Assessment and roadmap
A read of your portal, data, and revenue workflow that ends in a prioritized plan: what to fix, what to build, what to leave alone.
Read moreHubSpot practice
HubSpot, built for the way media revenue actually works.
We implement, connect, and run HubSpot for publishers, broadcasters, and B2B media companies. The CRM is the front of a lead-to-cash workflow that ends in an order system and a ledger, so we build it that way from the first day.
- Sales, Marketing, Service, and Data Hubs as one system
- Connected to Naviga, NetSuite, and the ad stack
- Governed automation, human-owned decisions
When teams call us
Eight reasons a HubSpot conversation starts.
You’ll recognize at least one.
- 01
The portal was onboarded, not implemented. Default pipelines, default properties, and a team that quietly went back to spreadsheets.
- 02
Sales lives in HubSpot. Orders live somewhere else. A closed deal is re-keyed into Naviga, Google Ad Manager, or the ERP by hand, and the two never quite agree.
- 03
The Salesforce renewal is coming. You want to know what a move would take, what it would break, and what it would fix, before the contract renews itself.
- 04
Reps log deals at proposal stage. There is no early pipeline, so the forecast is rebuilt from memory every Monday.
- 05
Three business units, three portals. Or one portal with three sets of rules in it. Either way nobody can see the whole customer.
- 06
The dashboard nobody trusts. Reports exist. They disagree with finance, so leadership asks for a spreadsheet instead.
- 07
The one person who knew the workflows left. The automations still run. Nobody knows what they do or which ones are safe to turn off.
- 08
Marketing and sales share a database and nothing else. Lifecycle stages, scoring, and handoffs were never agreed, so leads arrive without context and go cold.
Every one of these is a systems problem wearing a people problem’s clothes. All of them are fixable inside HubSpot, provided HubSpot is built for the business it sits in.
What we do in HubSpot
Ten services. One lead-to-cash workflow.
Each service is scoped on its own, and each one is designed to sit inside the same connected system. Start where the pain is; the rest is already compatible.
Plan
Know what to build before anything is built.
Build
Implement, migrate, connect, and extend.
HubSpot implementation
A new portal, or a portal rebuilt, designed around advertisers, agencies, orders, and campaigns rather than the defaults.
Read moreMigration to HubSpot
A controlled move from Salesforce, Dynamics, Zoho, spreadsheets, or a legacy media CRM, with the data reconciled and the reporting intact.
Read moreIntegrations
HubSpot connected to the ad order system, the ERP, the subscription platform, and the reporting layer, so a deal is entered once.
Read moreQuote-to-cash on HubSpot
Proposals, quotes, contracts, and orders that move from a seller’s screen to the billing system without a second keyboard.
Read moreCustom development
Custom-coded actions, CRM cards, private apps, and serverless functions for the parts of the workflow HubSpot cannot configure.
Read moreReporting and forecasting
Dashboards that sellers use, managers trust, and finance recognizes: pipeline, forecast, activity, attribution, and delivered against billed.
Read moreRun
Keep it working, keep people using it, keep improving it.
Managed HubSpot
Ongoing administration, automation builds, data hygiene, and a named team who knows your portal, on a monthly retainer.
Read moreTraining and adoption
Role-based training for sellers, managers, ad ops, and admins, and the follow-through that turns a launch into a habit.
Read moreAI and automation in HubSpot
Breeze agents, workflow automation, and governed AI assistants that take the manual steps out of the work while people keep the decisions.
Read moreWhere we work in the platform
Every Hub, configured as one system.
HubSpot sells Hubs separately. Revenue does not run separately, so we implement them as one connected model: shared lifecycle stages, shared objects, and reporting that crosses the lines.
Pipeline · Quotes · Forecast
Sales Hub
Pipelines that match how media deals are really sold: proposal stage and everything before it, agency and advertiser on the same record, quotes that become orders.
Lifecycle · Campaigns · Attribution
Marketing Hub
Lifecycle stages sales agrees with, scoring that reflects buying signals, and attribution that survives the handoff to a rep.
Tickets · Renewals · Customer portal
Service Hub
Ticket pipelines for ad ops and subscriber support, SLA reporting, and renewal workflows that surface accounts going quiet.
Formerly Operations Hub · Sync · Data quality
Data Hub
The Hub most of the integration and cleanup work lives in: programmable automation, data quality rules, and the syncs that keep other systems honest.
Quotes · Invoices · Payments
Commerce Hub
Quotes, invoicing, and payments for teams that bill from HubSpot, and a clean handoff for teams that bill from an ERP.
Sites · Portals · Membership
Content Hub
CRM-connected pages and gated portals when they belong in HubSpot. We are not a web agency; we build what the revenue workflow needs and refer the rest.
Breeze agents and HubSpot’s AI features are configured inside these Hubs, with the same governance as any other automation. See AI and automation for how we approach them.
How an engagement runs
Five phases. The same five every time.
What changes from engagement to engagement is how long each phase takes, and that is decided by what discovery finds, not by a template.
- 01
Discover
Map the workflow as it is.
- Interviews with sellers, ad ops, finance, and the people who run month-end
- A read of the current portal, the data, and every system that touches a deal
- A written finding: what works, what is manual, what is silently wrong
- 02
Design
Decide the model before the build.
- Object and property design: advertisers, agencies, orders, campaigns, subscriptions
- Pipelines and lifecycle stages the teams agree on, in writing
- Integration architecture and a migration plan with owners and cutover rules
- 03
Build
Configure first. Code only where it earns its place.
