HubSpot Solutions Partner · Google Partner · Charlotte, NC
HubSpot Agency Charlotte: HubSpot set up to turn contacts into customers.
Leads scattered across inboxes, spreadsheets and ad platforms go cold. Overtop Media Digital Marketing sets up and runs HubSpot so every lead is captured, followed up and tracked to the sale, for businesses in Charlotte and across the country.
- 3xmore leads after 6 months, reported across HubSpot customers
- 94%more deals closed after 6 months, per the same HubSpot data
- 306,000+businesses run on HubSpot
- Since 2009growing businesses from our Charlotte office
The short answer
Who should set up and run your HubSpot?
A team that builds HubSpot around how you sell, connects it to the ads that bring your leads, and judges it by the customers it produces.
HubSpot is a CRM, an email platform, a marketing automation system and a reporting tool in one. Set up well, it answers every lead fast, nurtures the ones who are not ready, and shows you which marketing pays. Set up in a hurry, it becomes an expensive contact list. Overtop Media Digital Marketing is a HubSpot Solutions Partner and a Google Partner, growing businesses from Charlotte since 2009. We set up HubSpot and run the Google Ads, Meta ads and Microsoft Ads that feed it, so the whole system works as one.
- Built around revenue, not contactsPipelines, lifecycle stages and reports set up so you can see which marketing turns into paying customers.
- Connected to your adsA HubSpot Solutions Partner and a Google Partner, so HubSpot and your Google, Meta and Microsoft ads share one set of numbers.
- A Charlotte office you can visit933 Louise Ave, in Elizabeth. Local businesses get local people; national accounts get the same team.
What a working HubSpot is worth.
HubSpot measured what changed for its customers in their first six months. These are its numbers, across more than 268,000 businesses.
- 3xmore leads after 6 months
- 94%more deals closed after 6 months
- 57%higher support ticket resolution rate
- 95%of customers report a positive return on their investment
Source: HubSpot ROI report: aggregated data from 268,000+ HubSpot customers in over 135 countries, results after 6 months. HubSpot notes that results for individual businesses may differ. Customer count from HubSpot second quarter 2026 results (SEC filing, August 5, 2026): 306,446 customers as of June 30, 2026.
What HubSpot does for your business.
Seven results our clients hire us for. Open each one to see what we build and why it matters.
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Every lead in one place, with its whole history
Calls, forms, emails, chats and website visits land on one contact record instead of five inboxes and a spreadsheet. We set up the free Smart CRM around how you actually sell: the fields you need, the stages a customer moves through, and who owns each lead.
Your team sees what a customer did before they called, so the first conversation starts in the right place.
Follow-up that happens in minutes, not days
Most leads go cold while they wait. We build HubSpot workflows that answer a new lead right away, assign it to the right person, create the follow-up task, and keep nurturing the people who are not ready yet, without anyone having to remember.
Workflows are a Marketing Hub Professional feature; we tell you up front which plan your automation needs.
Email people open, sent to the right list
One newsletter blasted to everyone teaches people to ignore you. We segment your list by what each person did and wants, write emails for each group, and set up sending so your messages reach the inbox: domain authentication, list hygiene and a sensible sending pace.
Gmail and Yahoo now require authenticated sending for bulk mail. We set it up before your first send.
Sales time spent on the leads most ready to buy
Not every form fill deserves a call today. Lead scoring adds points for buying signals, such as a pricing page visit or a job title that matches your buyer, and takes points away for poor fits. Your team calls the hottest leads first; the rest get nurtured until they warm up.
We build the score from your own closed deals, then check it against real outcomes every month.
A sales pipeline you can see and forecast
Every open quote and deal in one board, with its value and next step. Owners know what to do today, managers see what is likely to close this month, and nothing falls between the cracks when someone is out.
Pipeline stages match your real sales steps, so the forecast means something.
