FAQ
All you need to know before starting your HubSpot project with 6Minded.
Implementing HubSpot from the technical setup to a successful launch is a complex task. We've built a clear and structured framework to make it simple, ensure transparency, and maintain measurable progress.
enterprise clients with 12 months implementation
HubSpot users trained
projects handled within estimated timeframe
Domains or categories of work focused on activities necessary for configuring, customizing, and integrating HubSpot.
Project Kickoff & Discovery
Project Kickoff & Discovery
This area covers verifying HubSpot portal readiness, assessing current processes and systems, and delivering initial documentation, while defining success metrics to guide project outcomes.
Technical Setup
Technical Setup
Connecting and preparing HubSpot, including account setup, domains, integrations with your other tools, user roles and permissions, and system infrastructure.
CRM Configuration
CRM Configuration
The area focused on aligning the platform with how your business works by building custom pipelines, properties, automations, deal stages, analytics, and workflows.
Data Migration
Data Migration
Connecting your data to the HubSpot setup while checking for errors, inconsistencies, and duplicated records to ensure that contacts, deals, and companies stay accurate.
Team Training & Adoption
Team Training & Adoption
All activities based around helping your team use HubSpot to the fullest: training, Q&A, post-launch support, preparing documentation, and demos.
Testing & Go-Live
Testing & Go-Live
The final area that warrants the proper functioning of your HubSpot setup, encompassing walkthroughs, data validation, testing, and approvals.
Project Kickoff & Discovery
This area covers verifying HubSpot portal readiness, assessing current processes and systems, and delivering initial documentation, while defining success metrics to guide project outcomes.
Technical Setup
Connecting and preparing HubSpot, including account setup, domains, integrations with your other tools, user roles and permissions, and system infrastructure.
CRM Configuration
The area focused on aligning the platform with how your business works by building custom pipelines, properties, automations, deal stages, analytics, and workflows.
Data Migration
Connecting your data to the HubSpot setup while checking for errors, inconsistencies, and duplicated records to ensure that contacts, deals, and companies stay accurate.
Team Training & Adoption
All activities based around helping your team use HubSpot to the fullest: training, Q&A, post-launch support, preparing documentation, and demos.
Testing & Go-Live
The final area that warrants the proper functioning of your HubSpot setup, encompassing walkthroughs, data validation, testing, and approvals.
Hypercare
Hypercare
This area supports ongoing post-implementation operations, including hypercare, warranty support, and day- to- day support channelmanagement. It also covers minor enhancements, monitoring, maintenance, data hygiene, governance, and continuous adoption andtraining to sustain HubSpot performance and user productivity.
Marketing Hub Setup
Marketing Hub Setup
This area encompasses setting up HubSpot’s Marketing Hub, includingemail infrastructure, templates, forms, CTAs, blogs, and core marketingautomation workflows. It also covers connecting social media andadvertising accounts by ensuring the necessary technical background is inplace. Additionally, it implements lead scoring, configures SEO tools, andorganizes marketing assets into campaigns to enable efficient, targeted,and measurable marketing operations.
Sales Hub Setup
Sales Hub Setup
This area involves configuring HubSpot Sales Hub to support salesprocesses through email templates, snippets, sequences, automation, andoptimized workflows. It also includes meeting scheduling, live chat, quotes,product libraries, playbooks, and forecasting tools to streamline salesoperations and improve performance tracking. Additionally, it coversconfiguring communication inboxes for managing sales inquiries efficiently.
Service Hub Setup
Service Hub Setup
This area enables the setup of HubSpot Service Hub to manage customersupport through configured communication inboxes for handling serviceinquiries efficiently, as well as a knowledge base, feedback surveys, andcustomer portals. It also establishes automation workflows, SLAs,advanced ticket routing, service playbooks, and chatflows configuration tooptimize support operations and enhance customer experience.
Integrations
Integrations
This area focuses on integrating primary and secondary businesssystems with HubSpot, including data mapping, synchronization, andkey object validation. It also covers integration- driven workflows, automation, and error handling to ensure reliable, accurate, andscalable operations across connected systems.
Reporting & Dashboards
Reporting & Dashboards
This area involves defining reporting requirements, KPIs, and datasets,and building standard and custom reports and dashboards acrossmarketing, sales, and service. It also includes attribution, funnels, forecasting, SLA analytics, and distribution with alerts, governance, anddocumentation to ensure accurate and actionable insights.
Hypercare
This area supports ongoing post-implementation operations, including hypercare, warranty support, and day- to- day support channelmanagement. It also covers minor enhancements, monitoring, maintenance, data hygiene, governance, and continuous adoption andtraining to sustain HubSpot performance and user productivity.
