Design before configuring
Agree objects, associations, property ownership, lifecycle stages and rules for local variation.
← All engagements
One HubSpot that fits how your teams work
HubSpot rollout & migration
Set up one HubSpot that works for several countries or teams, or move your data to a new portal. I design the shared setup with you, build it, test it with the people who use it and document it.
Let’s talkWho it’s for
One platform. One or several markets. Different ways of working.
For companies setting up HubSpot for one or several countries or teams, moving to a new portal, or bringing several setups together.
What you take away
- Data model and integration rules
- Sales, service and lifecycle workflows
- Migration checks, documentation and team handover
Engagement format
A project delivered in stages, checked with each team before it goes live, with full documentation. Priced per day, quoted after a first call.
Typical duration
From six weeks for a single portal migration to several months for a multi-country rollout, delivered market by market with validation before each go-live.
Build and validate
Configure the agreed pipelines, automation and data flows. Test record matching, exceptions and migration reconciliation.
Roll out and hand over
Support adoption, document the operating rules and establish who will maintain each part of the system.
The outcome
A configured CRM, tested against agreed business scenarios, with documentation and a team prepared to maintain it.
Sounds like your situation? Tell me what is not working and which teams are involved. That is enough to start.
Let’s talkProbably not the right fit
When another option will serve you better.
- You only need a few workflows adjusted
- Nobody on your side can make decisions about processes and data ownership
- You want the configuration done without documentation or handover
Questions before we talk
Do you handle migrations between portals or from another CRM?
Yes. Migration mapping, reconciliation checks and cut-over planning are part of the implementation scope when data moves.
Which HubSpot editions do you work with?
Professional and Enterprise across Sales, Service, Marketing and Data Hub, including custom objects, permission sets and integrations.
Do you work remotely?
Yes. I am based in Barcelona and work with teams across Europe, remotely or on site for workshops and key milestones when the project needs it.
Which languages do you work in?
English, French and Spanish, including documentation, workshops and user training.
Can you work alongside our agency or internal team?
Yes. Most of my work involves internal IT, data and compliance teams, partners or HubSpot itself. Responsibilities are agreed at the start so decisions and configuration stay clearly owned.
Do you work for HubSpot partners and agencies, under their brand?
Yes. An agency can bring me in as part of its team, under its brand and its client relationship. Before I start, we agree the scope, who speaks to the client and who owns which decisions. Documentation follows the agency’s templates where they exist.
Start a conversation
What needs
to work better?
Describe the process that is causing friction, the teams involved and what needs to change. You do not need a technical brief to start the conversation.
- 01 I review your situation.
- 02 We discuss the scope and whether I can help.
- 03 You receive a proposal with clear next steps.
Based in Barcelona · Previously Paris and London