HubSpot
Onboarding Done Right
White-glove implementation, configuration, and training for teams who can't afford to get it wrong twice.
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Get your team up and running smoothly with HubSpot.
Fast. Simple Pricing. Done.
Don't Just Take Our Word For It
Trusted by Mid-Market Leaders & Multi-company groups
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How We Get It Done
Most HubSpot onboardings are a templated checklist. Ours is a catered methodology.
In four structured steps, we get your team live on HubSpot with the right architecture, clean data, and the training to actually use it.
Discovery Call
We learn your organization structure, your revenue model, and where your current CRM is falling short. No generic recommendations.
Kick-Off
We align on scope, gather what we need from your team, and get to work. Minimal lift on your end.
Sales Process Simulation
We align on scope, gather what we need from your team, and get to work. Minimal lift on your end.
Implementation
Your HubSpot instance is configured end-to-end. Properties, pipelines, workflows, integrations, and reporting, built for how your team actually sells.
Launch & Live Training
We don't hand off documentation and disappear. We run live training sessions with your team so adoption actually happens.
Pricing
Onboarding +
Implementation
One Flat Fee for any Number of Hubs
Professional Hubs
Enterprise Hubs
Sales Hub
We build your deal pipeline around how your team actually closes, not HubSpot's out-of-the-box defaults.
That means custom stages, automated lead routing, and sequences ready to use from day one, alongside a reporting setup your leadership will trust in a pipeline review. By the time we hand off, your reps have a system they'll actually follow.
Marketing Hub
Your marketing instance gets built for attribution, not just activity.
We configure lifecycle stages correctly from the start, which is the foundational piece most teams get wrong, alongside your email campaigns, lead capture, ad tracking, and list segmentation. The result is a marketing engine where you can see exactly what's driving revenue and what isn't.
Service Hub
We configure your support infrastructure so nothing falls through the cracks.
Ticket pipelines, routing logic, team inboxes, and the handoff from sales to service are all built out properly from day one. Your team gets a clear system and your customers get a consistent experience.
Data Hub
Most HubSpot portals have data quality problems that nobody talks about: duplicate records, incomplete properties, unreliable lifecycle stages, and reporting that can't be trusted.
Data Hub is how you fix that at the source. We use it to build the data infrastructure underneath your HubSpot instance through custom datasets, data sync configurations, and the pipelines that keep everything accurate as your business scales. It's the difference between a CRM your team works around and one they actually rely on.
Content Hub
For teams using HubSpot as their CMS, we handle domain configuration, AI feature setup, and content architecture so your site and your CRM are working from the same data. No disconnected tools, no tracking gaps.
One Flat Fee for Any Number of Hubs
Any Professional Hub
Any Professional Hub
HubSpot works best when it's the source of truth, not one of seven systems nobody fully trusts. We connect your existing tech stack directly to HubSpot so data flows where it needs to go, automatically and accurately.
Coming from Salesforce, Pipedrive, Zoho, or another CRM? We don't just import your data. We restructure it for HubSpot so you're not inheriting the mess from your last platform. Clean data in, clean data out.
Where Most Implementations
Fall Short
Winging It
Not because HubSpot is hard, but because setup decisions made in week one compound into problems for years. We eliminate that risk from day one.
Bad Data from Bad Setups
We build it right so your data actually drives decisions.
Stopping Short
Why Choose Us
120+ implementations for mid-market B2B companies — with a 22% average revenue lift in year one to show for it.
Technical Setup, Revenue Results
That background means we think differently about your setup.
Every configuration decision is made through the lens of data integrity and revenue outcomes, not just getting the platform live.
Zero-Risk Guarantee
If you're not satisfied with our onboarding, we'll refund everything you've paid. No fine print.
What Our Customers Say
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Who is MergeYourData?
Since 2019, our team has been focused on leveraging data to drive real change in our clients' businesses. Our team of 4 revenue specialists work toward the goal of making you grow as fast as possible.
Most B2B companies don't get a bad HubSpot setup, they get a rushed one. A default configuration nobody was trained on, that nobody trusts, and that quietly leaks revenue every month.
MergeYourData was founded in 2019 to fix core RevOps problems. We specialize in white glove HubSpot onboarding and reonboarding for mid-market B2B teams who need it done right, not just done. Our proven RevOps methodology covers everything from architecture to adoption, so your team actually uses its systems and your data actually drives decisions.
120+ transformations. 22% average revenue lift in year one. Top 2% of HubSpot Partners.
If your HubSpot was set up fast and never quite worked, we're who you call.
Frequently Asked Questions
We address your specific needs by walking through the tool after a brief 2-3 slide introduction.
During the entire session, the team is welcomed to interrupt and ask further questions.
For Professional and Enterprise subscriptions, HubSpot requires onboarding by a certified partner like us, or by HubSpot.
But the real reason you need onboarding is so that you don't waste thousands of dollars on a platform and miss the potential it gives you.
No commitment! This is a one off package. We will offer extended packages at the end of the call for ongoing admin, development, and support for your HubSpot setup.
Our onboarding is efficient. Typically it takes three to four weeks from first call to finish.
Book a Discovery Call
HubSpot Full Setup
Onboarding, Implementation, Training and Setup in 3-4 Weeks
Get your team up and running smoothly with HubSpot. Fast. Simple Pricing. Done.
View PricingBook Discovery CallTrusted by 70+ Brands
How It Works
From discovery to launch in just 3-4 weeks with a proven process that gets results.
Discovery Call
Bring everyone along for fundamental training on the HubSpot platform. Catered directly to your team's situation.
Kick-Off
We gather relevant info from your team and have the Kick-Off call to start working!
Implementation
Everything in HubSpot is configured for launch.
Launch + Live Training
Everything's setup and ready to go. We finish up with a couple live training sessions for your team.
