Sales Hub Implementation Services
Launch Sales Hub in 30 days or less
Sales Hub is only as good as the team behind it. RevPartners is the best in the world at making it work for you.
We combine RevOps expertise with Elite HubSpot execution to turn your CRM into a revenue machine.
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Built for Revenue: Other partners set up software. We build revenue engines.
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Go Live FAST: Choose between three implementation paths that get your marketing team up and running in 30 days.
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Tailored to You: Whether you need light setup, an intensive CRM update, or something in between, we build the system you need on the timeline you choose.
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Phase 1
Foundationals
- Diagnostics: Discovery of existing processes & desired end state.
- User Setup: Configure roles, teams, and permissions for accuracy and adoption.
- Lifecycle Stages: Automate stage assignments so every lead, opportunity, and customer moves through the funnel consistently.
- Lead Status: Track rep activity with clear status updates, ensuring visibility into how contacts are being worked.
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Phase 2
Sales Operations
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Sales Hub Technical Setup: Connect key apps, goals, Gmail/calendar integrations, and meeting links.
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Deal Pipeline Setup: Build one pipeline with probabilities, entry/exit requirements, views, and required fields.
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Forecasting: Create forecast categories mapped to sales stages, giving leaders real visibility into pipeline health.
- Pick & Choose + Add-Ons: Configure the add-ons your team chose. Deal Source, Lead Scoring, CPQ setup, etc
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Phase 3
Reporting & Training
- Sales 1:1 Dashboard: Build personalized dashboards for activity and deal management.
- Sales Weekly Dashboard: Track pipeline movement, rep performance, and KPIs at a glance.
- Adoption & Training: A live training session to ensure your team understands and uses the new setup effectively.
Light
Foundation
14 Days
$1,500
A technical jumpstart that ensures your HubSpot account is professionally configured and your primary sales pipeline is ready for immediate deal tracking.
Core Configuration
Full setup of account defaults, branding, tracking codes, and domain authentication to ensure your system is technically sound from day one.
Essential Sales Infrastructure
Foundational setup of your sales process, including a primary deal pipeline, custom properties, and revenue goals.
Kickstart Training
Focused training sessions to get your team comfortable with the basics: managing deals, logging activity, and using meeting links.
Ready-to-Go Reporting
Includes a dashboard of essential reporting for weekly sales metrics, rep performance, and deal pipeline breakouts.
Medium
Growth
30 Days
$6,000
A performance-focused setup that adds advanced sales methodology, automated lead customization, and rep-level reporting on top of foundational setup to drive team efficiency.
Advanced Sales Logic
Everything in Launch track, plus the implementation of the SPICED methodology, forecast categories, and configured deal tags for a more disciplined sales process.
Automation & Enablement
Configured sales sequences and lead status logic to fit your sales strategy and reduce manual administrative work for your reps.
Enhanced Visibility
Move beyond basic metrics with a Dynamic Sales Rep Dashboard and three custom reports tailored to your specific KPIs.
Flexible Support
Includes an extra 30 minutes of deep-dive training plus one ad-hoc hour to tackle any specific roadblocks or custom needs.
Heavy
Scale
30 Days
$12,000
An end-to-end strategic transformation that unlocks HubSpot’s most powerful automation, lead routing, and full-funnel analytics for a totally optimized sales engine.
Complete Lifecycle Management
The only tier that includes full lead object enablement, automated lead routing, and advanced lifecycle stage trigger logic for seamless handoffs and accurate capture of your customers' journey.
Strategic Sales Tools
Unlock HubSpot’s most powerful features, including the use of playbooks for coaching, a fully built-out product library, and configuration of the sales workspace for maximum rep productivity.
Executive-Level Analytics
Advanced reporting suite featuring deal stage conversion reports, source attribution (contact & deal object level), and a dedicated lead management dashboard.
Hands-on Support
Two full hours of specialized training plus two ad-hoc hours to ensure every workflow is perfected and your team is fully confident in and ready to adopt the platform.
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Light
14 Days / $1,500
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Medium
30 Days / $6,000
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Heavy
30 Days / $12,000
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| Initiatives & Task Breakouts Per Tier | Light | Medium | Heavy |
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| Foundational Setup and Compliance | |||
HubSpot Tracking Code
We will walk your team through implementing the tracking code on your site (or setting up the WordPress plugin).
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Video Conferencing Tool
We instruct each user on adding Teams or Meet to their HubSpot instance for Meeting Scheduling Link use.
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Branding
We will set up your brand identity including logo, favicon, and colors.
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Google Analytics and Google Tag Manager
We will add your GA Measurement ID and GTM code to your HubSpot content.
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Subdomain and Email Sending Domain
We will connect a subdomain, if desired, and an email sending domain to your HubSpot instance to ensure marketing emails comply with authentication standards.
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Ad and Social Accounts
If available, we will guide you in connecting your social account and ads tools to your HubSpot instance for reporting. *Note: Social media accounts for posting and organic analytics are not available without Marketing Hub.
