HubSpot Implementation and Automation for Your Organization
Get tailored services to improve the return on your HubSpot investment.
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⬇️ Check out the pricing below ⬇️
At Whole Hart Impact, I help organizations like yours set up, optimize, and automate HubSpot—so you can focus on what matters most to you.
All engagements start with a 5 session intensive, or WHIntensive.
Length of engagement depends on complexity. Length estimate will be determined during WHIntensive.
👉 Find out more about the WHIntensive
All service packages below include:
✅ Full HubSpot Smart CRM setup (contacts, companies, custom objects, associations, properties, tasks)
✅ HubSpot Library setup (email templates, snippets, meeting links, playbooks, coaching playlists)
✅ AI & Automation (workflows, customer agent, chatbot automation, lead scoring)
✅ Dashboards & Reporting (real-time performance analytics for sales, marketing, and support)
🙂 Fulfillment
$3,500/month
Deliver exceptional customer service with structured support pipelines and automation.
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Ticket Pipeline Buildout – Custom workflows, SLA automation, and escalation rules
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Inbox & Help Desk Buildout – Centralized shared inbox, automated email routing, pre-built response templates
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Support Tools Implementation – Customer portal, knowledge base, survey & feedback automation, chatbot support
Package Includes:
✅ Full HubSpot Smart CRM & Library setup
✅ AI & Automation
✅ Dashboards & Reporting
💰 Sales
$4,000/month
Optimize your sales process and revenue operations with seamless commerce solutions.
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Sales Pipeline Buildout – Custom deal stages, automation, forecasting, and lead scoring
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Commerce Setup & Integration – HubSpot Payments, Stripe integration, automated invoicing & quotes
Package Includes:
✅ Full HubSpot Smart CRM & Library setup
✅ AI & Automation
✅ Dashboards & Reporting
🧲 Marketing
$4,500/month
Drive brand awareness and conversions with a high-impact marketing strategy.
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Marketing Campaigns – Automated email sequences, lead generation, audience segmentation
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Website, Landing Page & Blog Buildout – HubSpot CMS, SEO optimization, content publishing workflows
Package Includes:
✅ Full HubSpot Smart CRM & Library setup
✅ AI & Automation
✅ Dashboards & Reporting
⚡ Zapier Automation Add-On
$1,250/month
For organizations needing custom integrations, I offer Zapier automation setup.
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Sync HubSpot with external tools (Google Sheets, Slack, QuickBooks, etc.)
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Automate data entry, lead processing, and multi-step workflows
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Custom-built Zaps tailored to your business needs
🌟 WHImplementation
$10,500/month (save $2,750/mo)
For organizations that need the full HubSpot experience—this bundle includes everything.
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All three service categories (Service Hub, Sales & Commerce Hubs, Content & Marketing Hubs)
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Zapier Integration Add-On included at no extra cost
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Priority support & hands-on implementation inside your HubSpot portal
Package Includes:
✅ Full HubSpot Smart CRM & Library setup
✅ AI & Automation
✅ Dashboards & Reporting
🗓️ Ready to get started?
What makes WHImplementation different from other automation services?
WHImplementation uniquely combines my HubSpot and Zapier knowledge with a deep understanding of simplifying businesses and offering personalized, scalable solutions.
How long does it take to see results from WHImplementation?
While timelines can vary based on specific business needs and the complexity of implementations, clients often begin to see improvements in efficiency and productivity within the first month or two.
Can WHImplementation support businesses at any scale?
Sort of. My services are designed to be scalable, supporting businesses from the startup phase to medium sized businesses of ~50-100 employees.
How does the WHImplementation process work?
The process begins with an assessment of your current systems and strategies, followed by the implementation of tailored HubSpot and Zapier solutions, and continuous optimization and support. Reach out to me, and I can send you a detailed video of how we'd work together.
Testimonials
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“This is your chance to give social proof about how great your event is. Add testimonials that help people understand the value of your event.”
“This is your chance to give social proof about how great your event is. Add testimonials that help people understand the value of your event.”
“This is your chance to give social proof about how great your event is. Add testimonials that help people understand the value of your event.”