Choose Your Package
One flat fee for any number of hubs. No hidden costs, no surprises.
Professional Hubs
One flat fee for any number of hubs
- Kick-Off Call
- User Setup & Permissions
- Initial Data Import (Spreadsheet Only)
- Custom Properties
- Standard Marketplace App Setup (Up to 2)
- All Account Settings and Tracking Code
- Dedicated Slack Channel
- Virtual Live Training Session (1 Hour)
- Custom Reports (5)
Enterprise Hubs
One flat fee for any number of hubs
- All Professional Hub features
- Unlimited Marketplace App Setup
- 2 Hours Live Training
- 10 Custom Reports
- Advanced workflows and automation
- Priority support and faster turnaround
Hub-Specific Features
Every hub comes fully configured with these comprehensive features tailored to your business needs.
Sales Hub
- Sales Alignment Call
- Custom Deal Pipeline and Stages
- Email and Meeting Tool Integration Setup
- Connecting Email Sending Domains
- Sales + Marketing Reports (5 Pro / 10 Enterprise)
- Line Items, Quotes, Invoice Setup
- Sales Workflows (3 Pro / 6 Enterprise)
- Lifecycle Stages + Lead Status Setup
Marketing Hub
- Lifecycle Stages + Lead Status Setup
- Marketing KPI Dashboard
- Custom Email Campaigns (1 Pro / 3 Enterprise)
- Form Setup
- Leads Dashboard
- Social Media Setup
- Marketing Branding Setup
- Import Previous Opt-Out Lists
- Ad Platforms Tracking and Setup
- Marketing Lists Creation (5 Pro / 10 Enterprise)
- Email Subscription Management Setup
Service Hub
- Support Channel Configuration
- Custom Ticket Pipeline and Stages
- Ticket Routing
- Sales to Service Hand-Off
- Services Performance Dashboard
- Service Email Snippets
- Skill-Based Ticket Routing Setup
Content Hub
- Content Import (No Design)
- Domain Configuration
- AI Feature Setup
- SEO Analytics Walkthrough
- HubDB Configuration
- Breeze Content Agent Configuration
- Case Studies Setup
- Blog Import
- Multisite Setup
- Content Approval Configuration
Additional Services
Extend your implementation with these powerful add-on services.
Custom Integration
Connect and sync systems to HubSpot that don't have a pre-built integration
- Any System
- Any Data
- Make HubSpot the Source of Truth
Advanced Migration
Import from 3rd party systems such as Pipedrive, Salesforce, Zoho, and more
- Any System
- Unlimited Records
- Data Mapping & Cleanup
Additional Consulting
Strategy, Development, and Training
- Month-to-Month
- One active project at a time
- Data-Driven Revenue Growth
Unlike Other HubSpot Firms
We come from a technical, data background. You don't want a marketing agency setting up your IT and data systems (trust us).
Technical Setup, Revenue Results
With great data and automation, our clients see explosive revenue growth once they're rolling. Seriously, check out this client revenue screenshot showing growth from $1.5M to $3.4M.
Zero-Risk Guarantee
Not happy with our onboarding? We'll refund you everything you've paid. No questions asked. We stand behind our work 100%.
"These guys are the real deal. Our operations rapidly started to change for the better, as they went to work systematically building and making improvements to reporting, workflows, data quality, countless internal processes, and honestly way too many other things to start to list."
What Our Customers Say
"If you don't have the right data, you're essentially just guessing when making decisions. MergeYourData changed that for us."
"We have worked with MergeYourData for over a year now, and working with them has been a breeze."
"They are very knowledgeable and strategic when it comes to understanding what data we need and how we can use it to achieve our business goals."
Where Most Implementations Fall Short
Investing in a platform like HubSpot is smart. Investing in proven knowledge and talent to build your initial momentum is even smarter.
Winging It
Maybe they've used HubSpot in the past. Maybe they are just going to "figure it out". Around 90% of all unplanned, self-driven onboardings fail. Meaning they don't see any increase in revenue versus not using a CRM. We make sure you don't fail.
Bad Data from Bad Setups
Bad data leads to bad outcomes. And if you don't use things like Lifecycle Stages in a specific way, you will always have bad data. We help you avoid these common blind spots. So you have great data to work with.
Stopping Short
Teams already have 1,001 things to do. Learning, setting up, and following through with the CRM isn't one of them. Most companies stop their CRM efforts after a couple of weeks. We build momentum so you don't.
Who is MergeYourData?
Since 2019, our team has been focused on using data to drive real change in our clients' businesses. Our team of 4 revenue data specialists work toward the goal of making you grow as fast as possible.
Dan Saavedra
Dan has been working in data roles since 2012, from Fortune 500 companies to Startups. After seeing consistent patterns in how data applied in specific ways can grow revenue, he started MergeYourData in 2019.
Connect on LinkedIn →Frequently Asked Questions
What do training sessions usually look like?
We address your specific needs by walking through the tool after a brief 2-3 slide introduction. During the entire session, the team is welcomed to interrupt and ask further questions.
Why do I need onboarding?
For Professional and Enterprise subscriptions, HubSpot requires onboarding by a certified partner like us, or by HubSpot. But the real reason you need onboarding is so that you don't waste thousands of dollars on a platform and miss the potential it gives you.
Is there a minimum commitment?
No commitment! This is a one off package. We will offer extended packages at the end of the call for ongoing admin, development, and support for your HubSpot setup.
How long does onboarding and implementation take?
Our onboarding is fast. Typically it takes three to four weeks from first call to finish.
Ready to Get Started with HubSpot?
Book a discovery call today and let's discuss how we can get your team up and running with HubSpot in just 3-4 weeks.
Book Discovery CallZero-Risk Guarantee · Full Refund if Not Satisfied