HubSpot, configured to match how you actually sell
Most implementation providers hand you a generic template. We design the data model before touching the portal, build to an approved spec, and train every role before launch — fixed scope, fixed price, for mid-sized B2B revenue teams in the US.
We hear these constantly
Four situations bring almost everyone here. Three of them are not really new-portal projects at all — which is why we start by working out what should be kept and what genuinely needs rebuilding.
We had it set up, but nobody uses it
The implementation happened and a consultant configured everything. Six months later the team has gone back to spreadsheets, because nothing in the portal matched how they actually work.
The previous setup was done wrong
Pipelines do not match your process, properties are scattered everywhere, and automations fire for the wrong reasons. This is our most common engagement, and it is rarely starting from zero.
We are moving from another CRM
Switching to HubSpot and bringing your data, history, and processes with you — from Salesforce, Dynamics, Zoho, Pipedrive, or elsewhere. No data loss, no disruption.
We are starting from scratch
New to HubSpot and want it done right from the beginning, rather than spending the next two years unpicking a rushed setup.
Everything included in a build
Six phases, and nothing gets built until the spec is approved
Discovery
We map your sales process, team structure, tech stack, and goals. Nothing gets built until we understand the business.
Architecture
We design the data model — properties, pipelines, associations, and lifecycle stages — before touching the portal.
Configuration
Portal settings, security, domain, custom properties, pipelines, and views, all built against the approved spec.
Automations
Lead routing, task creation, email sequences, and notifications — built and then tested against real scenarios.
Test and refine
End-to-end testing, edge cases, and refinements. We verify everything works before anyone is trained on it.
Training and launch
Live training sessions by role, written documentation, and a walkthrough before we hand over the keys.
Fixed scope. Fixed price. No hourly surprises.
Three shapes of engagement. Which one fits comes out of the discovery call, and the price is fixed before any work starts.
Seven pipelines, rebuilt around the real process
Core CRM data, seven pipelines, existing emails and segments, plus new webpages, forms, and workflows — planned so Salesforce concepts were mapped into HubSpot properly rather than copied across unchanged.
★★★★★If you're looking for a partner who's responsive, knowledgeable, and genuinely invested in your success, RSM is easy to recommend.
K. Adkins · The Tech-Diplomacy Academy
Common questions
How long does implementation take?
For a focused implementation, typically 4–6 weeks. More complex setups with integrations and data migration run 8–12 weeks. You will get a realistic timeline on the first call — no surprises.
Do you only work with HubSpot?
HubSpot is our specialty. We also work with teams migrating from Salesforce, Dynamics, Zoho, Pipedrive, and others — but all roads lead to HubSpot.
What if we already have a portal that's been set up badly?
That is our most common engagement. We start with an audit, work out what should be kept versus rebuilt, and restructure from there. It is rarely starting from zero.
Can you work with our existing tech stack?
Yes. We review your current tools during discovery and configure integrations with your email, calendar, marketing platform, and any other connected systems.
What do we need ready before starting?
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.
Can you train our team to run it ourselves?
That is the goal. We build systems your team can own and maintain, and training plus documentation are included in every engagement.
Get HubSpot right from the start
Book a call. We will scope it, price it, and tell you what to expect — including whether a full rebuild is even the right answer for your portal.
Tell us what your CRM is doing wrong
Book a time directly, or send us a note and we will come back to you — usually the same day. Either way you get a real answer about your portal, not a pitch deck.
Book a meeting
Pick a time that suits you. Thirty minutes, no obligation, and we will look at your portal together.
Open the calendarOr send an inquiry
Tell us what is going wrong and we will come back with a first read on it.