines that do not reflect how you sell, and a team that has quietly gone back to spreadsheets.
Most CRM projects do not fail because of the technology. They fail because of the people, the process, and what happened before, during and after the build.
Done properly, HubSpot onboarding is not a checklist. It is how you turn a powerful platform into your business’s growth engine.
Scoped properly. Built deliberately. Launched ready to grow.
Whether you are brand new to HubSpot or migrating from another CRM, our onboarding is built around two principles: nothing gets configured until the design is signed off, and nothing goes live until the team is ready to use it.
We start with the blueprint from your Growth Gap Analysis (or a fresh scoping session if you have not done one yet), then build out HubSpot piece by piece around how your business actually operates. Pipelines, properties, workflows, integrations, dashboards, the lot. Then we test, refine, train and launch.
The result: a HubSpot setup your team actually wants to use, generating clean data and driving revenue from week one.
We onboard two types of HubSpot customer.
Whether you are starting fresh or moving across from another platform, we will get you set up properly.
You are new to HubSpot
You have bought HubSpot, or you are about to, and you want it set up properly the first time. Not a generic out-of-the-box setup, but a configuration designed around how you actually sell, market and serve customers. We will handle every step from scoping to go live, and the months of optimisation that follow.
You are migrating from another CRM
You are moving from Salesforce, Pipedrive, Zoho, Monday, ActiveCampaign or somewhere else. The data needs to come with you, the processes need to translate properly, and the team needs to land on something better than what they had. We have done this dozens of times. We know where the bodies are buried in every major CRM.
What’s in a Big Presence onboarding.
Eight things every onboarding includes. Scoped to fit your business, not the other way round.
Scoped Build Plan
A detailed plan covering exactly what gets built, in what order, with clear milestones and decision points.
Custom Configuration
Pipelines, properties, lifecycle stages, lead scoring, workflows, sequences, forms and dashboards built around your business.
Data Migration & Cleanup
If you are moving from another CRM, we audit, clean and migrate your data properly. No lost contacts, no orphaned deals.
Integrations Setup
HubSpot connected to the systems that matter. Accounting, ERP, finance, communication, AI, anything that talks to HubSpot.
Reporting & Dashboards
The reports your team actually needs, built and ready. Pipeline health, attribution, sales activity, all configured to your KPIs.
Testing & Refinement
We test every workflow, sequence, automation and integration before launch. Bugs caught early, not by your team in week three.
Team Training
Role-specific training so everyone knows how to use HubSpot for their job. Practical, hands-on sessions tailored to how your team works.
Launch & Aftercare
We do not disappear on go live day. We stay close for the first few weeks, fixing issues fast and helping the team build confidence.
Every Hub. Onboarded properly.
We are a HubSpot Platinum Partner, which means we know every Hub inside out. We can onboard one, some, or all of them depending on what your business actually needs.
Find and convert leads
Campaigns, landing pages, forms, list segmentation, lead capture and attribution.
Close more deals
Pipelines, deal stages, sequences, lead scoring, task automation, quotes, forecasting.
Support and retain
Ticket pipelines, knowledge base, SLAs, chat, chatbots and service workflows.
Build and rank content
Website pages, blog, SEO tools, smart content and content performance.
Trust your numbers
Data quality, custom properties, integrations, duplicate management, dashboards.
Get paid faster
Payment links, invoices, quotes, subscriptions and product library.
Moving from another CRM? We have done this before.
Whatever you are on, we have probably moved someone off it. We treat migrations as a specific discipline within onboarding, not an export-and-import job.
A dedicated migration page is coming soon. In the meantime, get in touch and we will talk you through it.
What proper migration includes
- A full audit of your existing data, with a plan for what is worth bringing across
- Process mapping so workflows translate properly into HubSpot’s logic
- Field-level mapping with proper data validation
- A staged migration with checkpoints, not a big bang
- Parallel running where it makes sense, so the team transitions with confidence
- A clear comms plan so nobody is surprised on launch day
Most onboarding pain shows up months later.
These are the questions teams ask us when they realise something is not quite right.
Because it was set up to launch, not to last. Generic configuration, missing automations, properties built reactively. We design the full picture upfront, then build it deliberately.
Because HubSpot does not reflect how they actually work. We build pipelines, workflows and properties around your real processes, then train the team in how to use them properly.
HubSpot’s own onboarding is excellent for the basics. If you want a setup designed around your business, with custom workflows, integrations and proper data migration, you will need a partner.
Most projects run 4 to 12 weeks depending on scope. Single Hub setups are faster, multi-Hub migrations take longer. We will give you a realistic timeline at scoping, not a fantasy one.
You end up with bad data, broken workflows, and a team that does not trust the new system. Recovery is slow and expensive. Worth getting right first time.
Four phases. No surprises.
A clear, structured process designed to take you from scoping to go live without the usual onboarding chaos.
Scope and Design
We take your GGA blueprint (or run fresh scoping sessions) and produce a clear build plan with milestones, dependencies and a realistic timeline.
Configure and Build
We build out HubSpot piece by piece: pipelines, properties, workflows, sequences, integrations, dashboards. You see progress weekly, not at the end.
Migrate, Test, Refine
If you are migrating, your data comes across in stages with proper validation. Every workflow, automation and integration gets tested before launch.
Train and Launch
Role-specific training for your team, then a controlled go live. We stay close for the first few weeks to fix issues fast and build adoption.
Every onboarding is different. So is every price.
We do not do off-the-shelf onboarding packages because no two HubSpot setups should look the same. The right scope depends on:
- Which Hubs you are using (one, some, or all six)
- Whether you are starting fresh or migrating from another CRM
- The complexity of your sales, marketing and service processes
- The number of integrations you need
- The size of your team and how much training they will need
- Whether you have done a Growth Gap Analysis already
After a 30-minute call, we can usually give you a ballpark. After scoping, we give you a fixed price with no surprises.
A HubSpot Platinum Partner since 2014.
Over a decade of building, fixing and scaling HubSpot setups for businesses that take revenue growth seriously.
Platinum Partner since 2014
Over a decade of HubSpot expertise across hundreds of implementations and growing businesses.
We design first, build second
No rushed configurations. We get the design signed off before anyone touches HubSpot, so you know exactly what is being built.
Plain English, no jargon
You will not get acronym soup or buzzwords. If we cannot explain it simply, we have not understood it well enough.
Go live is the start, not the finish
We stay close after launch to fix issues fast, build adoption and keep the system improving over time.
The team at Big Presence completely transformed our sales setup. We now have a proper pipeline, clear KPIs, easy to access reports and best of all, our team is actually hitting targets consistently. Cannot recommend them enough.
Ready to do HubSpot onboarding properly?
Whether you are brand new to HubSpot or migrating from another CRM, we will scope your project, design it around your business, and build it to last. Start with a 30-minute scoping call.