HubSpot packages

HubSpot packages that go beyond onboarding

HubSpot's own onboarding is coaching: they advise, you build. These are the done-for-you versions - configured, migrated, and live in weeks.

Quick start Done for you built by us, not coached through a checklist

HubSpot Onboarding & Implementation

A portal built around how you actually sell, with the team using it in week one.

What's included

  • Smart CRM setup: properties, up to two pipelines, lifecycle stages, and record customisation
  • Data import with deduplication and property mapping - up to 100,000 records
  • Email, calendar, and meeting link connection for every rep
  • Deal stages with exit criteria and required fields
  • Core dashboards for sales leadership
  • Two live role-based training sessions rather than recorded generic modules

Not included: Custom-coded extensions · Multi-hub rollout beyond the hub you bought · CMS or website migration

Yours to keepConfigured portalImported dataDashboardsTraining session recordings
Full build 92% record completeness achieved on HubSpot builds

HubSpot Growth Stack Implementation

One funnel from first touch to closed won, with attribution that survives a board meeting.

What's included

  • Marketing, Sales, and Service Hub configured on one Smart CRM record
  • Lead scoring, routing, and lifecycle automation
  • Nurture and re-engagement workflows
  • Full-funnel attribution reporting
  • Forms, landing pages, and conversion tracking
  • Integration with your website and one external system

Not included: Content creation and copywriting · Paid media management · Commerce Hub

Yours to keepConnected multi-hub portalAttribution dashboardsWorkflow documentation
Full build Zero data loss migrating a Series C SaaS company

Salesforce and HubSpot Migration

Every record, activity, and attachment lands intact, with no gap in selling time.

What's included

  • Object and field mapping workshop across both platforms
  • Data cleansing, deduplication, and archival decisions before anything moves
  • Staged migration with trial loads and rollback capability
  • History preservation: activities, notes, attachments, and ownership
  • Two-way sync configuration if you are keeping both platforms
  • Parallel-run validation before cutover
  • Team retraining on the destination platform

Not included: Licence procurement on either side · Custom code rebuild beyond mapped functionality

Yours to keepMigrated platformMapping documentationValidation reportRollback plan
Quick start 3.4x prospecting meetings reported on Breeze deployments

Breeze AI Activation

AI doing real work in the pipeline instead of sitting in a settings menu.

What's included

  • Breeze Copilot configuration against your data and tone
  • Up to three Breeze agents set up across prospecting, customer, content, or social
  • Breeze Intelligence enrichment wired into scoring and routing
  • Data readiness work so the AI has something accurate to reason over
  • Guardrails and review workflow before anything reaches a customer
  • Team enablement on where to trust it and where not to

Not included: Custom model development · Data purchases beyond included enrichment credits

Yours to keepConfigured Breeze agentsEnrichment rulesUsage guidance for the team
Ongoing support Named specialist, not a shared ticket queue

HubSpot Managed Services

A specialist keeps it clean and keeps shipping improvements.

What's included

  • Named HubSpot specialist
  • Workflow, report, and automation building
  • Data hygiene and deduplication routines
  • Campaign and landing page support
  • Monthly performance review with recommendations

Not included: Content production · Paid media budget management

Yours to keepMonthly reportContinuous backlog delivery

In every package

The floor is the same, whatever you pick

A written scope

Everything in and out, agreed before we start.

A fixed price

Quoted against that scope. Changes are priced separately, and only if you want them.

Senior architects

People who ship these builds every week, not juniors learning on your project.

Thirty day hypercare

We stay close after go live, then hand over documentation you can actually use.

FAQ

Questions about HubSpot packages

Fixed scope, fixed price

Not sure which HubSpot package fits?

Tell us what is not working on a free thirty minute call. We will tell you which package fits, or that none of them do and what you need instead.

Ask me anything