HubSpot Setup & Optimisation for Small Business Owners
Turn HubSpot into a Sales and Marketing Engine That Works for You
Struggling to Get Started with HubSpot?
Let’s Fix That.
Setting up a CRM like HubSpot can feel overwhelming. You know it has the potential to streamline your sales and marketing, but without the right setup, it can quickly become a source of frustration.
- Are your pipelines messy and disorganised?
- Are you losing leads due to unclear follow-up processes?
- Do you find yourself spending more time trying to make sense of your CRM than actually using it to grow your business?
A poorly set-up CRM leads to inefficiencies, missed opportunities, and wasted time.
But when properly implemented, HubSpot can transform how you attract, nurture, and convert leads—helping your business grow with ease.
A Tailored HubSpot Setup Built for Your Business Needs
Rather than struggling with generic templates and unclear configurations, I provide a personalised HubSpot setup designed to support your unique sales and marketing goals.
What You’ll Get:
✔ Complete HubSpot Setup – From initial configuration to integrating your sales and marketing processes seamlessly.
✔ Pipeline and Lead Management – Structured pipelines that reflect your sales process, ensuring no lead is left behind.
✔ Automation & Workflows – Smart automations to handle follow-ups, lead nurturing, and repetitive tasks, so you can focus on growing your business.
✔ Custom Dashboard & Reporting – Track the metrics that matter most with clear, actionable insights.
✔ Personalised Training & Support – Hands-on guidance to ensure you and your team know exactly how to use HubSpot effectively.
With a structured, streamlined HubSpot system, you’ll be able to attract, engage, and close more leads—without the chaos.
Benefits of Working with Me
- Organised Systems: Seamless processes and data management for maximum efficiency.
- No More Spreadsheets: All your data in one place easy to manage your sales pipelines and GDPR compliant.
- HubSpot Unlocked: Fully utilise HubSpot to simplify, automate, and scale your efforts.
- Consistent Lead Nurturing: Never lose a lead again with clear follow-up systems.
- Clear Strategy: Transition to a proactive, results-focused sales and marketing plan.
- Time-Saving Automation: Reclaim your time with automated, repetitive tasks.
- Targeted Email Marketing: Build and segment a growing email list that drives engagement.
- Elevated Digital Assets: Content and visuals that showcase your brand’s professionalism.
- Data-Driven Insights: Make confident decisions with customised dashboards and reports.
- Simplified Tools: Gain clarity and confidence with HubSpot and other technology.
- Personalised Growth Plan: A roadmap tailored to your unique goals and challenges.
- A Thriving Sales Pipeline: Ensure a steady flow of ideal clients filling your pipeline, keeping your sales process consistent and productive.
Achieve clarity, efficiency, and growth with a bespoke marketing system designed just for you.
Who Is This For?
This service is ideal for small business owners, consultants, coaches and service-based professionals who want to:
- Set up HubSpot correctly from the start
- Have clear processes in place for managing leads and clients
- Automate tasks to free up time for higher-value activities
- Gain better visibility into their sales and marketing performance
Get Started Today
If you’re ready to take control of your sales and marketing with a fully optimised HubSpot setup, let’s chat.
"What Our Clients Say About Working With Us"
"Real Stories of Success: Discover How We’ve Helped Business Owners Streamline Processes, Save Time, and Achieve Growth with HubSpot."
Jose has worked with us at Humber HR People to support and advise on our sales and marketing plans, particularly Hubspot. She is knowledgeable, efficient and a pleasure to work with. Jose has made a real difference in a very short space of time, and I hope we can continue to work with her in the future. Highly recommended.
Thanks to Jose for setting me up with HubSpot and compiling my email list.
Today’s the first day so I’m just finding my way around it but Jose has reassured me that she’s only a call away til I get up and running.
All of the communication has been slick and timely, your relaxed way of sharing information has been right at my level, thank you
Jose has supported me with the implementation of a CRM system to enable me to grow my own 'owned' data outside of social media. Jose is very task focused, gets on with the job and works at pace. She knows her stuff when it comes to building an outbound strategy and has been really helpful. Thanks Jose!
"Working with Jose has been effortless. Her calm, clear, and friendly approach made sales feel refreshing and un-pushy, which was a huge relief for me as a novice. We learned how to get better leads, develop a strong pipeline, and implement a clear sales and marketing strategy. Jose provided invaluable tools and takeaways that set us on the path to growth, attracting the clients we desire. Her passion and professionalism made our weekly meetings enjoyable and insightful. I highly recommend Jose to anyone looking to grow their business and improve their sales process."
Frequently asked questions
"Your Questions Answered: Everything You Need to Know About Our Done-for-You HubSpot Service"
2. Who is this service best suited for?
This service is ideal for solo business owners and business owners with fewer than 50 employees, who want to move away from spreadsheets or disorganised systems.
If you’re running a service-based business and want to grow with a clear, structured sales and marketing strategy, this service is for you.
3. How long does the initial setup process take?
The setup timeline typically ranges from 2 to 4 weeks, depending on the complexity of your requirements and the size of your database. We’ll provide you with a clear timeline during our initial consultation.
4. Do I need any technical knowledge to get started?
Not at all! Our service is fully done-for-you. We’ll handle all the technical details, so you can focus on your business while we set up your HubSpot account to work seamlessly for you.
6. How do I know if I’m ready to use HubSpot?
If you’re struggling to manage your sales and marketing processes, relying on spreadsheets, or want to streamline your lead generation and customer management, HubSpot is an excellent solution. Book a discovery call, and we’ll help assess your current setup and goals to see if HubSpot is the right fit for you.
5. What happens if I need help after the setup?
Once the initial setup is complete, our service transitions into an ongoing monthly retainer. This package includes continuous implementation and support to ensure your HubSpot system is always optimised for your business needs. We’ll handle updates, improvements, and any challenges that arise, giving you peace of mind and more time to focus on running your business.
Book A Discovery Call With Me Today To Find Out More
I am here to answer all your questions, review where you are right now, and explore how I can help you improve your systems and processes to achieve your business goals. Book your free 30-minute discovery call today to get started!