Technology

HubSpot

We configure HubSpot CRM to capture, route, and follow up with leads so your sales and marketing pipeline runs without manual chasing.

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40+ HubSpot accounts set up or restructured

6+ Average lead-to-contact pipeline stages

15+ Automated workflows built per account

How we use it

HubSpot CRM setup that connects your website to your sales pipeline

HubSpot CRM setup is most valuable when it is wired directly to your website, your forms, and your team's actual follow-up process. We configure HubSpot from the contact and deal pipeline outward, building lifecycle stages that reflect your real sales cycle, not HubSpot's defaults. We connect your web forms to HubSpot contact records, set up automated follow-up sequences, and configure deal-stage triggers so leads move through the pipeline without manual intervention at every step. We also integrate HubSpot with GA4 and Google Tag Manager where useful, so you can report on lead source alongside contact data without switching platforms.

Use cases

What HubSpot supports in your growth system

Discuss your HubSpot setup

Contact and deal pipeline

Lifecycle stages and deal stages configured to match your real sales process with clear entry and exit criteria.

Lead capture integration

Web forms, landing pages, and chat widgets connected to HubSpot contact records with source tracking.

Automated follow-up

Sequences and workflows that send the right message at the right stage without requiring a sales rep to remember every follow-up.

Lead scoring

Property-based and behaviour-based scoring models so your team prioritises the contacts most likely to convert.

Sales team visibility

Deal board, activity timeline, and task reminders configured so reps have full context before every call.

Marketing attribution

UTM parameters and HubSpot source data connected to contact records so you know which channel produced each lead.

Setup areas

What we configure in your HubSpot account

Each configuration area is documented in a setup guide your team keeps, covering what was built, why each workflow triggers, and how to adjust it as your sales process evolves.

Pipeline and lifecycle stages

Deal stages and lifecycle stage definitions written and applied, with clear criteria for moving a contact forward.

Contact properties

Custom properties added to capture the data your team actually uses, nothing redundant.

Form and CTA integration

All lead capture points on your website connected to HubSpot with field mapping verified.

Workflows and sequences

Automated follow-up workflows built for new contacts, deal-stage transitions, and re-engagement.

Reporting dashboards

Sales activity, pipeline velocity, and lead source dashboards configured for the metrics your team reviews weekly.

User roles and permissions

Team member access configured so sales reps, marketers, and managers each see what they need.

Delivery workflow

From account audit to a pipeline your team uses

Discovery We map your current sales process, identify the lead sources that matter most, and agree on pipeline stages before configuring anything.
Account audit If HubSpot is already in use, we audit existing properties, workflows, and contacts for cleanup before building on top.
Pipeline and property build Deal pipeline, lifecycle stages, and custom properties configured to match your process.
Integration and form wiring Web forms and any connected tools (GA4, GTM, email) wired to HubSpot with field mapping tested.
Workflow build and QA Automated workflows and sequences built in a test environment, verified with test contacts before activation.
Handover and training Written setup guide and a live walkthrough with your team covering daily use, reporting, and how to adjust workflows.

Let us talk

Ready to connect your website to a CRM your team will actually use?

We configure HubSpot around your real sales process and hand it over with documentation and training so your team hits the ground running.

Discuss your HubSpot setup