HubSpot
HubSpot is a combined CRM and marketing automation platform used to manage contacts, campaigns, and the funnel from first touch to close. Trellist implements, optimizes, and manages HubSpot instances for revenue and marketing operations teams who need the platform actually configured around their process, not a default setup nobody customized.
Let’s TalkWhat we do
- HubSpot Implementation & Migration
- Workflow & Automation Build
- CRM Configuration
- Reporting & Dashboards
- Ongoing Administration
New instance setups and migrations from other CRM or marketing automation platforms, scoped around your actual sales and marketing process.
The automated sequences that move contacts through your funnel without manual intervention at every stage.
See the case studyProperties, pipelines, and views rebuilt to reflect how your team actually sells, not how the instance was set up three reps ago.
Read the insightVisibility into what's actually driving pipeline, built around the metrics your leadership team is asked about.
The day-to-day management — list hygiene, workflow updates, user support — most internal teams don't have dedicated bandwidth for.
New instance setups and migrations from other CRM or marketing automation platforms, scoped around your actual sales and marketing process.
The automated sequences that move contacts through your funnel without manual intervention at every stage.
See the case studyProperties, pipelines, and views rebuilt to reflect how your team actually sells, not how the instance was set up three reps ago.
Read the insightVisibility into what's actually driving pipeline, built around the metrics your leadership team is asked about.
The day-to-day management — list hygiene, workflow updates, user support — most internal teams don't have dedicated bandwidth for.
Our Approach
We start with an audit of your current HubSpot setup against your actual process. From there we build or rebuild pipelines, properties, and automation, connect HubSpot to the rest of your stack, and provide ongoing administration and optimization.
Signs You Need This
- Your HubSpot instance was set up years ago and has never been revisited as your process changed.
- Reps keep their own spreadsheets because they don't fully trust what's in HubSpot.
- Nobody owns HubSpot administration full-time, so small issues pile up unaddressed.
- Reporting takes manual exports because the dashboards don't answer the questions leadership actually asks.
What You’ll Gain
- A HubSpot instance your team actually trusts, instead of maintaining shadow spreadsheets.
- Reporting that answers leadership's questions without a manual export first.
- Automation that reflects your current process, not one from years ago.
- Freed-up internal time, since day-to-day administration isn't falling on someone's already-full plate.
How It Compares
Trellist brings RevOps discipline to HubSpot administration — architecting the underlying process, not just executing tickets. That's different from hiring a HubSpot administrator alone, who typically maintains what exists rather than redesigning it, and different from a certified partner agency focused on onboarding rather than ongoing optimization.
Proof
We built compliant, data-driven lead generation across Salesforce, HubSpot, and Marketo for medical device companies navigating FDA and HIPAA requirements.
Frequently Asked Questions
Can you help if we already have HubSpot but it's a mess?
Yes — this is one of the most common starting points. We audit what's there and rebuild what's not working.
Do you handle the Marketing Hub, Sales Hub, or both?
Both, plus Service Hub and Operations Hub where relevant to your setup.
Is this a one-time project or an ongoing engagement?
Both are common — some clients need a defined cleanup project, others keep us engaged for ongoing administration and optimization.
Can you help us decide if HubSpot is even the right platform for us?
Yes — if a platform evaluation is the real question, we'll tell you honestly rather than push toward the platform we happen to specialize in.
Why Trellist
We bring RevOps discipline to HubSpot administration, not just button-pushing.
Let’s Talk
Want a second opinion on your HubSpot setup?