The data is the easy part. The process is where migrations fail.
Most migrations focus on getting records across. The ones that go wrong get the records across and lose the process: stages that don't map, properties nobody understands, and automation that fires at the wrong moment.
We map the process first, then the data, then rehearse the cutover on a copy before anyone's live pipeline is touched.
Map the process first, then the data.
Process first, then the records.
Nothing moves until the mapping is agreed.
What you have, what's used, what's dead.
Every object and field mapped, and agreed in writing before the move.
Redesigned where the old system forced bad habits, so you don't carry them across.
A test migration into a sandbox, checked with your team.
Cutover, validation and training on the new portal.
Rehearsed before anything goes live.
Your live pipeline isn't touched until the test run checks out.
What you have, what is used, and where every object and field lands.
Fix what the old system forced on you, before it is rebuilt in HubSpot.
A full run into a sandbox, reviewed with your team.
Go live, validate the data, and train the team on the new portal.
A fixed price after the source audit, quoted in your currency.
Honest about fit.
“Imagine Growth made our HubSpot project feel effortless. They took the time to understand how our business actually works, then designed and built a CRM around it. The rollout and training were smooth, the team has genuinely adopted the system, and we now have a CRM we trust.”
Move once, cleanly.
Tell us what you're leaving and why. We'll tell you what will and won't survive the move.
