Onboarding and migration
A HubSpot build your team will actually use.
Onboarding, migration and configuration executed around how your business actually sells — data model, pipelines, automation and adoption, not a checklist of enabled features.
System readout
- Clean
- Validated, deduplicated migration
- Mapped
- Pipelines built on your real process
- Adopted
- Role-based training and handover
The problem/ 001
What we usually find first.
Before anything is built, we look for the constraints already costing you performance.
- ERR 01
A portal switched on but never configured
- ERR 02
Migrated data arriving dirty and duplicated
- ERR 03
Properties created ad hoc by five different people
- ERR 04
Pipelines that don't match the real sales process
- ERR 05
Reps still working out of spreadsheets
- ERR 06
Paid licences for tools nobody uses
Included/ 002
What hubspot implementation covers.
- 001Discovery & Process MappingYour actual sales and marketing process documented before anything is built inside the portal.
- 002Data Model & Property DesignObjects, properties, associations and naming conventions designed to stay clean as you scale.
- 003Data MigrationDeduplication, mapping and validated import from spreadsheets or a legacy CRM.
- 004Pipeline & Lifecycle SetupDeal stages, lifecycle stages and exit criteria that reflect how deals really progress.
- 005Automation & IntegrationsCore workflows, routing, notifications and integration with the tools your team already relies on.
- 006Enablement & HandoverRole-based training, documentation and a first-90-days plan so adoption survives go-live.
How we work/ 003
Audit. Engineer. Perform.
Audit
We assess your demand channels, CRM architecture and sales alignment. No assumptions. Just data.
Engineer
We design the acquisition and revenue infrastructure required for controlled growth.
Perform
We activate, optimise and scale with precision driven by measurable commercial outcomes.
Related capability/ 004
The rest of HubSpot & RevOps.
Selected work/ 005
Systems we've built for clients like you.
Real Estate
Aligning brand authority with a revenue engine designed to generate qualified buyers at scale.
Read Chamberlain Brown's story→
Health & Wellness
We built the performance infrastructure behind Medmate's growth to drive consistent, measurable healthcare outcomes.
Read Medmate's story→
Real Estate
We engineered a multi-channel acquisition system that converts attention into appraisals, tenants and long-term growth.
Read Leah Jay's story→
Insights/ 006
Thinking that informs the work.
RevOpsFranklin x HubSpot: How We Do HubSpot Differently
Anyone can configure HubSpot. The difference is whether the configuration changes how you buy media, run sales and forecast revenue.
17 Aug 20269 min readRead the article→
RevOpsHubSpot + Aircall: The Ultimate Guide
Most teams install Aircall, tick the HubSpot integration box and stop there. Done properly, the phone becomes the highest-signal data source in your CRM.
18 Aug 202610 min readRead the article→
RevOpsHow to Improve Your Conversion Rate With HubSpot
Conversion rate is not one number. It is a chain of six, and HubSpot lets you see and fix each link instead of guessing at the landing page.
16 Aug 202610 min readRead the article→
FAQ/ 006
Questions we get asked.
Anything not covered here, we'll answer against your actual numbers on a call.
Get started/ 007