Your Partner for Implementing HubSpot Marketing Hub

HubSpot’s Marketing Hub stands as both a marketing automation platform (MAP) and a CRM powerhouse, purpose-built to drive measurable business growth. When implemented with precision, this tool transforms your marketing operations into a high-performance engine, enabling your team to exceed their goals seamlessly.

At Set2Close, we know that a poorly configured Marketing Hub can feel more like an anchor, weighing down your marketing efforts and stalling progress. That’s why our expertise as HubSpot’s fastest-growing Platinum Partner makes us the ideal partner to help you unlock its full potential. By tailoring the platform to your unique business needs, we ensure that your Marketing Hub isn’t just a tool—it’s a strategic advantage that fuels consistent, scalable growth.. 

Onboarding is a stock setup of out-of-the-box features and some training for how to use the software. We provide free, guided, and full-service onboarding.

Implementation involves customizing HubSpot to fit your business. That means creating custom properties, custom objects, funnel automation, and more that are specific to how your business operates.

It is the difference between spending months, or years, customizing a new, unfamiliar system on your own vs. hitting the ground running because an expert already did it for you. Selecting the wrong partner or attempting to do it in-house can lead to hundred's of hours digging out of a hole.

01. Solution Design

At Set2Close, our implementation begins with a Discovery and Design phase, where we engage with your key stakeholders to gain a deep understanding of your business and objectives for your HubSpot CRM. We validate your requirements, identify any system limitations, and craft tailored solutions or workarounds to ensure your goals are achievable. This approach lays a solid foundation for seamless integration and long-term success. Then we build a gantt chart showing your project timeline and deliverables. 

02. Account Setup

After Solutions Design, you’ll be equipped with a RevOps expert project team who are experienced in a wide variety of migrations and implementations. They will help you with the initial set up of HubSpot, ensuring that you don’t miss any important settings or features along the way. Your account setup includes:

03. Custom Data Setup/Migration

HubSpot’s default data structure of contacts, companies, and deals is not one-size fits all. Luckily, HubSpot allows us to do so much more. We will ensure that any data that you need to bring over, has a home in HubSpot. Your data migration may include: 

04. Integration

When you have a large tech stack, it is critical that your data flows seamlessly from one platform to another. We will ensure that all of your systems are connected and that you can use synced data in your marketing.

05. Asset Building/Migration

Our team will create new assets that empower your team and/or review your existing assets and re-create them using your new set of tools.

We will help you migrate:

06. Custom Reporting

If you can’t measure something, you can’t improve it. We will build custom reports and dashboards that will keep your team informed and show progress toward your goals. 

07. Training & Enablement

Ensuring your team fully understands the capabilities and operation of a new platform is essential to achieving success. At Set2Close, we’re committed to not only setting up systems tailored to your needs but also to providing a thorough walkthrough of every feature and function. We guide you through what we’ve implemented, explain how it all works, and set clear expectations, empowering your team to leverage the tools for maximum impact​​​.