RevOps + HubSpot 8 min read

Why is our HubSpot implementation taking so long?

Late HubSpot projects are rarely about the software. Messy exports, slow sign-offs, licence surprises and scope creep each add days, and they stack. Here is how to find which one is costing you.

Head of Operations

Most HubSpot implementations run late for reasons that have nothing to do with HubSpot. The export from the old system is messier than anyone thought, a sign-off sits in someone's inbox for a week, the person meant to own the portal is also running a sales team, or a feature turns out to need a higher licence tier halfway through the build. Each one adds days, and they stack.

For context, our typical timelines are 4 to 6 weeks for a guided build of one or two hubs, and 8 to 12 weeks for a full implementation with a migration and integrations, built in two-week sprints. The HubSpot implementation page has the week by week plan. When a project goes well past those numbers, it is almost always one of the eight factors below.

The fix is the same for all eight: find which one is costing you days, give it a named owner and a date, and move anything that is not needed at go live into a phase two. A slipping go live date is usually recoverable in a fortnight once you know where the days are going.

Why is our HubSpot implementation taking so long?

Start by asking who is waiting on whom. On a stalled project, the partner is usually waiting on the client for an export, an answer or a sign-off, and the client thinks the partner is building. Both sides are busy and neither is moving.

Three hand-offs that hold up the build
The three things a partner is usually waiting on from the client on a stalled projectOn a stalled project the partner is usually waiting on the business for the data export from the old system, an answer from the person who decides, or a sign-off on the blueprint, a field map or a test import. Meanwhile the business thinks the partner is already building. All three hand-offs are dashed because they are still waiting. Your businessthinks the partneris already building The data exportfrom the old system An answerfrom the person who decides A sign-offblueprint, field map, test import Your partnerwaiting beforethey can build

Dashed lines are hand-offs still waiting. Give each one a named owner and a date.

We hear versions of this on discovery calls every month. One buyer in October described an implementation where a workflow could not be built under their licence, and the question went back and forth between the partner and HubSpot for weeks while nothing moved. The same buyer said, looking back, that the business "lacked clarity on exactly what we were trying to achieve". Another, in July, had been through three implementers before they called us.

Neither story is about a hard technical problem. Both are about decisions nobody made in time, and every factor below is a version of that.

The eight factors that set your timeline, and the days each one adds

These are the ranges we typically see on 50 to 250 person businesses. They are working days added on top of a plan that assumed the factor would go smoothly, and they are our estimates from projects, so treat them as a guide.

FactorWhat it looks likeTypical days addedHow to stop it
Data quality of the exportDuplicates, blank owners, three spellings of one company, notes in one giant text field5 to 15Send a sample export in week one. Quote migration as its own line. Agree a date for the final export.
Number of integrationsXero, an ERP, a booking system and a phone platform all in scope for go liveAbout 1 per off-the-shelf connector, 10 to 20 per custom oneWrite a field map for each before building. Move anything not needed at go live to phase two.
Decision makers and sign-off speedEvery question goes to a committee, or the person who decides misses the workshops2 to 5 per sign-off, often 10 or more across a projectOne named decision maker at every workshop. Book every review into calendars at kick-off.
Who owns it internallyThe admin is also the sales manager and has no hours spare5 to 10Name the owner before kick-off and protect half a day a week in their calendar.
Licence surprisesA feature in the blueprint needs a higher tier or a paid seat nobody budgeted for5 to 15, mostly waiting on purchase approvalCheck every feature in the blueprint against the tier you hold, before build starts.
Scope creep"While you are in there, can it also..."3 to 10 per requestKeep a change list. Each new request gets a date or goes to phase two.
Training timingTraining booked late, or held so early the team forgets it before go live3 to 5Book training dates at kick-off, in the week before go live.
Holidays and leaveChristmas shutdown, school holidays, end of financial year, the decision maker on leave5 to 15Mark every holiday and planned leave on the project plan in week one.

Two of these together is enough to turn a six week build into a twelve week one. Three or more is how a project ends up running for six months.

A single custom integration can add four working weeks
Each custom integration10 to 20 days
Messy data export5 to 15 days
Licence surprises5 to 15 days
Holidays and leave5 to 15 days
No internal owner5 to 10 days
Each scope change3 to 10 days
Each sign-off2 to 5 days
Training timing3 to 5 days
Each off-the-shelf connectorabout 1 day

Bar length is the top of each range in the table above, in working days. These are our estimates from 50 to 250 person projects, so treat them as a guide.

Is your go live date slipping?

Tell us where the project is at and we will tell you which factor is costing you the days.

Which factors cause the biggest delays?

Data comes first. HubSpot's import limits are rarely the problem: paid plans take files up to 512 MB and 1,048,576 rows, with fewer than 1,000 columns. What takes the time is deciding which of four duplicate records is the real customer, who owns each account, and what happens to ten years of notes. The fix is to see a sample export in week one, so the clean-up starts while the CRM is being built, and to set a date for the final export that everyone signs.

This video from our YouTube channel shows how to import contacts into HubSpot.

How to import contacts into HubSpot, from our YouTube channel. Watch it on YouTube.

