The Process

No surprises.
Just results.

Every Pixiu X engagement runs through 5 structured phases. You know what we're building, when it's done, and what success looks like. Before we start.

Every Engagement

5 phases. Start to finish.

Whether it's onboarding, a migration, or a full CRM build, every Pixiu X project runs through the same structured process.

01

Discovery Call

Free · 30 min

We diagnose before we prescribe. This free call covers your goals, current HubSpot setup, tech stack, and team structure. You walk away knowing exactly what you need and whether Pixiu X is the right fit.

Goals + current state Tech stack review No commitment required
02

Scoping & Proposal

2–3 days

We write a detailed project brief covering exact deliverables, week-by-week timeline, and a clear definition of done. You review and approve before anything is built. No surprises mid-project.

Written deliverables Fixed timeline Client approval before start
03

Build & Execute

Core phase

Your dedicated HubSpot specialist does the work. You get a shared project tracker, weekly check-ins, and direct access to your specialist. Not a support queue. We build, test, and iterate based on your feedback before anything goes live.

Dedicated specialist Weekly check-ins Shared project tracker QA before go-live
04

Team Enablement

Before go-live

A system nobody uses is a system that failed. Before go-live, we run role-specific training for reps, managers, and admins. Every session is recorded and paired with written documentation so new hires can get up to speed without us.

Role-specific sessions Recorded videos Written documentation
05

Launch & Support

30-day included

Go-live day. Your system is live, dashboards are configured, and your team is trained. We stay on for 30 days post-launch to answer questions, fix edge cases, and make sure adoption sticks. You're not handed a manual and left alone.

Go-live checklist Live dashboards 30-day support window

Why Pixiu X

What makes this different

No retainer traps

Every project is fixed scope with a defined cost. You pay for what's built, not for access to a team. Post-launch support is optional, never mandatory.

One dedicated specialist

You work with one HubSpot specialist from Discovery through Launch. Not a rotating team of generalists or an account manager who hands you off to someone else.

Defined timelines, kept

Timelines are agreed before work starts and tracked weekly. If scope changes, we tell you immediately and adjust the plan. We don't silently extend or miss deadlines.

HubSpot Solutions Partner

As a certified HubSpot Solutions Partner, we can fulfill HubSpot's mandatory onboarding requirement on your behalf, replacing their generic setup with a dedicated, structured engagement.

FAQ

Questions about working with us

How long does a typical engagement take?

HubSpot Onboarding runs 8 weeks. CRM Implementation runs 6 to 12 weeks. Custom Projects run 2 to 8 weeks depending on type. RevOps Strategy audits run 2 to 4 weeks. Every engagement is confirmed during scoping before work begins.

Do I need a retainer to work with Pixiu X?

No. Every Pixiu X engagement is fixed scope with a defined deliverable and cost. No mandatory retainers. Post-launch support is optional and available if you want it.

What happens during the Discovery Call?

A free 30-minute call to understand your goals, current HubSpot setup, tech stack, and team structure. We review what you have, identify what is missing, and confirm whether Pixiu X is the right fit. No commitment required after the call.

Who works on my project?

Every project is run by a dedicated HubSpot specialist, not a rotating team of generalists. You have one primary point of contact from Discovery through Launch. For complex multi-phase projects, we may involve a second specialist, but you always have one named owner.

Ready to start Phase 1?

Book a free 30-minute Discovery Call. We'll map your current state, identify the gaps, and tell you exactly what you need, before you commit to anything.

Book Your Free Discovery Call

No commitment. No sales pitch. Just diagnosis.