Fields with a purpose
Organize marketing, sales or service work around the HubSpot features your plan actually includes.
HubSpot implementation and automation
Bring your customer process together in HubSpot.
Organize your pipeline and workflows around the HubSpot features available in your plan. Reporting and training help your team put the configuration to work.
Project valueQuoted to scopeNo payment before scope agreement
DeliveryAgreed with your quoteScoped after discovery; after brief, access and approvals
Your first milestoneUnderstand the pipelineA useful review point before the next stage
Build around the sales conversation
Clear lead ownership
We start with the stages a customer actually moves through. Then we define what needs to be recorded, who owns it and what should happen next.
Practical team handover
A practical handover helps the team use the agreed fields, stages and follow-up rules.
In our clients’ words.
“They are very professional and they take their time on their work to provide you the best possibilities for your project.”
“We are looking forward to using our new website to attract more customers and also look forward to working with him again.”
“ICM performed a stellar job on this contract and they ALWAYS give more than what you bargain for.”
WHAT YOU RECEIVE
Your HubSpot implementation and automation project, clearly defined.
Sales and service teams who need consistent follow-up and trustworthy pipeline information.
Portal and pipeline configuration
Configure the agreed environment and named functionality, with ownership and access recorded. A staging or controlled release is used where feasible, followed by the specified functional checks and a documented rollback route.
Workflow setup
Describe the trigger, each decision and the expected output, with clear approval boundaries. Exceptions are routed to a named owner instead of repeatedly retrying a business action without oversight.
Reporting and training
Receive a prioritized written account of what was found or delivered, why it matters and what to do next. Where appropriate, include supporting examples and a distinction between included work and a future phase.
Scope and requirements
Required HubSpot seats and tier-dependent features are confirmed first.
Any additional work is scoped and priced for your approval.
THE DELIVERY PATH
From your brief to the finished work.
Follow the preparation, review and delivery stages for this service.
Understand the pipeline
Review stages, users, data sources and the current follow-up gaps.
Configure a usable structure
Build fields, views, routing and reports against that process.
Import and test carefully
Validate samples, duplicates, permissions and automation triggers.
Put the team in control
Provide a focused walkthrough and the agreed administration notes.
What is included?
Includes Portal and pipeline configuration, Workflow setup and Reporting and training. Required HubSpot seats and tier-dependent features are confirmed first.
Is historical data migration included?
Only the datasets and volumes listed in your scope. We inspect source exports before committing to a migration.
Can it connect to our website and email tools?
We check available connectors, permissions and subscription requirements, then list the approved connections.
Will you run our sales team?
The service implements the system. Lead handling, staffing and sales execution remain with your business unless separately contracted.
Related services
YOUR NEXT LEAP STARTS HERE
Ready to put HubSpot implementation and automation to work?
Share the change you want to make. We will help turn it into a clear, practical project.