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DELIVERY MODULE Within 1 week

Setting Up Teams

Create the team structure in HubSpot based on the client's organisation chart, with users assigned and team-based filters verified.

Delivery module

AU$160

Within 1 week

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What this module actually does

Included

Client has a clean team structure in HubSpot that mirrors their organisation.
All users are assigned to their correct teams with primary team set deliberately.
Team-based CRM filters and reporting work correctly from the start.

Not included

User provisioning and seat assignment (separate module)
Permission set configuration (separate module)
Custom partitioning rules
Hierarchical team structures beyond 2 levels
More than 5 teams
Team-based automation or workflow builds
Ongoing team maintenance

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Team Creation
Your team structure or organisation chart, needed before Team Structure Design
Which users belong to which team, and each person's main team, needed before Team Creation

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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