Integrations are where the middle weeks stretch. An off-the-shelf connector is about a day. A custom integration with an ERP or an industry system is weeks, because someone has to decide which system wins for every shared field. Our guide to connecting HubSpot to your ERP without a blowout walks through that field by field.

Sign-off is the quiet one. A blueprint waiting five days for approval, then a field map waiting five more, then a test import waiting a week for someone to spot check it. None of it shows up as a problem until the go live date has moved. A simple rule helps: every sign-off is due within two working days, and if the decision maker cannot make it, they name who can.

Ownership decides whether it keeps working after go live. If nobody inside the business owns the portal, the partner ends up making decisions that should be yours. Our guide on who should own your CRM covers what that person actually does.

Scope creep often starts as an unmapped process. If your sales process only exists in people's heads, every workshop uncovers a new step. Mapping your sales process before onboarding is the cheapest way to stop that.

How do licence surprises stall a project halfway?

A build is planned around the features the business thinks it has. Then, in week four, something in the blueprint needs a tier or seat that was never bought. A few we see often, all from HubSpot's own knowledge base:

  • Custom objects need an Enterprise subscription. A blueprint built around a custom record for projects, sites or policies will not work on Professional.
  • Custom field mappings in HubSpot's data sync need a Data Hub subscription. Default mappings come with all plans, but the moment you need your own fields synced, the tier changes.
  • Sequences need Sales Hub or Service Hub at Professional or Enterprise, and an assigned Sales or Service seat for each person who uses them.
  • View-only seats are free and unlimited on paid plans, but those users cannot edit records or log emails. If the plan assumed everyone could work deals on a free seat, the seat count goes up.

None of these are hard to fix. The delay is the purchase: a quote, an approval, sometimes a board or finance sign-off. Check every feature in the blueprint against the tier you hold before build starts, and the approval happens in week two instead of week six.

Is your HubSpot project actually late? A ten point check

Before you escalate, run this list. A project with no dated plan cannot be late, only unplanned, and a lot of delays turn out to be waiting on the client side.

  • Dated plan. Is there a plan from kick-off with dates, that you can compare today against?
  • Blueprint. Was the blueprint signed off, and on what date?
  • Scope. Has anything been added since sign-off, and was the date moved when it was?
  • Open items. Is there a list of what is outstanding, with a name against each item? Count how many have your name on them.
  • Export. Did the final export arrive on the agreed date?
  • Field maps. Is every integration's field map approved?
  • Sprints. Have you seen something working in your portal at the end of each two-week sprint?
  • Licences. Is anything waiting on a purchase?
  • Training. Are training dates booked, and are people's calendars clear for them?
  • Leave. Has the decision maker, the admin or the partner's builder been away?

If most of the open items are yours, the project is waiting on you, and clearing them is the fastest fix. If you have not seen working software at the end of each sprint, that is a real problem with the partner, and worth raising this week. Our guide on switching HubSpot partners without losing momentum covers what to do if it comes to that.

What should you do if the go live date is already slipping?

  1. Re-date the plan. Sit down with your partner and write a new plan with real dates, including every holiday and every person's leave.
  2. Cut to what you need on go live day. Usually one pipeline, email connected for every rep, the properties people fill in today, and a few reports. Everything else becomes phase two with its own dates.
  3. Clear your side first. Exports, sign-offs and licence approvals are the cheapest days to win back.
  4. Go live small. Two or three people use it for real work first, then the whole team moves once they are happy.

Late October is when the Christmas shutdown starts to matter. In Queensland, Christmas Day is Friday 25 December and the Boxing Day holiday moves to Monday 28 December, and most teams lose more working days than the public holidays alone. If you are weighing up a December launch, read can you go live on HubSpot before Christmas before you commit to a date.

Frequently asked questions

Why do HubSpot implementations run late? Mostly because of slow sign-offs, a messy data export, integrations added late, no internal owner, and features that need a higher licence tier. The software itself is rarely the cause.

How much can a messy data export delay a HubSpot go live? In our experience, 5 to 15 working days. Sending a sample export in week one lets the clean-up run while the CRM is being built.

Who should own a HubSpot implementation internally? One named person with authority over how sales or service runs, and protected time each week to make decisions and test. If every question goes to a committee, the project slows down.

Can a HubSpot licence tier hold up an implementation? Yes. Custom objects need an Enterprise subscription, custom field mappings in data sync need Data Hub, and sequences need a Sales or Service seat. Check the blueprint against your tier before the build starts.

What is the fastest way to recover a slipping HubSpot project? Re-date the plan, cut go live down to what the team needs in the first week, clear any sign-offs and exports waiting on your side, and move everything else to a dated phase two.

Sources


Want a second opinion on why your project has stalled? See how we run HubSpot implementations and our RevOps and HubSpot work, or talk to us.

Where are the days going on your project?

Bring your plan and we will find the factor that is costing you time.

Neighbourhood

Neighbourhood is a HubSpot Diamond Partner in Brisbane. We build AI systems and the revenue operations they run on, for businesses across Australia and New Zealand.