Design your pipelines
Deal and ticket pipelines with stages, entry criteria and required fields drawn from how your team really sells, renews and supports.
4.9 / 5HubSpot implementation that matches how your team sells.
HubSpot implementation services that start with your sales process, not HubSpot's defaults: pipelines, properties and training your team keeps using.
Certified partner
HubSpotSolutions Partner
Selected work, in motion.
The digital experiences that start a customer relationship.Bought HubSpot. Barely used?
A HubSpot portal set up on defaults ends up as an expensive contact list.
BeforeAfter
One default pipeline for every kind of dealPipelines and stages that match how each team sells
Hundreds of properties, half of them emptyA property plan with owners, required fields and clear names
Reps updating spreadsheets instead of dealsDeal stages that create tasks, so the CRM saves reps time
Leadership reports built on guessworkDashboards that read from fields your team actually fills in
What's included
Set up to be used.
Adoption decides whether a HubSpot implementation works. We design for the rep first, then the report.
Architect the properties
Contact, company and deal properties planned in one sheet, with naming rules, owners, field types and the reports each property feeds.
Onboard every team
Role-based training for sales, marketing and service, with short recordings and a playbook of the tasks each role does every day.
Build the first dashboards
Pipeline, activity and source dashboards built on the new properties, so leaders see the value of clean data in the first month.
Security, by consideration.
Trust is part of the build.
For your HubSpot project, we consider CRM records, workflow permissions, forms and connected applications as part of one connected build.
See our approachConnected systems. Considered safeguards.
Changes you can trace.
GitHub workflows, peer review and dependency checks bring decisions into the release process.
Protected in transit.
Certificate configuration, HTTPS and secure headers help protect the path between your users and your systems.
Intelligence with limits.
Scoped tool access, validated inputs and human approval where automated actions carry consequences.
Process first. Portal second.
We map how you sell before we configure a single field.
- 01
Discover
Workshops with sales, marketing and service leads to map the real process.
- Process map
- Pipeline design
- Property plan
- 02
Configure
Portal set up, users and permissions added, inbox and calendar connected.
- Configured portal
- User roles
- Connected inboxes
- 03
Onboard
Role-based training, launch-week support and an adoption review after the first month.
- Training sessions
- Team playbook
- Adoption review
Built for what’s next.
Built to driveBetter-qualified leads.
Built to driveMore qualified candidates.
Built to driveMore enquiries.
Built to driveMore qualified demos.
Built to driveMore workplace demos.
Built to driveMore business accounts.
Built to driveMore free trials.
Built to driveMore building owners.
Built to driveMore free sign-ups.
Private Villas Mexico
Built to driveMore direct bookings.
Built to driveMore committed players.
Built to driveMore returning customers.
Built to driveMore meaningful demos.
Built to driveBetter talent connections.
Built to driveMore course creators.
Built to driveMore product discovery.
Built to driveMore sign-ups.
Built to driveMore memberships.
Trusted across our practice
Working together. In their words.
Independent reviews. Long-term working relationships.
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“Stega Creative team not only understood our needs and vision for the websites, but they also came up with improvements.”
“We’ve been working with Stega & Gabriel for the last two years. Cannot recommend them enough. They’re responsive, professional & an asset.”
HubSpot implementation questions.
A few things worth discussing before your HubSpot implementation takes shape.
What does a HubSpot implementation timeline look like?
Data migration runs alongside configuration when records need cleaning. Your team starts working in HubSpot on a finished portal, not a half-built one.
What should a HubSpot implementation include?
A HubSpot implementation should include pipeline design, a property plan, user roles, inbox and calendar connection, lead routing, core dashboards and training. Data migration and website integration are often part of it too. Skipping the property plan is the most common cause of a messy portal a year later.
Can we set up HubSpot ourselves instead of hiring help?
Small teams with one pipeline can set up HubSpot themselves using HubSpot's own onboarding. Outside help pays off when you run several teams, pipelines or hubs, need data migrated, or tried once and ended up with an unused portal. We can also audit a HubSpot setup you built yourselves.
How many custom properties should a HubSpot portal have?
A HubSpot portal should have only the custom properties someone uses in a view, workflow or report. There is no right number. We list each property with an owner and a purpose during implementation, and anything without both is left out or archived, so the portal stays readable as it grows.
Revamp today.The 
way.
Your ambition. Our collective craft.
Strategy, design and technology, working as one.