HubSpot consulting, not just configuration.
Most companies buy HubSpot and use a fraction of it. I architect the CRM, build the automation, and make the reporting tell the truth. Then I stay accountable for the pipeline it produces.
The software is not the problem.
HubSpot is not hard to buy. It is hard to make honest. Deals sit in stages nobody defined, half the contact properties are duplicates, the attribution report says one thing and the sales team says another, and the license renews anyway.
Most HubSpot work stops at configuration: someone turns the features on, hands over a login, and leaves. I come at it from the marketing leadership side instead. I have run the number that HubSpot is supposed to report, so I build the instance backward from the question your board actually asks: where did revenue come from, and what should we spend next quarter?
Built the CRM and attribution backbone behind $50M+ in ARR pipeline generated for clients, across B2B SaaS, HR Tech, professional services, and multi-location retail services.
Three ways this usually starts.
HubSpot implementation
A full HubSpot implementation from an empty portal: CRM architecture, lifecycle stages, deal pipelines, and the reporting your leadership team will actually open. Built around how your revenue works, not around HubSpot default settings.
CRM and CMS migration
Moving from Salesforce, Pipedrive, WordPress, or a spreadsheet nobody trusts. Data mapping, deduplication, historical activity, and a cutover plan that does not lose your pipeline on the way across.
HubSpot audit and rebuild
You already own HubSpot and it is a mess: 40 properties nobody uses, workflows that fight each other, reporting that contradicts the sales team. I audit the instance, document what breaks, and rebuild the parts that carry revenue.
The full scope of work.
- CRM architecture and data migration
- Marketing and sales automation workflows
- Custom reporting dashboards and attribution
- Lead scoring and lifecycle management
- Integration with your tech stack (Salesforce, Slack, and more)
- HubSpot audits and instance optimization
Implementation is the easy half.
A portal that is perfect on launch day drifts within two quarters. New reps invent their own stages, campaigns get built outside the naming convention, and the dashboards quietly stop matching reality.
Retained HubSpot consulting keeps the instance honest: a monthly pass on data hygiene and workflow conflicts, reporting maintained as the business changes, and new automation built as the funnel changes shape. Available on its own, or as part of a fractional CMO engagement where HubSpot is simply the system I report to you from.
Custom, on a project or retainer basis.
There is no package price on this page because there is no honest one. A clean single-hub implementation and a four-hub migration off Salesforce with six years of history are not the same job, and quoting them the same way would be a guess dressed up as a number.
What you get instead: a free 30-minute consultation, a straight read on what your instance actually needs, and a scoped number before any work starts. If the answer is that you need three days of cleanup rather than a six-figure rebuild, I will tell you that.
Let's look at your instance.
Thirty minutes, no pitch. Bring your HubSpot portal and I'll tell you what is working, what is costing you pipeline, and what I would fix first.
Schedule Your Free Consultation