Sales Hub DIY™
Implement Sales Hub with step-by-step
instructions embedded in your portal.
Sales Hub DIY™ is the only onboarding experience that embeds implementation instructions and one-click deployments directly inside your HubSpot.
Who is Sales Hub DIY for?
Sales Hub self-starters who want a little bit of guidance.
I just got HubSpot
You bought HubSpot and want custom guidance to set it up your way without the rigid structure of a onboarding program.
I inherited a mess
You’re stepping into a new role and are expected to become the in-house HubSpot expert. But the CRM needs help.
I need a HubSpot refresher
You’ve implemented HubSpot before but want to up-skill or revisit best practices for a new project or role.
I need to fix inefficiencies
You’re stepping into a new role and are expected to become the in-house HubSpot expert. But the CRM needs help.
My business is scaling fast
You’ve implemented HubSpot before but want to up-skill or revisit best practices for a new project or role.
I can't prove ROI
You’re stepping into a new role and are expected to become the in-house HubSpot expert. But the CRM needs help.
What Sales Hub tools are included?
During our kickoff, we’ll help you prioritize which tools to set up first based on your business goals and top priorities.
HubSpot Implementations
We architect your HubSpot instance to reflect your GTM strategy, not just to get it live. Built for alignment, adoption, and long-term scale.
HubSpot Implementations
We architect your HubSpot instance to reflect your GTM strategy, not just to get it live. Built for alignment, adoption, and long-term scale.
HubSpot Implementations
We architect your HubSpot instance to reflect your GTM strategy, not just to get it live. Built for alignment, adoption, and long-term scale.
HubSpot Implementations
We architect your HubSpot instance to reflect your GTM strategy, not just to get it live. Built for alignment, adoption, and long-term scale.
HubSpot Implementations
We architect your HubSpot instance to reflect your GTM strategy, not just to get it live. Built for alignment, adoption, and long-term scale.
HubSpot Implementations
We architect your HubSpot instance to reflect your GTM strategy, not just to get it live. Built for alignment, adoption, and long-term scale.
Not sure what you need? Let’s talk! We’ll scope out your needs and design a plan that fits.
What are one-click deployments?
10x your value with rapid deployment playbooks installed with just one click.
Lifecycle Stages
Launch a complete, RevOps-approved Lifecycle Stage system with lists, workflows, and templates — deployed directly into your HubSpot portal in one click.
Perfomance Dashboard
Drop a fully-built Sales Review Dashboard into your HubSpot with one click — track deals, team performance, and pipeline health instantly.
Lead Status
Deploy a ready-to-run Lead Status framework that organizes your funnel and powers smarter sales handoffs — no setup or building required.
How does Sales Hub DIY™ work?
We embed expert-built checklists and instructions inside your portal so you can implement Sales Hub with speed, clarity, and confidence.
Step 1
Kickoff Call
Learn how to install the RP Sidekick and get familiar with the DIY system so you’re set up for success from day one.
Step 2
Go!
Dive right into setting up HubSpot in pre-outlined phases, to include admin setup, user setup, and Sales Hub tools.
Step 3
One-click Playbook installs
Once initial setup is complete, the real time-to-value is HERE with lifecycle stages and lead status playbooks built according to best practices by RevOps strategists.
Step 4
Win
You’ve got the foundation you need to build a best-in-class CRM for your sales team.
Step 5
Support as you grow
Need help with complex integrations or new workflows?
What am I getting?
Sales Hub implementation best practices and instructions embedded in your HubSpot
HubSpot implementation success stories
We equip those who own the number with the strategy, systems, and execution to exceed it.
Zoomerr
Malesuada facilisi libero, nam eu. Quis pellentesque tortor a elementum ut blandit sed pellentesque arcu. Malesuada in faucibus risus velit diam. Non, massa ut a arcu, fermentum, vel interdum.
Author Name
Role
ArtVenue
Nisl vitae viverra dignissim nibh. Nibh imperdiet integer vitae consequat adipiscing pellentesque. Sed amet tincidunt morbi non sed donec mollis pharetra neque.
Author Name
Role
HubSpot CRM Onboarding FAQs
Implement Sales Hub on your terms
Ready to build a world-class CRM? Let’s go!