HubSpot Implementation & Optimization by Recommenda

You invested in HubSpot to scale smarter—not to spend months stuck in setup mode.

At Recommenda, we don’t believe in one-size-fits-all implementations. Your business is unique—and your HubSpot build should be too. Whether you’re just getting started or upgrading your martech stack, we design HubSpot implementations around your goals, team, and tech ecosystem.

As a certified HubSpot Solutions Partner, we help you unlock everything HubSpot has to offer—fast.

What We Do: Implement & Optimize

Implementation
For those considering or having just invested in HubSpot

HubSpot Setup & Custom Configuration

  • CRM setup: pipelines, properties, lifecycle stages

  • Custom dashboards for sales and marketing visibility

  • Marketing Hub tools: lead capture forms, email templates, workflows

  • Contact segmentation and list setup

  • Automation for lead nurturing, follow-ups, and retargeting

Stack Integration

  • Connect HubSpot with your existing tools (from website forms to your email platform)

  • Integrate platforms you found through Recommenda for seamless marketing execution

  • API or native integrations for calendar, ecommerce, event, or booking tools

Strategy + Execution

  • Align the platform with your goals: lead gen, client onboarding, retention, or upselling

  • Workflow mapping and funnel design

  • HubSpot Ads setup for Google, Meta, and LinkedIn retargeting

Training & Support

  • Live 1:1 or team training sessions (recorded for reuse)

  • Custom video walkthroughs

  • 30-day support window for questions or tweaks

Audit & Optimization
For HubSpot Customers Not Getting ROI from the Investment

Strategic HubSpot Audit & Optimization

  • Deep-dive into your existing setup, automation, segmentation, and reporting

  • Identify friction points, misalignment, or gaps in functionality

  • Deliver a clear roadmap for improvements tied to your business goals

Rebuilds, Fixes, and Upgrades

  • Clean up lifecycle stages, deal pipelines, and custom properties

  • Rebuild or streamline automations and nurture sequences

  • Improve segmentation and retargeting to match your funnel

  • Refresh dashboards to deliver insight, not just data

Align HubSpot With Your Marketing + Sales Funnel

  • Map workflows to real buyer journeys

  • Set up smarter lead scoring and qualification

  • Improve handoff between marketing and sales

  • Activate the tools you’re paying for but not using yet

Optional Ongoing Support

Need help beyond setup? Through our agency, R-Squared Solutions, we offer full-funnel marketing support built on top of your new and improved HubSpot system.

  • Funnel builds, campaign strategy, and copywriting

  • Email marketing, paid ads, retargeting, and content

  • Long-term consulting and reporting support

Why Recommenda?

We're not just technicians—we’re strategists. Every configuration decision is made with your marketing and sales funnel in mind.

We use marketing and sales strategy to guide the implementation, based on your unique use case. Our build is customized to your business objectives.

Need more than just a setup? We offer full campaign builds, reporting support, and ongoing martech strategy through our partner agency,
R-Squared Solutions.

As the creators of Recommenda, we’ve helped hundreds of businesses choose the right tools—now we help you use them the right way.

Custom Quotes, No Cookie-Cutter Pricing

Because every business is different, we offer flexible project pricing based on your:

  • Number of Hubs

  • CRM or tool migration needs

  • Team size and structure

  • Funnel complexity

  • Level of support desired post-implementation

Schedule a free discovery call to get a personalized quote and roadmap.