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Data Privacy Settings
We will review default data privacy settings with you and configure compliance to your specifications.
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Meeting Scheduling Link
We will train your team to create and use meeting scheduling links in HubSpot.
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Call and Meeting Types
We will configure the default call & meeting types/settings to fit your sales processes.
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Call Recording and Insights
We will train your team to set up HubSpot calling and utilize recording, transcription, and analytics within the instance.
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User Setup
We will teach users to set up their HubSpot profiles and manage individual settings and preferences.
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Contact and Company Upload
We will provide a pre-formatted spreadsheet and work with you to input and upload contact and company information into your HubSpot instance.
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Deal Pipeline Setup
We will set up 1 sales pipeline and configure HubSpot default sales stages to fit your process. We will train an admin on updating and maintaining the deal pipeline settings and stages.
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Deal Properties Setup
We will create custom properties, including required properties for deal stage triggers and automation, to ensure your sales process is reflected.
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Closed Won/Lost Reasons
We will create custom deal closed won and deal closed lost reasons to provide insights on rep and product performance in reporting.
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Sales Revenue Goal
We will configure a sales target goal to show in reporting and dashboards.
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“Deal Stale” Notification
We will configure criteria to determine when a deal has “gone stale” and notify relevant team members.
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Deal Tags
We will create deal tags to flag high priority deals at a glance.
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Forecast Categories
We will configure default forecast categories and set up the forecasting tool for leadership reporting.
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SPICED Methodology
We will create properties to reflect SPICED methodology entry and exit gate criteria on your sales stages.
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Product Library (Line Items)
We will provide a pre-formatted spreadsheet for all product names, SKUs, descriptions, pricing, and frequency, and create a library of products within HubSpot for use in quote creation.
*Note: We will not configure HubSpot quotes or train the team on quote setup and customization. If quote customization is desired, please review our RevOps-as-a-Service product line. |
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| Sales Enablement and Automation | |||
Lead Status
We will configure default HubSpot lead status labels and establish automation to assign those labels dynamically.
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Sales Sequences
We will create a sales sequence template and train your team on creating, using, and managing sales sequences for outreach.
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Lifecycle Stages
We will configure HubSpot lifecycle stages and establish automation to assign and move contacts through those labels dynamically based on triggers.
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Lead Routing
We will create a lead routing workflow based on desired criteria (territory, rep, etc.) and enable automatic lead assignment based on the flow.
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Lead Object EnablementWe will enable and configure the lead object and lead pipeline with your desired stages and properties.
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| Reporting and Analytics | |||
Sales Weekly Review Dashboard
We will create a custom dashboard with multiple reports measuring sales performance based on your company Key Performance Indicators and goals.
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Sales Representative Dynamic Dashboard
We will create a dashboard of dynamic reports that show data unique to the logged-in user for use in sales 1:1s.
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3x Custom Report Creation
We will create any 3 custom reports requested for leadership reporting.
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Level 1 KPI Dashboard
We will create a custom dashboard of multiple reports configured to represent your primary company KPIs.
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Sales Stage Conversion Report
We will provide a report measuring deal conversion rates between stages.
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Contact Source
We will create reporting for marketing attribution based on contact sources.
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Deal Source
We will create reporting for attribution ROI based on deal sources.
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Lead Management Dashboard
We will create 1 comprehensive dashboard with multiple custom reports measuring the contacts’ lead journey.
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Lifecycle Stage Reporting
We will create 1 comprehensive dashboard with multiple custom reports measuring contact’s movement throughout your configured lifecycle stages.
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Deal Creation Goal
We will create a report measuring your attainment-to-goal status for deal creation.
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Training Hours
Your dedicated RevOps strategist will deliver admin training and live configuration updates during regular recurring syncs.
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Adhoc Hour(s)
These additional hours can be used for further training in desired areas or for additional support into any area of your instance.
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Playbooks Setup & Training
We will create 1 custom playbook with dynamic properties and instructions, and train the sales team on using, managing, and creating playbooks within HubSpot.
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Sales Workspace Setup & Training
We will fully configure the sales workspace to fit your team’s processes and train the team on using, managing, and updating the space.
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Want to bundle with Marketing Hub?
Looking for more than Sales Hub? Save by bundling Sales + Marketing.
Sales Hub Playbooks
Proven processes for repeatable wins
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Technical Setup
Ensure all Sales Hub settings are configured to match your business. This includes connecting key apps, setting goals, and enabling calendar, Gmail, and meeting link integrations for seamless rep adoption.
Deal Pipeline Setup
Design a pipeline with defined stages, required fields, and probabilities so deals move consistently and are easy to forecast.
Deal Properties Setup
Standardize deal fields to capture the right data and keep reporting accurate across teams.
Closed Won/Lost Reasons
Capture why deals close to surface trends, improve win rates, and sharpen rep coaching.
Sales Weekly Review Dashboard
Centralize weekly performance data into one dashboard for pipeline health, rep activity, and sales KPIs.
Contact & Company Upload
Import and clean records so reps are working from a single, accurate source of truth.
