HubSpot that doesn't just run — it makes you money.
Three ways to work together. One outcome: a CRM your team actually uses, that shows you where the money comes from.
Strategy Call
First conversation. We check the fit — both sides.
We talk through your situation, what you want to do with HubSpot, and whether we're the right team for it. No pitch, no sales act. If we're not the right fit, we'll tell you and point you to someone who is.
Book a callBlueprint Workshop
Before we build, we make the plan.
A 2-hour workshop where we take apart your sales and marketing process, pin down the pain points, and lock in the exact scope for your implementation. You walk away with a Blueprint document: clear roadmap, timeline, and fixed-price proposal. If you work with us afterwards, the Blueprint fee gets credited in full against the implementation.
Bookable after a successful Strategy Call.
Discussed in Strategy CallImplementation
We build your HubSpot — modular, to your scope.
Based on the Blueprint, we set up HubSpot exactly to what you need. Every project includes the Foundation, plus the modules you actually use — no standard bundle you'll never touch. Fixed price. Phased plan. 30 days of hypercare after go-live.
See scope belowEvery client starts with the 30-minute Strategy Call. Only once we mutually green-light do we move on to the Blueprint Workshop — and only after the Blueprint to Implementation.
Foundation + Modules. This is how we build.
Every implementation starts with the Foundation — the base HubSpot can't work without. On top, we build the modules that fit your business. Which combination makes sense is what we nail down in the Blueprint.
Clear milestones. Fixed timeline. No loose ends.
Included in every project
Goal: go from chaotic CRM to a clean, usable HubSpot portal with clear pipeline and revenue visibility in 4–6 weeks.
HubSpot Setup & Audit
Portal configuration, lifecycle stages, properties, permissions, license review.
Data Cleanup & Migration
Duplicates out, properties cleanly mapped, migration from your legacy system if needed.
Core Dashboards (3)
Revenue & Funnel for leadership. Pipeline & Velocity for the sales lead. Source & ROI for marketing and sales. Three dashboards you'll actually use — not 30 that nobody opens.
Training & Hypercare (30 days)
Three training sessions across the first weeks, Loom videos to rewatch, and 30 days of hypercare with a weekly review rhythm. So your team doesn't just know the system — they use it daily.
What we add on top
Four clusters we pick from depending on your scope. What you need is something we decide together in the Blueprint Workshop.
Sales
Pipeline architecture and stages, sales automations, sequences, lead routing, quote-to-cash. The most common scope — usually the heart of the project.
Marketing
Landing pages, forms, lead scoring, email nurtures, campaign reporting. For when marketing should actually deliver leads, not just send newsletters.
Service
Service Hub setup, tickets, SLAs, customer feedback. For teams that want to structure support or start measuring NPS.
Custom & Integrations
n8n workflows, connections to Stripe, ERP, Slack, or custom reporting that goes beyond the Core 3. For everything that doesn't come off the shelf.
Dashboard Add-ons
The three Core Dashboards answer 80% of your questions. If you need to go deeper into a specific channel, we have pre-built add-on dashboards ready.
Only available to existing implementation clients.
Outbound / Prospecting
For SDR teams. Activities, connect rates, meeting conversion per rep.
Inbound / Website
For marketing-driven lead gen. Form performance, lead velocity, channel attribution.
Partner / Referral
For channel sales and reseller programs. Partner performance, pipeline contribution, commission tracking.
Events / Trade Shows
For B2B with physical events. Lead capture, event ROI, pipeline contribution per event.
HubSpot Success Program
So your system doesn't just run — it keeps getting better.
After go-live you have two options: keep going on your own, or keep us on board for ongoing optimization. Either is fine. If you pick the second, there are two tiers.
Only available to existing implementation clients. No large rebuilds — those get a fresh project quote.
For smaller setups.
Monthly KPI call, priority support via Slack or email, quarterly audit.
For active teams.
Everything in Care, plus one concrete improvement per month (new sequence, workflow adjustment, dashboard extension) and regular adoption reviews.
No minimum term. Cancel any time.
Clear rules. Clean handoffs.
We don't take every client or every scope. Three rules that apply to every project:
- Implementation only after a Blueprint Workshop.
- Blueprint Workshop only after a Strategy Call.
- Add-ons and Success Program only for existing implementation clients.
Ready for the Strategy Call?
30 minutes. We look at your situation and tell you honestly if and how we can help.
Book Strategy Call