Ads that learn from real customers, not form fills
HubSpot can send your sales stages back to Google, Meta and Microsoft as conversions. When an ad lead becomes a booked job or a closed deal, the ad platform learns to find more people like that customer. We connect it end to end and check the numbers match.
This is how we run Google Ads, Meta ads and Microsoft Ads for clients on HubSpot.
Reports that show revenue by channel
Dashboards that answer the questions owners ask: where did this month's customers come from, which campaigns paid off, and what is in the pipeline. Built once, delivered automatically, explained in plain language.
If a number cannot be traced to a real customer action, it does not go on your report.
Plan requirements from the HubSpot Knowledge Base: workflows require Professional or Enterprise. Figures on this page are our own illustrations, not HubSpot screenshots.
Where most leads are lost
The sale usually goes to whoever calls back first.
Most businesses do not have a lead problem; they have a follow-up problem. A form fill sits in an inbox overnight, the call goes to voicemail, the quote never gets a second email. HubSpot fixes that only if it is built to.
- Every form, call and chat creates or updates a contact, with where it came from.
- New leads get an instant reply and a named owner within minutes.
- Open quotes get automatic reminders, so no deal dies from silence.
- Leads who are not ready keep hearing from you until they are.
What better follow-up is worth to you.
Use your own numbers. This is simple arithmetic, not a forecast: it shows what a small rise in the share of leads you win would mean each month.
Extra revenue a month
$3,000
Today your leads bring in about $15,000 a month. Winning 2 more of every 100 leads adds the amount above, $36,000 a year, with no extra ad spend.
Get your HubSpot planCalculation: leads × customers won per 100 leads × average customer value. Your inputs stay in your browser.
Is HubSpot right for your business?
HubSpot is excellent, and it is not for everyone. We manage several email and CRM platforms, so we will tell you honestly which one fits.
HubSpot is the right call when
- Leads come from several places (ads, website, calls, referrals) and get lost between them
- More than one person sells or follows up, and you need to see who did what
- Your sale takes more than one conversation, so nurturing and follow-up matter
- You want to know which marketing brings paying customers, not just leads
- You plan to grow into sales pipelines, quotes or customer service later
Something else may fit better when
- A simple monthly newsletter is all you need. A lighter email tool such as Mailchimp costs less and does the job. How we run Mailchimp.
- You sell mostly online through a store like Shopify. An ecommerce email platform such as Klaviyo is often the better fit. How we run Klaviyo.
- You run a large, complex sales operation with in-house admins. Salesforce may suit you, and HubSpot can still run marketing beside it.
Moving to HubSpot without losing a thing.
Most of our HubSpot projects start somewhere else. A careless move loses subscribers, breaks automations and hurts email delivery for months.
- Mailchimp
- Constant Contact
- ActiveCampaign
- Salesforce
- Zoho
- Spreadsheets and inboxes
A rushed migration
- Contacts copied, unsubscribes left behind
- Old automations switched off and forgotten
- Duplicates and junk imported as they are
- Sending starts cold from an unauthenticated domain
- Two tools running side by side for months
Moved by OVERTOP
- Unsubscribes, bounces and consent carried over, so nobody who opted out hears from you
- Each automation rebuilt as a HubSpot workflow and tested before the switch
- Duplicates merged, dead records removed, fields mapped before import
- SPF, DKIM and DMARC set up first, then sending ramped up gradually
- One planned switch date, so no customer gets the same email twice
Email that reaches the inbox and gets read.
HubSpot's email tools are only as good as the list and the writing behind them. We handle both, so your emails earn replies, bookings and repeat business instead of unsubscribes.
- DeliveryDomain authentication, list cleaning and a steady sending pace keep you out of spam.
- SegmentsLists built from what people did and bought, not one blast to everyone.
- AutomationWelcome, quote follow-up, review request and win-back emails that send themselves.
- TestingSubject lines and offers tested, with the winners rolled into every send.
One team for your ads and your HubSpot.
