Maximize HubSpot. Minimize Friction.
Engineers-turned-marketers who make HubSpot hum.
Diamond Solutions Partner • Onboarding, Implementation, Training & More
What we do in HubSpot
From onboarding to ongoing optimization, Vested helps you get the most out of HubSpot faster, cleaner, and with less friction. We specialize in six core service areas that work together to support your entire HubSpot ecosystem:
Onboarding
Our guided onboarding helps your team launch with confidence across Marketing, Sales, Service, CMS, or Ops Hub. We combine technical setup with strategic alignment to give you a clean foundation for growth, all within a typical 2–6 week timeline. Success is measured by seamless user adoption, strong data integrity, and complete go-live readiness.
What’s included:
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Portal setup & CRM configuration
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Lifecycle stage mapping & pipeline setup
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Tracking (forms, CTAs, email) infrastructure
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Launch milestone planning


Implementation
Whether you're migrating from Salesforce, integrating a third-party system, or re-architecting your pipelines, we’ve handled it. We've migrated 100+ portals and over 2 million records without data loss.
What’s included:
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CRM & data migration
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Custom pipeline and property architecture
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Workflow automation
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Custom objects & third-party integrations
Training and Enablement
We empower your team to confidently use HubSpot, not just log in. Our enablement services ensure everyone from admins to reps understands how to navigate, optimize, and succeed within the platform.
What’s included:
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Live virtual team trainings (recorded)
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User role–based onboarding
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Custom playbooks, SOPs, and internal libraries


Ongoing Support
Our support goes beyond tickets. We integrate into your team via Slack, stay ahead of issues, and work proactively to adapt HubSpot as your needs evolve.
What’s included:
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Dedicated Slack channel + ticket desk
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Feature rollouts & beta testing
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Quarterly strategy & performance calls
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Mini projects and technical fixes
Maintenance & Health Checks
A clean portal is a productive portal. We provide monthly audits and optimization routines to keep your instance healthy, secure, and high-performing.
What’s included:
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Workflow and automation audits
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Asset clean-ups and property management
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Security & compliance checks
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Monthly KPI dashboards to your inbox


Inbound Marketing
As inbound experts, we don’t just set up your HubSpot - we help it drive traffic and conversions. Our campaigns blend content, automation, SEO, and ads to fill your funnel and align sales and marketing.
What’s included:
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Full-funnel strategy & content planning
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Email campaigns, smart automation, workflows
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Blog & SEO content development
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Paid ads management
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HubSpot attribution, RevOps alignment
Website Development
Build flexible, SEO-friendly websites on HubSpot.
HubSpot’s CMS Hub makes it easy to create flexible, secure, and SEO-optimized websites that grow with your business - no plugins or developers required. Whether you’re launching a new site or upgrading an outdated one, we’ll help you build a digital foundation that attracts, converts, and scales.

Approximately 80% of our website builds have used Helpful Hero's CLEAN Theme design because of its streamlined design, seamless integration with HubSpot, and customization options.
Why CLEAN works:
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Blazing-fast Core Web Vitals for SEO and UX
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Page-builder flexibility with reusable modules
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Accessibility-ready out of the box
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Built-in technical SEO schema and markup
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Optimized for lead-gen with conversion-focused layouts
Who's using CLEAN?
Check out these amazing websites using the CLEAN Theme Template!
Why Partner with Vested?
We’re not just HubSpot experts - we’re engineers and strategists who solve real business challenges inside the platform every day. With over 100 portals rebuilt and 2 million+ records migrated, we bring deep technical expertise and industry insight.
As a Diamond Solutions Partner, we also offer complementary services to support your broader marketing and sales goals.

Accredited to build, migrate & train
With HubSpot's official stamp of approval in Custom Integration, CRM Data Migration, and Academy, our team helps clients get more out of every HubSpot investment.
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