HubSpot implementation & onboarding

New to HubSpot, moving CRM or starting again? We'll build it properly.

Whether you've just bought HubSpot, you're moving from Salesforce, Pipedrive or Zoho, or your portal needs rebuilding, we deliver a fixed-scope project with a dedicated specialist team and a Director on every call.

Hub-by-hub setup for Sales, Marketing, Service, Content, Data and Revenue Hub
CRM migration from Salesforce, Pipedrive, Zoho and more
Fixed scope, fixed timeline, signed before we start

Already on HubSpot and it just needs a tune-up? See HubSpot optimisation.

Two ways to start

New to HubSpot
Onboarding

For businesses that have just bought HubSpot or are about to, and are coming from spreadsheets and inboxes.

Each hub you've bought set up properly
Contacts, companies and deals imported cleanly
Role-based training and an adoption plan
Usually shorter than a full implementation
Moving CRM or rebuilding
Full implementation

For businesses moving from another CRM, or rebuilding a HubSpot portal that's beyond a clean-up.

CRM migration with field mapping, clean-up and testing
The full phased build, with ICP tiers, dual lead scoring, enrichment and automation
Post-launch support while your team settles in
Typically 8 to 12 weeks

Not sure which you need? A custom demo or complimentary HubSpot audit will tell you.

Set up by hub

Sales Hub

Pipelines, deal stages, sequences, meetings and sales reporting.

Marketing Hub

Forms, emails, lists, campaigns and attribution.

Service Hub

Tickets, inboxes, Customer Agent and service reporting.

Content Hub

Website, landing pages, blog and AEO-ready content structure.

Data Hub

Data quality, syncing with your other systems, datasets and data-driven automation.

Revenue Hub

Quotes, e-signature, payments, invoices and subscriptions, connected to your deals.

The typical six phases of a full implementation

1 · Data & CRM

Clean, import and structure your data, properties and objects.

2 · Marketing

Forms, emails, campaigns and attribution set up to feed pipeline.

3 · ICP & intent

ICP tiers, dual lead scoring, enrichment and buyer signals.

4 · Workflows

Lifecycle, routing, task and sales automation.

5 · Training

Role-based training so your team works in HubSpot, not around it.

6 · Post-launch support

Hands-on support while your team settles in.

What's included

Data migration

Contacts, companies, deals and history moved from your old CRM, mapped and cleaned.

Pipelines

Deal stages, required fields and automation that match how you sell.

Lifecycle & lead status

Stages that reflect reality, updated automatically.

Dual lead scoring

Fit and engagement scores against your ICP.

Enrichment

Data Agent and Firmable filling the gaps.

Marketing setup

Forms, emails, campaigns and attribution.

Dashboards

Reports your leadership team will actually use.

Training

Role-based sessions and recorded walkthroughs.

How delivery works

A Director on every call

Senior oversight from kickoff to handover, not just at the sales stage.

A dedicated specialist team

Certified HubSpot specialists who know your portal and your business.

Milestone check-ins

Clear milestones, progress reviews and sign-off at every phase.

Fixed scope

Deliverables and timeline agreed upfront in a signed SOW.

“Any business with a CRM that’s struggling to get it working should use you.”

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Implementation & onboarding FAQs

How much does a HubSpot implementation cost in Australia?

It depends on your hubs, seats, data and integrations. After a complimentary consultation we send a fixed-scope proposal in AUD, so the price for the agreed scope doesn't change.

What does HubSpot cost in Australia?

HubSpot pricing depends on the hubs you choose, the tier (Starter, Professional or Enterprise) and the number of seats. HubSpot publishes current AUD pricing on its website. We'll help you choose the right hubs and tier, including when a lower tier will do the job.

How long does a HubSpot implementation take?

Onboarding for businesses new to HubSpot is usually shorter. A full implementation typically runs 8 to 12 weeks, delivered in phases. Your timeline is confirmed in the fixed-scope proposal.

What's the difference between HubSpot onboarding and implementation?

Onboarding gets each hub set up properly for businesses new to HubSpot. A full implementation is our phased build for businesses moving from another CRM or rebuilding HubSpot, including ICP, lead scoring, enrichment and automation.

Which HubSpot hub do I need?

Sales Hub for pipelines and sales automation, Marketing Hub for forms, emails and campaigns, Service Hub for support, Content Hub for your website, Data Hub for data quality and syncing, and Revenue Hub for quotes, payments and invoicing. A discovery call, or a custom demo if it makes sense, shows which ones you actually need.

Should I use a HubSpot partner or HubSpot's own onboarding?

HubSpot's onboarding teaches you the tools. A Solutions Partner builds HubSpot around your sales process, migrates and cleans your data, sets up scoring and automation, and stays on hand after go-live.

How do I migrate from Salesforce, Pipedrive or Zoho to HubSpot?

Map your fields, clean out duplicates, decide what history to keep and test before go-live. We plan all of this in the data phase, so nothing is lost in the move.

Should we rebuild our HubSpot portal or fix it?

If the structure is sound, optimisation fixes it faster. If your data, properties and pipelines need to start again, a rebuild usually costs less in the long run. A complimentary audit tells you which.

How do I get my team to actually use HubSpot?

Set it up around how they work, keep only the fields that matter and train each role. Every project includes role-based training, plus post-launch support while your team settles in.

New to HubSpot, moving CRM or rebuilding? Let's plan it.

Book a consultation