HubSpot, CRM & Email Automation
HubSpot configured properly, CRM that your team actually uses, and email sequences that nurture leads on autopilot.
What's Getting in the Way
Most companies have HubSpot half-set-up or not set up at all. Leads enter the CRM and nothing happens automatically. Follow-up is manual and inconsistent. No nurture sequence means leads go cold. Most teams find 20-30% of their pipeline was going cold unnecessarily. A properly configured HubSpot with active sequences means no lead goes un-followed-up.
- Leads entering the CRM but no systematic follow-up process. They go cold while you are busy.
- Email sequences either nonexistent or sending generic mass emails with low open rates
- No visibility on where deals are in the pipeline or why they are stalling
- Manual tasks that HubSpot automations should be handling automatically every day
What You Get
HubSpot Setup and Cleanup
Full audit of your current HubSpot setup or fresh configuration from scratch. Contacts, companies, deals, and pipelines configured correctly and consistently.
Pipeline and Deal Stage Configuration
Sales pipeline stages mapped to your actual sales process. Deal properties, views, and automation triggers configured so your team always knows what to do next.
Email Sequence Builds
Nurture sequences, sales follow-up sequences, and onboarding emails written, built, and activated. Copy included.
Automation Workflows
Lead scoring, lifecycle stage automation, list segmentation, and workflow triggers. The CRM works for you, not the other way around.
Team Training
We train your team on using HubSpot properly. How to manage the pipeline, use sequences, read reports, and keep the CRM clean. No shelfware.
The Process
Audit of Current State
We audit your existing HubSpot setup, understand your sales process, map your lead flow, and design the configuration plan before touching anything.
Build and Configuration
We configure CRM, pipeline, contact properties, deal stages, and workflows. Built to match how your team actually sells.
Sequence and Automation Build
We write and build the email sequences. Nurture, sales follow-up, and onboarding. Copy included. All activated and tested.
Training and Handover
We train your team on the full setup, document everything, and make sure they are confident using it before we close the engagement.
Pricing
$2K-$5K
HubSpot, CRM & Email Automation
Timeline: 2-4 weeks
Final price depends on scope and complexity. We confirm exact pricing after a free scoping call.
Set up your CRM properlyQuestions About This Service
Do you work with other CRMs besides HubSpot?
Our primary expertise is HubSpot. We also work with Salesforce and Pipedrive. We recommend HubSpot for most teams at this stage.
What does setup include?
Contact and company setup, pipeline configuration, deal stage mapping, email sequences with copy, automation workflows, integrations, and team training.
How long does it take?
Typically 2-4 weeks depending on complexity. A straightforward setup takes 2 weeks. Complex multi-pipeline or integration-heavy builds take longer.
What about my existing data?
We handle data migration and cleanup. Messy CRM data is a common problem and we address it as part of the setup.
Do you write the emails?
Yes. Email sequences include copy. We research your ICP, write on-brand sequences, and refine based on your feedback before activating.
Often Combined With
Let's build it.
Book a free 45-minute strategy call. No pressure, no obligation.