HubSpot Setup Across Sales, Marketing, and Service Hub, with 1.5 Years of Ongoing Administration

The Challenge

The client, an Automotive B2B Marketplace (SaaS) company, needed HubSpot set up properly across Sales Hub, Marketing Hub, and Service Hub, rather than a partial setup covering only one team's needs. Their sales process had grown organically without much structure, which meant reps were handling steps manually that could have been automated, and there was no dedicated technical resource keeping the system aligned with the business as it grew.

Our Solution

1. Full HubSpot Setup
   

   Set up Sales Hub, Marketing Hub, and Service Hub from the ground up, giving every team a properly configured system instead of a partial setup built around only one function.

2. Sales Process Optimisation
   

   Reviewed the client's existing sales process end to end and optimised it, tightening up pipeline structure, stages, and properties before layering in automation.

3. Sales Process Automation

   Worked directly with the sales team to identify manual, repetitive steps in their process and automated them in HubSpot, reducing the day-to-day workload on reps.

4. Ongoing HubSpot Administration
   Rather than building a new master workflow, mapped each redundant smaller workflow to the existing, larger workflow it naturally belonged to - reducing total workflow count without introducing a new point of failure.

Key Deliverables

• Sales Hub setup

• Marketing Hub setup

• Service Hub setup

• Sales process optimisation

• Sales process automation, built with the sales team

• 1.5 years of ongoing HubSpot administration

Outcome

• All three hubs properly configured and in active daily use across teams.

• A sales process that reps could actually follow, with manual steps automated instead of repeated by hand.
• Consistent technical ownership of HubSpot for 1.5 years, rather than a one-time setup left to drift.
• A system that evolved alongside the business instead of falling out of date.
  

A HubSpot setup is not a one-time project; it is a system that needs someone paying attention to it as the business changes, which is exactly what a long-term admin relationship is for.

About Code Accelerator

Code Accelerator is a HubSpot Solutions Partner agency specialising in CRM implementation, CMS/module development, RevOps consulting, and marketing automation for growing SaaS and service businesses. We help teams get more out of the HubSpot they already have through audits, cleanup, and custom builds before recommending anything new.