Start with a needs conversation, not a template
Every CRM project starts with understanding how you sell today: who owns the current system, how leads come in, what your stages really are, and where deals stall. Only then do we design the set up. A CRM configured around someone else's sales process is why so many teams stop using theirs.
What we set up in HubSpot
Pipelines and deal stages
Pipelines that mirror your real sales process, with clear stage definitions, required properties and automated stage updates.
Lead capture, scoring and routing
Forms, booking links and integrations that bring every lead into HubSpot, score them on fit and intent, and route them to the right person straight away.
Workflows and automation
Lifecycle stage updates, deal stage automation, stalled deal alerts, meeting booked triggers, task creation, and closed won and closed lost workflows.
Meetings and booking
HubSpot Meetings set up on your own domain, with confirmations, reminders and follow ups sent automatically, and bookings tracked back to the ad or email that produced them.
Reporting
Dashboards your team will actually open: pipeline value, conversion by stage, source of revenue and sales activity.
Sales team integration
For teams that want more than a tidy CRM, we work in three stages. First, sales call optimisation. Next, email automation and a video sales letter to warm leads before the call. Then an enhanced sales team, with the CRM, email and process working as one.
Integrations and migrations
We connect HubSpot to your website, store, calendar, ad platforms and internal tools with native integrations, webhooks and APIs, using N8N, Make.com or Zapier where there's no native option. Moving from Pipedrive, GoHighLevel or spreadsheets? We migrate your data and history cleanly. See our automation and integration service.