You've bought the licence. Now the clock is ticking.
Standard onboarding walks you through settings. It doesn't know your sales process, your definitions or what your reporting needs to prove. Six weeks later you have a portal full of defaults and a team that's gone back to spreadsheets.
We onboard the other way round: understand how you sell first, then configure HubSpot to match, then train people on their own data.
Understand how you sell first. Then configure HubSpot to match.
Set up around how you sell.
Every part of it defined in plain English before it goes live.
A discovery call and a pre-onboarding questionnaire, so we configure your process, not a template.
Users, teams, properties, pipelines, lifecycle stages and lead status, defined in plain English.
Your data brought in with duplicates and dead records dealt with before they breed.
Core automation, sequences and the reports your leadership will actually read.
Fundamentals training, recorded, plus two weeks of snagging after go-live.
Four steps to a team that uses it.
Designed before it is built, checked before it goes live.
One workshop on how you sell, market and report today.
A tracker of every object, property and stage before anything is built.
Configured object by object, checked against the design.
Role-based training on your own data, then snagging.
A fixed price per phase, agreed after a short discovery and 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.”
Onboard once, properly.
Tell us which Hubs you've bought and when you need to be live. We'll come back with a fixed scope and price.
