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HubSpot Implementation: What to Expect from The WDG Agency

You may be thinking, “HubSpot seems perfect for our needs. But we don’t have the time or expertise to set it up, let alone train our team to use it.”

That’s where The WDG Agency comes in! As your HubSpot Implementation Partner, we take full responsibility for all set up activities, training, and support that your Super Admins and Users need. 

Here’s what a full-service Sales, Marketing & Service Hub implementation typically includes:

• Strategy & Goals Discussion
• Kickoff/Planning Meeting
• Account and Tech Setup (e.g., User CRM  Signatures, Permissions, Notifications)
• CRM Configuration & Customization
• Data Review, Cleanup, and Migration
• Set Up of Native/Third-Party Integrations
• Marketing Hub Set Up (e.g., connect email sending domain, custom Contact Forms)
• Sales Hub Set Up (e.g., Pipelines, Deal Stages, Automations) 
• Service Hub Set Up (e.g., Tickets Pipelines, Surveys, Knowledge Base)
• CRM, Marketing, Sales & Service Tools Training Sessions (Group and/or 1:1 depending on your needs)
• Set Up of Custom Reports & Dashboards 
• Handoff Meeting

Customization is Key.

Your implementation will be customized for your needs. Are you exhibiting at an upcoming trade show and need to invite clients to visit your booth? Do you want to begin using a Pipeline to manage opportunities and get away from Excel? During our kickoff meeting you’ll outline your priorities and we’ll set the priorities of your implementation. 
 
Three of our employees are dedicated to implementing HubSpot for clients. You’ll have direct access to us by email, phone, and Zoom meetings as needed in addition to weekly check-in meetings and training sessions. (Unlike many HubSpot Partners, we do NOT require you to use our project management app to submit questions and requests!) Plus, we record all of our training sessions and upload them to your HubSpot account for future reference. 

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You Set the Timeline.

You’ve got projects to complete, products/services to sell, people to support. But you also need to get your team up and running with HubSpot as quickly as possible to start taking advantage of your investment.

The time it takes to implement HubSpot depends on the Hubs and Tiers you select and your team’s availability—for answers to questions, training sessions, etc. From Kickoff to Handoff, your implementation could take 90 days. Our in-house implementation team can adjust this timeline based on the pace that works for you. However, if you ask for a timeline that is too ambitious based on our experience implementing HubSpot for 70+ companies across all industries, we’ll let you know.

Here’s an example of how we manage a 90-day Sales & Marketing Hub Implementation: 

HubSpot Implementation Timeline

Ready to Talk About Your HubSpot Needs?

Whether you’re considering which HubSpot Platform is right for your company or you’re ready to select a HubSpot Implementation Partner—or both—we’ll empower you to make an informed decision and confidently move forward. 

The next step is to meet with us on Zoom. You’ll tell us about your business and what you need from HubSpot to make it a successful investment. In return, we’ll share relevant insights and examples of how you’ll be able to use HubSpot to boost your productivity and profitability. After that, we’ll provide you with a detailed proposal for working together. We look forward to speaking with you!