Ideal For Teams Who...
Teams of 5-15 sales reps
Clean data ready for import
Simple sales process (1-2 pipelines)
Internal HubSpot champion available
Budget-conscious but value-focused
What's Included
Portal Setup
Account configuration, user setup & permissions, security settings
Pipeline Configuration
Up to 2 deal pipelines with custom stages
Properties & Data
Up to 25 custom properties, data import (up to 10,000 records)
Email & Calendar
Email integration, calendar sync, meeting scheduler setup
Basic Automation
3 sales workflows (lead assignment, follow-up sequences, notifications)
Reporting
2 custom dashboards with 10 standard reports
Training
2 hours of live training (recorded)
Support
30-day post-launch email support
Project Timeline
Week 1-2
Portal Setup & Configuration
Week 2-3
Data Import & Automation
Week 3-4
Training & Go-Live
Payment Terms: 50% at kickoff, 50% at completion