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HubSpot Setup
Most HubSpot portals are a mess of unused tools, broken automations, and wasted licenses. Guided Growth sets up your Sales and Marketing Hub from scratch: properly configured, fully connected, and ready to grow your EdTech business from day one.
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HubSpot CRM
Q2 2026
Pipeline
$124K
↑ 18%
Active Deals
47
↑ 5
Contacts
312
↑ 23
Active Pipeline
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Learnify EdTech
Proposal
$18,000
EduPath Inc.
Negotiation
$24,500
SkillBridge
Closed Won
$12,000
TalentOS
Discovery
$9,500
What's Included
We handle the full onboarding so your team hits the ground running instead of spending months figuring it out.
Clean data import, custom properties, deal stages, and pipeline configuration tailored to your sales motion.
Email templates, landing pages, forms, and lead capture flows. All built and connected to your CRM.
Automated follow-up sequences, task queues, and deal workflows so your reps focus on selling, not admin.
Custom dashboards that surface the metrics that matter: pipeline velocity, lead source, and campaign ROI.
Hands-on training sessions so your team actually knows how to use what we built. No dropped handoffs.
Who We Work With
Early Stage
You've got product-market fit and need the infrastructure to start scaling leads and pipeline.
Founder-Led
You're handling deals and need a system that keeps you organized without a full ops team.
Growing Team
You've outgrown manual tracking and need a real CRM that your team will actually use.
Why Guided Growth
No account managers or junior team members. You work directly with the founder who understands your business.
We've worked with EdTech companies at the earliest stages. We understand the buyer journey and what actually moves the needle.
Need HubSpot set up AND a website to go with it? We handle both. Strategy, design, and execution under one roof.
We don't hand you a half-built portal. Every engagement ends with a clean, documented setup your team can actually use.
Let's talk about your setup. Book a free 30-minute discovery call and we'll walk you through exactly how we'd approach your HubSpot onboarding.
Book Your Free Strategy Call
Guided Growth
EdTech-only marketing strategy, messaging, and growth consulting.
