Accepting new audits — 2-week turnaround

Your HubSpot CRM Workshop, delivered in two weeks.

A senior consultant sets up your HubSpot CRM — contacts, pipelines, and reports — then trains your team hands-on in your own portal so you can use it from day one.

✓A configured HubSpot portal Your pipelines, properties, and users set up to match your sales process.
✓Hands-on team training Live, role-specific sessions in your own portal, not a generic demo.
✓Post-workshop support 30 days of follow-up questions to ensure your team adopts the platform.

Timeline2 weeks

FormatAsync + Zoom

Book your kickoff

30 minutes with a senior operator

Free

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What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

A CRM that mirrors your sales process

Stop forcing your team into a generic CRM. We customize your pipelines, deal stages, and properties to match how you actually sell, so the tool supports the workflow, not the other way around.

Custom pipelines & properties built for you

Outcome 2

A team that actually uses the CRM

Generic demos don't stick. We train your sales reps, managers, and admins in your live portal, on your data, for their specific roles. Adoption isn't a hope, it's a deliverable.

Role-specific, hands-on team training

Outcome 3

Less time on admin, more on selling

Your team gets pre-built email templates, snippets, and basic workflows to automate follow-ups and data entry. We handle the initial setup so they can close deals, not fight with software.

Email templates & basic workflows configured

The two-week sprint.

The workshop is a two-week sprint from discovery to a fully trained team. We configure your portal asynchronously, then run the hands-on training live. Here's how it breaks down.

Week 1

Discovery & Configuration

We start with a deep dive into your sales process. Then we configure your HubSpot portal's foundation: users, permissions, custom properties, and deal pipelines.

Sales process discovery callUser setup & permissionsCustom property creationDeal pipeline & stage customization

Week 1

Data Migration & Sales Content

We clean and import your existing contact and company data. We also create the first set of email templates and snippets your team will use for outreach and follow-up.

Data cleaning & formattingContact & company importEmail template creationSales snippet setup

Week 2

Automation & Reporting Setup

We build basic workflows to automate repetitive tasks and set up the initial dashboards your sales managers need to track performance and pipeline health.

Basic workflow automationEmail & calendar integrationCustom report buildingSales dashboard configuration

Week 2

Team Training & Handover

The capstone: live, hands-on training for your team in your portal. We cover core CRM usage for their roles, then hand over the configured system with 30 days of support.

Role-specific team trainingLive Q&A sessionSystem handover30-day post-workshop support

By the deliverable.

1–2

Live training sessions

Role-specific, hands-on, in your portal

30-day

Post-workshop support

For follow-up questions & adoption help

2 weeks

Discovery to handover

Fixed scope, fixed timeline

100%

Senior delivery

No juniors, no offshore

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff

Zoom · recorded · senior operator on the line

Free

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Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

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Replies from a senior operator, never an SDR.

Questions, briefly answered.

The workshop is a complete setup and enablement package. It includes configuring your HubSpot portal, migrating your contact data, creating sales templates, building basic automation, and running live, hands-on training for your team. You get a fully functional CRM and a team that knows how to use it, plus 30 days of post-workshop support.