Service 1 of 5 · Fixed price
CRM Setup. A CRM your team actually works in.
CRM Setup gets your CRM (the software where your team keeps customers, deals and every conversation with them) set up properly, once, so your team actually works in it. We build on HubSpot most often, and also on Salesforce and other CRMs. You pick one of four sizes, from a review of what you have today to a full move from your old system, and you buy it at a fixed price quoted in writing.
Fixed quoteOwners and sales leaders whose team keeps customers and deals in spreadsheets, inboxes or a CRM nobody trusts.
You might be saying
- “We pay for HubSpot and half the team still works in spreadsheets.”
- “I can't tell which deals are real without asking each rep.”
- “We are about to buy a CRM and I do not want to set it up wrong.”
What is in it
Four sizes. Pick the one that fits.
HubSpot and CRM audit
2 weeksone fixed quote, in writing
You already have a CRM and want to know what is wrong with it before you spend money fixing it.
- A review of every object, meaning each type of record you keep, such as contacts, companies and deals
- A review of every workflow, the automatic steps your CRM runs for you
- A review of every report and of each tool you use in the CRM
- A fix list ranked in order, so you know what to do first
- The effort written next to each item on the list
HubSpot onboarding
2 to 4 weeksone fixed quote, in writing
You have just bought a Hub (HubSpot sells its software in parts called Hubs, such as Sales Hub or Marketing Hub) and want it set up properly from day one.
- Users added, so each person has their own login
- Pipelines set up. A pipeline is the list of stages a deal moves through, from first conversation to signed
- Properties set up. A property is a field on a record, such as industry or deal size
- Email connected and tracking turned on
- The first reports, so the team can see its own pipeline from day one
HubSpot implementation
4 to 6 weeksone fixed quote, in writing
You want the CRM to follow the way your company actually sells, not only the default settings.
- Everything in HubSpot onboarding
- Lifecycle stages named and set up. A lifecycle stage is the label that says where a person stands with you: new lead, ready for sales, customer. The rules that decide when a lead moves on are part of New Business System
- Routing, so each new lead is given an owner. Scoring leads, sharing them out by territory and capacity, and a deadline on the first reply are part of New Business System
- Automation for the repeat steps, and dashboards so each team sees its own pipeline on one screen
- Training for your team
Migration to HubSpot
4 to 8 weeksone fixed quote, in writing
Your customer data lives in an old CRM or in spreadsheets and you want it in HubSpot without losing the past.
- Your records moved from your old CRM or spreadsheets into HubSpot
- History kept with each record
- Associations kept. An association is the link between records, such as which contact belongs to which company and which deal
A fixed price, in writing
You get one number in writing before any work starts. It does not move unless the scope does.
30% waits for your test
Before kickoff we agree what done looks like. That part of the fee is due only when your test passes.
Yours to keep
Everything we build is in your accounts, with documentation your own team can run.
How you buy it
Four steps, the same every time.
- 1Free auditBook a free 30-minute audit on the contact page. We look at what you have today and tell you which size fits, or whether you need this at all.
- 2Fixed quote in writingYou get one price and a written list of what is in the box. Nothing starts until you have agreed to it.
- 3BuildWe do the work in your own account, on tools you already own.
- 4HandoverYou run your own acceptance test. 30% of the fee is held until that test passes, and everything built is yours to keep.
The detail
Everything else, when you want it.
Open a line to read it. You do not need any of it to get a quote.
HubSpot and CRM, set up properlywho it is for, what is included, the steps
Onboarding, implementation and migration, audits, and marketing, sales and help desk setup. Done so your whole team works in one HubSpot account.
This is for you if
- You just bought HubSpot and want it set up properly the first time.
- You're on HubSpot Professional or Enterprise and it was set up years ago by whoever had time.
- You're moving to HubSpot from Salesforce, Zoho, Pipedrive, or a very large spreadsheet.
