HUBSPOT IMPLEMENTATION
HubSpot implementation that works for your team.
Your team should be able to open HubSpot and know what needs their attention. We help Australian businesses get there with CRM setup, onboarding, migration planning, dashboards, automation and training built around how people work.
Starting fresh or untangling an existing setup? We’ll help you choose where to begin. Our Ignition™ rollout takes 14 to 20 business days when the scope fits. If your data or processes need attention first, we’ll plan for that before building.
30 minutes to talk it through. No preparation needed and no hard sell.
IMPLEMENTATION SERVICES
What’s included in HubSpot implementation, CRM setup and onboarding?
We’ll agree the work around your team, your existing systems and how you win customers. These are the areas a HubSpot implementation can cover.
Pipelines, deal stages and handover rules
Forms, lists, workflows and follow-up automation
Dashboards for sales, marketing and leadership
Migration planning and data clean-up where needed
Role-based training and post-launch adoption support
WHAT WE'LL HELP YOU DECIDE
Let’s work out where your HubSpot project should start.
Tell us what’s happening and we’ll help you identify a starting point, whether that’s setup, cleanup, migration, reporting, training or planning the rollout.
What needs fixing first
Is the problem your setup, data, reporting or how people use HubSpot? We’ll help you work it out.
What to tackle first
Separate the work your team needs now from the improvements that can wait until people are comfortable.
Whether Ignition™ fits
We’ll discuss whether our focused Ignition™ rollout fits, or whether you’d get more from fixing the data or setup first.
WHAT GOOD LOOKS LIKE
How your team should feel about HubSpot after go-live.
A CRM people actually use
Your team knows where each deal stands, who owns it and what happens next.
Dashboards that answer real questions
See which deals are moving, where sales are getting stuck and which marketing is bringing in revenue.
Automation that removes admin
Spend less time creating tasks and chasing updates. Your team can follow the process without wondering what happens behind the scenes.
TYPICAL SCOPE
HubSpot CRM setup and onboarding that starts where you are.
01
Starting with a new CRM
You're moving beyond spreadsheets or setting up HubSpot for the first time. We work with you to define the information, sales stages and day-to-day tasks your team needs before building the agreed setup.
02
Moving from another system
You've got data and ways of working to bring across. We agree what needs to move, how it should fit in HubSpot and what your team needs to learn before making the change.
03
Fixing an existing HubSpot setup
Your team already has HubSpot, but using it feels harder than it should. We identify what's getting in the way and agree which cleanup, automation, reporting or training work belongs in the project.
What should be checked before handover?
Before we build, we’ll agree how to check that it works for your team. Those checks could include:
- Reviewing the agreed setup against the way your team works.
- Checking a sample of imported data against its source, where migration is included.
- Walking through included automations and reports with agreed examples.
- Taking your team through the tasks they'll own after handover.
- Recording outstanding items, owners and next steps.
You’ll know which deliverables and checks are included before we start. We’ll match them to your project, rather than assume you need everything on this list.
MIGRATION BEFORE SETUP
Bring the right data across before you build on it.
Moving from another CRM, marketing platform or a mix of spreadsheets and tools? We’ll help you decide what data to bring across and what needs attention first. Our HubSpot migration services in Australia help you plan the move before your HubSpot setup, automation and reports depend on that data.
WHAT HAPPENS AFTER GO-LIVE
Help your team get comfortable with HubSpot after go-live.
Growth Roadmap Session
Once HubSpot is in place, our Growth Roadmap Session helps you decide what to improve next. We’ll look at what your team needs, what can wait and where further work is likely to pay off.
Real adoption support
People need time to get used to a new system. We help your team put the setup into daily use, spot what’s getting in the way and build confidence.
IMPLEMENTATION RESULTS
See how other teams have put HubSpot to work in their business.
FLINTpro: From Pipedrive to a ready-to-go HubSpot CRM
We helped FLINTpro move its data from Pipedrive to HubSpot, with onboarding to help the team get started in its new CRM.
“CLCK provided exceptional support in migrating our data from Pipedrive to HubSpot. Their expertise and attention to detail resulted in a ready-to-go, highly usable CRM.”
Josh Shafer, VP Business Development, FLINTpro
St Canice's Parish: One place for information
We helped St Canice's Parish move from spreadsheets and paper to a single source of truth in HubSpot. A custom structure, training and rollout support helped the parish make the transition.
“Damien was incredibly patient, taking the time to fully understand our needs before recommending the right approach. His expertise made the entire transition smooth.”
Jane McGlinchey, Ops Manager, St Canice’s Parish
Leading modular manufacturer
This manufacturer grew from roughly $8M in 2015 to around $40M in 2020. Our work supported that growth through HubSpot, automation, lead nurturing and better sales visibility.