Sales Forecast Categories
Map forecast categories to pipeline stages so leaders can predict revenue with confidence.
Lead Routing Assignment
Automatically assign inbound leads to the right rep for faster follow-up and better conversion rates.
Sales 1:1 Dashboard
Give reps personalized dashboards to track their pipeline, activities, and goals in real time.
Level 1 KPI Dashboard
Provide visibility into core metrics like deals created, stage conversions, and revenue pacing.
Sales Stage Conversion
Track conversion rates between deal stages to identify bottlenecks and improve pipeline velocity.
Deal Stage Approval
Add guardrails to your pipeline with approvals required for key stage changes or exceptions.
Sales Training
Hands-on training to ensure your reps adopt Sales Hub and use it effectively.
Office Hours
Live Q&A sessions where your team can get real-time answers on Sales Hub usage/features/best practices.
Product Library
Set up a standardized product catalog inside HubSpot to streamline quoting and reporting.
Deal Source
Track where deals originate to understand which channels and motions generate the most revenue.
Lead Mgmt Dashboard
Monitor lead volume, assignment, and follow-up activity to ensure no opportunities slip through the cracks.
Lead Scoring
Prioritize leads with fit and engagement scoring so reps focus their time on the highest-quality prospects.
Sales Sequences
Automate outreach with HubSpot’s sales sequences to drive consistent and timely follow-up.
Deal Tags
Flag deals by type, urgency, or other categories for easier segmentation and pipeline management.
Live Chat Setup
Configure HubSpot’s live chat on your website—whether bot-driven or human—so visitors can get instant answers and you can capture leads in real time.
HubSpot Native Quotes
Build and send professional, trackable quotes directly from HubSpot for smoother deal closing.
Renewal or Cross Sell Pipeline
Add dedicated pipelines for renewals and expansions to support account growth strategies.
Trusted by leading B2B brands on HubSpot
We equip those who own the number with the strategy, systems, and execution to exceed it.
Who we deliver for
The Elite choice in GTM excellence
But you need more than Elite. You need exceptional.
RevPartners gives you access to the best possible talent in the HubSpot ecosystem. We've done the work. Now let us show you.
Less than 1% of HubSpot Partners achieve Elite status. RevPartners is the fastest to do it. Ever.
Service Hub Implementation Accreditation
CRM Implementation Accreditation
Solutions Architecture Design
Platform Enablement Accreditation
Custom CRM Integration Accreditation
HubSpot Onboarding Accreditation
HubSpot CRM Data Migration Accreditation
Platform Excellence Impact Award Winner
AICPA SOC 1 and SOC 2 Certified
The DIY Death Sentence
What happens without a proven roadmap?
AKA...Why do you need a Partner?
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Blind Forecasting
Leadership has no clear view of what’s real, what’s sandbagging, and what’s at risk.
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Messy (or Missing) Pipelines
Deals get stuck, skipped, or lost without a standardized sales process.
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Dirty Data
Reps track deals inconsistently, making forecasting unreliable.
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Slow Follow-Up
Leads sit idle because there’s no automated routing or assignment.
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Scattered Tools
Reps hack together their own tools and spreadsheets, leaving Sales Hub underutilized.
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Missed Revenue Targets
Opportunities slip away because the CRM isn’t designed to drive action or accountability.
Sales Hub Implementation FAQs
What if I’m migrating from Salesforce or another CRM?
We’ve migrated hundreds of CRMs into HubSpot. We’ll bring over your data, pipelines, and key processes — cleaning and optimizing along the way so you don’t carry old problems into your new system.
Learn more about our migration expertise here.
Can I bundle Sales Hub with Service and/or Marketing Hub?
Yes — and we recommend it. Sales Hub becomes far more powerful when connected with other Hubs for a full-funnel RevOps engine. See pricing for bundling sales + marketing.
Why RevPartners instead of another partner or agency?
Most partners either configure HubSpot or advise on strategy — we do both. Our RevOps-first approach combines deep technical execution (pipelines, routing, reporting) with revenue strategy, ensuring Sales Hub isn’t just set up, it’s engineered to drive measurable growth.
How long does implementation take?
HubSpot implementation with RevPartners can be complete in under 30 days, depending on the package. By the end, your team will have fully built pipelines, dashboards, routing, and training to ensure adoption.
Will my team finally use HubSpot?
Yes, adoption is baked in. We train your team with office hours, live sessions, and embedded documentation so Sales Hub becomes your system of record.
What happens after the engagement ends?
Many partners continue with RevOps-as-a-Service, where we optimize, build new playbooks, and scale your GTM systems as your business grows.
What if my data is a mess?
That’s normal. Our playbooks include database cleanup, imports, and proper field/lifecycle mapping so you start with a clean foundation.
What reporting will I get out-of-the-box?
Depending on the track you choose, you'll receive: Sales Weekly Review Dashboard, Sales Forecasting, 1:1 Rep Dashboards, Level 1 KPI Reporting. Optional Add-Ons are available.
What is RevOps?
RevOps is Revenue Operations!
