KoiShark Consulting
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Service

Implementation & Onboarding

We implement Sales Hub, Marketing Hub, and Service Hub based on how your team sells, markets, and supports customers today. We begin with your current process and design the portal around it. Pipeline stages reflect how your deals move, properties capture the information your team needs, and permissions protect your data without slowing your team down. Our goal is a portal that your team uses every day.

We support clients at every stage of their relationship with HubSpot. If you use a different CRM and are considering HubSpot, we help you choose the Hubs and tiers that fit your needs now and as your business grows. If you recently purchased HubSpot, we set it up correctly from the start. If you have used HubSpot for some time and parts of it no longer work the way you need, we identify the cause and correct it.

What we set up

  • The right package. Which Hubs and tiers you actually need — and which ones you don’t. We’ll tell you when you don’t need to upgrade.
  • Pipelines and stages. Defined so that every stage means the same thing to every rep, and reports on them mean something.
  • Properties and records. The fields your team needs, named consistently, with a clear owner for each one.
  • Users, teams, and permissions. Structured around how your business is organized, with access that protects your data without slowing anyone down.
  • Imports and integrations. Your existing data brought in clean, and the tools your team already uses connected.
  • Automation and reporting. The workflows and dashboards you need on day one, documented so your team can maintain them.

How it works

  1. Discovery. We learn how your team sells, markets, and supports customers today, and where the current process breaks.
  2. Design. We agree on pipelines, properties, permissions, and the handoffs between teams before anything gets built.
  3. Build. We configure the portal, import your data, and connect your tools.
  4. Training and handoff. We train your team by role, hand over documentation, and stay available while the questions come in.

Common questions

Do you work with companies already on HubSpot?

Yes. A good portion of our work is fixing setups that were rushed, outgrown, or inherited from someone who left. If that’s you, an audit is usually the right first step.

What size companies do you work with?

Startups and midsize teams, typically 10 to 200 employees.

What is a Certified HubSpot Implementation Provider?

We’ve met HubSpot’s requirements to deliver onboarding, which can allow the standard HubSpot onboarding fee to be waived when you buy through us.

Choosing who to work with

If you’re comparing partners, our guide on how to choose a HubSpot consultant covers the questions to ask before you sign — including the ones we’d rather you asked us.

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