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HubSpot Consulting
Get more from HubSpot across marketing, sales and service.
HubSpot can run your CRM, email marketing, sales pipeline and reporting in one place, but only if it’s set up and managed well. Strategiza implements, integrates and manages HubSpot for you, so your teams adopt it and leadership can trust the numbers.
01 HubSpot implementation and onboarding
02 CRM, email marketing and automation
03 Sales pipeline and reporting setup
04 Ongoing HubSpot management
Why it matters
A powerful platform that’s easy to under-use.
Many companies buy HubSpot and use a fraction of it: contacts imported without structure, emails sent without segmentation, deals tracked inconsistently and reports nobody trusts. The result is wasted licenses and teams that drift back to spreadsheets.
We set HubSpot up around how your business actually sells and markets: clean data, clear pipelines, useful automation and dashboards that connect marketing activity to revenue. Then we help you run and improve it, month after month.
Signs you need HubSpot consulting
- You’re moving to HubSpot from another CRM or from spreadsheets.
- Your HubSpot data is messy, duplicated or incomplete.
- Email marketing goes to everyone instead of the right segments.
- Sales and marketing don’t agree on lead definitions or handoffs.
- Reports don’t show which campaigns actually produce revenue.
- You’re paying for HubSpot features nobody uses.
How we work
From setup to a system your teams rely on.
Whether you’re new to HubSpot or fixing an existing portal, we follow the same practical path.
01
Assess
We review your goals, sales and marketing processes, data, current tools and the HubSpot hubs and tiers you have or need.
02
Design
We design the data model, properties, lifecycle stages, pipelines, lead scoring, automation and reporting around your business.
03
Implement
We configure HubSpot, migrate and clean data, connect integrations, build templates and workflows, and train your teams.
04
Manage & optimize
Ongoing administration, campaigns, reporting and improvements so HubSpot keeps delivering as you grow.
What we deliver
HubSpot, implemented and managed properly.
01
CRM setup & data
Contacts, companies, deals, custom properties, lifecycle stages, data cleanup, deduplication and migration from your previous system.
02
Email marketing
Segmented lists, templates, newsletters, nurture campaigns and email performance tracking.
03
Marketing automation
Workflows, lead capture forms, landing pages, lead scoring and nurture sequences that move prospects forward.
04
Sales Hub
Deal pipelines, sequences, meeting scheduling, quotes, playbooks and the sales–marketing handoff.
05
Integrations
Connecting HubSpot with your website, ads platforms, eCommerce store, ERP, accounting and other business tools.
06
Reporting & dashboards
Attribution, pipeline and revenue dashboards that show leadership what’s working.
Why Strategiza
We’ve run marketing and sales on HubSpot from the inside.
Strategiza’s leadership has run marketing as an in-house CMO, building a HubSpot-centered marketing technology stack with clean attribution across analytics, tag management and BI tools. We set HubSpot up the way an operator needs it: tied to pipeline and revenue.
- Business first. Configuration follows your sales and marketing process, not the other way around.
- Marketing and sales together. One system for lead generation, handoff, pipeline and reporting.
- Clean data. Structure and governance that keep your CRM trustworthy.
- Measured in revenue. Dashboards that connect campaigns to pipeline and closed deals.
- Month-to-month. Ongoing management with no long-term lock-in.
Engagement models
Implementation, then ongoing management.
HubSpot implementations, migrations and portal audits are fixed-fee projects. Ongoing administration and campaign management run month-to-month. See how pricing works.
Done with you
We design and configure HubSpot, train your team and act as your expert advisor while your team runs day-to-day.
Done for you
We manage HubSpot for you: administration, email campaigns, workflows, data quality and reporting.
FAQ
HubSpot consulting questions.
Which HubSpot hubs do you work with?
We work across HubSpot’s marketing, sales and CRM features, including email marketing, automation, forms and landing pages, pipelines, sequences and reporting. We’ll help you decide which hubs and tiers you actually need.
Can you migrate us to HubSpot from another CRM?
Yes. We plan the data model, clean and map your data, migrate contacts, companies, deals and history, and make sure your team can work productively from day one.
Our HubSpot portal is a mess. Can you fix it?
Yes. A HubSpot audit identifies data, process, automation and reporting issues, and we prioritize fixes by business impact.
Can HubSpot connect to our other systems?
Usually, yes. We connect HubSpot with your website, ad platforms, eCommerce store, ERP, accounting and other tools through native integrations or connectors.
Can you run our email marketing in HubSpot?
Yes. We can plan, build and send campaigns and newsletters, manage lists and segmentation, and report on results.
Related services
Let’s talk about HubSpot.
Book a free 30-minute strategy call. Tell us how you use HubSpot today, or what you need from it, and we’ll recommend the right next step.
info@strategiza.com
+1 480 215 5282 · Irvine, California