HubSpot built around the way you actually work.
The gap between what HubSpot can do and what most teams actually get from it.
Generic setup
T&H Digital setup
A CRM that works the way your business does.
CRM Architecture & Design
- Pipeline and stage mapping
- Custom properties and data mode
- Contact, company and deal relationships
- User permissions and team structure
Sales Hub
- Sales pipeline and deal automation
- Sequences and outreach templates
- Quote workflows and approval processes
- Sales reporting and forecasting
Marketing Hub
- Lead capture and form strategy
- Email nurture sequences
- Campaign automation and segmentation
- Marketing attribution and reporting
Operations Hub
- Data sync and quality automation
- Custom code workflow actions
- Data deduplication and cleanup
- Multi-tool data architecture
Service Hub
- Ticket pipeline and automation
- Customer portal setup
- Post-sale communication workflows
- Customer satisfaction tracking
Custom Quote Module
- Branded quote templates
- Custom line items and product library
- Quote-to-job handover automation
- Approval workflows and e-signature
Starting HubSpot right means not having to fix it later.
Marketing Onboarding
- 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
Sales Onboarding
- 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
Service Onboarding
- HubSpot Service Hub customisation
- Ticket pipeline and routing
- Customer portal setup
- Deep customisation for complex service workflows
- Custom integrations
- Training and team enablement
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.
A powerful CRM is only complete if your team knows how to use it.
Sales pipeline & reporting
Email & automation workflows
Reporting & dashboards
Templates & CMS
Data quality & cleanup
Websites that live inside your CRM, not outside it.
Theme Design & Customisation
Custom Module Creation
Development from Scratch
No developer required
Easy to manage
No hidden fees
Blog & content
We do not build things and disappear.
Workflow improvements
Reporting and dashboards
Integration monitoring
New automation
Strategic HubSpot guidance
HubSpot admin support
Custom fields
All our HubSpot services are built with integration in mind.
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"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.
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