HubSpot Onboarding Done Right
White-glove implementation, configuration, and training for teams who can't afford to get it wrong twice.
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Get your team up and running smoothly with HubSpot. Fast. Simple Pricing. Done.
“These guys are the real deal. Our operations rapidly started to change for the better, as they went to work systematically building and making improvements to reporting, workflows, data quality, countless internal processes, and honestly way too many other things to start to list.”Ben Fraser, CoverTree
Trusted by Mid-Market Leaders & Multi-Company Groups
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How We Get It Done
Most HubSpot onboardings are a templated checklist. Ours is a catered methodology. From discovery to launch in 3-4 weeks.
Discovery Call
We learn your organization structure, your revenue model, and where your current CRM is falling short. No generic recommendations.
Kick-Off
We align on scope, gather what we need from your team, and get to work. Minimal lift on your end.
Implementation
Your HubSpot instance is configured end-to-end. Properties, pipelines, workflows, integrations, and reporting — built for how your team actually sells.
Launch & Live Training
We don't hand off documentation and disappear. We run live training sessions with your team so adoption actually happens.
Onboarding + Implementation
One flat fee for any number of hubs. No hidden costs, no surprises.
Professional Hubs
Scoped to your specific hub configuration
- Kick-Off Call
- User Setup & Permissions
- Initial Data Import (Spreadsheet Only)
- Custom Properties
- Standard Marketplace App Setup (Up to 2)
- All Account Settings and Tracking Code
- Dedicated Slack Channel
- Virtual Live Training Session (1 Hour)
- Custom Reports (5)
Enterprise Hubs
Scoped to your specific hub configuration
- All Professional Hub features
- Unlimited Marketplace App Setup
- 2 Hours Live Training
- 10 Custom Reports
- Advanced workflows and automation
- Priority support and faster turnaround
Hub-Specific Features
Every hub comes fully configured with comprehensive features tailored to your business needs.
Sales Hub
We build your deal pipeline around how your team actually closes, not HubSpot's out-of-the-box defaults. That means custom stages, automated lead routing, and sequences ready to use from day one, alongside a reporting setup your leadership will trust in a pipeline review.
Marketing Hub
Your marketing instance gets built for attribution, not just activity. We configure lifecycle stages correctly from the start — the foundational piece most teams get wrong — alongside your email campaigns, lead capture, ad tracking, and list segmentation.
Service Hub
We configure your support infrastructure so nothing falls through the cracks. Ticket pipelines, routing logic, team inboxes, and the handoff from sales to service are all built out properly from day one.
Data Hub
Most HubSpot portals have data quality problems that nobody talks about. Data Hub is how you fix that at the source — custom datasets, data sync configurations, and the pipelines that keep everything accurate as your business scales.
Content Hub
For teams using HubSpot as their CMS, we handle domain configuration, AI feature setup, and content architecture so your site and your CRM are working from the same data. No disconnected tools, no tracking gaps.
Additional Services
Extend your implementation with these powerful add-on services.
Custom Integration
Connect and sync systems to HubSpot that don't have a pre-built integration.
- Any System
- Any Data
- Make HubSpot the Source of Truth
Advanced Migration
Import from Pipedrive, Salesforce, Zoho, and more — restructured for HubSpot.
- Any System
- Unlimited Records
- Data Mapping & Cleanup
Additional Consulting
Strategy, development, and training on a month-to-month basis.
- Month-to-Month
- One active project at a time
- Data-Driven Revenue Growth
Where Most Implementations Fall Short
Investing in HubSpot is smart. Investing in proven talent to build your initial momentum is even smarter.
Winging It
Around 90% of self-driven HubSpot implementations fail to produce any measurable revenue impact. Not because HubSpot is hard, but because setup decisions made in week one compound into problems for years.
Bad Data from Bad Setups
A misconfigured lifecycle stage. Contacts that never get scored. Deals that skip stages. These aren't small issues — they're the reason your pipeline data is never trusted in the boardroom.
Stopping Short
Most teams run out of momentum within two weeks. Implementation gets deprioritized, adoption stalls, and the platform becomes shelfware. We build the foundation and the internal buy-in so that doesn't happen.
Unlike Other HubSpot Firms
We come from a technical, data background. You don't want a marketing agency setting up your IT and data systems.
Technical Setup, Revenue Results
With great data and automation, our clients see explosive revenue growth once they're rolling. Every configuration decision is made through the lens of data integrity and revenue outcomes — not just getting the platform live.
Zero-Risk Guarantee
Not happy with our onboarding? We'll refund you everything you've paid. No questions asked. We stand behind our work 100%.
What Our Customers Say
“If you don't have the right data, you're essentially just guessing when making decisions. MergeYourData changed that for us.”
Jace Kovacevich
COO, Dineline
“We have worked with MergeYourData for over a year now, and working with them has been a breeze.”
Anne Arias
RevOps, Accelerate Tax
“They are very knowledgeable and strategic when it comes to understanding what data we need and how we can use it to achieve our business goals.”
Kiara Martilla
Dir. of Digital Marketing, Deka Lash
Who is MergeYourData?
Founder
Dan Saavedra
Dan has been working in data roles since 2012, from Fortune 500 companies to startups. After seeing consistent patterns in how data applied in specific ways can grow revenue, he started MergeYourData in 2019.
Since then, our team of 4 revenue data specialists has been focused on using data to drive real change in our clients' businesses — with the goal of making you grow as fast as possible.
120+ transformations · 22% average revenue lift in year one · Top 2% of HubSpot Partners
Connect on LinkedInFrequently Asked Questions
Ready to Get Started with HubSpot?
Book a discovery call today and let's discuss how we can get your team up and running with HubSpot in just 3-4 weeks.
Zero-Risk Guarantee — Full Refund if Not Satisfied
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