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English
$
USD
I will help set up your hubspot CRM and onboard your team
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Just bought HubSpot, or never got it set up properly in the first place?
We're Smit Marketing, a UK HubSpot consultancy. We'll set your portal up around how your business actually works, so your team can start using it with confidence.
What we set up:
- Account settings, users and permissions
- Deal pipelines and stages
- Contact, company and deal properties
- Data import from spreadsheets
- Forms, lists and the tracking code
- Starter workflows and dashboards
- Team training (Premium)
How it works:
We start with a call to understand your sales and marketing process, agree a setup plan, then build it and walk you through it.
Who it's for:
Small and growing businesses new to HubSpot, or teams starting again with a cleaner setup.
Moving from another CRM, or need something bigger? Message us before ordering and we'll send a custom offer.
Software:
HubSpot
My Portfolio
FAQ
Do I need to buy HubSpot first?
You'll need a HubSpot account. Free tools are enough for the Basic setup, and we can advise which tier fits before you buy.
Can you migrate us from another CRM?
Spreadsheet imports are included. Full migrations from another CRM are quoted as a custom offer.
Will you add the tracking code to my website?
We'll give you the code and instructions. We can add it for you as an extra if you give us access.
How long does it take?
See each package's delivery time. It also depends on how quickly we get your answers and data.
