You will get your HubSpot "Account Defaults Setup" by a Certified Expert
Project details
So good that HubSpot themselves refer their customers to me for this job!
HubSpot gets results ONLY when it's set up right.
Order this gig today and you're guaranteed to get this critical step in the "Essential HubSpot Onboarding Checklist" done-for-you by a certified HubSpot Diamond Partner (that's top 5% Globally).
There are 7 Subtasks, which when completed, establish your foundational Account Defaults. They are:
General Info > Account Defaults
General Info > GDPR
Branding > Company Info
Branding > Logos
Branding > Colors
Currencies
NOTE: This is the configuration of your settings, so you can go and use the tool. It is not the creation of the content or branding work.
If you order this by mistake, you'll get a refund immediately, so go ahead and order with confidence now.
NOTE: This is not available for other HubSpot Partner Agencies.
I need direct access to the HubSpot Portal ID itself. If you are a non-partner agency, order this task and ask for assistance in picking the right HubSpot package for your client.
HubSpot done right... for you!
HubSpot gets results ONLY when it's set up right.
Order this gig today and you're guaranteed to get this critical step in the "Essential HubSpot Onboarding Checklist" done-for-you by a certified HubSpot Diamond Partner (that's top 5% Globally).
There are 7 Subtasks, which when completed, establish your foundational Account Defaults. They are:
General Info > Account Defaults
General Info > GDPR
Branding > Company Info
Branding > Logos
Branding > Colors
Currencies
NOTE: This is the configuration of your settings, so you can go and use the tool. It is not the creation of the content or branding work.
If you order this by mistake, you'll get a refund immediately, so go ahead and order with confidence now.
NOTE: This is not available for other HubSpot Partner Agencies.
I need direct access to the HubSpot Portal ID itself. If you are a non-partner agency, order this task and ask for assistance in picking the right HubSpot package for your client.
HubSpot done right... for you!
Project Type
Analytics, Marketing Strategy, Digital Marketing, Public Relations, Search Engine Optimization, Search Engine Marketing, Social Media MarketingWhat's included
| Service Tiers |
Starter
$37
|
Standard
$47
|
Advanced
$97
|
|---|---|---|---|
| Delivery Time | 7 days | 3 days | 1 day |
Number of Revisions | 1 | 3 | 7 |
Frequently asked questions
19 reviews
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(2)
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(1)
This project doesn't have any reviews.
SF
Sam F.
Apr 29, 2026
HubSpot Consultation and Implementation for Website
Great work, and the insights that were provided were extremely helpful, highly recommend.
SF
Sam F.
Apr 14, 2026
HubSpot Consultation and Implementation for Website
Ian and the team were great to work with and provided solid support across both HubSpot consultation and web implementation. The communication was great, and very responsive, clearly understood what was needed. His advice was useful, his work was reliable, and overall the project ran smoothly. I’d be happy to work with Ian and their team again.
MS
Mario S.
Aug 19, 2025
Landing page on HubSpot
CC
Crystal C.
Aug 15, 2025
Fix a form workflow in hubspot
Absolutely fantastic to work with them!
AV
Adam V.
Jun 4, 2019
Hubspot Landing Page
Ian and his team designed a great email - highly recommend
About Ian
HubSpot Expert | Onboarding | Integrations | Migrations
100%
Job Success
Bristol, United Kingdom - 8:25 pm local time
Avoid painful restarts. I've set up hundreds of portals and have the full Advanced HubSpot CRM Accreditation. I have the fastest, most cost-efficient, and best-tested process for HubSpot Onboarding
1️⃣ Onboarding: Set up your shiny new HubSpot portal or fix your existing Frankensystem.
2️⃣ Integrations: Masterfully integrate your tech stack with custom API solutions.
3️⃣ Migrations: Transition from your old CRM to HubSpot with ease.
👉 Thinking about HubSpot? Ask me about my Onboarding+ Service—it could save you thousands of dollars in setup costs!
