HubSpot Done Right - Lean, Not Bloated
Right-sized HubSpot implementation that matches your actual business needs. No over-engineered enterprise setups - just the features that drive revenue.
Scoped to your HubSpot tier and business requirements
Why Most HubSpot Implementations Waste Budget
HubSpot is a powerful platform. It is also a platform that makes money by selling you features you don’t need. The typical HubSpot onboarding agency will push you toward Professional or Enterprise tiers because higher tiers mean higher commissions.
The result: businesses paying $800-$3,600/month for a CRM they use at 15% capacity. Custom properties nobody references. Automation workflows that fire into the void. Reporting dashboards that display metrics nobody checks.
ZeroHolds takes the opposite approach. We figure out what you actually need and build exactly that.
Lean HubSpot Setup Process
Tier Assessment
Before we touch a single setting, we audit your actual business needs:
- How many contacts do you manage?
- What is your deal pipeline complexity?
- Which automations will genuinely save time?
- What reporting do decision-makers actually look at?
Based on this assessment, we recommend the smallest HubSpot tier that covers your requirements. Sometimes that is HubSpot Free. Sometimes it is Starter. Rarely is it Enterprise.
Pipeline Architecture
We design your deal pipeline around how your sales team actually works -not how HubSpot’s default template suggests. Deal stages map to real business milestones. Required fields capture information your team needs. Automation handles the repetitive handoffs.
Contact Data Model
We create a lean set of custom properties that capture meaningful data. No 47-field contact records. No duplicate properties. Every field serves a reporting or automation purpose.
Marketing Automation
Workflows are built for three purposes: lead nurturing, internal notifications, and data hygiene. If a workflow doesn’t serve one of these purposes, it doesn’t get built.
Reporting
Dashboards show the metrics your team actually reviews in weekly meetings. Revenue attribution, pipeline velocity, lead source performance — the numbers that drive decisions, not vanity. For businesses that need attribution beyond HubSpot, see our revenue operations service.
Who Needs a HubSpot Consultant
HubSpot implementation consulting is for businesses that:
- Are starting with HubSpot and want to avoid common setup mistakes
- Already have HubSpot but are paying for features they don’t use
- Need their CRM connected to their website and marketing efforts
- Want a lean, maintainable setup -not a complex system that requires an admin
HubSpot Implementation Deliverables
- A fully configured HubSpot instance matched to your business needs
- Pipeline and deal stage architecture
- Contact segmentation and property model
- Marketing automation workflows (nurture, notifications, hygiene)
- Reporting dashboards for decision-makers
- Documentation so your team can maintain it independently
Get a lean HubSpot setup that actually fits your business.
Direct access to a senior engineer. No juniors, no hand-offs.
HubSpot Capabilities
Why Choose ZeroHolds for HubSpot
Senior-Led
Direct access to the strategist building your system. No juniors, no hand-offs.
72-Hour Delivery
From onboarding to live asset in 72 business hours.
Full Ownership
Buy outright or rent-to-own. Every line of code becomes yours.
HubSpot FAQ
Do I need HubSpot for RevOps?
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Not necessarily. We specialize in Lean RevOps - building the lightest, most effective automation stack for your specific size. Sometimes that's HubSpot Free or Starter, sometimes it's a different tool entirely. We'll never push you into a tier you don't need just because it pays us more.
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