HubSpot consulting for Sydney businesses, led by senior people.

What does a HubSpot consultant do for a Sydney business?

A HubSpot consultant sets HubSpot up around how your business sells, moves your data across from your old CRM, fixes a portal that isn't working, connects your other tools and trains your team to run it. For Sydney B2B teams, that work usually sits in one of three services.

Each one is scoped before we quote it, and each ends with documentation your team owns. Ongoing support is optional.

What have we done for Sydney businesses?

Freshsales to HubSpot for a financial services company. The sales team ran in Freshsales. Five reps were calling and qualifying leads in one pipeline, with about 20,000 leads carrying call details and notes. We moved them to HubSpot, bringing across what Freshsales could export and rebuilding the pipeline around how the team actually qualified leads. The team now gets more follow-up attempts on every lead its ads pay for, with a power dialer and full visibility of call activity in HubSpot.

Marketing Hub Professional and Sales Hub Enterprise for a corporate lender. We set up HubSpot for a corporate lender so its marketing, deals and client communications run from one system, built around how the business lends.

HubSpot onboarding for a capital firm. We onboarded a capital firm onto HubSpot and turned its existing sales process into a HubSpot sales process, with pipeline stages, properties and automation built around how the team already worked.

HubSpot optimisation for a tour merchandise company. We optimised the HubSpot portal for a tour merchandise company, rebuilding what wasn't working so the setup matched how the business sells and operates.

A four-year retainer with a RegTech company. We've worked with a Sydney RegTech company for four years, building more than 100 landing pages and the campaigns behind its inbound lead flow.

How does a CRM migration to HubSpot work?

A CRM migration to HubSpot moves your contacts, companies, deals and activity into a HubSpot portal that's already set up around how your team sells. We plan it around what your old system can actually hand over, and we tell you before we start what won't come across.

1. Review the export. We check what your current CRM can export, including notes, activity, attachments and custom fields.
2. Map the data. Every field gets a home in HubSpot, or a decision to leave it behind.
3. Rebuild the pipeline. Stages are built around how your team qualifies and closes, not around the old system.
4. Test import. A sample run is checked by your team before the full import.
5. Cut over. The full import runs, the old CRM is frozen, and your team starts working in HubSpot.
6. Train the team. Role-based training on the work each person actually does, in person or online.

We migrate from Pipedrive, Salesforce, Freshsales, Zoho, Copper and Mailchimp. Migrations planned around what your old system can actually hand over.

What does HubSpot optimisation involve?

HubSpot optimisation is a clean-up and rebuild of a portal you already have, so it matches how your business sells today. A clean-up takes 4 to 8 weeks at minimum, depending on the size of the portal and how much needs rebuilding. After that, you can run it yourselves or keep us on for ongoing support.

It's usually the right place to start when:

• HubSpot went live on the defaults and the business has outgrown them.
• The person who set it up has left, and nobody is sure how it works.
• Workflows and properties have piled up, and some of them contradict each other.
• Reports don't match what sales is seeing, so the spreadsheets have crept back in.
• Another partner set the portal up and you want a second opinion.

This is how we approach it:

1. Review the portal. Properties, pipelines, lifecycle stages, workflows, lists, reports, integrations, users and permissions.
2. Agree priorities. We tell you what's broken, what's risky and what can wait, then agree the order with you.
3. Clean the data. Duplicates merged, unused properties archived, naming made consistent.
4. Rebuild what's broken. Lifecycle stages, pipelines and workflows rebuilt around how the business works now, without losing your history.
5. Fix the reporting. Dashboards leadership can trust, built on the cleaned-up data.
6. Hand over. Documentation and training, so the portal stays clean.

How long does HubSpot onboarding take for a Sydney team?

HubSpot onboarding takes about 12 weeks. A migration from another CRM combined with onboarding takes 12 to 16 weeks, and bigger portals or multi-team rollouts take longer. Location doesn't change the timeline.

Plan on 2 to 3 hours a week from your side: one decision-maker for discovery and check-ins, and each team for its own training.

How much does a HubSpot consultant cost in Sydney?

The cost of a HubSpot consultant in Sydney depends on scope rather than location. We scope every project before quoting it. These are the variables that move the number most:

• How many hubs and seats you're setting up
• How much data you're migrating, and from which system
• For an existing portal, how much needs cleaning up or rebuilding
• How many integrations you need, such as a power dialer, Xero or PandaDoc
• Whether your model needs custom objects, which require an Enterprise subscription
• How much training your team needs, and whether it's on site
• Whether you want ongoing support after go-live

Which Sydney businesses do we work with?

We work with B2B businesses of about 5 to 125 people. In Sydney, that's mostly lenders, capital and financial services firms, RegTech and compliance software companies, professional services businesses, and companies with more complex operations such as tour merchandise. They tend to have a sales team that lives in the CRM, leadership that wants reporting it can trust, and a portal that has to fit more than one way of selling.