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Make HubSpot and your systems work together as one, with no blind spots or manual workarounds.

The problem

If this sounds familiar, you’re in the right place:

Most service businesses don’t need more software, they need the systems they already have to work together properly.

Common symptoms
  • HubSpot exists, but no one fully trusts the data
  • Sales follow-up depends on manual steps or individuals
  • Quoting, onboarding, or service handoff is inconsistent
  • Integrations half-exist or break regularly
  • Reporting takes hours because it’s stitched together manually
What this creates

A business that runs on workarounds, not systems.

Broken handoffs Manual fixes Reporting gaps
Website / Forms
HubSpot
Quoting / Finance
The shift

What changes when your systems are connected properly

You stop relying on individual workarounds and start operating from one source of truth, with handoffs, reporting, and follow-up working the way they should.

Outcomes we aim for
  • Cleaner pipeline and data you can trust
  • Faster follow-up with fewer manual steps
  • Consistent handoffs from lead → deal → delivery
  • Reporting leadership can rely on (pipeline, conversion, throughput)
  • A foundation that stays stable as volume increases
Connected system map

Same tools, but aligned and flowing cleanly through HubSpot.

Clean handoffs Reliable integrations Trusted reporting
Website / Forms
Calling / SMS
HubSpot Pipelines • Properties • Permissions
Quoting
Finance
Service Delivery
What we actually do

Systems that work together, without fluff or unnecessary rebuilds

We configure HubSpot to match how your team actually sells and delivers, then connect your highest-value systems so handoffs and reporting work end-to-end.

1
Map reality

We map your lead → deal → delivery workflow and identify where handoffs, data, and reporting break down.

Workflow mapping Handoffs Data rules
2
Configure HubSpot properly

Pipelines, lifecycle stages, properties, permissions, and hygiene rules so the CRM reflects how you operate.

Pipelines Permissions Governance
3
Build the highest-impact integration

We connect the tools that matter most (finance, quoting, service delivery, forms, calling, SMS) so data flows cleanly.

API-led Middleware Reliability
4
Automate handoffs

Handoffs, SLAs, follow-ups, and task rules so nothing slips between lead, deal, and delivery.

SLAs Follow-ups Automation
5
Make reporting trustworthy

Dashboards that show pipeline and operational visibility, with clean handover docs so it stays maintainable.

Dashboards Visibility Handover
Map
Configure
Integrate
Automate
Report
The offer

HubSpot + Integrations Launchpad

A fast, controlled engagement to get your foundation right, without a long consulting cycle.

What’s included
  • Discovery + workflow mapping (lead → deal → delivery / service)
  • HubSpot setup (pipelines, lifecycle stages, properties, permissions)
  • Integration plan + build for your highest-value connection(s)
  • Automation (handoffs, SLAs, follow-ups, data hygiene rules)
  • Leadership dashboards (pipeline + operational visibility)
  • Clean handover documentation so it’s maintainable
Typical timeline 2–4 weeks
Best for Service businesses doing real volume
Outcomes Cleaner pipeline, faster follow-up, reporting you can trust
Book a 15-min Systems Fit Check

No drawn-out proposals. We confirm fit fast, then recommend the simplest next step.

Fixed scope Clear guardrails Maintainable handover
Week 1 Discovery + HubSpot foundation
Week 2 Integration build + automation
Weeks 3–4 Dashboards, validation, handover
Placeholder scope visual, replace with a branded “Launchpad timeline + guardrails” illustration.
Book a 15-min Systems Fit Check
Relevant examples

Delivery reality, not theory

Each engagement focused on practical outcomes, connected systems, and reporting leadership can trust. Full case studies available after the Fit Check.

