Patient, organized, and truly invested in our success!

Working with John on our HubSpot onboarding was a wonderful experience from start to finish. We were moving our B2B sales from Pipedrive to HubSpot, and John made what could have been an overwhelming process feel clear and manageable. He walked me through every step of the migration, from cleaning up our exported data to setting up custom properties so our companies, contacts, and deals all came over connected with no orphaned records. He took the time to build our deal pipeline around the stages we already used, which made the switch so much easier for our team to adopt. He also helped us set up sales emails, templates, our email signature, inbox notifications, user seats, and dashboards so we could hit the ground running. What stood out most was how thoughtful and organized he was. After every single call, John sent a detailed recap with what we covered, clear action items, and a link to the recording, which made it easy to stay on track between sessions. When there was still more he wanted to show us, he went out of his way to request extra time so nothing was left unfinished. He was always flexible, kind, and easy to work with, and he never made me feel rushed when I had questions. I’m so grateful for John’s guidance and would happily recommend him and the Concept team to anyone getting started with HubSpot!

HubSpot onboarding was a breeze!

The service we received from Concept Services during our HubSpot onboarding was stellar, to say the least! John Tabita was incredibly helpful throughout the entire process, especially when it came to migrating our existing CRM into HubSpot and ensuring no detail was overlooked. He went above and beyond without being asked, making sure we understood how to get the most out of our Sales Hub and Service Hub subscriptions. John was also extremely accommodating in working with two members of our team separately to ensure we were both comfortable using the different programs. I highly recommend Concept Services to anyone looking for help with HubSpot onboarding and implementation. Thanks again, John, for making the entire process so smooth!