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CRM & client systems

HubSpot CRM setup for Tampa small businesses

One place for every lead, client, and follow-up, so nothing slips.

Book a free consultationOr call (813) 314-7552

Built around how you actually sell

Business Plans Plus (BPP) sets up HubSpot from scratch, or audits and fixes the CRM you already run. Same price either way. Most of the time the problem isn't the software. It's that nobody set it up around how your business actually sells.

So we start with your process, not the tool. Before we touch the CRM, we map how a lead moves through your business today, from first contact to closed deal to onboarding. Then we build the CRM to match, so every lead lands in one list with the next follow-up already scheduled.

Who it's for

Established operators doing $250K to $2M with 5 to 25 employees, where:

  • Leads and opportunities fall through the cracks
  • Follow-up depends on someone remembering
  • Tools exist but nothing is connected
  • Client onboarding is different every time
  • Everything still runs through the owner

What's included

  • Process mapping of 1 to 2 key revenue processes
  • A new HubSpot setup built from that map: pipeline stages, contact import and email templates
  • Or a full audit and optimization of the CRM you already have
  • A recorded 2-hour training on adding leads, moving deals, using templates and running reports
  • A Loom walkthrough and a written CRM guide
  • 30 days of email and Microsoft Teams support after delivery

How it works

1. Map

A 90-minute session to map your key revenue processes and the gaps in them.

2. Confirm

You confirm the map and the priorities before anything gets built.

3. Build

We build or fix the CRM to match the map.

4. Train

Your team learns it in a recorded session, with a guide to keep.

Package and price

Operator System

$5,500, fixed price, 6 to 8 weeks. CRM setup is part of the Operator System, which also includes a website audit with implemented improvements, one AI workflow automation and a financial clarity session with a key metrics dashboard. See the full Operator System.

CRM work on its own

Pricing on a free consultation.

Bigger team with a CRM already in place?

The Scale System includes advanced CRM optimization built on what you already have.

What owners say

“Outstanding company with incredible professionalism. My team has enjoyed working with them for years, and I recommend them to every new company we network with.”

CK Hamilton · Owner, Tier 1 Solar
Questions

Common questions

What does HubSpot CRM setup include at Business Plans Plus?

BPP maps 1 to 2 of your key revenue processes first, then builds HubSpot around them: pipeline stages, contact import and email templates. Your team gets a recorded 2-hour training, a Loom walkthrough, a written CRM guide and 30 days of email and Microsoft Teams support.

We already have a CRM. Will you replace it?

No. If you already run a CRM, BPP audits and optimizes it instead of ripping it out, and the price is the same either way. Most of the time the problem isn't the software. It's that nobody set it up around how you actually sell.

How much does HubSpot setup cost in Tampa?

At Business Plans Plus, CRM setup is part of the Operator System, a $5,500 fixed-price package delivered in 6 to 8 weeks. It also covers process mapping, a website audit, one AI workflow automation and a financial clarity session. CRM-only work is priced on a free 30-minute consultation.

Will my team actually use it?

That's why BPP maps your process before installing anything. We build the CRM around how your people already work, train them on it, and leave written guides behind. The systems that fail are the ones that get installed and explained once.

Who owns the CRM when the project ends?

You do. BPP builds inside your accounts, on tools you own, and you keep everything if you ever stop working with us.

Do you work with businesses outside Tampa?

Yes. Business Plans Plus is based in Tampa, FL and works with owner-operators across the US.

Stop losing leads to the chaos

Book a free 30-minute consultation. We'll map where your leads slip and show you what to fix first.

Book a free consultation
Or call (813) 314-7552info@buildwithbpp.com
Free 30-minute call. No obligation.
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