HubSpot Services

HubSpot built around the way you actually work.

Most HubSpot setups are generic. They follow default templates, cover surface-level features, and leave teams working around the system rather than with it. The CRM becomes something people fill in rather than something that helps them sell.
We start by understanding your business: how your team sells, how jobs are delivered, what your data needs to do. Then we build HubSpot around that. Not the other way around.
T&H Digital & HubSpot by the numbers
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Automations Created
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Deals Automated
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Emails Sent
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API Integrations
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Dashboards Created
Why most HubSpot setups underperform

The gap between what HubSpot can do and what most teams actually get from it.

HubSpot is one of the most capable platforms available. But capability without configuration is unused potential. The difference between a CRM your team resents and one that drives commercial outcomes is almost always in how it was set up, and who set it up.
We have cleaned up a significant number of HubSpot accounts. The patterns are consistent: generic pipelines, disconnected tools, automations that fire incorrectly, and data nobody trusts. We build to avoid all of it from day one.
Generic setup
T&H Digital setup

Default pipeline stages that don't match how you sell
Pipeline built around your actual sales process

Tools sitting in isolation — CRM, job management, finance not connected
HubSpot connected to the operational tools your team already uses

Reporting that doesn't reflect the metrics that matter
Dashboards built around the decisions your leaders need to make

Team trained once at onboarding and then left to figure it out
Ongoing training, documentation and support as the system evolves

CRM & Implementation

A CRM that works the way your business does.

We design HubSpot CRM architecture around your actual sales and operations workflow, not a standard template. That means pipeline stages that match how your team actually sells, properties that capture the data they need, and automations that reduce manual work rather than create it.
Most of our CRM engagements begin with a current-state audit. We map what you have, identify what is broken or underused, and build a clear picture of what a properly configured HubSpot looks like for your specific business before writing a single workflow.
CRM Architecture & Design
Your pipeline stages should reflect how your team actually sells, not how HubSpot sells by default. We design the full data structure around your process: deal stages, contact properties, lifecycle stages and how records relate to each other. Your team works with the system rather than around it.

  • Pipeline and stage mapping
  • Custom properties and data mode
  • Contact, company and deal relationships
  • User permissions and team structure
CRM Architecture & Design CRM Architecture & Design CRM Architecture & Design CRM Architecture & Design CRM Architecture & Design CRM Architecture & Design CRM Architecture & Design CRM Architecture & Design
Sales Hub
Give your sales team a system that helps them close, not one that adds admin. Sequences, task automation, deal rotation, quote workflows and pipeline reporting that your leadership can act on.

  • Sales pipeline and deal automation
  • Sequences and outreach templates
  • Quote workflows and approval processes
  • Sales reporting and forecasting
Sales Hub Sales Hub Sales Hub Sales Hub Sales Hub Sales Hub Sales Hub Sales Hub
Marketing Hub
Marketing activity that connects to revenue, not just clicks and opens. Lead capture, nurture sequences, campaign automation and attribution built together so you can see which campaigns produce pipeline, not just traffic.

  • Lead capture and form strategy
  • Email nurture sequences
  • Campaign automation and segmentation
  • Marketing attribution and reporting
Marketing Hub Marketing Hub Marketing Hub Marketing Hub Marketing Hub Marketing Hub Marketing Hub Marketing Hub
Operations Hub
The hub most agencies skip. Without it, data drifts out of sync, automations fire on bad inputs, and the CRM fills with duplicates nobody trusts. We use Operations Hub to keep your data clean, your syncs reliable and your workflows firing correctly across every connected platform.

  • Data sync and quality automation
  • Custom code workflow actions
  • Data deduplication and cleanup
  • Multi-tool data architecture
Operations Hub Operations Hub Operations Hub Operations Hub Operations Hub Operations Hub Operations Hub Operations Hub
Service Hub
Your service team handles every ticket with full context: what the customer bought, what the deal history was, what was promised. No switching between tools. No asking colleagues what happened last time. Customer support built into the same system as your CRM.

  • Ticket pipeline and automation
  • Customer portal setup
  • Post-sale communication workflows
  • Customer satisfaction tracking
Service Hub Service Hub Service Hub Service Hub Service Hub Service Hub Service Hub Service Hub
Custom Quote Module
HubSpot's default quote templates do not match your brand and do not connect to your product library. A quote goes out and nothing happens in the CRM unless someone manually updates it. We build custom quote templates that match your brand, carry the right fields, and trigger the next workflow automatically when a quote is sent, viewed or accepted.

  • Branded quote templates
  • Custom line items and product library
  • Quote-to-job handover automation
  • Approval workflows and e-signature
Custom Quote Module Custom Quote Module Custom Quote Module Custom Quote Module Custom Quote Module Custom Quote Module Custom Quote Module Custom Quote Module
Onboarding

Starting HubSpot right means not having to fix it later.

