HubSpot onboarding and implementation

Your HubSpot.Your teams. Your way.

Start with the foundations. Add what your business needs.

Every successful HubSpot implementation starts with a properly configured CRM. From there, choose the Sales, Marketing, Customer Service or Operations packs that suit your business. No unnecessary services. No per-seat onboarding fees.

Step 1 of 4

CRM Foundation

CRM Foundation Pack

A properly configured HubSpot CRM, ready for your people, processes and data.

£295 one-off

  • Initial account configuration
  • Essential CRM settings
  • Contact, company and deal record foundations
  • Core properties and data structure
  • Basic user permissions
  • Initial CRM readiness checks
  • Handover

Required for every new implementation, charged once per HubSpot account.

Buying HubSpot is the easy part. Making it work is what matters.

A CRM is only as effective as the people, processes and data behind it. Without proper implementation, businesses risk poor adoption, unreliable reporting, inefficient workflows and missed opportunities.

That's why we help businesses set HubSpot up properly, get their teams productive and start seeing value sooner.

  • 53.5%

    Less likely to churn

    Customers with a smooth onboarding experience were 53.5% less likely to churn. This is about customer onboarding generally.

    Source: Rocketlane, 2025, cited by HubSpot
  • 7×

    More likely to meet objectives

    Projects with excellent change management are about seven times more likely to meet objectives than those with poor change management.

    Source: Prosci
  • 49%

    Adoption is the biggest people problem

    Slow user adoption made up 49% of the people-related CRM problems in Forrester's 2009 research.

    Source: Forrester, 2009
  • 46%

    Data quality holds sales back

    46% of sales professionals using AI agents say data quality issues hurt their sales.

    Source: Salesforce, State of Sales, 2026
  • 71%

    Time spent not selling

    UK and Ireland sales reps said they spend 71% of their time on non-selling tasks.

    Source: Salesforce, 2024

Independent research on onboarding, change management, adoption and data quality. These aren't Project36 results.

The right software is only the beginning.

We help you get HubSpot configured correctly, connected to your processes and adopted by your team. From a solid CRM foundation to sales, marketing, customer service and operations, our onboarding packs give you the expertise you need without paying for services you don't.

Build Your Onboarding Pack

Set up, migrated and adopted. In that order.

Whether you're new to HubSpot or moving from another CRM, we plan the structure, prepare and migrate your data, configure the platform, test the important journeys and train the people who'll use it.

Simple imports fit within the packs. Major migrations and complex integrations are scoped and quoted separately, so you know the cost before we start.

  1. Step 1

    Define the working model

    We agree users, journeys, ownership, reporting needs and the role of each HubSpot hub.

  2. Step 2

    Prepare the data

    We map, clean and validate the information that needs to move.

  3. Step 3

    Configure and connect

    We build pipelines, properties, automation, permissions, integrations and reporting.

  4. Step 4

    Test, train and launch

    Real users test real scenarios before the system becomes the normal way of working.

Two platforms, one connected businessFor Modulr Finance, HubSpot and Salesforce were connected so information could move reliably across sales and marketing.Read the case study

Onboarding,
answered.

  • Every implementation starts with the £295 CRM Foundation. Packs then range from £450 to £3,450 each depending on your edition. All prices are one-off and exclude VAT where applicable.

HubSpot gives you the platform. Project36 makes it work.

Build Your Onboarding Pack