HubSpot sales process setup: $5,000, live in 3 weeks

Your sales process, running in HubSpot

Lead stages, a sales pipeline, routing, and follow-up, built around how your team sells. One fixed price, and a guarantee if it doesn’t work at launch.

Start your setupNot sure yet? Book a 30-minute systems review
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A fit if this sounds like your team

You sell through quotes, follow-up, and handoffs, not a checkout page
Your process lives in heads, spreadsheets, or a HubSpot nobody set up
You’re on HubSpot Sales Hub Professional, or ready to be
Already have a HubSpot that got messy? Start with the $3,000 diagnostic. It’s credited in full if you build with us within 60 days.

Everything your team needs to sell from HubSpot

Ten pieces, one fixed price, built around how your reps already sell.

Working sessions every weekOne or two a week with you and whoever runs sales. We map how you sell before we build anything.
Lifecycle and lead stagesEvery stage with a written entry rule, so a lead moves forward for a reason.
A sales pipelineDeal stages with entry criteria, and a required reason on every lost deal.
Lead routingEvery new lead gets an owner automatically.
Follow-up automationTasks created at each stage, and alerts when a deal goes quiet.
Clean record viewsReps see the fields they use. Everything else stays out of the way.
Your data importedOne import of your contacts and companies from a file you prepare.
An owner dashboardPipeline, conversion, and activity, read from the work reps already do.
Training, recordedSeparate sessions for reps and leaders, plus written documentation.
30 days of support and an adoption checkAt day 30 we check how the team is using it and fix what slows reps down.

Built on the Rep’s Chair Framework: standard milestones for leadership, freedom in between for reps.

Live in about three weeks

The target is three weeks from kickoff to launch. How fast decisions and data arrive sets the pace.

Week 1Map
  • Working sessions on how you sell
  • Stages and entry rules agreed
  • Import file requested
Week 2Build
  • Stages, pipeline, record views
  • Routing and follow-up automation
  • Data imported, every path tested
Week 3Train and launch
  • Rep and leader training, recorded
  • Owner dashboard live
  • Your team selling in HubSpot
Day 30Adoption check
  • We review how reps use it
  • We fix what slows them down
  • Support ends, you’re running
Your team’s time: about one to two hours a week, plus training.

Sales process builds, measured

What changed after we set up the sales process in HubSpot.

MAI Agents logo
MAI AgentsAI performance-marketing SaaS
8.6%→14.6%
Lead-to-opportunity conversion

180 days before vs after go-live. We built their lead process, routing, follow-up, and pipeline reporting in Sales Hub Pro.

Paces logo
PacesEnergy SaaS
4.31%→5.92%
Lead-to-opportunity conversion

90 days, non-imported contacts, after we rebuilt their HubSpot sales process.

MonarchMD logo
He was able to help us turn an idea into a reality within a few days instead of weeks.
David QuimbyDirector of Operations, MonarchMD

One fixed price, backed by a guarantee

$5,000 fixed
  • Everything above, launched in about three weeks
  • 50% to start, 50% at the start of week 3
  • No hourly billing, no surprise invoices
  • Backed by our guarantee
Start your setup

Secure checkout through HubSpot. We book your first session the same week.

Paid to HubSpot directly

Your HubSpot subscription. We recommend Sales Hub Professional, because the workflows that run follow-up need it.

Not included, quoted before you start

Integrations beyond email and calendar, data cleanup, a second pipeline, and Marketing Hub setup.

After launch, optional

A retainer at $1,000 a month for 5 hours, if you want us on call.

Our guaranteeIf at launch your reps can’t take a new lead all the way to a deal without asking how, we fix it until they can, or refund you.

Before you start

Do we need Sales Hub Professional?

We recommend it. Workflows need Professional, and they’re what make HubSpot do the reminding. On Starter we build the pipeline and the process without the automation, and we tell you before you start what that leaves out.

We already have HubSpot. Is this for us?

If it’s mostly empty or barely used, yes. If it’s full of old stages, duplicate records, and workflows nobody understands, start with the $3,000 diagnostic so we fix the right things first. It’s credited in full if you build with us within 60 days.

What do you need from us?

One person who can make process decisions, one to two hours a week for working sessions, and a clean export of your contacts and companies by the end of week 1.

What if the three weeks slip?

Three weeks is the target. If we’re waiting on decisions or data, launch moves with it, and the second payment stays on its date. If the delay is ours, it’s on us.

Can you connect our other tools?

Email and calendar connections are included. Other integrations, like an ERP, accounting, or a phone system, are scoped and quoted separately before you start.

What happens after launch?

You get 30 days of support and an adoption check at day 30. After that, you can run it yourselves or keep us on a $1,000-a-month retainer for 5 hours.

Start this week. Launch in three.

Start your setup and we book your first working session the same week.

Start your setup