Bundle your Sales & Marketing Hub implementation
In 30 days or less, we configure both Sales Hub and Marketing Hub, so your go-to-market teams operate from the same data, the same definitions, and the same source of truth.
Stop treating Sales and Marketing like silos. Our Unified Implementation Bundle fully configures both Hubs in under 30 days — for one streamlined investment.
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speed
Built for Speed: Move from setup to "go" using our proven RevOps playbooks and pre-built workflows.
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strategy
Unified Strategy: Every bundle includes our MVP Revenue Engine Diagnostic to map your journey, close friction gaps, and benchmark your growth.
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pinch
Expertly Scaled: Don’t just launch; accelerate with a HubSpot instance designed by strategists, not just technicians.
| Initiatives & Task Breakouts Included |
Foundation
$4,000
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Growth
$12,000
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Scale
$18,500
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| Initiatives & Task Breakouts Included | Foundation | Growth | Scale |
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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 ad tools to your HubSpot instance for reporting.
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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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| Essential Marketing Assets | |||
2x Form Setup
We’ll create 2 custom forms (Contact Us, Lead Magnet) and train your team on how to create more and clone existing forms.
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5x Email Templates
We will work with you to identify 5 email templates to be used and train your team on creating, using, and cloning email templates in HubSpot.
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Email Subscription Type Setup
We will create 5 email subscription types and show you how to create additional ones.
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1x Landing Page Template
We will work with you to select 1 landing page template and train your team on creating, cloning, and using landing pages in HubSpot.
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| Sales Foundations | |||
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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Deal Stale Notification
We will configure criteria to determine when a deal has “gone stale” and notify relevant team members.
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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 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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| Lead Generation and Management | |||
1x Custom Card for Contact Object
On records, cards display data and actions specific to that record. We will create a custom card displaying information relevant to your team objects.
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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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2x Contact Segmentation (Lists)
We will create 2 segments (lists) and train your team on creating, managing, and maintaining HubSpot segments.
*Note: Additional training for using segments in HubSpot workflows/automation can be requested using Adhoc Hours, but is NOT included in this initiative. |
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2x Nurture Campaign
We will create 2 nurture campaign workflows with placeholder emails and train your team on creating, using, and managing nurture flows. *Note: Content of the email nurture campaign must be provided.
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| Sales Enablement Automation | |||
Sales Sequence Customization
We will customize the templated sales sequence to fit your sales process and team objectives.
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Enable Lead Object
We will enable and configure the lead object and lead pipeline with your desired stages and properties.
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Lead Status
We will configure default HubSpot lead status labels and establish automation to assign those labels dynamically.
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Lead Scoring
We will create lead scoring formulas based on your behavior and fit criteria and train your team on using and managing lead scores.
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| Data Enrichment and Qualification | |||
Target Accounts Activation
We will set up your target accounts index page to create a centralized location for teams to monitor progress. *Note: Marketing Hub Professional or higher required.
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Buyer Intent
We will configure buyer intent criteria to define your target market, intent criteria, and gain insight into visitors.
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| Reporting and Analytics | |||
Website Analytics Dashboard
We will create a dashboard of multiple reports displaying website performance metrics.
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Marketing KPI Dashboard
We will provide a dashboard of multiple reports showing your primary marketing Key Performance Indicators.
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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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1x HubSpot Campaign
We will create 1 HubSpot campaign, attach assets, and train your team on how to use and review campaigns.
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Enabling Events ROI Tracking
We will create custom properties to track registrations and attendance, and train teams on adding these to their Events Tracking process.
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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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Contact Source/
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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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Level 1 KPI Dashboard
We will create a custom dashboard of multiple reports configured to represent your primary company KPIs.
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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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Lifecycle Stages
We will create 1 comprehensive dashboard with multiple custom reports measuring contact’s movement throughout your configured lifecycle stages.
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Sales Stage Conversion Report
We will provide a report measuring deal conversion rates between stages.
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| Training and Support | |||
Training Hours
Your dedicated RevOps strategist will deliver admin training and live configuration updates during regular recurring syncs.