Marketing Hub Setup
This area encompasses setting up HubSpot’s Marketing Hub, includingemail infrastructure, templates, forms, CTAs, blogs, and core marketingautomation workflows. It also covers connecting social media andadvertising accounts by ensuring the necessary technical background is inplace. Additionally, it implements lead scoring, configures SEO tools, andorganizes marketing assets into campaigns to enable efficient, targeted,and measurable marketing operations.
Sales Hub Setup
This area involves configuring HubSpot Sales Hub to support salesprocesses through email templates, snippets, sequences, automation, andoptimized workflows. It also includes meeting scheduling, live chat, quotes,product libraries, playbooks, and forecasting tools to streamline salesoperations and improve performance tracking. Additionally, it coversconfiguring communication inboxes for managing sales inquiries efficiently.
Service Hub Setup
This area enables the setup of HubSpot Service Hub to manage customersupport through configured communication inboxes for handling serviceinquiries efficiently, as well as a knowledge base, feedback surveys, andcustomer portals. It also establishes automation workflows, SLAs,advanced ticket routing, service playbooks, and chatflows configuration tooptimize support operations and enhance customer experience.
Integrations
This area focuses on integrating primary and secondary businesssystems with HubSpot, including data mapping, synchronization, andkey object validation. It also covers integration- driven workflows, automation, and error handling to ensure reliable, accurate, andscalable operations across connected systems.
Reporting & Dashboards
This area involves defining reporting requirements, KPIs, and datasets,and building standard and custom reports and dashboards acrossmarketing, sales, and service. It also includes attribution, funnels, forecasting, SLA analytics, and distribution with alerts, governance, anddocumentation to ensure accurate and actionable insights.
Stages are the major steps in the HubSpot implementation, essential for its success.
To finish a given project phase, all associated milestones and tasks must be completed.
Significant events within a project that mark the completion of key tasks and are always correlated with specific results or deliverables.
Specific activities that must be completed to achieve a milestone.
The Planning Stage builds a shared understanding of objectives between us and you, and sets the framework for smooth execution. It reduces risks, clarifies expectations, and ensures all your team members are prepared for delivery.
Structured session introducing the team, roles, responsibilities, and confirming objectives.
We refine scope with stakeholders and translate your requirements into measurable criteria. We also define a change management approach for submitting, evaluating, and approving changes to stay aligned.
Dedicated board with tasks by Areas and Milestones, serving as a single source of truth for tracking, accountability, risks, and change impacts.
A list of your key stakeholders, technical leads, internal champions, end users, and an executive sponsor with clear responsibilities, engagement levels, and defined roles for risk ownership and change approvals.
A clear and agreed communication framework covering channels (e.g., meetings, email, Asana updates), frequency, and escalation paths.
A realistic and detailed timeline, aligned with resource availability, outlining key stages, milestones, and dependencies.
Approved register of risks with owners, mitigation actions, and escalation rules.
The Discovery Stage focuses on building a deep understanding of your current business processes, challenges, and requirements. This ensures that HubSpot is not only technically implemented but also strategically aligned with business objectives. By analyzing "as-is" processes and designing the "to-be" model, we create a clear roadmap for HubSpot configuration that delivers measurable value.
Guided presentation of HubSpot’s features, capabilities, and best practices to align expectations and demonstrate potential.
Your team presents the current customer journey, challenges, and system usage to identify inefficiencies, gaps, and opportunities.
Workshop where we discuss the existing data model, review required CRM properties, and outline the HubSpot database structure.
Proposal illustrating how we will redesign the current business processes and implement them in HubSpot.
Finalized database model including CRM properties, mapping of legacy fields, and decisions on data migration.
The HubSpot Setup & Implementation Stage is where strategy meets execution. We configure HubSpot according to your requirements, implement core functionalities, and iteratively refine the solution with your feedback.
We configure the first functional HubSpot environment with essential system elements: pipelines, properties, and workflows.
Agile-style development with short cycles, reviews, and feedback.
We import sample datasets for validation before the full migration starts.
End-to-end walkthrough of implemented features to confirm alignment and prepare for sign-off.
Fully functional setup tailored to your workflows.
We import and validate the agreed customer dataset.
Comprehensive documentation describing customer journeys, business processes, and their configuration in HubSpot, including workflows, custom properties, and system setup.
This stage ensures all users are fully equipped to adopt HubSpot in daily operations, supported by structured training and clear documentation.
Hands-on training and Q&A sessions to help your team get comfortable with HubSpot and dispel any doubts.
We show your HubSpot Super Admin how to manage the platform, including permissions, seats, and account settings.
End-to-end walkthrough of implemented features to confirm alignment and prepare for sign-off.
Shared log for questions, issues, and improvements.
All stakeholders are trained and confident.
End users execute workflows successfully in HubSpot.
