HubSpot Implementations. Done Right.

HubSpot Builds 4 Scaling B2B Teams. #LaunchSuccess

Did you know 60+% of CRM Implementations Fail? Why? Lack of Alignment and Adoption.

Don't let today's solution become tomorrow's problem... We help our clients maximize their chances for a successful launch and build a CRM they won't "outgrow".

Let's walk through what success looks like...

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Squad4 | Strategic HubSpot & RevOps Partner

Full Implementation AND Adoption within the Quarter. Launch In T-Minus...

Standardized implementations are a recipe for shelfware. Your business isn't generic, so why settle for a generic CRM rollout? We reject the "one-size-fits-all" approach because—simply put—it fails.

Instead, we deploy a flexible Launch Framework that we adapt to each mission's unique velocity and goals while enforcing the universal fundamentals of revenue engineering. The result? We deliver value on Day #1—not Day 90.

Let's 🚀JUMPSTART your HubSpot success with a team whose prime directive is Adoption. We don't just build a CRM—we build a system your team actually uses to drive revenue. That's OUR MISSION.

Every Mission Is Unique. Results Shouldn't Be.

Our Mission-Tested Launch Framework

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Phase 1 | Strategy & Design
We don't guess—we map. We codify your GTM process to eliminate the "fog of war" before a single setting is changed. If we can’t draw it—we can’t build it.
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Phase 2 | "The Build"
We construct a scalable HubSpot tools that align People & Process. No bloat or "rogue" data. Just a clean, easy-to-use system designed for speed and clarity.
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Phase 3 | Testing & Launch
We don't just hand over the keys; we ensure you can fly the ship. We prioritize Training, Change Management, and Quality—so your team is ready on launch day.
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Phase 4 | Measure & Iterate
Adopt. Measure. Repeat. Launch is just the beginning. We ensure a successful lift-off & data capture. If you want us as ongoing GTM leaders—we offer retainers.
Included With Every Implementation. Period.

What Your Launch Team Can Count On...

  • Core Setup (Always Included)

    Every Implementation Includes...

    • A Dedicated HubSpot Strategist & Launch Partner
    • HubSpot Core Settings (Account Defaults, Data Enrichment, AI Settings, etc.)
    • Record Customization (Accessible Data - We don't just "turn HubSpot on")
    • Weekly Launch Planning (Sprint Updates & Sync Meetings)
    • HubSpot Core Configuration (Permissions, Teams, Account Defaults)
    • Customer Journey "Lifecycle" Basics
    • Integration Setup & Support (Basic)
    • Data Hygiene & Cleanup, Deduplication
    • Virtual Training Sessions For Launch (Plus documented/recorded)
    • 30-Day Post Launch Support Sessions (For Alignment)
    • [100% ADOPTION] Embedded Knowledge, Training, & Process (Learn More)
    • 100% Ownership - Consider us an extension of your team
  • Sales Hub

    Sales Hub Implementations Include:

    • Everything in "Core Setup", plus:
    • Sales Hub Core Settings & Tools (Calls, Meetings, Sequences, Templates, etc.)
    • Buyer Profiles, Target Accounts, & ICP Tiers
    • Leads Management & Sales Workspace Setup
    • Deal Pipeline Workshops & Setup (New Business, Renewals)
    • Lead Scoring Basics (Marketing Pro Required For More)
    • Customized Sales Sequences & Prospecting Tools For Outreach
    • Lead & Deal Workflow Automation
    • Goals, Forecasting, & Sales Analytics Setup
    • Sales Dashboards (Rep Performance, Leaderboard, Sales Management)
    • HubSpot Breeze Prospecting Agent
    • [ADD-ON] Territory Mapping & Planning
    • [ADD-ON] CPQ (Configure, Price, Quote)
    • [RETAINER ONLY] Fractional Sales Ops/Enablement & Strategy
  • Marketing Hub

    Marketing Hub Implementations Include:

