Leads arrive without context
Forms and booking tools lose attribution, leaving sales unsure where enquiries came from.
Services / Platforms
HubSpot CRM & revenue operations
Make HubSpot work the way your business sells.
Connect lead capture, your sales pipeline and customer handover. Repair workflows, improve your CRM setup and integrate the tools your team depends on.
Agreed scope. Clear acceptance checks. Practical handover.
HubSpotExample connected workflow- 01Lead captured
- 02Source preserved
- 03Owner assigned
- 04Deal progressed
- 05Customer onboarded
Designed around your systems, permissions and business rules.
Where the friction starts
Does this sound like your operation?
For B2B teams, sales leaders and operations teams with a CRM that needs to work harder.
Follow-up relies on someone remembering
Ownership, tasks and stage changes need a repeatable process.
Every signed deal creates more admin
Contracts, onboarding and delivery tools do not share customer information.
Reports tell different stories
Lifecycle stages, properties and duplicate records make the pipeline difficult to trust.
What we work on
One connected operation. A clearly defined scope.
HubSpot / 01
CRM & pipelines
Lifecycle stages, ownership, properties and clear deal progression.
Map the current processTest the normal and failure pathsDocument ownership and handover
Scope this workWorkflow availability, custom objects and AI features depend on your HubSpot subscription. We check your account before proposing the build.
Relevant project experience
From lead attribution to customer onboarding
For a B2B services company, we rebuilt HubSpot lead attribution, deal automation, contract signing, onboarding and reporting, including lead sources lost during booking.
Read the HubSpot projectPackages & pricing
Choose the work your CRM needs.
HubSpot diagnostics at $149. Choose a focused repair, setup, workflow, migration or support package. Each package starts with a clear outcome and written scope.
Account diagnostic
Know what to fix before paying for a rebuild.
- Review one agreed lead-to-customer journey
- Identify workflow, data and integration gaps
- Receive prioritised findings and a repair scope
Review and recommendations; implementation is separate.
$149USD · one-timeDiscuss a diagnosticSmall repair
Resolve one diagnosed issue in an existing setup.
- Confirm the diagnosed failure
- Repair the agreed configuration or workflow
- Verify the affected journey and hand over notes
Diagnosis, new integrations and broader rebuilds are scoped separately.
From $249USD · one-timeDiscuss a repairPipeline setup
Give your sales team a clear process to follow.
- Configure one agreed sales pipeline
- Define stages, ownership and required properties
- Test the journey and hand over operating notes
Historical data migration and custom integrations are scoped separately.
From $499USD · one-timeScope my pipelineWorkflow automation
Turn a repeatable handoff into a tested workflow.
- Map one agreed business workflow
- Configure triggers, actions and exceptions
- Test normal and failure paths with your team
Required HubSpot features and connected systems are confirmed first.
From $599USD · one-timeScope my workflowCRM migration
Move your data with a plan for what arrives.
- Map agreed record types and properties
- Run a sample import and reconciliation
- Agree cutover and handover arrangements
Record volumes, history, attachments and cleanup determine the quote.
From $999USD · one-timePlan my migrationMonthly support
Keep your CRM improvements moving.
- Prioritise a shared account backlog
- Deliver agreed fixes and improvements
- Document changes and hand over operating notes
Includes 5 engineering hours per month. Response windows and extra hours agreed in writing; no 24/7 cover.
$399/monthUSD · monthlyDiscuss monthly supportAll prices are in USD. “From” prices apply to the stated scope; the final quote and acceptance checks are agreed before work starts. Software licences, connector fees and usage charges are separate. Diagnostics cover review and findings, not implementation. Any diagnostic credit towards a repair must be agreed in the proposal.
From discovery to handover
A clear path to production.
- 01
Map
Review the current account, desired outcome and system ownership.
- 02
Agree
Define scope, access, price and acceptance checks.
- 03
Validate
Build and test with representative data and failure scenarios.
- 04
Release
Agree cutover, document the setup and hand over to your team.
BEFORE YOU GET STARTED
HubSpot: before you get started
Scope, delivery and what happens next. The details that help you decide.
Discuss your setupCan you improve an existing HubSpot account?
Yes. We review the affected journey, properties, workflows and connected tools, then agree what to repair or rebuild. You do not need to start again.
Can you connect HubSpot to our other systems?
We assess native integrations first, then supported APIs or middleware where needed. The scope defines record ownership, sync direction, failure handling and acceptance checks.
Can you migrate our CRM data?
We can scope field mapping, cleanup, sample imports and reconciliation. The source system, record types, volumes and history determine the approach and quote.
Do we need a particular HubSpot plan?
Some workflows, objects and AI capabilities require specific subscriptions or usage allowances. We check these before you commit. Software licences are separate.
How much does the work cost?
The account diagnostic is $149. Small repairs start at $249, pipeline setup at $499, workflow automation at $599 and migrations at $999. Monthly support is $399 for 5 engineering hours. All prices are USD. You receive an agreed scope, price and acceptance checks before implementation. Broader CRM work is not automatically covered by the workflow Quick Fix offer.
Will our team be able to maintain it?
The agreed handover includes workflow logic, ownership and operating notes. Ongoing monitoring and improvements can be scoped separately.
Your next step
Tell us where the process gets stuck.
Share your systems, the failing or manual journey and what a successful outcome looks like. We’ll help define the right next step.
Talk about HubSpotIndependent engineering services. Product names belong to their respective owners.