HubSpot, set up around how your business works
We set up the parts of HubSpot you use, from marketing and sales to service, your website and payments. Basics first, then AI and agents on top, so your team actually uses it.
Trusted by growing businesses in the US, UK and Australia
You've got HubSpot. It just doesn't feel like it's working.
We pay for HubSpot, but half the team still uses spreadsheets.
The setup doesn't match how the team works. Data lives in two places, and neither is right.
I can't get a report I trust.
Properties, stages and sources were set up in a hurry. Decisions get made on gut feel.
Leads come in and nobody knows whose they are.
No routing, no handovers, no follow-up rules. Good leads go cold.
We upgraded, but never set the new features up.
Paid for, not used. You pay twice: in licences and in workarounds.
Every part of the business, in one system
HubSpot, set up as one system
Marketing, sales, service, website, data and payments
- Clean CRM and properties
- Pipelines that match how you sell
- Routing and follow-up automation
- AI and agents, once the basics work
New to HubSpot? We set it up from scratch. Moving from another CRM? We migrate and clean your data on the way in. Already on HubSpot? We fix what's there and set up what you're not using yet.
We were able to roll it out to the staff within a couple of months as opposed to 6 months with the other specialist.
We worked with Alyssa after we had an awful experience with another HubSpot specialist. Alyssa cleaned up our system, helped further the setup and fully align it with our sales process. We were able to roll it out to the staff within a couple of months as opposed to 6 months with the other specialist. She has been such a life saver and is now working with our UK office to set up their system!
The basics first, then AI on top
Clean data, a pipeline that matches how you sell, reporting you trust. Then AI, agents and Claude skills, because AI on a messy CRM only makes the mess faster.
Data your team can trust
Contacts, companies and deals set up with clear properties and naming, and your data imported, deduplicated and cleaned on the way in.
- Properties with a clear purpose, nothing added just because HubSpot can
- Lifecycle stages and lead status that mean the same thing to everyone
- Naming conventions and data standards written down, so it stays clean
- User roles and permissions, so each person sees what they need
So you can stop second-guessing the numbers.
| Name | Company | Owner | Source |
|---|---|---|---|
| Jo Smith | Acme Pty | None | Blank |
| jo smith | ACME | Sam | Offline |
| J. Smith | Blank | None | Blank |
A pipeline that matches how you sell
We map how leads come in, how decisions get made and where things break today, then build HubSpot around it.
- A pipeline for every revenue stream: sales, services, renewals
- Lead routing, handovers, tasks and notifications
- Quotes, tickets and onboarding where you need them
So you can follow up while the lead is still interested.
New
Qualified
Quote sent
Won
Reports that reflect reality
We design the reports before we build, so the setup captures what your dashboards need to answer.
- Source to pipeline to revenue
- Dashboards for each team and for leadership
- Weekly report from the Reporting Agent, included
So you can make decisions on facts, not gut feel.
AI and agents, once the basics work
With clean data in place, we add AI where it saves time: AI steps in workflows, Breeze agents, and Claude skills built around your own processes.
- AI workflow steps that sort, enrich, summarise and route
- Breeze agents set up on your own content
- Claude skills for the jobs your team repeats, connected to HubSpot
So you can grow without adding admin.
Every part of HubSpot you use, set up properly
We set up what you need now, and leave room for what comes next.
Forms, emails, lists, nurture workflows and lead scoring, tied to the CRM.
Pipelines, sequences, templates, quotes, meetings and playbooks.
Tickets, shared inboxes, help desk and knowledge base.
Your website, landing pages and blog on HubSpot, with tracking and attribution.
Syncs with your email, calendar, accounting and other tools, plus custom objects.
Quotes, payments, invoices and subscriptions in HubSpot.
A clear plan, regular updates, and work you can track
Discovery workshop
How leads come in, how your team sells and serves customers, which tools you run, and where things break.
Blueprint
Objects, properties, pipelines, automations, integrations and reports, laid out before anything is built.
Build in stages
CRM and data first, then pipelines and automation, then reporting. We do the work, hands on, in your portal, and test it before it goes live.
Train as we go
Role-specific training as each part goes live, recorded guides and a CRM manual for new hires. Less at the start, more as they're ready.
AI, agents and support
Support while the team settles in. AI, agents and Claude skills added once the basics work. Then a retainer or a block of hours, if you want us to stay on.
AI built into your HubSpot, not bolted on
Once your data is in good shape, this is where AI helps.
