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Browse lightweight starter packages from vetted agencies. Each package comes with a fixed scope, clear deliverables, and transparent pricing.
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HubSpot CRM Onboarding & Setup
End-to-end HubSpot setup so your team can start selling and marketing from day one. Covers CRM configuration, pipeline design, contact properties, integrations, lead capture forms, and team training. Built for companies that just purchased (or are about to) HubSpot and want it done right the first time.
- CRM architecture and pipeline design
- Custom properties, deal stages, and lifecycle stages configured
- Forms, lists, and basic automation setup
- +2 more
HubSpot Portal Health Check
A focused audit of your HubSpot portal covering CRM hygiene, pipeline setup, automation workflows, and reporting. You'll get a prioritized action plan with quick wins and long-term fixes. Perfect if you're not sure whether your HubSpot is set up correctly or working as hard as it should.
- Full portal audit (contacts, deals, workflows, forms, lists)
- Prioritized recommendations report with quick wins
- 30-min walkthrough call to review findings