Build on solid ground
HubSpot Setup & Onboarding
Whether you’re starting fresh or fixing a messy setup, we’ll configure your HubSpot portal to match how your business actually works — clean, scalable, and ready for your team to use from day one.
Trusted by 40+ growing teams From SaaS to services — they trust us
Just Getting Started with HubSpot? It’s easy to feel stuck before you’ve even begun.
Not sure what to set up first?
From properties to pipelines to permissions — there’s a lot. We’ll help you get the foundations right from day one.
Worried you’ll miss something important?
You’re not expected to know what “good” looks like. We bring the best-practice blueprint so you don’t have to guess.
Need help turning ideas into action?
You’ve got plans — we’ve got the playbook. Let’s map it out and make it happen without the overwhelm.
Common Onboarding Challenges We Solve
Migrating Contact Data
We import and map your contacts with care — ensuring no data loss and full compatibility with HubSpot.
Configuring Pipelines & Properties
Your sales process, reflected clearly. We customise your pipelines to help your team track deal progress with confidence.
Segmenting Audiences
We organise your contacts into dynamic lists so your marketing can speak directly to the right people.
You’ve Got HubSpot. Now What?
You’re logged in… but something’s not clicking.
Maybe the setup’s off, the data’s messy, or the team just isn’t using it.
Whatever the reason, you're not the only one.
"We signed up… but haven’t really done anything with it."
"The CRM’s full of duplicates — no one trusts the data."
"I’m not sure we set it up right to begin with."
"The team isn’t using it properly — or at all."
Solving Real Problems, Not Just Setting Up Fields
We design your HubSpot portal to solve the problems holding your business back.
Sales aren’t tracked consistently?
We build pipelines that mirror your actual sales process — not a generic one.
Leads fall through the cracks?
We create automation that ensures follow-ups never get missed.
Your data’s a mess?
We clean, organise, and import your contacts with the structure you need to scale.
Team adoption is low?
We make it simple and logical, so everyone knows how and when to use it.
No visibility on performance?
We build dashboards that show what’s working — and what’s not — from day one.
Need to connect with tools you already use?
We support ecommerce, finance, scheduling, and more
How It Works
A simple process that gets it right, first time
Discover
We map out how your team works and what you need from HubSpot
Build
We configure your portal, structure your data, and get everything running
Train
We show your team how to use it — confidently, consistently, and effectively
What Clients Say
I would like to recommend Charlotte for her exceptional work as a contractor on our recent CRM system migration project. I was thoroughly impressed with her professionalism, flexibility and technical expertise.
Jennifer Tilly Head of People, ResDiary
Working with Charlotte, our freelance HubSpot consultant, has been a game-changer for TouchStone. Previously overwhelmed with HubSpot issues, her expertise has reignited our excitement and confidence in the platform!
Steve Brigham General Manager, TouchStone Education
As a CEO, finding someone who truly understands the intricacies of HubSpot and can tailor it to our unique needs is invaluable. For anyone looking to maximise their HubSpot investment, I highly recommend Houston Consulting.
Mark Seemann CEO & Founder, StaffCircle
Let’s Get You Set Up
Ready to stop guessing and start using HubSpot with confidence?
Let’s build the right foundation — clean data, smart automation, and a setup your team will actually use.