3
promotions in three years running HubSpot at a logistics SaaS company. Contract admin to Revenue Operations Manager.
What is included
Onboarding, implementation and migration
Your old CRM or spreadsheets moved into HubSpot and set up the right way the first time: users, pipelines, properties, lifecycle stages and the first reports.
Audits
We read every object, property, workflow and report, and hand you a ranked list of what is broken, with the effort on each item. The fixes are quoted on their own.
Marketing
Email, forms, lists, automation, attribution and campaign reporting in Marketing Hub. Content, SEO, paid and social run from the same portal, so every channel reports to one place.
Sales
Pipelines with real stage criteria, sequences, playbooks and dashboards in HubSpot, plus coaching and training so reps actually use them.
Help desk
Service Hub set up for your support team: ticket pipelines, SLAs, a knowledge base and customer feedback surveys.
Website migration
Your site moved to HubSpot CMS with redirects, forms and tracking carried over, and the pages tuned while we are in there.
What goes in, what comes out
What comes in, what we build, and what you have at the end. Every box is something you can point at.
What comes in
- Your portal as it isOr the CRM and spreadsheets you are leaving
- Your processHow marketing, sales and support actually work
- Your reportsThe ones your team uses today
What we build
- AuditEvery object, workflow and report, ranked
- Data modelPipelines, properties, lifecycle stages
- Hubs set upMarketing, Sales, Service, CMS
- Automation and first reportsRepeat steps automated, dashboards set up
What you get
- One portalThe whole team works in it
- The first reportsBuilt in as HubSpot is set up
- Docs your admin runsNo dependence on us
The steps
In order. You sign off before anything changes in production.
- 1AuditTwo weeks. We read everything and talk to the people who actually use it.
- 2DesignA written target: properties, stages, automations, permissions. You sign off before anything changes.
- 3BuildEvery change goes in a dated log. Dry run first. Nothing gets edited quietly in production.
- 4Hand offAdmin docs, short screen recordings, and a working session with your admin. It's yours.
The kind of rule we build
One decision, written the way your team will read it: what sets it off, the one question the system asks, and what happens on each answer. In the audit we map the decisions your team makes by hand today and pick the ones worth automating.
A rep moves a deal to the next stage
The system asksIs everything this stage asks for filled in?
Yes, the deal has earned it
- Move the dealThe new stage shows on the record
- Create the next taskFor the rep who owns the deal
- Show it on the dashboardManagers see it without asking
No, something is missing
- Hold the deal where it isThe stage does not change
- Show the rep what is missingThe fields this stage asks for
- Check again on the next moveThe same rule every time, for every rep
Where it can go next
None of these is on the menu. They are things we can scope with you as a custom fixed quote, on the tools you already own, once the first build is running. Ideas, not promises: each one gets a written scope and a fixed number before any work starts.
Right after the build
- Deal desk approvalsA discount above your limit goes to a manager inside HubSpot, with the reason recorded.Custom quote
- Quote to cash handoffA closed deal opens the onboarding ticket and the invoice request without anyone retyping it.Custom quote
Once it is running
- Customer health on the company recordUsage, tickets and billing in one place, with a renewal view built on them.Custom quote
- A partner and referral portalPartners register deals and see their status without needing a seat.Custom quote
When you are ready
- Multi-brand or multi-region designBusiness units, permissions and reporting that still roll up to one number.Custom quote
- An admin copilotAnswers how-do-I questions from your own documentation and warns before a risky change.Custom quote
What you have at the endand what this does not cover
What you can point at when it is done
- One place where your team keeps customers and deals, set up the way the tier you chose describes
- A written record of what was built or found, in your own account and yours to keep
- Your own acceptance test, passed, before the last part of the fee is due
What this does not cover
- Software licenses. Licenses for HubSpot or your other CRM are not in your quote; they are billed to you at cost.
- The add-ons. Sales Hub setup, Marketing Hub setup, help desk setup and a website move are separate items you choose to add.