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3
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6
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11
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Ad Hoc Hours
These additional hours can be used for further training in desired areas or for additional support in any area of your instance.
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1
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1x Sales Sequence for Inbound Qualification
We will create a sales sequence template and train your team on creating, using, and managing sales sequences for outreach.
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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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Marketing Hub Playbooks
Proven processes for repeatable wins
.png?width=432&height=769&name=Drawing%20-%20Pillar%20Visibility%20(1).png)
hub
Technical Setup
Ensures all settings in Service Hub are set up correctly to match the Partner’s business. This includes user setup, ticket intake, & standardized email responses.
dashboard
Marketing KPI Dashboard
Gives visibility into performance metrics—like leads, conversions, and pipeline contribution—so you can prove marketing’s impact.
pip
Contact Source
Customizes HubSpot’s default source tracking to match your GTM motion, making attribution more reliable.
list
Form Setup
Launch conversion-ready forms with autoresponders and notifications to capture leads and trigger workflows.
Attach_email
Nurture Campaigns
Builds automated email workflows to move leads through the funnel—like Trial → Opportunity or Opportunity → Closed Won.
upload_file
Contact & Company Upload
Imports and organizes your database in HubSpot, ensuring clean, usable data for segmentation and reporting.
route
Lead Routing & Assignment
Automates assignment rules so new leads are routed to the right representative instantly, reducing response time and leakage.
dashboard_2
Lead Mgmt Dashboard
Equips managers with real-time visibility into lead handling, follow-ups, and funnel health.
Person_add
Office Hours & Training
Dedicated Q&A sessions with RevPartners experts to answer questions and reinforce adoption post-build.
data_object
Deal Source
Maps the origin of deals back to marketing activities, helping measure true marketing-sourced pipeline.
Mobile_layout
Email Templates
We design branded, reusable templates that keep marketing emails consistent and on-brand.
dashboard_customize
Website Performance Dashboard
Track site traffic, conversions, and campaign impact directly in HubSpot for a clearer picture of ROI.
scoreboard
Lead Scoring
Implements scoring rules that qualify leads based on engagement, behavior, or fit, ensuring sales gets the right prospects.
mobile_chat
Live Chat Setup
Enables conversational marketing with chat configuration, routing, and notifications for faster lead engagement.
Trusted by leading B2B brands on HubSpot
We equip those who own the number with the strategy, systems, and execution to exceed it.
star
5.0
Star Marketplace Rating
rate_review
400+
5-Star HubSpot Directory Reviews
database
1000+
CRM Implementations
star
star
star
star
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5/5
September 30, 2024
Rodrigo was a true professional. EXCELLENT EXPERIENCE
Rodrigo with RevPartners was easy to work with, honest, efficient and extremely knowledgable. Honestly don't think we could have asked for a better partner and had it not been for Rodrigo we would have probably asked for a refund on the Marketing Hub Professional Onboarding for the following reasons. During sales cycle we were never advised HS Onboarding was outsourced to a third party or that HS had a scheduled global week of rest immediately following our Friday, 6/30 sign-up. Also HS places limitations on what RevPartners could and could not do, forcing Rodrigo to direct us to utilize HS tech support, which often took 24+ hours to reply. Again to Rodrigo's credit if HS was slow to respond he would look for solutions through his channels.
J. Johnston
26 - 50 employees
Automotive & Transport
Services:
HubSpot Onboarding
star
star
star
star
star
5/5
September 30, 2024
Rodrigo was a true professional. EXCELLENT EXPERIENCE
Rodrigo with RevPartners was easy to work with, honest, efficient and extremely knowledgable. Honestly don't think we could have asked for a better partner and had it not been for Rodrigo we would have probably asked for a refund on the Marketing Hub Professional Onboarding for the following reasons. During sales cycle we were never advised HS Onboarding was outsourced to a third party or that HS had a scheduled global week of rest immediately following our Friday, 6/30 sign-up. Also HS places limitations on what RevPartners could and could not do, forcing Rodrigo to direct us to utilize HS tech support, which often took 24+ hours to reply. Again to Rodrigo's credit if HS was slow to respond he would look for solutions through his channels.