The Go-Live Stage marks the transition to full operational use.
Final validated dataset imported 1-2 days before launch.
Thorough review and validation of imported data.
Pre-launch checklist to confirm system readiness.
HubSpot is live and actively used by your team.
Verified readiness across all areas.
Final approval of imported data.
Change can be intimidating, and it takes time—for you and your team. Your sales reps, marketers, and customer care agents won't master HubSpot overnight.
That's why we stick around until you're truly ready to take over, not just until the contract ends. This "hypercare" phase is your window to ask questions, tweak the setup, and smooth out any rough edges.
HyperCare
The first two weeks are critical—that's when your team starts using the system and asks questions specific to your setup.
HyperCare gives you direct access to our team when answers and adjustments matter most. We help you drive user adoption, build user confidence, and fine-tune your portal for a smooth transition after go-live.
What’s included?
What’s not covered
The 6Minded Guarantee
We stand by everything we build. The 6Minded Guarantee ensures any solution, workflow, or automation we implement in your HubSpot portal works as originally intended—for the full duration of your active HubSpot license.
During this time, we maintain ongoing access to your HubSpot portal to verify and resolve issues quickly. Applies only to unmodified 6Minded-built solutions.
What’s included?
What’s not covered
The soft landing your team needs. You require continued support right after HyperCare, but only for a short period (up to three months), without further development plans.
Reliable support for stable, evolving teams. You want ongoing support beyond three months without major expansion: long-term maintenance, fine-tuning, and sustained internal adoption.
Build, scale, and keep momentum. You’re ready to expand your HubSpot: add new teams, automate more, implement agents, integrate systems, and execute multi-phase roadmaps.
All you need to know before starting your HubSpot project with 6Minded.
Your offer includes agreed areas and milestones, scoped by our architects based on what you've provided during the pre-sales meetings and agreed in scope before you sign the contract.
If we stick to that scope, you'll never pay more. If something new comes up mid-project, we'll tell you the impact and the additional cost before doing anything, and you'll decide whether to proceed.
The same works in reverse: if it turns out that you don't need everything in the scope yet, we'll adjust the price. Some clients end up paying less than originally quoted.
We investigate the gap between what you asked for and what you're not happy with. If there's a genuine discrepancy—we delivered something other than what was agreed—you get a full refund.
The disruption is minimal by design—the implementation runs alongside your existing operations rather than replacing them mid-project, so your team keeps working as normal until the new setup is tested and ready. We will need to take up some of your team's time to discuss processes and review what we build.
Yes. If Discovery uncovers more than the original scope covered, we won't just add it to your bill—we'll show you what's driving the increase and give you the option to phase it across a longer timeline instead of paying it all upfront. You stay in control of when, not just what.
The Guarantee still protects you. It's not tied to a paid support plan—it covers any unmodified 6Minded-built solution for the full life of your active HubSpot license, whether or not you continue with Launchpad, Care, or Growth. A support plan gets you ongoing help and new development; the Guarantee is our standing commitment that what we've already built keeps working.
The stage names may seem familiar since most partners will show you something similar in a pitch presentation.
The difference is what's inside each stage: fixed milestones and deliverables you sign off on before we move forward, a team of architects that's run this exact framework dozens of times, and a Discovery process built to catch process misalignment before a single setting gets changed. The structure itself isn't the differentiator—what happens at each checkpoint is.
The most common issue is stakeholders discovering mid-project that they wanted something different from what was documented in Discovery. We catch this by requiring sign-off on the Initial Process Design Document and Approved Database & Property Structure before Setup & Implementation begins. This way, any misalignment surfaces on paper before it's built into the system.
Your process owners and decision-makers need to be in the Discovery workshops, since that's where the actual process gets designed. Beyond that, most of what we produce—documentation, the MVP demo, progress updates—can be reviewed asynchronously. We'll tell you exactly who's needed and when as part of the Stakeholder Matrix we build in Planning.
We ask you about vacations and the availability of everyone involved in the implementation in advance to plan around that.
You do. Each milestone has defined deliverables, and it's your sign-off that closes the stage, not our internal assessment.
Every process needs a single owner with the final decision-making authority. We listen to everyone's input and make sure it's understood and explained, but conflicting views get resolved by that owner, not by consensus or by us picking a side.
We iterate—that's the point of building an MVP first. It's a checkpoint to catch misalignment early and adjust, not a final deliverable you're stuck with.
Training closes with UAT—your team runs real scenarios in the system, not just watches a walkthrough. If people can't complete their actual workflows in HubSpot, the stage isn't considered closed.
That's an adoption problem, not an AI problem—and it's the same reason we train your team on any new capability, not just switch it on and leave. We only recommend enabling AI features alongside the training needed for your team to actually trust and use them, not as a checkbox upgrade.
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