CRM & Business Systems

Professional HubSpot CRM setup designed to capture leads, organize contacts, and streamline your business operations

Clients complete a structured intake so we understand your services, lead flow, and sales process before configuring your CRM.

Step 1

CRM Discovery & Strategy

Clients complete a structured intake so we understand your services, lead flow, and sales process before configuring your CRM.

We configure your CRM, contact properties, pipelines, forms, and integrations — all connected in one organized system.

Step 2

HubSpot CRM Setup

We configure your CRM, contact properties, pipelines, forms, and integrations — all connected in one organized system.

We set up lead notifications, follow-ups, tagging, and automated processes so your CRM works behind the scenes.

Step 3

Workflow & Lead Configuration

We set up lead notifications, follow-ups, tagging, and automated processes so your CRM works behind the scenes.

Your CRM goes live with optional ongoing support, updates, and optimization as your business grows.

Step 4

Launch & Ongoing Support

Your CRM goes live with optional ongoing support, updates, and optimization as your business grows.

Client Intake

Capture leads directly into HubSpot from your website with organized tracking and notifications.

CRM & Contact Management

Track conversations, manage pipelines, and organize contacts in one central dashboard.

Email Workflow

Send professional confirmations, reminders, and follow-ups automatically.

Scheduling & Follow-Up

Allow clients to book while your CRM manages reminders and updates.

CRM Starter Setup

$149

HubSpot Account Setup & Configuration
Website Form Integration (Lead Capture)
Contact Properties & Basic Organization
Lead Notification Setup
Setup Walkthrough Video
7 Days Email Support

CRM Growth Setup

$399

Full HubSpot CRM Configuration
Custom Sales Pipeline Setup
Contact Segmentation & Tagging
Lead Capture + Form Integration
Workflow & Email Automation Setup
Dashboard & Reporting Setup
30 Days Priority Support

CRM Support Plan

$79/mo

Let’s Set Up Your HubSpot CRM

Full Name* Email* Business Name Website (if you have one) Do you already have a HubSpot account? Select Your Package CRM Needs (select one or more)

Lead Capture & Forms Contacts & Organization Pipelines & Deal Tracking Email Follow-Ups & Workflows Scheduling & Booking Integration CRM Cleanup / Optimization

What do you need your CRM to manage?

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