HubSpot and CRM Setup for Growing Businesses
Jewett Marketing sets up HubSpot and other CRMs for Atlantic Canada businesses so every lead is captured, followed up and reported on. That includes forms, pipelines, email automation and dashboards, plus training so your team can run it confidently.
Who It's For
CRM setup is for businesses still tracking leads in spreadsheets or inboxes, and for teams paying for HubSpot but only using a fraction of it.
If you can't see where your leads come from, or where they stall before becoming customers, a properly built CRM gives you that visibility and makes sure nobody falls through the cracks.
Good fit if…
- You're tracking leads in spreadsheets or inboxes
- You're paying for HubSpot but using a fraction of it
- You can't see where leads come from or where they stall
What's Included
- CRM setup or cleanup: properties, pipelines, lists and imports
- Website forms connected to the CRM and email platform
- Lead nurturing and follow-up email workflows
- Sales outreach sequences
- Dashboards for leads, sources and pipeline
- Team training and simple documentation
How It Works
01
Map the Process
Map how leads come in and get handled today.
02
Configure
Set up the CRM around that process.
03
Automate
Automate follow-up so no lead goes cold.
04
Train and Hand Off
Train your team and hand it over with simple notes.
What It Costs
Setup is quoted as a project. Ongoing management is available within retainers starting at $3,500 a month.
Hourly support is available on request.
Every lead
captured and building the email list, with website forms connected to Mailchimp
Sonic Image Audiovisual, supported by lead lists and an outreach plan for a hotel partnership push
What Clients Say
“Jon helped refresh the Drinks Ontario brand, led the redesign of our website and provided training so our team could easily manage updates moving forward. His efforts helped strengthen our organization's online presence and engagement with members.”
Jim Lisser & Susan Stewart
Executive Director & Member Services Coordinator, Drinks Ontario
“For nearly a decade, Jon successfully led and executed all of DPL's marketing initiatives. His unique combination of strategic thinking and creativity were pivotal in helping reshape the trajectory of the organization.”
Marc Albert
CEO, DPL
FAQs
Is HubSpot worth it for a small business?
HubSpot's free and starter tiers suit many small businesses. The value comes from setting it up properly and actually using it.
Do you work with CRMs other than HubSpot?
Yes, including Mailchimp and other common small business platforms.
Can you migrate our existing contacts?
Yes. Contacts are cleaned, de-duplicated and segmented during import.
Will my team be able to use it?
That's the goal. Every setup ends with training and simple how-to notes.
How long does a CRM setup take?
Most setups take two to six weeks, depending on data and integrations.
