Programs
& Pricing

Individual options and packages built for every stage of your Hubspot Journey

Guided Onboarding & Setup

Launch your HubSpot portal the right way — fast, clean, and correctly from day one.

This program helps you get operational quickly, avoid common HubSpot setup mistakes, build a clean foundation that scales, and train your team on how everything works.

It includes a business needs assessment, core portal setup and configuration, contact and deal tools, essential templates and forms, basic automation, dashboards and reporting, team training with documentation, and post-launch support.

  • Best for Hubspot Sales & Service Professional customers new to Hubspot.

    Includes:

    • Kickoff + assessment

    • 4 hours of portal configuration

    • 4 hours of training

    • Basic contact database setup

    • 1 standard deal pipeline

    • 3 email templates

    • Basic meeting scheduling

    • 2 forms

    • 1 basic dashboard

    • Email integration

    • Quick-start guide

    • 30 days support

    • Timeline: 1–2 weeks

  • Best for small teams (2–5 users) needing more customization beyond the basic setup.

    Includes Everything in Essentials, plus:

    • 10 configuration hours total

    • 6 training hours

    • Custom properties, segments, and lists

    • Up to 2 deal pipelines with custom stages

    • 6 email templates

    • Customized meeting scheduling

    • 4 forms + 1 landing page

    • 2 workflows

    • 2 custom dashboards

    • Email + calendar integration

    • Setup documentation

    • 60 days support

    • Timeline: 2–3 weeks

  • Best for teams with 5–10 users needing full onboarding, training and custom reporting & dashboards.

    Includes Everything in Foundation, plus:

    • 18 configuration hours total

    • 10 training hours

    • Advanced database structure + lifecycle stages

    • Up to 3 pipelines + deal automation

    • 10 email templates + snippets library

    • Advanced routing + round-robin scheduling

    • 6 forms + 3 landing pages

    • 5 workflows

    • 3 custom dashboards + reports

    • Email + calendar + 1 additional integration

    • Full setup playbook

    • 90 days support

    • Timeline: 3–4 weeks

Training & Implementation

Build a CRM Your Sales Team Actually Uses

Your team invested in HubSpot to close more deals—yet without the right setup, it can become just another tool gathering dust. This program configures HubSpot around how your team actually sells, so reps adopt it faster and managers trust the data from day one.

  • Best for small teams (1–3 reps) with an existing sales & customer service team with mature processes that need help getting started in Hubspot.

    • Discovery Workshop

    • Current & Future State Sessions

    • 10 Implementation Hours

    • 8 Training Hours

    • 2–3 week onboarding

    • 2–3 week go-live

  • Best for growing teams (4–8 reps) who need to revamp their sales & customer service processes, with an emphasis on automation.

    • 20 Implementation Hours

    • 16 Training Hours

    • 2–3 week onboarding

    • 3–4 week go-live

  • Best for established teams (8+ reps) needing an more comprehensive overhaul with data clean-up, from-scratch workflow builds, and AI-leveraged infrastructure.

    • 30 Implementation Hours

    • 30 Training Hours

    • 2–3 week onboarding

    • 6–8 week go-live

Portal Optimization

Untangle the Mess. Fix What’s Broken. Get HubSpot Working Again.

It happens to every team: HubSpot grows organically, processes get outdated, workflows break, data becomes messy, and reporting stops making sense. This program diagnoses the issues, rebuilds what’s broken, and gives you a clean, reliable portal your team trusts again.

  • Best for small issues & a handful of critical fixes.

    • 3–4 hr focused audit

    • Top 5 issues report

    • 10 implementation hours

    • 4 training hours

    • 1–2 week timeline

  • Best for 2-3 year old Hubspot customers who have a previous CRM admin who left the company or needs a more comprehensive portal update.

    • In-Depth Audit + Data Cleanup

    • 20 implementation hours - workflow creation, testing & validation

    • (4) 1-hour training & consult meetings - held weekly throughout project

    • 3-4 week timeline

  • Best for complex, multi-hub, highly tangled systems with data integrations, custom development work, and enterprise tools.

    • 10–12 hr comprehensive audit

    • Full diagnostic report

    • 30 implementation hours

    • 16 training hours

    • 4–6 week timeline

Managed Services

Ongoing HubSpot Support—Without the Full-Time Salary

Sales processes evolve. New reps join. Admins or Sales Operations has turnover. Workflows break. Without ongoing attention, even the best setup drifts out of alignment. This program keeps your HubSpot clean, optimized, and fully supported every month.

  • Best for teams needing light support

    • 2 consulting sessions/month

    • 4 implementation hours/month

    • Monthly strategy call (30 min)

    • Monthly portal monitoring

    • Monthly workflow maintenance

    • 3-month minimum

  • Best for growing teams with evolving needs

    • Weekly consulting sessions

    • 8 implementation hours/month

    • 45-min strategy call

    • Bi-weekly monitoring

    • Bi-weekly workflow maintenance

    • 3-month minimum

  • Best for high-volume teams needing dedicated support

    • Weekly consulting sessions

    • 12 implementation hours/month

    • 60-min strategy call

    • Weekly monitoring

    • Weekly workflow maintenance

    • 3-month minimum

Which one is right for me?

Choosing the right service depends on your current stage and needs. Review the quick guides below to determine which of our expert-led programs will provide the most immediate value to your team and technology stack.

3RiversOps Services Table
Current State Program Investment Timeline
Brand New to HubSpot Guided Onboarding & Setup $1,500+ 2–4 weeks
Customize HubSpot for Your Business Training & Implementation $3,500+ 3–8 weeks
Fix HubSpot / Admin Left Company Portal Optimization $2,500+ 2–6 weeks
Need Fractional Support w/o FTE Managed Services $800/month+ Month-to-month
Want to Grow Revenues & Connect Your Teams RevOps Program $6,500+ 8–12 weeks
Brand New to HubSpot
Program Guided Onboarding & Setup
Investment $1,500+
Timeline 2–4 weeks
Customize HubSpot for Your Business
Program Training & Implementation
Investment $3,500+
Timeline 3–8 weeks
Fix HubSpot / Admin Left Company
Program Portal Optimization
Investment $2,500+
Timeline 2–6 weeks
Need Fractional Support w/o FTE
Program Managed Services
Investment $800/month+
Timeline Month-to-month
Want to Grow Revenues & Connect Your Teams
Program RevOps Program
Investment $6,500+
Timeline 8–12 weeks

Not Sure Where to Start?

Most companies start with Guided Onboarding & Setup and/or Training & Implementation

Before we throw out a proposal, we like to meet with you to align on your goals and what a meaningful outcome looks like for your business.

In a 60-minute session, we will:

  • Discuss your current state & future goals

  • Learn about your Sales Process & Org Structure

  • Align on key metrics & KPIs

  • Outline a realistic timeline and investment

  • No obligation. Just clarity.

Introductory Call