From "deal closed" to "project delivered" without the chaos in between
Sales overpromises. Operations underdelivers. Nobody knows what the project actually made. This HubSpot implementation was built specifically for companies that sell projects — so everyone works from the same system, handovers stop being a fight, and upsell opportunities don't fall through the cracks.
All the information logically organized
Your clients and the people inside them. Every interaction, every history, one place. When your project aligns personal interest and company goals, you have a much better chance of closing a deal.
Highlight features: Level of satisfaction, Company strategy, Opennes to change, Innovation goals, Legal needs, Industry, and Segment.
Most important contact information: Seniority, Buying role, Goals, Pains, and reasons why they could promote/block a project.
Owned by sales. Every opportunity, every revenue figure, every commercial conversation lives here. When a deal closes, everything else starts.
Highlight features: Why this opportunity exists, Sales strategy (reps explain what their strategy is to get this deal done), Condition to get the business, Main barriers, Amount, Costs, and Calculated revenue.
Owned by operations. Spins up the moment a deal closes. This is where delivery happens — timelines, tasks, costs, everything. What sales promised, ops executes here.
Highlight features: Brief, Type of project, KPIs, KPI details, Project health, Level of saisfaction, Amount, Collected fees, Pending, Cost, ARR, MRR, and Potential upsell.
The workstreams inside a project. Need design running while sourcing quotes? Two separate pipelines, both connected to the project. Everyone works their lane without stepping on each other.
Highlight features: different custom pipelines for different activities, process can be running in parallel at different speeds or be sequential, and automated information handover based on milestones.
Every dollar in and every dollar out, tagged as revenue or expense. Rolled up automatically to the deal and the project. No spreadsheet. No Friday afternoon finance call. The margin is live, always.
Highlight features: Invoice number, Description, ID, and they can be creted out of a QuickBooks invoice.
Anyone on your team hears something worth acting on? It goes here. A potential upsell, a threat to a project, a change in the client's situation. Sales reviews them, decides what to do. Nothing falls through the cracks because it lived in someone's WhatsApp.
Highlight features: Type of signal, Reliability, Description, Source, and Status.
The basis for the project-based model
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What's the implementation process like?
First 5 days
We talk to your team to gather the information to personalize the implementation. We're starting from a template, but we still need to make it yours.
First version ready on day 10
We've done this plenty of times, we have a head start, and from the moment you signed the contract, we know what's to be done.
We test it together
We go through the whole process to verify everything works as intended.
3 days of hardcore training
You get written manuals, workflows, and videos along with training your team.
How much does this all cost?
There are 2 fees. The implementation fee; thats for us. And the software cast; that's HubSpot's cut of the share.
Our fee: $18,000 (50% at the beginning, 50% on completion)
HubSpot costs per user:
Sales pro seat: $100/month
Service pro seat: $100/month
Core seat: $70/month
Simple guide: team members that need fast and automated communications with clients should get a Sales seat for comfort.
HubSpot software cost
Estimate your monthly license cost
Service Hub Pro is fixed — it powers your ticket pipelines. Add your sales reps and ops users to get your number.