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Every service has a clear purpose.
We implement HubSpot, audit existing portals, and run monthly RevOps support. No open-ended timesheets — every engagement has a fixed scope and a price you can see up front.
HubSpot, set up end to end.
Pipeline, data, automation, and a trained team. Scope depends on the HubSpot tier your company runs.
- Initial portal setup
- Data load, up to 1,000 contacts
- 10 custom properties, 5 lists
- 1 sales pipeline
- 3 forms with automated notifications
- Email connection (up to 3 inboxes) and calendar
- 2 standard reporting dashboards
- 1 live training session (2 hrs)
- 30 days of post-launch support
- Everything in Starter, without the limits
- Discovery workshops: 2 sessions to map your sales process
- Meeting scheduler with round-robin and team availability
- Up to 15 automated workflows with branching, delays, and conditions
- Up to 5 sales sequences, configured and ready
- Manual lead scoring (property- and behavior-based)
- A/B testing: 2 emails and 2 landing pages
- 2 native integrations (Slack, Calendly, Zoom, Stripe, or similar)
- Everything in Pro, without the limits
- Extended discovery: 3–4 sessions with IT/Data stakeholders
- Full portal setup with governance and advanced permissions
- Data migration with cleanup and reconciliation
- Up to 3 custom objects, designed from scratch
- Up to 2 API integrations
- Teams and business units
- Predictive lead scoring
- 3–5 role-based dashboards
ONE-OFF SERVICES
For specific moments in the HubSpot lifecycle.
You don’t always need a full implementation. These services solve narrower problems — onboarding, a diagnostic, or fixing a portal that’s already live.
A monthly retainer to run and evolve your HubSpot.
A dedicated team that maintains, optimizes, and scales your portal month to month — without hiring in-house or piling up technical debt.
- Technical support
- Active workflow maintenance
- Lists and data cleanup
- 2 check-in meetings per month
- Monthly progress report
- Everything in Essential
- New workflows and automations
- Dashboard and report evolution
- Integration management
- Up to 4 monthly meetings + dedicated Slack
- Quarterly roadmap agreed with the client
- Everything in Pro
- RevOps initiative leadership end to end: product launches, market expansion, sales-team reorgs, process redesign
- Advanced technical capability on HubSpot Enterprise: custom objects, API integrations, governance, hierarchical teams
- Pipeline and forecast analysis
- Expansion projects (custom objects, APIs)
- Weekly meetings with your revenue team
- Monthly strategic report to leadership (not just operational)
Not sure where to start?
Book a free 30-minute diagnostic. We'll talk through your portal, your team, and your goals — and tell you honestly which service makes sense for you. If none does, we'll say that too.

