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HubSpot Sales Hub Implementation & Training

White-label HubSpot implementation delivered in partnership with a marketing agency.

Not every CRM challenge is technical. Some are about readiness, adoption, and change.

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The Client

Distribution Unlimited

Distribution Unlimited is a physician-owned medical supply company providing diagnostic, patient care, and housekeeping supplies. Their team is deeply knowledgeable about their products and customer relationships, with a strong focus on service and reliability.

Engagement Timeline:
August 2023 – September 2023

My Role:
White-label HubSpot consultant responsible for Sales Hub discovery, setup, and team training.

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The Problem

Distribution Unlimited was preparing to move from a largely manual sales process into HubSpot Sales Hub for the first time.

They needed:

  • A CRM configured to reflect how their sales team actually worked

  • Clear pipelines and data capture

  • Guidance on how HubSpot could support deal tracking and follow-up

  • Training for a team that had never used a CRM before

Like many organizations at this stage, leadership was eager to modernize—but the sales team itself had limited experience with sales technology and was still adjusting to the idea of structured CRM usage.

The Solution

HubSpot Sales Hub Setup With a Focus on Simplicity

I led structured discovery sessions with both leadership and the sales team to understand:

  • Their current sales process

  • How deals were tracked (or not tracked)

  • What information mattered most at each stage

Based on those conversations, I implemented HubSpot Sales Hub (Starter) with an emphasis on clarity and usability.

HubSpot Sales Hub Implementation

  • Built a custom sales pipeline aligned with their real-world process

  • Created contact and deal properties to capture business-specific data

  • Verified account settings and permissions

  • Ensured the CRM was clean, intuitive, and ready for daily use

The goal was to make HubSpot feel supportive—not overwhelming—for a team new to CRM software.

HubSpot Sales Hub Training

Once the system was in place, I conducted multiple live training sessions to:

  • Walk the sales team through HubSpot step by step

  • Show where to find the information they needed

  • Demonstrate how HubSpot could simplify follow-up and deal management

Training focused on practical, day-to-day usage—not theory.

An Important Reality About Adoption

While the technical implementation and training were completed successfully, long-term adoption ultimately depended on internal buy-in.

In this case:

  • Leadership supported the move to HubSpot

  • The system was properly configured and documented

  • Training was provided

However, the sales team did not fully adopt HubSpot into their daily workflow. As a result, the CRM did not become the central sales tool it was intended to be.

This project reinforced an important truth about CRM implementations:

A tool can be set up correctly—but it only succeeds when the people using it are ready to change how they work.

Recognizing readiness and adoption risk is just as important as technical execution.

Software & Social Media Platforms I Used

HubSpot

Client Testimonial

"We hired Ashley over a year ago to help with some changes and updates we needed done with our Hubspot platform. To say she exceeded expectations would be an understatement. Everything we needed she did...and did flawlessly.

Ashley was also able to see other gaps and opportunities for improvement. She was able to quickly provide solutions and get them implemented.

In short, Ashley has been an amazing resource for our business!"

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Tim Parmeter

FranCoach Founder & CEO

Samples of My Work

APM Website_ Distribution Unlimited Work Sample 1
APM Website_ Distribution Unlimited Work Sample 2

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Thinking about implementing HubSpot Sales Hub?

A successful CRM rollout requires more than setup. It requires readiness, buy-in, and the right expectations. If you’re evaluating HubSpot and want an honest perspective on whether it’s the right fit for your team, I’m happy to help you think it through.

Schedule Your Free Consultation