Package fit
Primary question
What should we buy, build, or avoid?
How do we start clean in Starter?
How do we automate in Professional?
How do we govern a complex portal?
HubSpot fit
Before purchase, migration, or upgrade
Starter Customer Platform
Professional Customer Platform
Enterprise or complex Professional
What you leave with
Clear scope, budget, and package path
Clean Starter foundation ready for daily use
Connected system with automation and reporting
Governed HubSpot operating system
Build scope
CRM foundation
Reviewed and mapped
Core records, fields, and stages
Lifecycle architecture
Advanced data model and governance
Lifecycle and pipeline
Requirements mapped
Starter pipeline configured
Lifecycle stages and handoffs
Multi-pipeline governance
Lead capture
Capture path defined
Forms, chat, meetings, email basics
Routing and assignment logic
Multi-source intake governance
Reporting
Metrics and reporting needs defined
Starter dashboards
Funnel dashboards and attribution view
Executive reporting and governance views
Automation
Opportunities identified
Simple starter automation
Professional workflows
Advanced automation architecture
Delivery model
Planning only
Done-for-you setup
Done-for-you launch
Custom implementation
Data and migration
Readiness review
Clean starter import
Expanded import support
Advanced data planning
Stakeholder input
Decision maker
Owner and team lead
Sales and service leads
Leadership and operators
Roadmap
Prioritized roadmap
Setup checklist
Launch roadmap
Scale roadmap
Enablement
Recommendations
Setup notes
Team enablement
Governance docs
After launch
Next-step guidance
Setup handoff
Launch support
Adoption support
Delivery and enablement
Discovery
Focused planning call
Implementation kickoff
Cross-team discovery
Executive and operator alignment
Working sessions
Planning session
Setup sessions
Build and training sessions
Leadership and team sessions
Connected tools
Tool inventory
Basic app connections
Sales, marketing, and service tools
Multi-system planning
Technical setup
Requirements
Starter setup
Professional setup
Advanced setup
Process design
Mapped
Starter process
Workflow design
Cross-team process
Team context
Core team
Team lead
Sales and service teams
Multi-team structure
Historical data review
High-level
Import review
Expanded review
Migration review
System-of-record mapping
Mapped
Basic
Defined
Governed
Research and review
Fit review
Starter review
System review
Advanced review
Workflow mapping
Mapped
Starter workflows
Automation plan
Advanced automation
Implementation support
Advisory
Setup support
Build support
Custom support
Project workspace
—
Setup workspace
Launch workspace
Shared program workspace
Stakeholder collaboration
Decision alignment
Core team
Cross-functional
Leadership and teams
Timeline and delivery
Next step
Setup timeline
Launch timeline
Scale roadmap
Reporting analysis
Metrics defined
Starter reports
Funnel reports
Leadership reports
Roadmap clarity
Prioritized
Setup path
Launch path
Scale path