Close More Deals. In Less Time.

Modular Sales Hub onboarding that gets your pipeline live, your reps aligned, and your deals moving—fast.

🔥 SCHEDULE MY SALES SETUP

Why Most Sales Hub Setups Stall—and How We Build Momentum

Adopting Sales Hub Alone? That’s Where Most Teams Go Wrong

Without guided Sales Hub setup, teams face:

❌ Messy or missing pipeline stages

❌ Leads slipping through the cracks

❌ Manual follow-ups eating time

❌ Inconsistent sales rep adoption

❌ Little visibility into what’s working

Choose the Outcomes That Matter Most

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Transparent, Flat-Free Pricing

Essential Sales Setup — $2,100

Perfect for small teams or first-time HubSpot users
- Pre-engagement checklist
- Core Sales Hub setup
- Includes email sync, meeting links, task tracking, and CRM defaults

Start with Essentials ➞

Modular Outcomes — Add-on Pricing

Select from 7 structured outcomes based on your team’s needs:
- Import & Organize Your Sales Data
- Accelerate Your Sales Activities
- Automate Your Sales Process
- Report on Team & Pipeline Performance
- Scale with Multi-Team Sales Setup
- Configure, Price & Quote (CPQ)
- Collect Payments in HubSpot
💡 Each outcome is priced individually. Final cost depends on your selected configuration.

View Outcome Menu ➞

Full Suite Onboarding — $16,875

Includes all 7 outcomes + essential setup
- Ideal for high-growth sales teams or CRM migrations
- Full-service delivery with training, documentation, and post-handoff support
- Ready in ~90 days

Get Full Sales Setup ➞

🏆 Real Sales Results from Real Clients

GL Homes

“We had no structured CRM. Now we’re tracking every deal, every time.”

Built a modern, fully structured sales CRM
Streamlined deal tracking and task automation
Increased deal velocity and sales rep coordination

Made to Flourish

“Scaling our team used to feel like chaos. Now we’re structured, automated, and productive.”

Deployed multiple pipelines for different sales motions
Integrated email & call tracking tools
Boosted team productivity with guided selling features

Grassi

“We didn’t even have a pipeline. Lloyd Solves built us one that just works.”

Built a custom sales pipeline from scratch
Trained the team on deal stages and follow-up workflows
Increased revenue visibility and win-rate confidence

The Lloyd Solves Sales Hub Onboarding Process

Schedule a Kickoff Call ➡️

Built for Sales Teams Who Need More Than Just a CRM Login

Struggling to keep track of deals or follow-ups?
Using HubSpot but still working off spreadsheets?
Want visibility into your pipeline—and how to move it?

Frequently Asked Questions

🕒 How long does onboarding take?

Most onboarding projects are completed within 30–90 days, depending on the number of outcomes selected. Simpler setups (1–2 outcomes) go faster; full-suite projects take more time but follow a structured delivery timeline with clear milestones.

🔄 Can I expand the package later?

Yes. You can start with Essentials or a few outcomes and add more later. Every outcome is modular, so your onboarding can grow with your team, territory, or sales strategy—without redoing work.

🧭 Do I need to be new to HubSpot?

Not at all. Many of our clients come to us with HubSpot already set up—but not working well. We can optimize, reconfigure, or even rebuild what you already have to match your sales motion.

⚠️ What if my HubSpot is partially configured?

No problem. We audit your existing setup and map what's working, what’s broken, and what’s missing. From there, we clean things up and layer in the right tools, workflows, and reporting to get your team moving.

👥 Will my team get training?

Yes. Every onboarding engagement includes hands-on training, documentation, and async resources via Loom videos and Supered. Our goal is to make sure your sales team actually uses what we build—day one.

Let’s Turn HubSpot Into a Deal-Closer

Book a discovery call to map your sales process and launch your onboarding plan.

🎯 Book a Discovery Call