--- title: "HubSpot Implementation Services for B2B Tech | Frontal" description: "HubSpot implementation services for B2B tech: we set up objects, pipelines, routing and reports, bring your data in clean, test on a sample and train your team." url: https://frontal.so/partners/hubspot/implementation updated: 2026-11-09 --- # HubSpot implementation services for B2B tech companies ## HubSpot set up for how your team sells Frontal provides HubSpot implementation services for B2B tech companies setting up HubSpot or moving to it. We set up the objects, pipelines, data, routing and reports around how your team sells, test on a sample first and train your team to run it. [Book a call](https://book.frontal.so) Illustrative workflow - [Worked with **300+ companies**](https://frontal.so/case-studies) - [Read the Aircall case study](https://frontal.so/case-studies/aircall) - [Read the AirOps case study](https://frontal.so/case-studies/airops) > They’re great at coming up with ideas that just work, and the execution velocity is high enough that we see all of them through. That generates results for us. $7.83M qualified pipeline in 10 months **Eoin Clancy** VP Growth, AirOps Read the AirOps case study - [Read the Teikametrics case study](https://frontal.so/case-studies/teikametrics) > I wanted the outcome of a BDR team, but more efficient and effective. $300K+ pipeline in 9 months **Ben Rey** Former Chief Revenue Officer, Teikametrics Read the Teikametrics case study - [Read the Design Pickle case study](https://frontal.so/case-studies/design-pickle) - [Read the Playbook case study](https://frontal.so/case-studies/playbook) > The Frontal team is everything you’d want in a consulting partner: true experts with both strategic insight and hands-on execution. 20 opportunities in the first 20 days **Dr. Nikolai Wessendorf** Founder and CEO, Playbook Read the Playbook case study Who it is for ## You bought HubSpot, and it isn’t set up yet For B2B tech companies from Series A onward with a sales team, starting on HubSpot or switching from another CRM, who want the HubSpot CRM implementation and the training done by one team. 1. ### A blank portal The seats are paid for, but the pipelines, properties and permissions still need building around how you sell. 2. ### Data in too many places Contacts and deals sit in spreadsheets, an old CRM and inboxes, with duplicates on every side. 3. ### A team that won’t switch If the setup doesn’t match how reps work, they keep their spreadsheets and HubSpot stays half used. What you get ## A HubSpot setup your team actually uses We set up HubSpot around your sales process, bring your data in clean and train your team, so the setup they switch to has been tested first. 1. ### Architecture and setup Objects, properties and pipelines mapped to your sales process, with permissions and views set for each role. 2. ### Data import and cleanup Records brought in from spreadsheets or another CRM, with duplicates merged and fields cleaned before they land. 3. ### Routing, reports and training Lead routing, workflows and reports built and tested, then documentation and training for your team. How it works ## How our HubSpot setup works 1. ### Map your sales process We review how deals move today, the data you have and the tools that must connect, and agree what HubSpot needs. 2. ### Design the setup We design the objects, properties, pipelines and permissions, and agree them with sales and marketing. 3. ### Test on a sample We bring in a sample of your data, build the first workflows and check them with your team. 4. ### Build and import We import the full data, build the routing, workflows and reports, and test each change before it goes live. 5. ### Train and hand over We train your team, document the setup and take on the next items in your backlog. Tools ## The tools we work in We start with the tools you have and suggest a change only when it fixes a real problem. - HubSpot - [Clay](https://go.frontal.so/clay) - n8n - Slack We’re a HubSpot Solutions Partner, a Salesforce Partner and one of six Clay Elite Studio Partners. Your options ## Four ways to get the work done Each option suits a different team. The last row says when each one is the better choice. | Compared on | Frontal | In-house hire | Freelancer | HubSpot implementation agency | | --- | --- | --- | --- | --- | | Who does the work | Our operators set up HubSpot and rebuild your workflows in it, alongside your team. | A CRM admin or RevOps hire who sets it up next to their day job. | A contractor for the setup, usually working to a checklist. | A partner team that sets up HubSpot to an agreed spec, then hands it over. | | How fast it starts | First week: kickoff and access. Month one: audit and setup. Months two and three: launch and improve. | Once the role is hired and onboarded. | As soon as you find one and agree the scope. | Once the