💼 What I Offer
You can offload any HubSpot-related tasks to me and my small team of in-house experts. From simple tweaks to complex implementations, we deliver results straight into your HubSpot portal while optimizing your tools as I go.
100% HubSpot Done Right for You!
All Hubs. Sales, Marketing, Services, Content, CMS. Even Ops Hub!
Here’s a list of tasks I regularly handle for businesses around the globe:
- Building & optimizing HubSpot CMS website pages, blogs, pillar pages, emails, and landing pages.
- Configuring CRM features like MarketingHub, SalesHub, ServiceHub, and Free CRM tools.
- Designing forms, CTAs, chatbots, and pop-ups for HubSpot, WordPress, or Shopify.
- Creating marketing automation workflows, sales sequences, and reporting dashboards.
- Migrating content (e.g., blogs from WordPress to HubSpot) with a flawless finish.
- Delivering advanced SEO reports and analytics validation.
- Developing custom integrations for syncing data seamlessly across platforms.
💎 What Sets Me Apart
With over 150+ complex API integrations and the rare Advanced "Custom Integrations" Accreditation, I’m uniquely positioned to help you seamlessly connect your tools and make your HubSpot portal a growth-driving powerhouse.
Testimonial from HubSpot’s Chris Rooney, Principal Channel Account Executive:
"Ian’s client success rate is among the highest I’ve seen. He’s a well-oiled, growth-producing machine. Highly recommended for businesses at any stage of growth."
💬 Real Client Feedback
Mira, Marketing Manager, The Influence Group:
"Our small marketing team had been struggling for a long time. Ian quickly understood what we wanted to achieve. His service was personal and definitely not one-size-fits-all. He knows HubSpot thoroughly!"
🚀 Success Stories
Here are just a few of the businesses I’ve helped:
SaaS Providers:
- Global App Testing
- Contract Safe
- Complion
- Kepler
- Creative Folks
Education:
- MIT (yes... The MIT!)
- Harvard (yes... The Harvard!)
- Tribal Group
- Ericsson (education)
- Global App Testing
Consultancies & MSPs:
- BBJ Group
- Retail Doctor
- Novotus
- Hedgehog Labs
- Kenmore Capital
- Associations & Information Services:
- IACCM
- Fedmine
- SourceConnect
📜 HubSpot Certifications (All Current):
- Advanced HubSpot Onboarding Accreditation
- Advanced HubSpot CRM Implementation Accreditation
- HubSpot Sales Hub Software
- HubSpot Marketing Software
- HubSpot CMS for Developers
- Email Marketing
- Growth-Driven Design
- Content Marketing
- Social Media
📈 Let’s Maximize Your HubSpot Investment
Did you know that HubSpot’s CMS is a marketing powerhouse? When used to its fullest, it can generate leads like no other platform. Let’s hop on a quick call to review your site and fine-tune your strategy for growth.
💡 Next Steps
Click the green "Invite to Job" button at the top right and let’s chat about how I can help you:
- Set up and onboard your HubSpot portal.
- Integrate your tech stack seamlessly.
- Transition from your old CRM with ease.
- Scale your marketing and sales efforts to new heights.
HubSpot done right… for you!
Ian Horley
HubSpot Implementation Specialist | Marketing Automation Pro
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HubSpot Ops Hub Onboarding with Specialized & Custom Integration and Automations
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Steps for completing your project
After purchasing the project, send requirements so Ian can start the project.
Delivery time starts when Ian receives requirements from you.
Ian works on your project following the steps below.
Revisions may occur after the delivery date.
Message me in Upwork with a reference #SETM000037#
This triggers the delivery process at my end and makes certain I know exactly what you've ordered. You will receive instructions on what to do next.
Send me your HubID
Send me the HubID for the HubSpot portal you want me to set up. If you don't know it, open HubSpot in your browser. It's the 6-8 digit number in the drop-down menu below. your name in top right corner. That's it!