    • Everything in "Core Setup", plus:
    • Marketing Hub Core Settings
    • Email Marketing Basics (Subscriptions, Targeting Lists, & Templates)
    • Email Automation Campaigns (Newsletter Subscribe, Nurture Campaigns, etc.)
    • Form Setup & Website Integration (DNS, Forms, etc.)
    • Core Marketing Dashboards (Overview, Marketing Contact Management, Campaign Performance, etc.)
    • Lead Scoring & Job Role/Title Alignment (Advanced)
    • Campaign, Social, & Ads Tool Configuration
    • Markets & Buyer Intent Setup
    • Lead & Deal Attribution Setup
    • HubSpot Breeze Social Post Agent
    • [RETAINER ONLY] Fractional Marketing Ops, Content Planning, & Strategy
  • Service Hub

    Service Hub Implementations Include:

    • Everything in "Core Setup", plus:
    • Service Hub Core Settings (Meetings, Sequences, Calling, etc.)
    • Ticket Pipeline Workshops (Support, CRM Requests, etc.)
    • Help Desk & Ticket Pipeline Setup (One-stop shop for Reps)
    • Service-Management (Ongoing Engagement) Setup
    • Live Chat, Chatflows, & Customer Success Agent (Automated resolution)
    • Customer Success Workspace (Retention & Renewals)
    • Customer Surveys Setup (NPS, CSAT, CES, etc.)
    • HubSpot Knowledgebase Setup
    • Skills-Based Ticket Routing (Enterprise Required)
    • [RETAINER ONLY] Fractional Service Ops, Coaching, & Strategy

Every Implementation Includes...

  • A Dedicated HubSpot Strategist & Launch Partner
  • HubSpot Core Settings (Account Defaults, Data Enrichment, AI Settings, etc.)
  • Record Customization (Accessible Data - We don't just "turn HubSpot on")
  • Weekly Launch Planning (Sprint Updates & Sync Meetings)
  • HubSpot Core Configuration (Permissions, Teams, Account Defaults)
  • Customer Journey "Lifecycle" Basics
  • Integration Setup & Support (Basic)
  • Data Hygiene & Cleanup, Deduplication
  • Virtual Training Sessions For Launch (Plus documented/recorded)
  • 30-Day Post Launch Support Sessions (For Alignment)
  • [100% ADOPTION] Embedded Knowledge, Training, & Process (Learn More)
  • 100% Ownership - Consider us an extension of your team

Sales Hub Implementations Include:

  • Everything in "Core Setup", plus:
  • Sales Hub Core Settings & Tools (Calls, Meetings, Sequences, Templates, etc.)
  • Buyer Profiles, Target Accounts, & ICP Tiers
  • Leads Management & Sales Workspace Setup
  • Deal Pipeline Workshops & Setup (New Business, Renewals)
  • Lead Scoring Basics (Marketing Pro Required For More)
  • Customized Sales Sequences & Prospecting Tools For Outreach
  • Lead & Deal Workflow Automation
  • Goals, Forecasting, & Sales Analytics Setup
  • Sales Dashboards (Rep Performance, Leaderboard, Sales Management)
  • HubSpot Breeze Prospecting Agent
  • [ADD-ON] Territory Mapping & Planning
  • [ADD-ON] CPQ (Configure, Price, Quote)
  • [RETAINER ONLY] Fractional Sales Ops/Enablement & Strategy

Marketing Hub Implementations Include:

  • Everything in "Core Setup", plus:
  • Marketing Hub Core Settings
  • Email Marketing Basics (Subscriptions, Targeting Lists, & Templates)
  • Email Automation Campaigns (Newsletter Subscribe, Nurture Campaigns, etc.)
  • Form Setup & Website Integration (DNS, Forms, etc.)
  • Core Marketing Dashboards (Overview, Marketing Contact Management, Campaign Performance, etc.)
  • Lead Scoring & Job Role/Title Alignment (Advanced)
  • Campaign, Social, & Ads Tool Configuration
  • Markets & Buyer Intent Setup
  • Lead & Deal Attribution Setup
  • HubSpot Breeze Social Post Agent
  • [RETAINER ONLY] Fractional Marketing Ops, Content Planning, & Strategy

Service Hub Implementations Include:

  • Everything in "Core Setup", plus:
  • Service Hub Core Settings (Meetings, Sequences, Calling, etc.)
  • Ticket Pipeline Workshops (Support, CRM Requests, etc.)
  • Help Desk & Ticket Pipeline Setup (One-stop shop for Reps)
  • Service-Management (Ongoing Engagement) Setup
  • Live Chat, Chatflows, & Customer Success Agent (Automated resolution)
  • Customer Success Workspace (Retention & Renewals)
  • Customer Surveys Setup (NPS, CSAT, CES, etc.)
  • HubSpot Knowledgebase Setup
  • Skills-Based Ticket Routing (Enterprise Required)
  • [RETAINER ONLY] Fractional Service Ops, Coaching, & Strategy

Still Have Questions?