project scope is signed. | | What you keep afterwards | HubSpot set up and documented, and a team trained to run it. | What they build, and their know-how while they stay. | What they hand over when the project ends. | The configured HubSpot and its documentation. | | How it’s paid for | A fee agreed in a statement of work, starting with a three-month engagement. | A salary and benefits, plus the cost of hiring. | By the hour, the day or the project. | A project fee, often in phases. | | Best when | You want HubSpot set up around how you sell, and kept running after launch. | The setup is simple and your admin has the time to run it. | You need the basics configured, and your team builds the rest. | You need HubSpot set up to a fixed spec, and nothing beyond it. | The team ## Who does the work With Frontal, you get experienced people who build and run the work, using software and AI where they help. - ### Kenny Damian Co-founder & Head of GTM Kenny leads GTM at Frontal, working on outbound, account research and sales operations. How to start ## Start with a three-month engagement We start with a three-month engagement. The scope, milestones and owners are written into a statement of work before anything starts, and ongoing terms are agreed before work begins. 1. First week ### Kickoff and access We hold the kickoff call, get admin access to HubSpot and any CRM you’re leaving, and agree what has to work before your team switches. What you do One kickoff call, and admin access to your tools. 2. First month ### Audit and setup We map your sales process, design the objects, properties and pipelines, and bring in a sample of your data to test. What you do Check the sample with the people who will use HubSpot every day. 3. First three months ### Launch and improve In month two we import the full data and build the routing, workflows and reports, testing each change before it goes live. In month three we train your team and fix what its first weeks in HubSpot bring up. What you do Approve the switch once the test checks out. Ongoing ## Talk with an operator Bring your current setup, and we’ll walk you through how the first three months would look for your team. [Book a call](https://book.frontal.so) ## What it costs The price depends on scope, channels and volume. We agree it in a statement of work before we start. Your HubSpot subscription and any onboarding fee HubSpot charges are billed by HubSpot, separately from our fee. ## What buyers ask **What is HubSpot onboarding?** The work of setting HubSpot up and getting your team using it: users, data, pipelines and the tools it connects to. HubSpot sells its own onboarding plans; HubSpot Sales Hub onboarding, for example, covers how to set up Sales Hub and advice on your sales process. We do the setup work in your HubSpot with your team, and can stay on to run what we build. Source: [HubSpot, Onboarding Services (opens in a new tab)](https://www.hubspot.com/services/onboarding) **How much does HubSpot onboarding cost?** HubSpot charges a required one-time onboarding fee on Sales Hub Professional and Enterprise: in November 2026 it lists $1,500 for Professional and $3,500 for Enterprise, on top of the seats. Our fee is separate and depends on the size and state of your data, the tools that connect to HubSpot and the workflows to build. We agree it in a statement of work before we start. Source: [HubSpot, Sales Hub pricing (opens in a new tab)](https://www.hubspot.com/pricing/sales) **Do we need a HubSpot implementation partner?** Not always: if your setup is simple and someone in house has the time, HubSpot’s own onboarding and an admin may be enough. A partner helps when you’re moving data from another CRM, need routing and reports built around how you sell, or want the same team to keep it running after launch. **Is there a better CRM than HubSpot?** It depends on how you sell. We implement HubSpot or Salesforce, also run RevOps in Attio, and suggest a change of CRM only when it fixes a real problem. **How long does a HubSpot implementation take?** We start with a three-month engagement. In the first month we map your sales process, design the setup and test it on a sample of your data. In month two we import the rest and build the workflows and reports, and in month three we train your team and fix what its first weeks bring up. **Can you move us to HubSpot from another CRM?** Yes: we map the objects and fields, agree what to clean up and what to leave behind, test on a sample first and handle the full migration, then rebuild your workflows in HubSpot. **Do we own what you build in HubSpot?** Yes: everything lives in your own HubSpot, documented so your team can read and change it, whether Frontal keeps running the work or you take it over later. ## Let’s grow your pipeline together Show us your CRM and tell us what’s broken. [Book a call](https://book.frontal.so)