- The work of fixing what an audit finds. The audit gives you the ranked list; the fixes are quoted on their own.
- Cleaning the records in a CRM you keep. Merging duplicates and checking the CRM against billing is the CRM cleanup, a size of Trusted Numbers.
Add-ons, paying monthly and the tools it works withwhat you can add, and what it runs on
Add to any size
- Sales Hub setup · Add it when your reps work deals from memory, inboxes and spreadsheets, and you want pipelines, sequences, playbooks and dashboards in one place, with training for the reps who use them.3 weeks
- Marketing Hub setup · Add it when marketing will send email and run campaigns from HubSpot and you want to see which campaigns bring in leads.3 weeks
- Help desk setup · Add it when customers send support requests and you want them tracked as tickets, with SLAs (agreed response times), a knowledge base and feedback surveys.3 weeks
- Website migration to HubSpot CMS · Add it when you want your website to live in HubSpot too, with redirects, forms and tracking carried over.4 to 6 weeks
Prefer a monthly fee? The same work runs on The Bench: one flat fee keeps your HubSpot looked after, and a larger one keeps one project moving.
Works with
- HubSpot
- Salesforce
- Pipedrive
- Zoho
- Dynamics 365
Proof and numbersone case study
From the work
Names left out, numbers exact. All case studies.
Questions about this service
We use Salesforce, not HubSpot. Can you still help?
Yes. We build on HubSpot most often, and also on Salesforce and other CRMs. The audit covers any CRM. Tell us what you use in the free audit and the written quote will say exactly what is covered.
Is CRM Setup the same as a CRM cleanup?
No. CRM Setup builds the place your team works: logins, pipelines, fields, the Hubs you bought, or a move from your old system. A cleanup fixes the records in a CRM you already use and checks them against billing. That is a size of Trusted Numbers. A new HubSpot has nothing to clean, so it only needs setup. A CRM that has been in use for years may need both.
Which size should I pick?
If you already have a CRM and it is not working, start with the audit. If you have just bought a Hub, pick onboarding, or implementation if you want your own sales process built in. If your data sits in another system or in spreadsheets, pick migration. The free audit will confirm it.
How does payment work?
The price is fixed and written down before work starts. 30% of the fee is held until your own acceptance test passes. Software licenses and any AI model spend are billed to you at cost.
Who owns what you build?
You do. The work is done in your own account, on tools you already own, and everything built is yours to keep.
Can The Salecopy Method be built into the CRM?
Yes. The Salecopy Method is eight negotiation moves, each one written on the deal record, and its eight fields can be built into your pipeline as part of a Sales Hub setup or an implementation. If you want your team coached on using them, see Sales Training.
What do HubSpot services cost?
Everything is a fixed price, written down before work starts. The number depends on how many people use the CRM, how many records it holds and how much of your process has to be built in, so we quote after a free 30-minute audit. A portal audit takes about two weeks. Ongoing HubSpot care is a flat monthly fee.
Do you work inside our portal or build around it?
Inside it. Pipelines, properties and workflows get built natively in HubSpot and documented so your admin can maintain them. We only write code where HubSpot genuinely can't do the thing.
Can you migrate us to HubSpot from Salesforce?
Yes. For the records being moved, we merge duplicates and standardize the fields before we load anything, and match each field to one in HubSpot. Moving dirty data into a clean CRM is the most common migration mistake we see. Checking the CRM against your billing records, and the rules that keep it clean afterwards, are a separate piece of work under Trusted Numbers.
Do you do ongoing HubSpot admin?
Yes. HubSpot care is a flat monthly fee, with no minimum term: admin, fixes, reports, workflow changes, and answering the 'how do we' questions.
Start here
Tell us what is going wrong.
One tap and an email address. We reply within one business day with which size fits and a fixed quote to follow.
Not this one? The other four services: Trusted Numbers · New Business System · Automation and AI · Sales Training. Or see all five on one page.