The quickstart is a fixed-scope, fixed-fee 14-day engagement. We install the lifecycle stage architecture, deal pipeline, lead routing, core workflows, and dashboards. Team gets trained. You walk away with a HubSpot portal that's production-ready for the next quarter, plus a 90-day roadmap for the deeper customizations. Best for SMB and mid-market teams that want to ship fast and iterate.
What ships in 14 days
Lifecycle stage architecture (the ten-stage model: Subscriber, Lead, MQL, SAL, SQL, Opportunity, Customer, Renewal, Expansion, Churned). Deal pipeline configured against your actual sales motion, with stage-level entry and exit criteria documented.
Lead routing rules: form fills auto-assigned to AEs by territory, role, or round-robin. Core workflows: contact creation, deal creation on form fill, internal notification on hot leads, basic lifecycle stage transitions. Three core dashboards: Marketing funnel, Sales pipeline, Service tickets (if Service Hub is included).
GDPR compliance basics: cookie banner, opt-in management, suppression on unsubscribe. Team training: 2 sessions, recorded, plus a written runbook for the team's daily operations.
What doesn't ship in 14 days
Custom integrations beyond HubSpot's native marketplace integrations. Predictive lead scoring (Breeze) calibration (needs more historical data than 14 days allows). Multi-portal architecture or partner portal setups. ABM programs (separate engagement).
Anything that requires custom code or Operations Hub Pro+ logic. Migration from another CRM (separate engagement, longer timeline). Integration with a custom internal app via API.
These are real, valuable workstreams. They just don't fit in 14 days, and we'd rather under-promise and ship clean than over-promise and ship broken.
Day-by-day plan
Days 1 to 2: Discovery. Walk-through of your current state, sales motion, marketing motion, ICP. Define lifecycle stage entry criteria and pipeline stages.
Days 3 to 7: Build. Lifecycle stages, deal pipeline, lead routing rules, core workflows, dashboards. Daily Slack updates, end-of-day Loom walkthroughs as we ship each piece.
Days 8 to 10: GDPR + integrations. Cookie banner, opt-in management, native integrations to your stack (Slack, Calendly, Zoom, Google Workspace).
Days 11 to 12: Team training. Two recorded sessions: marketing and sales team members (lifecycle stages, workflows, lead routing), and managers (dashboards, forecasting basics).
Days 13 to 14: Validation and handoff. Test data flows through every workflow, confirm dashboards reflect real numbers, ship the runbook, and hand off the 90-day roadmap.
Pricing
Fixed-fee, scoped against the hub tier. Quickstart for Sales Hub Pro starts at our published rate; Marketing Hub Pro is similar; Service Hub Pro slightly less. Multi-hub quickstarts (Sales + Marketing) bundle at a discount.
What's included: the deliverables above, two recorded training sessions, a written runbook, and 30 days of Slack support post-launch for questions and small adjustments. What's not included: ongoing retainer (separate engagement) or custom integrations beyond what HubSpot's native marketplace handles.
When to choose quickstart vs full implementation
Quickstart is right when: you're SMB or mid-market, your sales motion is reasonably standard, you don't have heavy CRM customization needs day one, and you want to ship fast. Most early-stage and Series A companies fit here.
Full implementation (4 to 12 weeks) is right when: you're migrating from Salesforce, Marketo, Pardot, or another mature platform; you have complex multi-product or multi-region needs; you need custom integrations or Operations Hub work; you're at Series B+ scale where the foundation has to support 100+ users from day one.
When in doubt, do the discovery call. We'll tell you which fits. We'd rather lose a quickstart engagement than ship one that should have been a full implementation.
A Series A SaaS customer with 14 employees ran the quickstart and was operationally live on HubSpot Sales Hub Pro in 12 calendar days. Three months later they were running a clean lifecycle funnel, accurate weekly forecast, and lead routing that AEs trusted. They came back at month 5 for a deeper engagement (Breeze rollout, custom integrations, ABM), but the quickstart got them to value faster than a 90-day implementation would have, and the foundation we shipped was the foundation we built on.
FAQ
Can quickstart include data migration?
Light migration only (CSV import of existing contacts, deals, companies into the new lifecycle stages and pipeline). Heavy migrations from another CRM (Salesforce, Pipedrive, Zoho, etc.) are a separate engagement with longer timeline because data quality, mapping, and validation take more than 14 days.
What if our team isn't available for the training in week 2?
We record both sessions, ship the recordings with timestamped chapters, and offer one live re-run within 30 days post-launch. Most teams don't all attend live; the recordings are how the rest of the team learns.
Do you offer ongoing support after quickstart?
Yes via a separate retainer. Many quickstart customers move to a monthly retainer (8 to 30 hours per month) for ongoing optimization, new workflow builds, and dashboard updates. Some self-manage post-quickstart; we set you up to be able to either way.
What if I need Operations Hub Pro?
Operations Hub Pro work doesn't fit in 14 days. If you need custom code actions, programmable webhooks, or data quality automations, we'd recommend a 4 to 6 week implementation that bundles quickstart scope plus Operations Hub. Discovery call will surface the right fit.
Can quickstart go faster than 14 days?
Sometimes. If your team is responsive and decisions come fast, we've shipped quickstarts in 10 days. If integrations require third-party authentication, GDPR review, or sales-leadership review of stage definitions, we hold to 14 to keep quality high. The 14-day commitment is a ceiling, not always a floor.
How is this priced compared to a full implementation?
Roughly 30 to 40% of full implementation cost, with proportional scope. The economics: you ship value in week 2 instead of month 3, and we re-engage for the deeper work once you know what you actually need. Most customers come out ahead on total spend across 12 months.
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