HubSpot Sales Hub Implementation

Stop losing leads. Start working a clean, visible pipeline—fast.

Start with a 20-Minute Fit Call

What This Is

A focused Sales Hub implementation that wires up capture → routing → follow-up → reporting, with clean data and role-based enablement. We design your data model and workflows to support today's sales motion and tomorrow's automation/reporting—no retyping, no black boxes.

Who It's For

Law Firms

Law firms (PI, employment, mass-tort, family) handling 100+ inquiries/month and needing disciplined intake follow-up and referral visibility. Proof: +70.98% YoY gain in referral-sourced matters when we layered HubSpot into an existing stack.

B2B & Services Orgs

B2B and services orgs with reps drowning in manual updates, unclear SLAs, and untrusted dashboards—ready to standardize pipeline stages and decisions.

Outcomes You Can Expect

First 30–45 days

Clear Lead Routing & SLAs

Every lead captured and routed with clear next actions and SLAs—so same-day callbacks become normal, not heroic.

Cleaner Data + Trusted Reports

Cleaner data + trusted reports (pipeline, activity, conversion) leaders actually use to run the business.

No Double Entry

No double entry between systems; we align objects/fields and plan sync logic from day one.

Role-Based Enablement

Role-based enablement inside your tools so adoption sticks without marathon trainings.

What's Included

Data & Architecture Design

Right-sized object/property model, field mapping, and "future-proof" structure for reporting/automation.

Sales Process & Pipeline Build

Stages with exit criteria, required fields, assignment/routing rules, and a focused rep/home view.

Workflow Automation

Lead capture, routing/SLAs, tasking, alerts, and handoff cues.

Dashboards & KPIs

Executive views for pipeline, activity, and conversion so decisions aren't made from spreadsheets.

Documentation & Training

In-app guides/Cards and concise end-user documentation so teams know exactly what to do.

Implementation Approach

Fast, safe, transparent

1
Step

Scope Sprint (90 minutes)

Confirm objectives, name outcomes, and set assumptions so we can estimate hours precisely.

2
Step

Build & Pilot (4–6 weeks)

Typical Sales Hub go-live is 30–45 hours depending on pipelines, permissions, and reporting depth. We front-load work for visible wins without over-running hours.

3
Step

Enable & Adopt

Light, role-based sessions and embedded how-tos to lock in habits.

4
Step

Measure & Improve

Dashboards live; iterate on what moves conversion and cycle time.

Integrations (Optional Now or Later)

If you need HubSpot talking to phones, ERP, accounting, or legal platforms, we scope integrations the right way: data mapping, sync frequency, error handling, and API limits—with developer-ready docs and test plans.

Integration tiers: starter through advanced (e.g., multi-object, bidirectional, real-time).

Pricing & Packaging

Clean + accurate

One role, one rate: $250/hr.

Pick a shape below; we confirm final hours in a 90-minute Scope Sprint before work starts.

Implementation Options

QuickStart

Fixed-fee from $2,100

What's Included
  • 1 pipeline with stage definitions
  • Basic lead capture (form + inbox or chat)
  • Simple assignment
  • 1 SLA/task rule
  • 1 dashboard
  • 45-minute enablement session
Boundaries

No integrations, no migrations, ≤10 custom properties, 1 team, 1 pipeline. Designed to get you live fast with essentials.

Essentials

30–40 hours

Perfect For

A clean first launch with fundamental pipeline structure.

What's Included
  • Pipeline + exit criteria
  • Required fields
  • Lead capture/routing
  • 1 dashboard
  • Light enablement
Most Chosen

Standard

45–60 hours

Everything in Essentials, Plus
  • SLA/task automation
  • Role-based views/permissions
  • 2–3 dashboards (pipeline, activities, conversion)
  • In-app guides

Advanced

60–90 hours

For Complex Operations
  • Complex routing/ownership rules
  • Multiple pipelines/teams
  • Deeper reporting (forecast/attribution)
  • Integration planning (data model + sync design)

How it works: We'll confirm the fit in a Fit Call, lock scope in a Scope Sprint, and then execute. If scope changes, we agree on hours before adding work—no surprises.

Add-Ons (Optional)

+

Integrations: Architecture blueprint (fixed-fee) or custom build (hours).

+

Sales enablement: playbooks, rep/home screens, quick-reference guides.

+

Data cleanup & migrations: properties, deduping, owner normalization.

Ongoing Support (Month-to-Month)

Support & Maintenance from $1,250/mo

Workflow/report tweaks, biweekly check-ins, success dashboard, optional API monitoring.

Proof It Works (Law-First Example)

A high-volume PI firm layered HubSpot into an existing case system and saw +70.98% YoY growth in referral-sourced matters, 30% faster intake "time-on-desk," and 50% less double entry—after we standardized capture, automation, and reporting.

Add-Ons You Can Toggle On

Integration Architecture Consulting

When your developers (internal or partner) will build the connector and you want our blueprint/testing and end-user guides. Starts at $6,210–$6,750 with API test plans, mappings, and Supered documentation.

Custom Integrations

When you want us to build it: starter to advanced tiers, with monitoring and error-handling baked in.

Why Lloyd Solves

Outcome-first delivery, transparent hours, and adoption that sticks—inside your team's day-to-day flow. You see status, impact, and a live burn-up of hours; leaders get real-time visibility they can trust.

Get Started with Sales Hub Implementation

Schedule your 20-minute Fit Call to discuss your needs

Fit Call (20 min) → Scope Sprint (90 min) → Implementation (4–6 weeks to first wins)