- Portal configuration, automation, and reporting built to the design
- Migration in controlled batches with reconciliation at each step
- Integrations built and tested against real records, not samples
- 04
Enable
Make it the way work gets done.
- User acceptance testing with the people who will live in it
- Role-based training: sellers, managers, ad ops, finance, admins
- A cutover plan with a workflow freeze, a rollback, and a named decision-maker
- 05
Run
Stay until it is steady, then keep it steady.
- Stabilization after go-live with fixes shipped as they are found
- Thirty, sixty, and ninety-day reviews against the original finding
- Handoff to your admin, or managed services if you would rather we keep it
Onboarding teaches you the product. An implementation builds the product around your business. We do the second thing.
How we work
Implementation, not onboarding.
HubSpot’s own onboarding is a guided tour of the defaults. These are the rules we build by instead.
- The data model comes from the business, not the default.
- Advertisers, agencies, insertion orders, campaigns, and subscriptions are real objects with real relationships. Contacts and companies alone cannot describe a media company.
- Configuration before code.
- Native features and the marketplace first, custom code only when it removes a manual step nothing else can. Less to maintain, less to explain to the next admin.
- Connected to the systems that bill.
- A deal is not done when it is closed-won. It is done when the order system and the ledger agree with HubSpot. We build to that line.
- Governed automation, human-owned decisions.
- Every workflow and every agent has an owner, a log, and an off switch. Automation moves the work; people make the calls.
- Inspectable by design.
- You should be able to see what the system did and why. Documentation, naming conventions, and change logs are deliverables, not favors.
- The people who scope it, build it.
- No handoff from a sales engineer to a delivery team you have never met. The person in discovery is the person in the build.
Proof
Announced, not just claimed.
Each of these is on the public record. Ask us for the detail behind any of them.
Platinum in year one. Indigo Trigger reached HubSpot Platinum Solutions Partner status in May 2026, after one year in the program, on media and publishing work.
Farm Journal. A multi-phase revenue operations transformation that brought a modern CRM and pre-sales workflow to the sales teams, after an evaluation of lead-to-cash platforms that ended in HubSpot.
Northstar Travel Group. An enterprise-wide HubSpot CRM foundation for sales, support, and operations across global divisions, with proposals, contracts, workflow automation, and NetSuite integration as the next phase.
HubSpot to Naviga Ad. A purpose-built integration between Sales Hub, Service Hub, and Naviga Ad, so a closed deal becomes an ad order without a second keyboard.
Twenty-three media companies on the wall. National groups, metros, local broadcast, and B2B publishers. Every one of them has an insertion order that has to become a general-ledger entry.
Work and news
Notes from HubSpot engagements.
Case studies from HubSpot engagements are being prepared for publication. The announcements above are the public record in the meantime.
Questions we get
Before you ask.
What is the difference between HubSpot onboarding and a HubSpot implementation?
Onboarding is HubSpot’s guided setup: it teaches the product using default objects, pipelines, and properties. An implementation designs the data model, pipelines, automation, integrations, and reporting around your business, then trains your team on that. Most of the portals we are asked to fix were onboarded and never implemented.
Do we still need HubSpot’s own onboarding if we work with you?
HubSpot requires onboarding on many new subscriptions, and a Solutions Partner can deliver it in place of HubSpot. We fold that requirement into the implementation, so you are not paying for two setups.
How long does an implementation take?
It depends on what discovery finds: the number of Hubs, the systems to connect, the data to migrate, and how many teams have to agree on the model. We scope a timeline after discovery and hold to it. We do not publish a standard number because a standard number is usually wrong.
What does it cost?
Engagements are either fixed-scope projects or ongoing managed services, and both are priced after discovery, when we know what the work is. A conversation is the right way to get a number. This page is not.
Can you move us off Salesforce, Dynamics, or a legacy media CRM?
Yes. Migration is its own service with its own method: mapping and governance first, controlled imports, reconciliation, a workflow freeze at cutover, and stabilization after. Salesforce is the most common source. Spreadsheets and retired media CRMs are the second.
Can HubSpot talk to Naviga, Google Ad Manager, WideOrbit, or NetSuite?
Yes, and that connection is the center of most of our HubSpot work. Some of it is native or marketplace sync. Most of it is built, because ad order systems and ERPs have rules HubSpot does not know about until someone teaches it.
Who owns the portal when the project ends?
You do. Every engagement ends with documentation, an admin handoff, and a trained owner on your side. Managed services are available if you would rather we keep running it, but they are never a condition.
Do you do inbound marketing, content, or website design?
No. We are a revenue systems firm. We build CRM-connected pages and portals when the workflow needs them, and we refer campaign, content, and design work to agencies we trust.
Which HubSpot tier do we need?
Usually less than the sales rep suggests and occasionally more. Custom objects, programmable automation, and some reporting need Enterprise or Data Hub. We tell you which features the design actually depends on before you renew or upgrade.
Other platforms
The same practice, in the systems around it.
Most engagements touch more than one of these. The method is the same in each; the handoffs between them are the point.
- Salesforce
Sales Cloud and Service Cloud, built, cleaned up, or connected to the systems that bill.
- NetSuite
The ledger end of lead to cash: orders, invoices, revenue, and the CRM connection that keeps them honest.
Start with the stuck point
What should HubSpot be doing that it isn’t?
Bring the workflow, handoff, or report that keeps resurfacing. We will tell you whether it is a HubSpot problem, a data problem, or a systems problem, and what to do about it.