HubSpot CRM Onboarding, Setup & Audit

HubSpot Done Right — Faster Adoption, Real Revenue Impact

Why Companies Fail at CRM

• Tools without process
• No data standardization
• No ownership roles
• Manual lead handling
• Partial feature usage
• CRM as storage, not a system

Our HubSpot Philosophy

We implement:

• Data structure
• Lead sources
• Sales pipelines
• Marketing automation
• Attribution
• Reporting governance

HubSpot becomes the operating system for growth.

Audit Advantages

• Identify leak points
• Fix data hygiene
• Standardize naming conventions
• Improve reporting
• Get Sales/Marketing alignment

Outcome: 100% feature utilization.