-1.png?width=155&height=155&name=2024_Academy_Credentials_Accreditations_HS_CustomIntegration534x534%20(1)-1.png "Custom Integration")
.png?width=155&height=155&name=2024_Academy_Credentials_Accreditations_HS_SolutionsArchitectureDesignAccreditation534x534%20(1).png "Solutions Architecture")
Why Some HubSpot Implementations Work — and Others Fall Flat
HubSpot has the flexibility and power to support complex go-to-market teams. But when it’s rushed,
misconfigured, or overbuilt, it becomes just another underused tool. Here’s how we help our clients get it right.
Built to Flex, Not Force
HubSpot can support complex teams and journeys — but only when it’s configured to your structure, not someone else’s template.
Speed Needs Structure
Fast deployments fall apart without governance, reporting logic, and data hygiene. We build momentum that lasts.
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Only Use What You Need
You don’t need every Hub. You need a setup that aligns with your motion, your data, and your team’s actual day-to-day.
Built to Flex, Not Force
HubSpot can support complex teams and journeys — but only when it’s configured to your structure, not someone else’s template.
Speed Needs Structure
Fast deployments fall apart without governance, reporting logic, and data hygiene. We build momentum that lasts.
Only Use What You Need
You don’t need every Hub. You need a setup that aligns with your motion, your data, and your team’s actual day-to-day.
- Marketing Hub
- Sales Hub
- Service Hub
- Operation Hub
HubSpot
Marketing Hub Onboarding
Revenue growth starts with visibility. We implement HubSpot’s Marketing Hub to help your team attract the right traffic, capture qualified leads, and understand what’s actually driving conversions — across channels, campaigns, and personas.
What we unlock:
- Attribution you can trust — by channel, source, or segment
- Streamlined lead capture workflows and form logic
- Connected CTAs, lists, and nurturing sequences
- Visibility into CPL, CAC, and conversion by stage
- Clean, scalable marketing data to support sales
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Compare Your Options — and Choose with Clarity
HubSpot isn’t plug-and-play — and how you launch (or fix) it can define its value.
This quick comparison lays out the real differences between going DIY, choosing HubSpot’s
onboarding, or working with Learners.ai as your implementation partner.
Possible
Possible, but requires significant internal expertise and time commitment
Guided Only
Available, but primarily focuses on guided setup; heavy lifting remains with your team
Yes
Comprehensive, hands-on configuration across multiple Hubs, tailored to your business needs Strategic Guidance
Lacks external perspective; risk of misalignment with best practices
Light
Offers general guidance; customization is limited
Yes
Embedded strategic consulting to align HubSpot with your business goals Complex Integrations
Manual processes; high potential for data loss or corruption
Limited assistance; primarily self-managed
Yes
Full-service data migration with thorough cleansing and validation Time to Value
High risk of errors; requires in-depth technical knowledge
Limited support; complex integrations may not be fully addressed
Yes
Expert integration services, ensuring seamless connectivity with existing systems Analytics & Attribution
Basic setup; advanced analytics require additional configuration
Standard reporting; may not meet advanced analytical needs
Yes
Customized analytics and attribution models for actionable insights Data Migration & Cleanup
No external support; internal team must manage all aspects
Guided Only
Limited to initial onboarding period; ongoing support requires additional resources
Scalable
Ongoing support and optimization is available to meet your evolving business needs
Where We Specialize
Industry-specific CRM and GTM solutions that actually work
Wealth & Asset Mgmt
Built for advisors and asset managers who need visibility across AUM, pipelines, and service workflows — not just email automation.
Insurance & Benefits
Streamlines quoting, onboarding, and renewals for brokers, carriers, and group plans with deep CRM and service automation.
Banking & Credit Unions
workflows, digitals onboarding, and multi-team visibility across retail and commercial divisions.
Wealth & Asset Mgmt
Built for advisors and asset managers who need visibility across AUM, pipelines, and service workflows — not just email automation.
Insurance & Benefits
Streamlines quoting, onboarding, and renewals for brokers, carriers, and group plans with deep CRM and service automation.
Banking & Credit Unions
workflows, digitals onboarding, and multi-team visibility across retail and commercial divisions.
01
What does Learners.ai actually implement?
A fully configured, vertically-aligned HubSpot system — built for scale, not just setup.
We design your HubSpot architecture around your GTM motion, internal structure, and reporting needs. That includes CRM data models, pipeline logic, automation layers, governance, and post-launch continuity. Whether you're launching from scratch or rebuilding an existing instance, the goal is the same: a system that drives growth, not workarounds.
02
How is this different from HubSpot’s onboarding services — or another partner’s implementation?
HubSpot onboarding gives you guidance. Some partners help you get set up.
We help you get serious.
Learners.ai isn’t just here to configure — we’re here to architect. We specialize in working with financial services, insurance, and GTM-heavy teams where CRM is tied to more than just sales — it touches compliance, service delivery, and leadership visibility.
We focus on:
• Mapping objects and data models to your actual lifecycle and reporting needs
• Managing complex integrations and migrations across systems like Azure, Snowflake, and custom APIs
• Building automation, permissions, and reporting with your ops reality — not just platform defaults
• Supporting AI-driven processes and cloud infrastructure when CRM becomes part of the broader stack
There are great partners out there.
What makes us different is how we combine vertical fluency, systems architecture, and cross-functional enablement — especially when HubSpot needs to serve more than just marketing.
03
We’re already using HubSpot. Can you fix what’s not working?
Yes. Several of our clients don’t start from zero — they start from clutter.
We re-architect underperforming portals: streamlining properties, rebuilding workflows, restoring reporting logic, and aligning HubSpot to your actual revenue process. Whether your issues stem from technical debt or structural gaps, we bring the system back into alignment.
04
What if we’re not sure which Hubs we need?
We don’t start with the tools. We start with the business model.
During discovery, we evaluate your GTM complexity, operational structure, and existing tech stack. Then we scope the Hubs and configuration layers required to deliver outcomes — not bloat. If you're navigating cross-functional needs across sales, marketing, service, and ops, we’ll define the right combination to support scale.
05
How do you handle data migration?
We manage the entire process — design, execution, and validation.
That includes field mapping, object creation, deduplication, import sequencing, and post-migration QA. We’ve migrated data from Salesforce, Redtail, spreadsheets, and legacy ERPs — including custom objects and parent-child structures. Your team doesn’t need to “figure it out.” We scope and deliver a clean handoff.
06
What kind of support do you provide after go-live?
Delivery is the start — not the handoff.
Once implementation is complete, many clients choose to continue working with us through ongoing advisory or consulting support. This can include things like refining workflows, building new reports, resolving edge cases, or bringing new teams onto the platform.
Whether it’s short-term stabilization or a longer-term roadmap, we offer flexible ways to stay involved — so HubSpot keeps working as your business grows.
Not sure what level of support you’ll need after go-live?
What our Customers Say
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Brett Oliveira
ShipHero Sales
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!
Chris G.
Forum Financial Management, LP
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!
Jamal M
Main Street Financial Solutions
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!
Cynthia LaRue
Forum Financial Management, LP
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.
Ashley Camire
Owner and Relationship Specialist
Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!
Brandon Palmer
Digital Marketing Manager
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.
Phil Desrosiers
Corporate Director
I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.