Built for teams that want HubSpot to run the business
A good fit if
- You're new to HubSpot, or moving from another CRM
- You've had HubSpot a while and it's messy or underused
- You've added teams, regions or brands and need them joined up
- You want AI, agents and Claude working for your team, with the basics right first
Probably not a fit if
- You want a quick setup with no time from your team
- HubSpot won't be your main CRM
- No one will own HubSpot once it's built
- You need a CRM other than HubSpot set up
Start where it makes sense for you
Every engagement starts with a discovery workshop, included. Retainers are quoted in your currency.
HubSpot implementation
Good when you're setting up HubSpot, moving to it, or rebuilding it.
- Discovery workshop and blueprint
- Built hands on, in your portal
- Data moved across and cleaned
- Role-specific training, guides and a CRM manual
- Weekly report from the Reporting Agent
- Moves into a retainer at handover, if you want
Ongoing HubSpot support
Good when you want someone looking after HubSpot every month.
- New workflows, reports, agents and Claude skills as you grow
- Training included
- One report a month from our shop
- Lower monthly rate on 6 or 12 month terms
HubSpot Audit
Good when you want to know what's working before deciding anything.
- See what you're underusing
- 1-hour debrief call included
Train your team
Good when HubSpot is set up and you want the team using it well.
- Sessions in your own portal
- Blocks of hours you can use for training
Not sure which fits? That's what the first call is for.
What clients say about our HubSpot work
It was a complex and time sensitive project, with millions of data points to migrate and a bunch of different integrations, and Alyssa was at the heart of its success - she knows Hubspot inside and out, asked difficult questions, didn't take the easy route (aka 'I'll just let them do this dumb idea because it's easier for me') when she didn't think it was in our best interest, and basically went above and beyond in ensuring we had a great CRM which was using Hubspot's full capacity. Alyssa is a great mix of analytical and creative who is a great marketer as well as a Hubspot expert, so she really understands where you're coming from and thinks things through from an end user perspective. Wholeheartedly recommend!
For the past six years, our organization has partnered with Alyssa from Gather 'n' Grow as a HubSpot consultant. Alyssa has been instrumental in building our CRM, integrating new brands and optimizing our approach as we've grown through acquisition. Her knowledge, flexibility and adaptability are exceptional. We consider Gather n Grow not just an agency, but a true HubSpot partner.
From the beginning Alyssa helped in every way to make our implementation a success. Beyond her ninja technical skills and amazing knowledge, she became part of the team and went above and beyond when getting things done. She made our crm migration silky smooth and implemented strategies that are now part of our core business. Cannot recommend her enough.
Prefer to listen? I talk through what I look for in the first 10 minutes of a HubSpot audit in Decoding Growth, Episode 5.
Get more from HubSpot
See what you're underusing before you build more.
See the audit →ProductCRM Data Clean Up BlueprintA plan to clean your CRM data, if that's where you need to start.
See the blueprint →ServiceHubSpot IntegrationsConnect HubSpot to the rest of your tools.
See the service →ServiceFractional RevOpsSomeone to run the systems once they're built.
See the service →One system, from first click to closed deal
Questions about HubSpot implementation
How long does an implementation take?
It depends on how many teams are coming onto HubSpot, which integrations you need and how much data is moving across. We agree a plan and timeline with you after the discovery workshop.
Do you do the work, or give us a plan?
We do the work, hands on, in your portal. You sign off a blueprint first, then we build it and test it before it goes live.
Which parts of HubSpot do you set up?
All of them: marketing, sales, customer service, your website and content, data and integrations, and payments. We set up what you need now and leave room for the rest.
Can you move us from another CRM?
Yes. We move your contacts, companies, deals and history across, and deduplicate and clean the data on the way in, so old problems don't come with it.
Does it include training?
Yes. Each role is trained on the parts they use as they go live, with recorded guides and a CRM manual for new hires. We keep it to what people need at the start, because teaching everything at once overwhelms them and gets in the way of the work. You can always add more.
Can you do part of an implementation?
Yes. If you've added a new team, region or part of HubSpot, we can set up just that and join it to what's already there.
When do AI and agents come in?
Once the basics are right: clean data, pipelines that match how you sell, and reporting you trust. AI on a messy CRM only makes the mess faster.
Can you set up Claude for our team?
Yes. We write down how your team works and turn the repeat jobs into Claude skills connected to HubSpot, like call prep, follow-ups and weekly reports, so they get done the same way every time.
What happens after the implementation?
We support your team while they settle in. After that, some clients move onto a monthly retainer, some buy a block of hours, some run it themselves. Everything we build is documented either way.
Who owns the portal?
You do. The portal and the data stay yours.
Tell us how you work. We'll tell you what we'd set up first.
A call with Alyssa. No pitch deck.
- Where your current setup helps, and where it doesn't
- What we'd build first, and why
- Whether a project, a retainer or an audit fits best