At 1 Bold Step, we focus on customizing HubSpot to align with your business operations. Every business has unique needs, and we ensure your HubSpot setup is tailored to meet them. Our goal is to make HubSpot a vital tool for nurturing leads and converting them into customers. Whether it's fine-tuning your current setup or adding key features like lead scoring, operational workflows, or lead tracking, we've got it covered. We’re all about onboarding, implementing HubSpot fully, sales, marketing, and service alignment, custom reporting, marketing automation and workflows, and team training. We work with all industries, all over the US, but have a strong focus in: Tech (including software and IT) Banking and credit unions Manufacturing and distribution B2B service-based businesses Auto industry, dealer and OEMs Healthcare
This team is extremely knowledgeable in the platform and have been extremely helpful with ongoing support. They know what they're doing and make it so easy to bounce ideas off of them so your CRM can be the best for you.
A 5 star experience and a fantastic person to work with. Never left a question unanswered and communication was great. He was extremely easy to work with and I think any one who has worked with him or will work with him in the future, will say the same!
Every single time we asked a question, we felt heard and validated. From the contract process through to the very end of our engagement, Adam and Brandon were organized, communicated phenomenally, and made sure we had exactly what we needed for our data hygiene and automation work. We're so grateful to be entering 2026 fully cleaned up and ready to go!
We've just officially finished our HubSpot onboarding over the past three months with Brandon, and he has been amazing from start to finish. While my managers had previous experience, I came in with no knowledge of the platform and he was able to answer every single question I had, big or small. He worked with us to set weekly onboarding goals in basic account setup, management, CRM and data migration--including some messy property issues we were running into, campaign creation, custom forms, ticketing, and so much more. This guy knows it all and will SO JOYFULLY walk you through every step. With Brandon, there are no stupid questions and he is just as excited as you to see everything working smoothly. :) A big shoutout to him again for all his help!
Brandon was nothing short of amazing - knowledgeable, friendly and always engaging even with our crazy lead scoring requirements. It was an absolute pleasure working with him; we are better HubSpot users because of his shared insight. Thank you to the whole 1 Bold Step Team for the experience!
We had a good time with Stephan. We were resistant at first because we already use HubSpot quite a bit. But he helped us gain more advanced knowledge in the areas of HubSpot that we were weak in and let us drive the conversation a bit. It was nice to have some hands on learning that we can use in our current and new businesses.
Brandon provided us with the necessary training, documentation, and tools to help us stand up our HubSpot environment. He was always happy to walk through specific workflows or settings with us live, and would follow up with helpful knowledge base articles. Brandon's warm and accommodating approach to a couple hiccups along the way helped keep us on track.
Working with 1 Bold Step for our HubSpot onboarding was an outstanding experience. Brandon was extremely resourceful and made the entire process smooth and easy from start to finish. His deep knowledge of HubSpot and positive, upbeat attitude made every session productive and enjoyable. He took the time to understand our business needs, tailored each meeting to our specific goals, and ensured we were fully set up for success. I highly recommend 1 Bold Step and Brandon to anyone looking for expert HubSpot onboarding and support.
I'm so grateful to Brandon for his support and expertise with our HubSpot integration. He enthusiastically led us through a smooth onboarding process and kept us on track. He is a rich resource.
Can't say enough good things about 1BoldStep, and in particular Stephan. He was pleasant, organized, patient, knowledgeable, and enthusiastic at every step of the process, to the point where I looked forward to every call and always came away with a lot more understanding, and new tips/tools, every time. Never had a question he couldn't answer or an issue he couldn't help us troubleshoot. Using Asana to manage the project was helpful, and Stephen especially held us accountable and kept us on track so we knew what to expect throughout the engagement. Would recommend these guys for any project! Thank you!