J. Johnston
26 - 50 employees
Automotive & Transport
Services:
HubSpot Onboarding
star
star
star
star
star
5/5
June 24, 2024
Grateful for Rodrigo!
Rodrigo was very helpful and friendly during our transition to HubSpot. Excellent communication throughout the onboarding process. He provided us with clear guidance, steps, goals, and meeting notes. Very grateful for his assistance!
L. Bolek
26 - 50 employees
Technology
Services:
HubSpot Onboarding
star
star
star
star
star
5/5
June 21, 2024
RevOps Retainer: Shadab Khan, Brian Kreutz, Justin Tilton, and RevPartners Team
We've been working with RevPartners since late last year with an ongoing RevOps retainer package, and I am so grateful for their partnership every single day. Our initial use case was a re-implementation of Sales Hub, and while our initial strategist, Justin Tilton has moved on to another opportunity, he did a phenomenal job setting us up for success long term as well as handing off our account to our current strategist, Shadab. I have worked with many agencies across my career, and RevPartners is the first one who has truly lived up to their promises. They are detail oriented, responsive, proactive, insightful, brilliant, and best of all, they truly feel like an extension of our team. The most recent project we've tackled has been a "mission control" dashboard for our sales team to cut through the noise and help them focus on what's most important. A few things Shadab does that make it incredibly easy to work together: -Lightning fast responses to email confirming receipt, and timely follow-up without having to be asked -Proactive "nudges" to keep us on track when we're busy and creating blockers for him -In-depth loom videos for concepts and explanations that are hard to capture in writing -Always asks the "why" -- what was the original intent of this workflow? What business KPI does this support? -Exhaustive research into different ways to approach a solution -- when we receive a recommendation, I know that he's already ruled out several other options -Collaborative approach to problem-solving; he'll frequently reach out to other RP colleagues, peers, and even HubSpot resources -This one is something we enjoy personally: he's a huge HubSpot nerd! It's fun to work with someone who enjoys being in the weeds on this stuff Since starting with RevPartners, I truly feel like our team has leveled up and can now tackle the big, hairy challenges we felt under-resourced or unequipped to do before. I would recommend them to anyone who is tired of copy & paste approaches from lackluster agencies (because they're not an agency!).
L. Brennan
201 - 1000 employees
Medical, Health & Wellness
Services:
CRM Implementation
Customer Survey and Analysis
Sales and Marketing Alignment
Sales Enablement
star
star
star
star
star
5/5
June 18, 2024
Lexi Gilbert / FMG
Working with Lexi and team was short to date, but bringing her in as an extension of the marketing team was the best move from our technical leader. She brings a dynamic to our team that is valuable and completely missing. Her knowledge of the platform and ability to dive into a complex account while navigating politics is a rare find. She is supportive, happy, direct and takes a large project head on, with a smile. She brought in perspective with knowledge to back it up at the right time. She is a huge asset to RevPartners and FMG. Thank you Lexi for your hard work and smile each day!
J. Bornstein
201 - 1000 employees
Finance & Insurance
Services:
CRM Implementation
star
star
star
star
star
5/5
June 4, 2024
Superb Experience! Fantastic Partners! Shoutout to Henry Wee!!
