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.
19 Aug 20269 min readRead the article→
Meta AdsMeta Ads Weekly Update: 15 September 2026
A landmark settlement is about to change how many teens use Meta's apps, while new AI creative tools quietly reshape how ads get made.
15 Sept 20266 min readRead the article→
Digital AdvertisingDigital Advertising Weekly: 15 September 2026
The Australian ad market keeps climbing, Google and Microsoft are placing very different AI bets, and the ad verification industry just got a lot smaller.
15 Sept 20266 min readRead the article→
FAQ/ 007
Questions we get asked.
Anything not covered here, we'll answer against your actual numbers on a call.
Where to next/ 008
Guides and sectors related to hubspot implementation.
Services
Ultimate guides
Get started/ 009
