Discovery sessions
As many sessions as needed to understand your process, team, reporting needs and tech stack, and get the requirements right.
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.
87+ implementations delivered
Fixed scope, fixed price
Built for teams of 20–200+
Build checklist
rsm-build / portal-setup
Implementations delivered
87
+ and counting
No hourly surprises
✓
Discovery workshop
included
✓
Data model architecture
approved first
✓
Pipelines, properties, and views
configured
✓
Lead routing and automations
built and tested
✓
Integrations to your stack
connected
✓
Training, docs, and 30-day support
included
Every line is scoped and signed off before work starts, so the number you are quoted is the number you pay.
In plain terms
What does a HubSpot implementation include?
A HubSpot implementation starts with a discovery workshop and a written spec, and the data model is approved before anything is configured. We then build the portal against that spec, test it end to end, and train every role before launch. Training and written documentation are included in every engagement.
01
Discover and design
- ✓Discovery workshop on your process, team and stack
- ✓Data model: properties, pipelines, associations, lifecycle stages
- ✓A written spec you approve
Nothing is built until the spec is approved
02
Build and test
- ✓Portal settings, security and domain
- ✓Pipelines, properties and views
- ✓Lead routing, automations and integrations
- ✓End-to-end testing before anyone is trained
03
Train, launch and support
- ✓Live training sessions by role
- ✓Written documentation your team keeps
- ✓30 days of post-launch support
Sound familiar?
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.
01
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.
02
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.
03
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. Your old system stays live until the counts match.
04
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
Three phases. One clear path.
A complete pre-build plan, the build itself, then documentation, training and project-specific support.
01 / Pre-build01 02 03
Define it.
Detailed build spec
A detailed layout of what needs to be built, reviewed and approved by you before any build work begins.
Old-to-new data mapping
When moving data from an existing system into HubSpot, we map the source data to the new structure before the move.
Nothing is built until the spec is approved
02 / Build04 05 06 07 08 09
Configure it.
Portal configuration
Settings, defaults, security, and domain setup — the foundations that are painful to change later.
Custom properties
Designed for your specific data model, rather than the default pile nobody asked for.
Pipeline setup
Stages with real exit criteria, automation rules, and required fields, so the pipeline reports on reality.
Lead routing automations
Leads assigned to the right rep automatically, with owners set rather than tasks left floating.
Email templates and sequences
Configured and ready to send, so the team is not rebuilding the same message each week.
Integration connections
Email, calendar, marketing tools, and any custom systems that already hold customer data.
03 / Post-build10 11 12
Put it to work.
Documentation
Written guides your team can reference later, so the knowledge does not leave when someone does.
Team training sessions
Live walkthroughs for every role, because adoption is a training problem before it is a software one.
Post-implementation support
Support after launch as real work starts flowing through the portal, with the support period agreed for your project.
Discovery, an approved spec and data mapping where needed → Configuration → Documentation, training and project-specific support.
How it works
Six phases, and nothing gets built until the spec is approved
01
Discovery
We map your sales process, team structure, tech stack, and goals. Nothing gets built until we understand the business.
Week 1–2
02
Architecture
We design the data model — properties, pipelines, associations, and lifecycle stages — before touching the portal.
Week 2–3
03
Configuration
Portal settings, security, domain, custom properties, pipelines, and views, all built against the approved spec.
Week 3–5
04
Automations
Lead routing, task creation, email sequences, and notifications — built and then tested against real scenarios.
Week 3–5
05
Test and refine
End-to-end testing, edge cases, and refinements. We verify everything works before anyone is trained on it.
Week 5–6
06
Training and launch
Live training sessions by role, written documentation, and a walkthrough before we hand over the keys.
Week 6
Packages
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.
Essentials
2-week timeline
For teams getting started with HubSpot, or resetting a poorly configured portal.
✓
Portal setup and configuration
✓
1 deal pipeline with custom stages
✓
Core properties and data model
✓
Basic lead routing
✓
Team training (2 sessions)
Professional
Most common
4–6 week timeline
For mid-sized B2B teams that need HubSpot configured properly across sales, marketing, and reporting.
✓
Everything in Essentials
✓
Multiple pipelines (sales + service)
✓
Marketing Hub configuration
✓
Workflow automation (5–10 workflows)
✓
Integration setup (email, calendar, tools)
✓
Custom dashboards and reports
✓
Role-based training (4 sessions)
Enterprise
6–10 week timeline
For complex organizations with multiple teams, data migration, and deep integration requirements.
✓
Everything in Professional
✓
Data migration from your existing CRM
✓
Custom API integrations
✓
Advanced automation (10+ workflows)
✓
Multi-team permission configuration
✓
Executive reporting suite
✓
Training and documentation package
✓
30-day post-launch support
Team training and written documentation are included in every engagement
All packages are fixed-price, quoted to your situation
Where it led
Seven pipelines, rebuilt around the real process
The Tech-Diplomacy Academy
7 pipelines
rebuilt in a Salesforce-to-HubSpot move, plus new pages, forms, and workflows
Read the case study →
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
Questions
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.
Free 30-minute discovery call · No strings attached
Get in touch
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 calendar
✓
Free 30-minute discovery call
✓
No obligation, no strings attached
✓
A real answer, not a pitch deck
Scheduling runs on HubSpot Meetings.
Or send an inquiry
Tell us what is going wrong and we will come back with a first read on it.
Submissions land in our HubSpot CRM — the same portal we would be auditing for you.
support@crmbyrsm.com
Support sales adoption
Connect your HubSpot implementation to your sales process with sales methodology implementation and training.