I cannot express how thankful I am for the entire RevPartners team. I joined our organization as the sole member of RevOps and within my first two weeks, I learned we would be losing access to Salesforce in roughly 60 days and needed to move our entire business over to HubSpot. A project of this scope is absurd for a one-person-team and more so on this timeline, the only way it was going to be possible is if I had a partner to work alongside me. RevPartners was the only agency who could meet our needs including both the timeline and budget constraints, but more than that they gave us confidence that this project could actually happen - and be successful. I want to specifically acknowledge Henry Wee as the true MVP of this entire project as without his support, I am not sure we could've pulled this off. Not only was Henry crucial in helping us gather and collect the necessary details for a smooth migration, but he was amazing at handling the ebbs and flows that happened throughout the project including the discovery of processes not initially known that had to be migrated and also with being flexible in how we operationalized HubSpot so that it wasn't a mirror copy of Salesforce, it was so much better! Having Henry available on Slack and during our weekly calls helped me tremendously with having a partner I could turn to with questions, ideas, and.. the occasional freakout (sorry, Henry, but you're amazing!). In the end, we were able to migrate completely away from Salesforce and onto HubSpot in SIX WEEKS! Even more exciting, we did so without a single interruption to business - AMAZING! I will forever be a fan of RevPartners, and a huge fan of my new friend Henry. I wish everyone there nothing but the utmost success in business and life, thank you for making this project fun. Cheers!
K. Little
51 - 200 employees
Technology
Services:
CRM Implementation
CRM Migration
Custom API Integrations
Programmable Automation
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star
star
star
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5/5
May 13, 2024
Henry Wee is awesome!
This has been the most comprehensive, well-managed implementation/migration that I have ever been involved with. Henry's knowledge, on the spot solutions and command of HubSpot made this easy. I would highly recommend him to anyone.
D. Keel
51 - 200 employees
Banking/Financial Services
Services:
CRM Implementation
CRM Migration
Customer Success Training
HubSpot Onboarding
star
star
star
star
star
5/5
May 13, 2024
Excellent and timely advice
Rodrigo Buenfil was a crucial partner to Third Economy in scaling up our marketing and sales operations and was always helpful and patient with our team. We couldn't have done our earliest webinars and campaigns without him.
C. Fredericks
26 - 50 employees
Consulting/Advisory
Services:
Knowledge Base Development
Sales and Marketing Alignment
Sales Enablement
Programmable Automation
HubSpot Onboarding
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star
star
star
star
5/5
May 9, 2024
A+ Trainer
Rodrigo was awesome during our onboarding! Super kind and always in a good mood, he made sure we all felt comfortable asking questions. He was prepared for each session and even shuffled meetings around to fit our schedules when we needed it. It’s clear he cares a lot about getting us off to a great start. Really appreciated his help and flexibility!
S. Bakker
11 - 25 employees
Finance & Insurance
Services:
HubSpot Onboarding
star
star
star
star
star
5/5
April 23, 2024
Rodrigo is a legend.
Rodrigo deserves a raise and a promotion. He was incredibly helpful, informative, understanding, charismatic, accommodating, above and beyond in every single way. Again, he should be running this place.
B. Jones
6 - 10 employees
Consumer Products
Services:
HubSpot Onboarding
star
star
star
star
star
5/5
April 9, 2024
CRM Implementation, CRM Migration, Customer Support Training, and HubSpot Onboarding
Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!
A. Brauhn
201 - 1000 employees
Business Services
Services:
CRM Implementation
CRM Migration
Customer Support Training
HubSpot Onboarding
star
star
star
star
star
5/5
April 9, 2024
Rodgrigo was a RockStar!!!
Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!
A. Brauhn
201 - 1000 employees
Business Services
Services:
CRM Implementation
CRM Migration
Customer Support Training
HubSpot Onboarding
star
star
star
star
star
5/5
April 9, 2024
Always kind with thorough follow up
Rodrigo was great to work with. He was always very accepting of all HubSpot information requests and where there gaps with our weekly call he would provide a very detailed follow up with video instruction. If I need something via email he always responded same day. Great experience.
D. Deter
26 - 50 employees
Consulting/Advisory
Services:
CRM Implementation
CRM Migration
HubSpot Onboarding
star
star
star
star
star
5/5
April 9, 2024
Sr. Program Manager
My experience with Rev Partners, Blake in particular, has been nothing short of incredible. In all seriousness, Blake is the reason why I now love and use HubSpot. He is a great teacher and communicator. He made every custom change we needed, he implemented the whole process for us and made my teams experience very positive.