A HubSpot onboarding done properly means your team adopts the system and uses it. Done generically, it means you paid for something you work around. The difference is in how the setup is approached: workflows mapped to your actual process, not default templates with your logo on them.
We onboard Marketing Hub, Sales Hub and Service Hub, individually or together, with the same methodology: understand first, configure second, train third.
Every onboarding includes full documentation and a training handover. You are never left with a system you cannot manage yourself.
Marketing Onboarding
Your marketing team has lead capture, nurture sequences, campaign automation and attribution working together from day one. Marketing activity connects to pipeline, not just page views.

  • HubSpot account setup and domain configuration
  • Integration with Google Analytics and social accounts
  • Email marketing setup and automation
  • Marketing strategy and campaign configuration
  • Custom integrations where required
  • Training and documentation
Marketing Onboarding Marketing Onboarding Marketing Onboarding Marketing Onboarding Marketing Onboarding Marketing Onboarding Marketing Onboarding Marketing Onboarding
Sales Onboarding
Your sales team has a CRM that reflects how they actually sell: pipeline stages that match the real process, sequences that run automatically, and reporting your leadership can act on.

  • Sales pipeline design and stage configuration
  • Deal, contact and company setup
  • Deal rotation and assignment rules
  • Sequence and outreach templates
  • Sales automation and task workflows
  • Integration with other sales tools
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Service Onboarding
Your service team handles every customer request with full context from the CRM. No switching between tools. Ticket management, customer portal and post-sale communication built into the same system as your sales pipeline.

  • HubSpot Service Hub customisation
  • Ticket pipeline and routing
  • Customer portal setup
  • Deep customisation for complex service workflows
  • Custom integrations
  • Training and team enablement
Service Onboarding Service Onboarding Service Onboarding Service Onboarding Service Onboarding Service Onboarding Service Onboarding Service Onboarding

How Our Onboarding Works

01. Hub selection

We start by understanding your business needs and goals, then recommend the right hubs. You buy what you actually need, not a tier that looked right on the pricing page.

02. Strategy

We map your current processes and expected outcomes to define a clear, prioritised onboarding plan specific to your business.

03. Account setup

We configure HubSpot to your exact specifications. Pipelines, properties, integrations and automations built around your actual process, not the default. Your team opens the system on day one and it works the way they work.

04. Customisation

We build what your business actually needs beyond the defaults: custom reports that answer real questions, dashboards your leadership checks rather than ignores, workflows that reflect how your team works, and integrations that connect HubSpot to the rest of your stack.

05. Documentation & training

We document every part of what we built and train your team on it directly. When we hand over, your team knows how to use the system, how to maintain it, and how to change it when the business evolves. You are not dependent on us for the basics.

Training

A powerful CRM is only complete if your team knows how to use it.

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companies trained since 2022
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staff upskilled since 2022
The gap between a CRM your team adopts and one they tolerate is almost always training. Not a one-hour platform walkthrough at onboarding. Structured training built around how your team uses HubSpot, what they find confusing, and what they need to do more confidently.
We review your account, understand how it is being used, and design the training programme around your team's actual pain points. Not a generic product tour.
Training can be delivered online or in person, in a single session or across multiple sessions. Every engagement comes with documentation your team can reference after we are gone.
Where most teams need support
Sales pipeline & reporting
95%
Email & automation workflows
80%
Reporting & dashboards
90%
Templates & CMS
65%
Data quality & cleanup
70%

What we cover in training

01
CRM fundamentals. Your team can manage their own records, set permissions correctly, and keep the account clean without needing to call for help every time something changes.

02
Sales Hub. Your sales team manages their pipeline, works their sequences, and moves deals forward without needing to ask how the system works.

03
Marketing Hub. Your marketing team runs campaigns, reads the data and understands what it is telling them, without relying on someone else to interpret it.

04
Reporting and dashboards. Your leadership checks HubSpot for the answer rather than asking someone to pull a report. The metrics reflect what actually matters to the business.

05
Automation and workflows. Your team can make changes to automations safely, understand what is running, and build new ones without breaking what is already working.
HubSpot CMS

Websites that live inside your CRM, not outside it.

