Reewamp
HubSpot implementation

HubSpot implementation and portal cleanup

We set up HubSpot for B2B companies and clean up portals that have grown messy: pipelines, lifecycle stages, lead routing, workflows and reporting. We also bring billing data from Stripe and ChartMogul into HubSpot so sales and customer success see real ARR on the record. A typical implementation takes two to eight weeks and ends with a working system, documented and handed over.

Talk to us What's included
HubSpotSales HubService HubCustom ObjectsWorkflowsSequencesReports &Dashboards
delivery.loglive
  1. 01Auditrunning
  2. 02Designqueued
  3. 03Buildqueued
  4. 04Runqueued

What you get

  1. Pipelines that reflect your process

    Deal stages with clear entry and exit criteria and required properties, so a stage means the same thing for every rep.

  2. Every lead has an owner

    Routing and ownership rules that assign leads and companies the moment they arrive, with no records left unassigned.

  3. Clean, deduplicated data

    Duplicate contacts and companies merged, with rules that keep new duplicates from building up again.

  4. Revenue on the record

    ARR, plan and billing status from Stripe and ChartMogul on companies and deals, reported the same way as in finance.

What's included

Setup and data model

01 of 03
  • Sales Hub and Service Hub configuration
  • Contacts, companies, deals, tickets and custom objects
  • Association labels and calculated properties
  • Pipelines, deal stages and required stage properties
  • Lifecycle stages and lead status definitions

How a project runs

  1. Step 01

    Audit

    AI-assisted review of your portal, properties, workflows and data quality in under a week, with a ranked list of issues.

  2. Step 02

    Design

    Target objects, pipelines, lifecycle stages and reports agreed with marketing, sales, customer success and finance.

  3. Step 03

    Build

    Configuration, workflows, integrations and data cleanup or migration, delivered in short releases.

  4. Step 04

    Run

    Go-live support, training, documentation and ongoing admin if you want it.

FAQ

Yes. We audit properties, workflows, pipelines and data, remove what is unused, merge duplicates, fix broken automation and document what remains.

Next step

Planning a HubSpot project?

Tell us where your portal stands today. We reply within one business day.

Talk to us
NextAttioAttio data model, pipelines, workflows, integrations and migrations from HubSpot, Pipedrive or spreadsheets.