Ditch your old CRM and grow with HubSpot.
Leave the transition to us and get ready to embrace a new world of efficiency.
HubSpot Migrations and Campaign Replatforming with Lake One
Experience a seamless journey as we expertly navigate your business from outdated systems to the cutting-edge world of HubSpot. Our tailored migration service ensures a hassle-free process, maximizing data accuracy and efficiency. Embrace the future of customer relationship management with confidence – let us handle the move while you focus on what matters most: Your Business.
Whether you would like us to step in and give guidance on how to improve your processes as we migrate you or if you have your processes down pat and you just want them recreated in HubSpot, this is the solution for you.
What to expect
Discovery
- Record volume
- Business processes
- Timeline
- Business goals
- Risks and Change Management
Outputs:
- Documented requirements
- Project plan and timeline
Pull up a stump, the fire is warm
Project Planning
Using the needs discovered in Phase 1, we will create a project plan and a defined timeline to complete the project. This will be presented to you and your team for approval prior to moving to execution in Phase 3.
Planning includeS
- Project Plan
- Detailed and shared project plan
-
Risk mitigation and change management plan
Migration and Hand Off
Migration of data and processes to HubSpot during the timeline outlined in Phase 2. Once complete, an overview of where data and processes are located will be shared in an offboarding call.
Ready to chart your course?
Marc Parker
Vice President, Playground Boss“Expert Help for HubSpot Implementation. Partnering with Lake One was one of the best decisions we could’ve made for our company!”
Jessica Parkhurst
VP Marketing, Acentria Insurance“Amazing HubSpot Partner. We struggled with onboarding onto HubSpot. Once we partnered with the Lake One team, there was finally a light at the end of the tunnel. ”
Annesha Ganguly
Marketing, Tifin Wealth“LakeOne has been a great partner to work with ... especially the set up of our HubSpot account. Would highly recommend them for any HubSpot related support!”
Ashleigh Craven
CMO, Pocketnest“I cannot sing team Lake One's praises enough! Each team member is incredibly knowledgeable, approachable, and darn-right fun to work with. I hang up from our weekly calls feeling so relieved and re-energized. PS - I never knew the Hubspot accreditation was SUCH a game-changer. They make my life so. much. easier. 👍👍 Two thumbs WAY up for Lake One!”
Robert Weber
Manging Parnter, Great North Ventures“There are very few service providers across any category I would publicly endorse, but Lake One has proven time and again to be a great partner for startups in our portfolio which have used Lake One to strengthen their marketing efforts.”
Rosie Pongranz
CMO, Storj“I'm impressed with their team's great range of talent to apply to our various projects on demand.”
Erik Freyser
President, Polywater“Lake One brings experience at the crossroads of technology and marketing that helps us stay at the top of our game in marketing techniques and thinking. We leverage their insights, expertise, and training to continuously improve our business processes.”
Josh Anish
Marketing Director, AutoFi“ Hiring Lake One Digital to handle the migration was well worth it. They are HubSpot experts who made the entire process seamless and had us up and running within two weeks.”
Erika Dalager
Marketing,WuxiAppTech“very easy to work with and helped with two very large cleanup projects within two HubSpot instances. We had a complex situation they were extremely detailed in managing and assisting with in other areas of need. I would and will be working with Lake One again in the future.”
Lisa Hannum
CEO, Beehive Strategic Communication“Lake One has been an embedded partner with Beehive for more than two years and the results have exceeded our expectations. Ryan and his team led us through a CRM migration, and sat shoulder to shoulder with us to develop and activate a fully aligned "smarketing" funnel. They've built systems and processes that support our team to implement, measure and achieve our marketing, sales and business goals.”
Recent Work
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