When a visitor fills in a form on your HubSpot CMS site, they are immediately a contact in your CRM. When a deal closes, the website can reflect it. Your marketing team edits pages without calling a developer. Your content generates leads that flow directly into the pipeline.
We design and build custom HubSpot CMS websites: from theme customisation and custom module creation through to full builds from scratch. Everything is built so your team can manage it, not so that you need us for every change.
Theme Design & Customisation
Your brand, your typography, your colours, your layout. Your marketing team makes changes in the page editor without raising a ticket or waiting for a developer. We customise the theme so the system works for the people using it day to day.
Theme Design & Customisation Theme Design & Customisation Theme Design & Customisation Theme Design & Customisation Theme Design & Customisation Theme Design & Customisation Theme Design & Customisation Theme Design & Customisation
Custom Module Creation
When standard HubSpot modules do not meet the layout or functionality your site needs, we build custom ones. Designed to your exact specifications, editable in the page editor by non-technical users, and reusable across every page that needs them.
Custom Module Creation Custom Module Creation Custom Module Creation Custom Module Creation Custom Module Creation Custom Module Creation Custom Module Creation Custom Module Creation
Development from Scratch
For businesses that want a fully custom HubSpot website built to their specifications. Every page template, every module and every interaction built from the ground up. Connected to your CRM from day one so visitor behaviour flows directly into your sales pipeline.
Development from Scratch Development from Scratch Development from Scratch Development from Scratch Development from Scratch Development from Scratch Development from Scratch Development from Scratch
No developer required
Your marketing and sales teams edit website and landing pages themselves. No ticket raised, no waiting, no cost per change.
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Easy to manage
With its drag-and-drop editor, HubSpot CMS makes it easy to update your site. We build pages so non-technical users can maintain them confidently.
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No hidden fees
HubSpot CMS is fully managed — hosting, security and updates included. No plugin fees, no separate hosting costs, no surprises.
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Blog & content
HubSpot CMS has built-in blogging tools so your content can generate leads and flow directly into your contact database and automation.
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Ongoing Support

We do not build things and disappear.

HubSpot does not stay static. Your business changes, the platform updates, new tools join the stack, and workflows that worked six months ago need adjusting. A system that is not actively maintained will drift. Quietly, until something breaks.
For businesses that want senior HubSpot expertise available without the cost of a full-time resource, a retainer gives you direct access to Teddy or Hannah for improvements, troubleshooting, new automation and strategic guidance.
What ongoing support covers
01
Workflow improvements
When your process changes, the automations should change with it. Left alone, workflows that made sense at launch become a source of errors. We keep them current.
02
Reporting and dashboards
New questions need new reports. When the metrics that matter to your leadership change, we update the dashboards so HubSpot keeps answering the right questions.
03
Integration monitoring
For clients with live integrations: platforms update, APIs change, data flows shift. We catch the issues before they affect your team.
04
New automation
When you spot a manual process that should not exist, we build the workflow to handle it. Your team stops doing things by hand that HubSpot can do automatically.
05
Strategic HubSpot guidance
Regular calls to review what is working, plan what to build next, and make sure HubSpot is keeping pace with the business. With someone who understands both the platform and your commercial context.
06
HubSpot admin support
User management, permissions, property changes, list maintenance. The day-to-day admin that keeps the system clean and your team unblocked.
Custom fields
On request

All our HubSpot services are built with integration in mind.

If your business runs on ServiceM8, Fergus, AroFlo, OpenSolar or any other operational tool, your HubSpot should connect to it. Not sit alongside it while your team manually carries data between them.
  • "I've been working with Teddy for the past 6 months and he's been a pleasure to work with. He's provided his expert HubSpot knowledge to help us get the most out of our CRM for various parts of the business. He's always there to answer any questions myself and the team might have. I'd definitely recommend."
    Stephanie Clark
    Marketing Manager
  • "Teddy cleaned up the lingering mistakes and inefficiencies caused by multiple agencies working on our HubSpot CRM. His input resulted in a more efficient, streamlined backend — and even allowed us to drop to a lower-cost plan, saving hundreds of dollars each month."
    Dana Ingster
    Marketing Manager
  • "Working with T&H Digital has been a breath of fresh air. Their communication is exceptional — I never had to chase them for updates. What stood out most was their ability to push back constructively on my ideas, providing thoughtful alternatives that made the final product stronger."
    Richard Spencer
    Founder, Denied to Many
  • "Teddy's calm, solution-focused mindset and transparency set him apart. He worked through the complexities of integrating our systems with clarity and dedication, consistently delivering value that exceeded expectations. His integrity is exceptional."
    Trevor Parkes
    COO, MacPhee's Wine Cellaring Specialists

Not sure where to start withHubSpot?

Book a 30-minute call with Teddy. Bring your current HubSpot setup and the specific problem you are trying to solve. You will leave the call knowing what is broken, what a better setup looks like, and whether T&H Digital is the right fit to build it.

No pitch deck. No commitment.

Drop us a line and tell us what you need help with. We'll get back to you within 1 business day.