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Hubspot CRM · Hubspot Setup · Hubspot Agency Australia
HubSpot set up properly. So it actually gets used.
HubSpot CRM setup, configuration and management — built around your actual sales process, integrated with your marketing and adopted by your team because it’s been designed for how they work.
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Trusted by business across sydney
Results you can relay on
Proven results. Transparent process. No lock in contracts
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Clients Grown
Sydney Based
Team
No
Lock-In Contract
Our Partners
Google Partner
Meta Partner
Does this sound familiar?
Your Store Should Work Harder Than It Does
You have HubSpot but half your team ignores it and uses email and spreadsheets instead
HubSpot was set up by someone who's now left and the configuration is a mess
You're paying for HubSpot but using 10% of what it can do
Your leads from Google Ads and Meta aren't flowing into HubSpot automatically
You have no automated follow-up sequences — everything is manual
HubSpot is one of the most powerful CRMs and marketing automation platforms available — but only if it’s set up with intention. Most HubSpot implementations fail because they’re configured by someone who knows HubSpot, not someone who understands your sales and marketing process.
Typical Client Journey
Quick win — Automated follow-up sequences go live in 1–2 weeks. Full pipeline automation within 30 days.
Enterprise SEO
01/05
HubSpot Portal Setup & Configuration
We configure HubSpot around your sales process, giving your team a CRM that’s organised, automated and easy to use.
- Portal audit (for existing HubSpot accounts) or fresh setup
- Deal pipeline configuration (stages aligned to your actual sales process)
- Contact and company property setup (custom fields that matter to your business)
- Sales team user setup, permissions and notification routing
- Activity types: calls, emails, meetings, tasks
- Lead status and lifecycle stage configuration
- Lead source tracking and UTM attribution setup
Content
02/05
Marketing Hub Configuration
We configure HubSpot Marketing Hub to automate lead capture, campaign tracking and customer engagement.
- Form creation and embed (website forms → HubSpot contacts)
- Landing page integration (WordPress/website form sync)
- Email marketing setup: list segmentation, subscription types
- HubSpot email template design (branded)
- Campaign tracking (UTM capture on all form submissions)
- Ad integration: Google Ads, Meta Ads → HubSpot contact creation
- Social media connection (LinkedIn, Facebook, Instagram monitoring)
Enterprise-level
03/05
Sales Hub & Pipeline Automation
We automate your sales pipeline to streamline follow-up, improve visibility and help your team close more deals.
- Deal creation automation (form submission → new deal)
- Deal stage automation: move deals, create tasks, send notifications
- Meeting scheduler (Calendly or HubSpot Meetings link setup)
- Email sequences for sales follow-up (Sales Hub)
- Sales dashboard and activity reporting
- Quota and goal tracking setup
Link Building
04/05
Workflow Automation
We build intelligent HubSpot workflows that automate follow-up, nurture leads and streamline your customer journey.
- Lead nurture workflows by lifecycle stage (Lead → MQL → SQL)
- Re-engagement workflows for cold leads
- Internal notification workflows (alert sales when a lead hits a threshold)
- Data management workflows (clean data, assign ownership, update properties)
- Welcome and onboarding email sequences
- Post-sale client onboarding workflows
Enterprise-level
05/05
Reporting & Dashboards
Custom HubSpot dashboards and reports give you clear visibility into marketing, sales and revenue performance.
- Marketing performance dashboard: leads by source, traffic, email metrics
- Sales pipeline dashboard: deal value, stage, close rate, velocity
- Revenue attribution: which channels generate deals that close
- Custom report builder for your specific KPIs
- Weekly email digest setup for sales and marketing leadership
Why Leapsquad for HubSpot
HubSpot Connected to Your Entire Marketing Ecosystem
Leapsquad HubSpot implementations are built in direct connection with your marketing campaigns. Your Google Ads and Meta Ads feed leads into HubSpot automatically. Your SEO organic leads are tagged by source. Every contact in HubSpot knows where they came from — and your sales team can see it.
| What you need | Leapsquad | HubSpot partner agency | Internal IT setup |
|---|---|---|---|
| Pipeline + property configuration | ✓ | ✓ | Sometimes |
| Workflow and automation build | ✓ | ✓ | Rarely |
| Ad platform integration (Ads → HubSpot) | ✓ | Sometimes | ✕ |
| Email sequence copywriting | ✓ | ✕ | ✕ |
| Marketing + sales alignment | ✓ | Sometimes | Rarely |
| Ongoing management and optimisation | ✓ | Sometimes | ✕ |
| Team training and adoption support | ✓ | ✓ | Sometimes |
| No lock-in contracts | ✓ | Varies | N/A |
Our HubSpot Implementation Roadmap
A structured HubSpot implementation that aligns your CRM, marketing and sales processes to drive long-term business growth.
Audit & Discovery
Sales process mapping, existing portal audit (if applicable), lead flow analysis, integration requirements scope.
Deliverables: Sales process map · Portal audit · Lead flow · Integration scope
Configuration
Pipeline, properties, users, forms, ad integrations, tracking configured. Core architecture complete.
Deliverables: Pipeline · Properties · Forms · Ad integrations · Tracking
Automation Build
Workflows, email sequences, deal automations, notification rules, lead scoring built and tested end-to-end.
Deliverables: Workflows · Email sequences · Deal automations · Lead scoring
Training & Handover
Team training sessions, documentation delivered, reporting dashboards live. 30-day monitoring period begins.
Deliverables: Team training · Documentation · Dashboards · 30-day monitoring n
Common questions
Everything you want to know about HubSpot
We work across all HubSpot tiers: Free, Starter, Professional and Enterprise. We'll advise on the right tier for your needs before you commit to any paid plan — and many businesses start with Free or Starter, then upgrade as the automation requirements grow.
Yes. We handle data migration from most common CRMs — contacts, companies, deals, activities and notes — with field mapping and data clean-up as part of the migration process.
We write everything. Automated email sequences for lead nurture, re-engagement and onboarding are written by our team based on your audience, your service and your brand voice. You review and approve before anything goes live.
A standard HubSpot implementation (pipeline config, core automations, ad integrations and team training) takes 6–8 weeks. Enterprise implementations with complex workflows, multiple pipelines and custom integrations take 10–14 weeks.
Yes. We offer ongoing HubSpot management — reporting review, workflow optimisation, new automation builds, list management, email campaign execution and monthly performance reviews. Many clients combine this with their marketing retainer.
Yes. We can audit, restructure and optimise your existing HubSpot portal to improve performance.
CLIENT RESULTS
Real businesses. Real local rankings.
We don’t show off awards. We show off results.
Investplus
Google Ads . SEO . Websites
Getvending
SEO . Website . Social Media
Edu2Rise
Paid Social . Website . CRM
Free for qualified businesses · Results in 48 hrs
Get your free CRM audit
We’ll review your lead follow-up speed, pipeline structure and automation gaps — then show you exactly what needs to change to stop leads slipping through the cracks. No pitch deck. No obligation. Just findings.
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