When can we get started?

Typically ~2 weeks from a signed contract.

Sometimes less, sometimes a little more, We operate under a "first come, first serve" model and govern the number of HubSpot Onboardings we commit to based on resource capacity.

We do this to ensure that EVERY client and onboarding receives the time and attention they deserve to achieve success and maximize results.

How long does onboarding take?

Short answer? Typically 30 to 60 days. But, we'll be assigning homework, helping you adjust sales pipelines, and fine-tuning the fundamentals Day #1.

Longer answer... Onboarding, training, and adoption is just the beginning of the journey. Building—and adapting—a CRM and RevOps platform like HubSpot is an ongoing process. Depending on the complexity of your business and your goals we can help adapt our onboarding and implementation approach to reach your goals.

How large is your team using HubSpot? Are we migrating datasets? How complex are your data and operational needs? Are we setting up additional Sales Ops processes like CPQ, Agreements, etc? How about sales enablement—successful organizations protect their CRM investment by ensuring their sales teams have the collateral, training, and ongoing coaching needed for success. 

Contact us today for free consult. ZERO-obligation, no-hassle—just insights from our experts.

Why choose Squad4's onboarding?

Are you looking for basic guidance to DIY? Or an implementation partner to manage the project?

With HubSpot's Onboarding—you get 4–5 weekly calls with a HubSpot employee who will help guide you on how to do the work yourself.

With Squad4's Onboarding—you get a dedicated, highly technical, and experienced implementation partner. We help scope, design, and fully manage the technical implementation—as well as provide training to support your rollout and platform adoption. We don't just configure the platform—we design a data model, the automations, and a back-end infrastructure to protect your investment.

And we're with you when you're ready to grow into the next phase of success.

 

What do you get? What to expect?

When you choose any of Squad4's Onboarding packages—you receive a dedicated Growth/Revenue Strategist who will help guide and coach you through the implementation of the HubSpot platform. This includes a detailed implementation plan, checklists, tools, playbooks, and training to help you succeed.

When you choose one of Squad4's Growth or Accelerator packages—you also receive dedicated project management and access to expert HubSpot technicians—as well as a team of full-stack developers to fully manage and implement HubSpot for you.

Ready? Let's get started!

Why not Do It Yourself (DIY)?

We've been working with HubSpot for years.

Our entire mission is to help companies achieve success with the implementation and adoption of HubSpot—enabling them to stay focused on business operations and revenue generation.

By reducing initial learning and implementation burdens on your team—we help maximize your odds of successful adoption while minimizing your time-to-value with the HubSpot platform.

You COULD do it yourself—but do you...

  • Have the time to learn and implement it?
  • Have the internal knowledge to migrate data and implement it successfully?
  • Want to pay a full-time employee to implement and manage it?

If you still choose to DIY... We have a plan for that. We'll provide you with weekly meetings, guidance, templates, and insights to help save you time.

What happens after onboarding?

We're there to support you—whatever your needs are...

There's no obligation for you to continue working with us—but our mission is to provide you with so much value that you'll want to keep our squad on in some fashion as an extension of your own team.

The reality is—business and customer operations evolve. Digital systems and data need to be managed and maintained. With our RevOps and HubSpot managed services—we aim to serve as a "single source" for all of your sales, marketing, and service needs.

(Because, let's face it... Working with a handful of subpar agencies who don't take full responsibility for the value they deliver, sucks.)

Your Squad 4 Mission-Critical Sytems.

Let's Talk HubSpot Implementation!

We understand that you've got ONCE CHANCE at a successful launch to jumpstart CRM Ops and build confidence in your revenue mission.
We'd love to talk to you and understand your goals/needs so we can help build that foundation that drives data and growth!
Contact us today and let's get growing!
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GET IN TOUCH

EMAIL   |   hello@squad4.io

PHONE   |  +1 (844) 607-6073
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