HubSpot consulting in Boise, ID

Usually one. A single portal with a pipeline per division, team-based permissions and division properties on each contact keeps reporting simple and stops buyers being counted twice when they look at more than one community. Separate portals make sense only when divisions are legally or operationally separate brands with their own marketing staff. We look at how leads come in, who follows up and what leadership wants to see before deciding, and we keep naming consistent so reports compare like with like.

Yes, if the design is careful. We keep HubSpot to scheduling, reminders, recalls and general education, and leave diagnoses, treatment notes and other clinical details in your EHR. Forms collect only what the front desk needs. Consent and communication preferences are tracked on each contact, and suppression lists stop messages going to people who opted out. We review your privacy obligations and any vendor agreements in discovery, then document what may and may not be stored so staff know the rules.

Less than most people expect, but not zero. Plan for a kickoff, two or three working sessions to agree pipelines and properties, a review of imported data and an hour or two of training per user group. Someone on your side should own decisions and answer questions within a day or two, which keeps the project inside the 4-8 week range. We do the configuration, imports and testing, so your staff mostly confirm that the build matches how they actually work.