“Our sales team have more than sufficient leads, sales are increasing beyond target, and CLCK work with us as if they are part of our team.”
Managing Director, Leading Boutique Modular Builder
RELATED READING
Explore costs, migration and the HubSpot help you might need.
RESOURCE
HubSpot lead scoring
See how lead scoring helps your team decide which HubSpot leads to follow up first.
Read the lead scoring guideREPORTING
HubSpot reporting dashboards
Can’t get the answers you need from your reports? See what a dashboard project could cover before committing to a wider rebuild.
Fix HubSpot reportingCOST GUIDE
HubSpot implementation cost
Want an idea of cost before you talk to us? See what affects a HubSpot implementation budget.
Read the cost guideGUIDE
When to fix HubSpot before scaling lead generation
If more leads are coming in but follow-up still feels messy, read this first.
Read the guideONGOING HUBSPOT SUPPORT
HubSpot support services
Need a hand after the initial setup? Explore ongoing help with HubSpot strategy, implementation, campaigns, reporting, training and improvements as your business changes.
See HubSpot support servicesHUBSPOT PARTNER
HubSpot partner agency
Still choosing who to work with? Get to know our approach as a HubSpot partner before discussing your rollout, onboarding or CRM setup.
Compare HubSpot partner supportMIGRATION
HubSpot migration services
Moving from another CRM, email platform, spreadsheet setup, or disconnected system? Plan the migration before anything is imported.
Plan a HubSpot migrationMAILCHIMP MIGRATION
Mailchimp to HubSpot migration
If Mailchimp is feeding forms, audiences, tags, journeys, and consent data today, plan the move before the implementation work starts.
Migrate Mailchimp to HubSpotINDUSTRY GUIDE
HubSpot for construction
Working in building or construction? See how HubSpot fits project pipelines, tenders, and post-handover communication.
Read the construction guideINDUSTRY GUIDE
HubSpot for property businesses
See how property advisory and property services teams can manage enquiries, follow-up, longer-term nurture and reporting in HubSpot.
Read the property guideINDUSTRY GUIDE
HubSpot for tech companies
See how SaaS, IT and technical teams can track customers, hand leads to sales and understand their pipeline.
Read the tech guideINDUSTRY GUIDE
HubSpot for manufacturing
Keep track of manufacturing enquiries, quotes and distributors, with reporting your team can use.
Read the manufacturing guideINDUSTRY GUIDE
HubSpot for professional services
See how advisory, consulting, outsourcing, financial and B2B service firms can stay on top of follow-up.
Read the services guideINDUSTRY GUIDE
HubSpot for nonprofits
Help your nonprofit, charity, community group or association keep relationship information together and make reporting easier.
Read the nonprofit guideSTRATEGY SESSION
Book a strategy session
Want to work out whether HubSpot clean-up should happen before you push harder on lead gen?
Book a strategy sessionFAQs
What is included in HubSpot implementation services?
Your project can cover CRM structure, lifecycle stages, pipelines, properties, forms, automation, dashboards, migration planning, training and adoption support. We’ll agree what’s included based on your existing setup and the work your team needs to do.
How long does HubSpot implementation take?
Our focused Ignition™ rollout can take 14 to 20 business days when the scope fits. If your data needs cleanup, you’re migrating systems or rebuilding reports, we’ll plan the work in stages rather than rush your team through it.
Can CLCK help with HubSpot onboarding and CRM setup?
Yes. We help Australian teams with HubSpot onboarding, CRM setup, cleanup, reporting, automation and training, including help using the system after launch.
Is HubSpot onboarding different from implementation?
Onboarding helps you get started with HubSpot. Implementation covers how it’s set up for your business: CRM structure, lifecycle stages, pipelines, automation, reporting, migration and training, plus who owns each part of the process after launch.
Can you help with an existing messy portal?
Yes. You don’t have to start again just because HubSpot has become hard to use. We’ll look at what’s there, keep what works and agree what needs cleanup or simplification.
Do you only help with setup?
No. We also help with dashboards, training and automation, so people know what to do in HubSpot and who to ask when something needs attention after launch.
Is this the same as choosing a HubSpot partner agency?
They’re related decisions. This page covers the work involved in onboarding, CRM setup, migration and rollout. If you’re still comparing HubSpot partners, agencies or consultants, our partner pages explain how we work before you decide who should build it.
Can HubSpot support lead gen too?
Yes. HubSpot brings enquiries, replies, follow-up tasks and deal stages together, so your team can keep track of leads and see which activity becomes business.
30 minutes to talk it through. No preparation needed and no hard sell.
TALK THROUGH YOUR HUBSPOT ROLLOUT