A HubSpot implementation project follows four phases: planning and setup, data configuration, process automation, and training with success planning. The entire sequence typically runs six weeks when managed by an experienced partner, though timelines flex based on project complexity and client readiness.
Phase one (one to two weeks) covers account setup, basic configurations, and initial training. The team aligns on goals, timelines, and assignments. Phase two (one to two weeks) focuses on connecting the CRM to active hubs, setting up lead capture, management, and segmentation. By the end of this phase, HubSpot accepts, manages, and segments leads according to the company's criteria. Phase three (two weeks) automates manual processes: lead status definitions, nurture sequences, custom workflows, email templates, sequences, lead ownership assignment, and smart content. Phase four (one week) is training and success planning, where the full team learns the platform's core features through hands-on sessions and Q&A, and a forward-looking success plan is built. Lean Labs follows this four-phase model with a target of six weeks from kickoff to handoff, adjustable based on each company's pace.