Free resource
The checklist to implement HubSpot right the first time
The 40 points we review in every implementation project, organised in five phases: before you start, CRM design, data and migration, configuration and adoption. In a one-page PDF to print, share with your team and tick off.
Free, in PDF. You download it instantly on this page.
What is inside
- 01Before you start8 checkpoints
- 02CRM design8 checkpoints
- 03Data and migration8 checkpoints
- 04Configuration and automation8 checkpoints
- 05Adoption and improvement8 checkpoints
Here it is!
Thank you. Download the checklist as a PDF; if you would like to apply it in your company, we can help.
Rather do it with us?
We apply the checklist with you
As a HubSpot Diamond partner, we go through the five phases with you and stay on afterwards so the CRM is actually used.
HubSpot implementation
CRM design, configuration, automation and role-based training, phase by phase and with a project lead.
Learn moreCRM migration
From Salesforce, Pipedrive, Zoho, Odoo or spreadsheets to HubSpot without losing data or useful history.
Learn moreSupport and RevOps
Ongoing help after go-live: improvements, new Hubs, reporting and portal governance.
Learn moreFAQs
Questions about the checklist
Is the checklist free?
Yes. We only ask for your name and email, and the download is instant, on this same page.
Is it useful if we already have HubSpot?
Yes. Many portals were set up in a hurry and are only half used. Going through the checklist shows what is missing: unused properties, pipelines without exit criteria, unreviewed automation or reports nobody looks at.
How long does a HubSpot implementation take?
It depends on the scope: the Hubs involved, the integrations and the amount of data to migrate. In the free audit we give you an estimate of scope and timelines by phase.
Can you apply it with us?
That is what we do in every project: we go through the five phases with you, from CRM design to role-based training and continuous improvement.
Free audit
Is your sales process working for you?
In 30 minutes we review how you capture, follow up and close opportunities, in HubSpot, another CRM or Excel, and tell you honestly what we would change first. No commitment, no sales pitch.
We reply within 24 business hours.