HubSpot consultants for setup, migration and the workflows nobody finished.
Bought HubSpot and it's still half set up? We implement Sales Hub, Marketing Hub and Service Hub, migrate your data from Salesforce, Pipedrive or spreadsheets, and build the workflows and integrations your team will actually use.
Fixed-scope projects. Your portal, your data, your HubSpot billing.
What's included
Fixed scope
Quoted after a portal review
We start by looking at your portal and how your team sells, then fix the parts of the setup that cost you the most.
- HubSpot implementation for Sales, Marketing and Service Hub
- Migration from Salesforce, Pipedrive, Zoho or spreadsheets
- Pipelines, lifecycle stages, lead rotation and workflows
- Integrations with Salesforce, QuickBooks, Stripe and custom apps
- Portal cleanup: duplicates, properties and permissions
- Training and written documentation for your team
Sound familiar?
HubSpot is half set up
You bought Professional and finished onboarding, but the pipelines are still defaults and nobody logs activity.
You're switching CRMs
Years of contacts, deals and history sit in Salesforce, Pipedrive or spreadsheets, with no safe plan to move them.
Your tools don't agree
HubSpot shows different numbers from Salesforce, QuickBooks or Stripe, and the duplicates keep coming back.
Workflows nobody understands
Dozens of workflows built by someone who left. Some fire twice, some do nothing, and nobody wants to touch them.
How it works
- 01
Portal review
We look at your portal, your data and how your team works before proposing anything.
- 02
Fixed-scope plan
What we will set up, migrate or fix, in what order, for one price.
- 03
Build and migrate
Changes tested on sample records first, with your team reviewing as we go.
- 04
Train and hand over
Documentation for every workflow and property, plus a session with the people who use it.
What we do in HubSpot
Most projects combine two or three of these. The portal review tells us which ones matter for you.
Implementation & onboarding
- Pipelines, deal stages and lifecycle stages
- Properties, forms and lead sources
- Users, teams and permissions
Migration
- From Salesforce, Pipedrive, Zoho or spreadsheets
- Field mapping and duplicate cleanup first
- Activity history, owners and associations
Workflows & automation
- Lead rotation and routing
- Follow-up tasks and sequences
- Handoffs from closed deals to onboarding
Integrations
- Salesforce, QuickBooks, Stripe and Slack
- Native apps where they hold up
- Custom connections on the HubSpot API
Audit & cleanup
- Duplicate contacts and companies
- Unused or conflicting properties
- Workflows that misfire or overlap
Reporting
- Dashboards your team actually opens
- Pipeline, revenue and activity reports
- Numbers that match your finance tools
What HubSpot costs before you hire anyone
Professional and Enterprise plans come with a required one-time onboarding fee, charged by HubSpot on top of the subscription.
| Hub | Professional | Onboarding fee | Enterprise | Onboarding fee |
|---|---|---|---|---|
| Sales Hub | From $90/seat/mo | $1,500 | From $150/seat/mo | $3,500 |
| Marketing Hub | From $800/mo, 3 seats included | $3,000 | From $3,600/mo, 5 seats included | $7,000 |
List prices with annual billing, from HubSpot's pricing pages in September 2026. Starter plans start at $7 per seat per month. Check HubSpot for current pricing before you buy.
HubSpot's onboarding teaches your team the platform. We handle the parts that are specific to your business: moving your data, turning your sales process into pipelines and workflows, and connecting your other tools. Planning the rollout yourself? Start with our CRM implementation plan, then the CRM automation guide.
Moving to HubSpot: what migrates and what gets rebuilt
Records move. The logic around them doesn't, so plan for both before you set a switch-over date.
Can be migrated
- Contacts, companies and deals
- Tickets, notes and activity history
- Owners and associations between records
- Custom fields, once mapped to HubSpot properties
Has to be rebuilt in HubSpot
- Workflows and automations
- Reports and dashboards
- Email templates and sequences
- Integrations with your other tools
Other ways to work with us
CRM Integration & Sync
HubSpot and Salesforce or QuickBooks out of sync? Start with the $499 sync audit.
Learn more →AI & Workflow Automation
Lead routing, CRM automation and AI workflows across HubSpot and the tools around it.
Learn more →SaaS & MVP Development
Portals and internal tools built on top of your HubSpot data, from $2,999.
Learn more →Frequently Asked Questions
Cost, timelines, migrations, and which HubSpot plan you need.
A HubSpot consultant sets up and fixes your portal around how your business works: pipelines, properties, lifecycle stages, workflows, reports and integrations. The work usually includes migrating your data and training your team, so the setup actually gets used.
We quote fixed-scope projects after a portal review, so you know the price before we start. HubSpot's own required onboarding fee is separate: $1,500 for Sales Hub Professional and $3,000 for Marketing Hub Professional, as listed on HubSpot's pricing pages.
It depends on how many hubs you are setting up and how much data is moving. A single hub with clean data is a much smaller project than a migration with years of history and custom objects. You get a timeline with the quote after the portal review.
Yes. We map your objects and fields, clean up duplicates before the move, migrate records with their history, and rebuild the workflows and reports that can't be imported. Your team checks the data in HubSpot before the old system is switched off.
For most sales teams, yes. Workflows, and the rotate-to-owner action used for lead routing, need Sales Hub Professional or Enterprise. Starter can create tasks and email notifications when deals change stage, which is enough for some small teams.
Yes. If a sync is already misbehaving, start with our $499 CRM integration audit. For new connections, we use HubSpot's native integrations where they hold up and build on the HubSpot API where they don't.
Yes. Every project starts with a portal review: duplicates, unused and conflicting properties, workflows that misfire or overlap, permissions and reporting accuracy. You get the findings ranked by impact before any fixes are quoted.
Get your HubSpot portal working for your team
Start with a 15-minute call about your portal. Fixed-scope proposal after the review.
Book a 15-min call