H. Green
11 - 25 employees
Electronics
Services:
Content Creation
CRM Implementation
CRM Migration
Customer Marketing
Customer Success Training
Email Marketing
Sales and Marketing Alignment
Sales Enablement
Website Migration
HubSpot Onboarding
star
star
star
star
star
5/5
April 9, 2024
Rodrigo Review
Rodrigo was very helpful and attentive. If I had any questions he was quick to get back to me and very friendly.
T. Kimbrough
26 - 50 employees
Government
star
star
star
star
star
5/5
March 28, 2024
CRM Implementation
Rodrigo did a fantastic job with our CRM Implementation and onboarding with MahlerClean
E. Truckey
201 - 1000 employees
Business Services
Services:
CRM Implementation
star
star
star
star
star
5/5
March 28, 2024
CRM Implementation
Rodrigo did a fantastic job with our CRM Implementation and onboarding with MahlerClean
E. Truckey
201 - 1000 employees
Business Services
Services:
CRM Implementation
star
star
star
star
star
5/5
March 20, 2024
Onboarding made easy
Rodrigo has been a great partner to help me get my company and team fully onboarded with HubSpot. He has a background in both sales and marketing which makes him a great resource for running ideas by him—he also gives great advice on what he has seen work at every tier of the funnel. He has also showed me a few ways to use certain functions that were mind opening. Finally, syncing HubSpot to our sales CRM is a big task and Rodrigo has helped me break it down step by step to make the process seem less daunting. I appreciate having Rodrigo here to help me through this process. Highly recommend RevPartners!
S. Dukowitz
51 - 200 employees
Oil & Gas
Services:
HubSpot Onboarding
star
star
star
star
star
5/5
March 7, 2024
AMAZING ASSET!!!
I'm a pencil and paper type of Guy old school in my organization. Sitting in this Training with Ro has amazingly calmed all my fears and made me so excited about implementing this technology into my day to day operation
J. Barrion
26 - 50 employees
Automotive & Transport
Who we deliver for
terminal
SaaS & PLG
payments
Financial services
health_metrics
Healthcare
school
Higher Education
finance
Private Equity & Venture Capital
storefront
Commerce
precision_manufacturing
Manufacturing
quick_reference_all
Professional Services
confirmation_number
Event Management
edit_location_alt
Franchises
fitness_tracker
Gym & Fitness
settings_account_box
Managed Services
stock_media
Media & Publishing
volunteer_activism
Non-Profits
real_estate_agent
Real Estate
work
Recruiting & Staffing
local_shipping
Shipping & Logistics
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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hourglass_pause
Slow Handoffs
Marketing generates interest, but leads stall before ever reaching Sales.
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share_off
Empty Metrics
Marketing activity happens, but nothing connects to pipeline or revenue.
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money_off
Blind Spots
You don’t know which campaigns or channels are working or which are wasting budget.
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data_alert
Dirty Data
Leads are misclassified and messy, leaving you blind to real conversion opportunities.
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scatter_plot
Scattered Focus
Without clarity on wins and losses, you can’t double down where it matters most.
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trending_down
Idle Investment
The automation, attribution, and reporting that set Marketing Hub apart sit untouched.
Marketing Hub Implementation FAQs
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Can I bundle Marketing Hub with Service and/or Sales Hub?
Yes. In fact, we recommend it. Marketing Hub is most powerful when aligned with Sales for true RevOps visibility. Discounted pricing is available for multi-hub engagements.
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Why RevPartners instead of another partner or agency?
Because we’re not a marketing agency — we’re RevOps + GTM engineers. We’ve implemented thousands of HubSpot instances, earned multiple HubSpot accreditations, and know what actually drives pipeline, attribution, and growth.
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How long does implementation take?
Launching HubSpot with RevPartners can be complete in 14-30 days depending on the package. By the end, you’ll have Marketing and Sales Hubs fully configured, campaigns live, dashboards running, and your team trained.
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Will my team finally use HubSpot?
Yes — adoption is baked in. We train your team with office hours, live sessions, and embedded documentation so HubSpot becomes your system of record.
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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.
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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.
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What is RevOps?
RevOps is Revenue Operations!
