New portal setup
I configure HubSpot from a blank portal around your data, customer journey, teams and the licence you actually need.
HubSpot Consultancy · Setup and onboarding
HubSpot set up properly from the start
Whether HubSpot is new to the business or replacing a legacy CRM, I configure it around how you actually operate, move the data carefully and help the team start using it with confidence.
In plain terms
In plain terms: you get a clean HubSpot portal, the right data in the right place, and a team that understands how to use it from launch.
What I do
Setup, migration and onboarding
Every new portal is different, but the discipline is the same: configure around the real operation, move only useful data, and prepare the team for launch.
CRM and spreadsheet migrations
Salesforce, Spotler, spreadsheets — I extract, clean and map your history into HubSpot so nothing important is lost in the move.
ETL, done properly
Extraction, transformation and load handled end to end. Owners, deal values, loss reasons and activity history arrive structured, not dumped.
User onboarding
Roles, access and practical training are planned with the build, so the team understands the portal from launch.
Multi-entity rollouts
One consistent implementation across group companies, with each entity kept clean and separate where it matters.
Honest licence scoping
I'll tell you which HubSpot tier fits — and where you can start smaller — before a penny goes on the wrong plan.
How I work
How it typically runs
Audit & map
I look at your current system, agree what moves and what gets left behind, and map every field to its new home in HubSpot.
Migrate & build
The data comes across in a staged, checked migration while I build the model, pipelines and automation around it. You see progress weekly.
Verify & hand over
We reconcile the numbers, fix the edge cases, and I train your team so the new portal is theirs — not mine.
Proof
Where I've done this
Group rollouts, legacy escapes and greenfield builds — a spread of real HubSpot implementations.
Events & Conferences
GL Events
A legacy system replaced across three UK group entities — full extraction, transformation and a clean multi-entity build.
3 companies, one migration
Read the case study
Vibration Monitoring
Havspro
Migrated off a legacy CRM and marketing platform onto HubSpot Marketing Pro — data and history intact.
Legacy platform, retired
Read the case study
Technical Fabrics
Baltex
Legacy data extracted and transformed into a professional HubSpot build across UK and European operations.
UK & Europe, migrated clean
Read the case study
Architecture Practice
Worcester Lloyd
Moved from Excel-based systems to a clean HubSpot Sales Pro implementation, with minimal disruption.
Spreadsheets to Sales Pro
Read the case study
Events (GL Events Group)
Spaciotempo
From manual records to HubSpot as the core system — a greenfield build that scaled from Starter to Marketing Pro.
Zero to core system
Read the case studyEveryone seems to be getting to grips with the system now. Tracking the projects is working great and the notes/task functions are being used by us all.
Set HubSpot up properly
Tell me what you're using now and how the team needs to work. I'll explain what setup, migration and onboarding involve.