Aspiring Walls
National business with complex sales and operations
Outcome
Shopify + HubSpot + integrations to support scale and reporting
Focus Systems + reporting
Type Multi-system
National Candles
Large NZ business with legacy systems
Outcome
Connected systems modernised for clarity and reliability
Focus Reliability
Type Legacy → modern
Amtech Medical
High-volume service and distribution operation
Outcome
Multi-system data flows unified for operational visibility
Focus Visibility
Type Ops + CRM
Why YetiTech

We specialise where these projects usually fail: integrations, data, and reliability

Tight scope, clear timelines, and practical outcomes. We build systems work that holds up under real delivery pressure.

What you get
  • Delivery that focuses on reliability, not quick hacks
  • Integrations built properly (API-led where it matters)
  • Data and reporting that leadership can trust
  • Work that is maintainable by your team after handover
NZ-led delivery Tight scope Practical outcomes
Core strengths
↔
API + middleware builds Stable integrations that do not break every other week.
⚙
HubSpot + websites + custom systems CRM setup that matches how you actually sell and deliver.
✓
Data cleanup and governance Clean properties, lifecycle stages, and rules that keep data usable.
▦
Reporting and dashboards Visibility across pipeline, conversion, and throughput.
Fit filter

This is a fit if

The Launchpad is designed for established service businesses that need HubSpot working properly across real workflows and connected systems.

Good fit
  • You already have HubSpot (or you’re committed to it) and want it configured properly
  • Sales and delivery rely on handoffs, and things slip through the cracks
  • You use multiple systems (quoting, finance, service delivery, website forms, calling)
  • Leadership wants clean reporting across pipeline and operations
  • You want stable integrations, not fragile automation hacks
Service workflows Connected systems Reliable reporting
Not a fit
  • You want a full CRM rebuild, long consulting programme, or “strategy deck” first
  • You’re looking for the cheapest possible setup with no governance
  • You need heavy custom app development before basic foundations are in place
  • You want lots of integrations at once instead of one high-impact connection done properly
  • You’re early-stage with no repeatable sales or delivery process yet
If you’re not sure, book the Fit Check. We’ll tell you quickly whether this is the right move.
Book a 15-min Systems Fit Check
FAQ

Common questions

If you still have questions after this, book the Fit Check and we’ll answer them with your exact stack in mind.

What exactly is a Launchpad?
A Launchpad is a fixed-scope engagement designed to get the foundations right quickly. It is not a long, open-ended consulting project. The goal is clear outcomes: clean workflows, reliable integrations, and trustworthy reporting.
Do you use Zapier?
Sometimes, but only when it’s the right tool. Where reliability matters, we prefer API-led integrations or more stable middleware options. The goal is fewer fragile connections and less ongoing maintenance.
What systems can you integrate with HubSpot?
Common examples are quoting, finance/invoicing, service delivery tools, website forms, calling/SMS, and internal databases. In the Fit Check we confirm your stack and choose the highest-impact connection(s) first.
How long does it take?
Most Launchpads run 2 to 4 weeks depending on scope, system access, and how many moving parts there are. We keep it tight and we do not try to integrate everything at once.
Can you work with our internal team or existing agency?
Yes. If you already have an internal admin or an agency, we can collaborate and document the setup so your team can maintain it. We prefer clean handover and shared ownership rather than creating a black box.
What do you need from us to start?
Access to HubSpot, a list of your connected systems, and 30 to 60 minutes with someone who understands the sales and delivery workflow. We’ll confirm permissions and any security requirements during the Fit Check.
Book a 15-min Systems Fit Check
We’ll confirm fit and give you a clear next step.
Ready when you are

Book a 15-min Systems Fit Check

One quick call to confirm fit and map the simplest next step. If this isn’t the right approach for your stack, we’ll tell you straight.

No hard sell
Clear scope and guardrails
Practical next steps
NZ-led technical delivery
Book your 15-min Fit Check
Tip: if you clicked a CTA earlier, it should jump you right here.
What we’ll cover
  • Your current systems and where things break
  • What “good” looks like for handoffs and reporting
  • The one highest-impact integration to start with
  • Timeline and whether a Launchpad is the right fit
If it’s not a fit
We’ll still point you in the right direction, so you don’t waste time or budget.