Most agencies run the ads and leave the CRM to someone else, so neither side sees the full picture. We run both, as one loop.
- Ads and search bring leads Google, Meta, Microsoft and SEO put your business in front of buyers.
- HubSpot works here HubSpot captures and follows up Every lead recorded, answered and nurtured automatically.
- Your team closes the sale The right lead reaches the right person with its full history.
- Revenue flows back to the ads Closed deals teach each ad platform who your best customers are.
Google Ads
Search ads bring buyers who are ready now. HubSpot tells Google which of them became customers.
Meta ads
Facebook and Instagram ads create demand and fill the top of your list. HubSpot nurtures it until people are ready.
Microsoft Ads
Bing, Yahoo and DuckDuckGo searchers, often business buyers at work. Their leads land in HubSpot with the rest.
Email marketing
Newsletters, automated sequences and promotions planned across your whole list, whichever platform fits you best.
Which HubSpot plan you actually need.
HubSpot prices its plans by seats and marketing contacts. We help you buy the smallest plan that does the job, and add more only when it pays off.
- Free tools Smart CRM, forms, basic email and live chat, with HubSpot branding. Best for: Getting leads out of inboxes and spreadsheets.
- Starter Removes HubSpot branding and adds simple automation and more email. Best for: Small teams sending regular email.
- Professional Workflows, lead scoring, A/B testing, custom reports and contact attribution. HubSpot charges a one-time onboarding fee at this level. Best for: Businesses that want real automation and reporting.
- Enterprise Revenue attribution across every touch, more scale and advanced controls. Best for: Larger teams with complex sales.
Plan features as listed by HubSpot. Current prices on HubSpot Marketing Hub pricing. HubSpot sets and bills its own plan prices; every client gets a custom plan for our work.
What HubSpot has done for businesses like yours.
These results were published by HubSpot about its customers, not OVERTOP clients. Each story shows what they did and how we would run the same play for you.
How we set up HubSpot.
A focused small-business setup usually takes a few weeks; larger projects with migrations and several integrations take one to three months. You get the timeline in the first meeting.
We learn how you sell, and check HubSpot fits
Where leads come from, who follows up, what a customer is worth and what you use today. If HubSpot is not the right tool for you, we say so and point you to one that is.
We design the CRM before we build it
Lifecycle stages, pipelines, the fields that matter, lead owners and the reports you want at the end. Simple enough that your team will actually use it.
We build and move your data
Forms, emails, workflows, lead scoring and dashboards, plus a clean import of your contacts, deals and opt-outs from your old tools.
We connect everything
Your website, ad accounts, calendar, phone and other tools, so every lead and every sale lands in HubSpot without copy and paste.
We train your team and keep improving
Short hands-on training, then monthly reviews of what is working: list health, workflow results, lead quality and revenue by channel.
Already on HubSpot? We make it pay.
Many businesses we meet already pay for HubSpot and use a fraction of it: duplicate contacts, workflows nobody remembers building, reports nobody trusts. We audit the account, clean it up and put it to work, then keep it running.
- Duplicates merged, dead contacts removed, so you stop paying for marketing contacts you never reach.
- Workflows reviewed, fixed or retired, and documented so your team knows what runs.
- Email campaigns planned and sent each month, with results reported in plain language.
- New staff trained, and new tools connected as your business grows.
Charlotte first. Nationwide when you are ready.
Our office is at 933 Louise Ave in Charlotte, and we are glad to sit down at your office or ours to map how your business sells. We set up HubSpot for local businesses in Concord, Huntersville, Matthews, Gastonia, Rock Hill and Mooresville and the rest of the Charlotte region, and for companies selling across the United States. Local or national, you work with the same team.
How we connect CRM data and ads, in writing.
