Services & Pricing
Build, fix, or optimize your HubSpot workspace with transparent programs designed to help your team sell smarter—not harder.
Whether you’re setting up HubSpot for the first time, dealing with a messy portal, or needing ongoing support, these structured programs give you a clear path to a cleaner, more effective revenue engine. No confusion. No guesswork. No hidden fees—just clarity, transparency, and results.
Guided Onboarding & Setup
Launch your HubSpot portal the right way — fast, clean, and correctly from day one.
Perfect for: Businesses new to HubSpot who want a properly configured portal, clear processes, and basic team training without wasting weeks figuring it out alone.
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.
Program Tiers:
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Best for solopreneurs or very small teams needing the basics.
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
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Best for small teams (2–5 users) needing more customization.
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
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Best for growing teams (5–10 users) needing full setup and automation.
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 HubSpot 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.
Program Tiers:
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Best for small teams (1–3 reps) getting started with HubSpot
Discovery Workshop
Current & Future State Sessions
10 Implementation Hours
8 Training Hours
2–3 week onboarding
2–3 week go-live
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Best for growing teams (4–8 reps) building repeatable sales processes
All Launchpad features
20 Implementation Hours
16 Training Hours
2–3 week onboarding
3–4 week go-live
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Best for established teams (8+ reps) needing full transformation
All Accelerator features
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.
Program Tiers:
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Best for small issues & a few critical fixes
3–4 hr focused audit
Top 5 issues report
10 implementation hours
4 training hours
1–2 week timeline
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Best for multiple problem areas
5–7 hr standard audit
Top 10 issues report
20 implementation hours
8 training hours
2–3 week timeline
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Best for complex, multi-hub, highly tangled systems
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. Workflows break. Campaigns launch. Without ongoing attention, even the best setup drifts out of alignment. This program keeps your HubSpot clean, optimized, and fully supported every month.
Program Tiers:
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Best for small 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
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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
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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.
| Feature | Guided & Onboarding Support | Training & Implementation | Portal Optimization | Managed Services |
|---|---|---|---|---|
| Price Range | $1,500 – $5,500 | $3,500 – $12,000 | $2,500 – $9,500 | $800 – $2,500/mo |
| What It Is | Assessment + portal setup + template development | Full CRM setup + training | Audit + fixes + cleanup | Ongoing support |
| Who It’s For | New or growing sales teams | New or growing sales teams | Teams with messy/inefficient portals | Teams needing monthly help |
| What You Get (High Level) | Beginner structural support | Setup, customization, training | Audit, cleanup, rebuild | Hours, strategy, monitoring |
Ready to choose the right fit for you and your team?
FAQs
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Most implementations go live in 3–8 weeks depending on complexity and team size.
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Implementation is for new setups. Optimization is for fixing an existing portal.
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Yes—though the focus is on revenue operations and sales processes, Marketing Hub is supported where needed.
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Yes. Many teams start with Optimization and then move into Managed Services.