- Bad leads from Google Ads? How real sales data fixes itWhy sending CRM outcomes back to your ads changes who they find.Read the guide ›
- Offline conversion tracking, step by stepHow a closed deal in your CRM becomes a signal Google Ads can learn from.Read the guide ›
- First-party data and Meta attributionSending your own customer data to Meta the right way.Read the guide ›
- B2B conversion rate playbookForms, offers and follow-up that turn visits into sales conversations.Read the guide ›
Questions about HubSpot.
What does a HubSpot agency do?
We set HubSpot up around how your business sells, move your contacts and history in from other tools, build the emails, forms, workflows, lead scoring and reports, connect your website and ad accounts, and train your team. After launch we keep running and improving it, so the system keeps paying for itself.
Do I need a HubSpot partner, or can I set it up myself?
You can set up the free CRM yourself. The paid tools are where most businesses get stuck: workflows, lead scoring, clean data imports and ad connections take planning, and a rushed setup is hard to undo later. Overtop Media Digital Marketing is a HubSpot Solutions Partner, and we build it so your team can run it day to day.
How long does HubSpot setup take?
A focused setup for a small business usually takes a few weeks. A larger project with sales pipelines, migrations from other tools and several integrations takes one to three months. We give you a timeline in the first meeting, after we see your data and tools.
How much does HubSpot cost?
The Smart CRM and basic tools are free. HubSpot charges for its paid plans by seats and by the number of marketing contacts, and charges a one-time onboarding fee on Marketing Hub Professional and Enterprise. We help you buy only the plan you need, and every client gets a custom plan for our work, so we do not publish price lists.
HubSpot or Mailchimp: which is better for a small business?
Mailchimp is a solid, low-cost choice if you mainly send newsletters. HubSpot is the better fit when you need a CRM, automated follow-up, lead scoring and reports that tie marketing to sales. Many businesses start on Mailchimp and move to HubSpot when they outgrow it; we handle that move without losing subscribers or opt-outs.
HubSpot or Salesforce?
For most small and mid-size businesses, HubSpot is faster to set up, easier for the team to use and needs no full-time admin. Salesforce suits large sales operations with complex processes and in-house administrators. If you already use Salesforce for sales, HubSpot can still run your marketing and sync with it.
Can you move us from Mailchimp or another tool without losing subscribers?
Yes. We bring over contacts, unsubscribes, bounces and consent records, merge duplicates, rebuild your automations as HubSpot workflows, and set up email authentication before the first send. Then we switch over on one planned date, so nobody gets an email twice or hears from you after opting out.
Which HubSpot hubs do I need?
Most businesses start with the free Smart CRM and Marketing Hub. Sales Hub adds sequences, meeting booking and forecasting when you have a sales team; Service Hub adds a help desk for customer support. We recommend the smallest setup that does the job and add more only when it pays off.
Can you fix a HubSpot account that is already set up?
Yes. We often take over accounts with duplicate contacts, unused properties, broken workflows and reports nobody trusts. We audit it, clean the data, rebuild what matters and remove what does not, then document it so it stays clean.
Will HubSpot work with my Google, Meta and Microsoft ads?
Yes. HubSpot connects to Google, Meta, Microsoft, LinkedIn and other ad platforms, builds audiences from your CRM, and can send your sales stages back as conversions. We run those ads too, so the setup on both sides is done by the same team.
Do you manage HubSpot after setup?
Yes. Most clients keep us on to run email campaigns, improve workflows, keep the database clean, build new reports and train new staff. You get a plain-language monthly review of what HubSpot brought in.
Do you only work with Charlotte businesses?
No. Our office is in Charlotte and we know the Charlotte metro market well, but Overtop Media Digital Marketing sets up and runs HubSpot for businesses across the United States. Local or national, you work with the same team you meet on the first call.
Start growing your business with HubSpot.
Tell us how you get and follow up on leads today. We will show you what HubSpot should do for your business, and what it would take.
HubSpot is a registered trademark of HubSpot, Inc. Overtop Media Digital Marketing is an independent agency in the HubSpot Solutions Partner program.