Targeted HubSpot Services, Without the Commitment
While most of our clients work with us through fully tailored solution packages, we know that sometimes you just need a one-off service — or want to see what’s possible before diving in. This page gives you a transparent view of the individual HubSpot services we offer. Whether you’re exploring options, comparing capabilities, or need a quick fix, you’ll find our most-requested services broken down by category below.
| Onboarding Discovery Session | A structured session to align on goals, processes, and priorities. We identify key needs, surface challenges, and build a clear roadmap before implementation begins |
| Defining Success Metrics | Define measurable outcomes to track success across CRM, sales, and marketing |
| Use Case Prioritization | Identify and rank high-impact CRM or automation opportunities |
| Onboarding Timeline & Roadmap | Create a phased plan to implement HubSpot efficiently and avoid scope creep |
| Initial Configuration | Full setup of core CRM objects (Contacts, Companies, Deals), key custom properties, lifecycle stages, deal pipelines, lead statuses, and system defaults — built around your process, not the software's defaults |
| Custom Object Configuration | Set up custom objects tailored to your business model |
| User & Team Setup | Add users, create teams, and configure your org structure |
| Permissions & Role Management | Configure user roles and access levels for secure, scalable use |
| Email Sending Domain Setup | Connect and verify your domain for reliable email deliverability |
| HubSpot Forms Setup (Basic) | Simple lead capture forms with contact property mapping |
| HubSpot Forms Setup (Advanced) | Multi-step, conditional, or smart forms with advanced logic |
| Conversations Inbox Setup | Connect your shared team inbox for support or sales |
| Meeting Links Setup | Branded meeting links with synced availability and calendar logic |
| Pipeline Setup | Custom deal pipeline configuration: stages, required fields, and deal properties |
| Pipeline Optimization | Evaluate and improve existing pipeline. Add basic automation and task logic |
| Lead Scoring Setup | Define scoring criteria and implement logic to surface qualified leads |
| Data Cleanup | Clean and organize contact/company data - Up to 2,500 records - Standardizing properties - Merging duplicates - Clean-up rules |
| Property Audit & Cleanup | Review and optimize properties - Remove/archive/merge unused fields - Provide recommendations + implement changes |
| Lifecycle Stage Setup | Configure custom lifecycle stages - Align with funnel and automation - Apply to relevant objects |
| Data Import & Mapping (CSV) | Clean import of contact, company or deal data with field mapping |
| Historical Data Migration | Migrate CRM data from another platform (e.g., Salesforce, Pipedrive) |
| Duplicate Management | Set up and execute duplicate merging logic and rules |
| Property Strategy & Cleanup | Review, merge, archive and organize properties for clarity |
| GDPR Compliance Configuration | Set consent fields, cookies, and privacy banner options |
| Lead Source Tracking Setup | Track where leads are coming from with hidden fields and workflows |
| Email Template Setup | Branded email template design using HubSpot drag-and-drop editor. |
| Newsletter Automation | Recurring newsletter setup using lists and email scheduling. |
| Landing Page Template Setup | Branded page layout for offers, events, lead capture. |
| List Segmentation Setup | Build smart or static lists based on filters and activity. |
| Lead Nurture Sequence | Multi-email nurturing sequence with delays and logic. |
| Blog Setup (Basic) | Set up blog listing, detail pages, and initial formatting. |
| SEO Tool Setup + Keyword Import | Activate SEO tools and upload core keyword list. |
| Basic Workflow | Simple automation (e.g., lead assignment, deal stage updates). - 1 HubSpot workflow - Up to 2 triggers - Up to 5 actions - Testing + Loom walkthrough |
| Advanced Workflow | Complex workflows with branching and conditional logic. - 1 advanced workflow - Up to 3 triggers - Branching, delays, tasks, notifications - Testing + documentation - Loom walkthrough + 1 revision |
| Lifecycle Stage Automation | Auto-update lifecycle stages based on lead behaviors or triggers. |
| Internal Notification Workflow | Send internal notifications to reps when key actions occur. |
| Task Assignment Workflow | Auto-assign tasks to users based on form fills, stage changes, etc. |
| Form Follow-up Sequence | Set up nurturing email sequence triggered from form fills. |
| Workflow Audit & Optimization | Review and optimize existing workflows. - Audit up to 3 workflows - Suggestions for improvement - Optimize 1–2 workflows - Simple summary report |
| Custom Dashboard | Custom visual dashboards. - 1 dashboard - Up to 7 reports - Role-based access setup |
| Attribution or ROI Reporting | Revenue attribution setup. - Multi-touch funnel logic (basic) - Visual report creation |
| Custom Dashboard | Build 1 dashboard with up to 7 custom reports. |
| Attribution/ROI Reporting | Set up revenue attribution and ROI tracking from campaigns. |
| Sales Activity Dashboard | Track rep activities, call volume, and pipeline progression. |
| Marketing Funnel Dashboard | Monitor lead conversion through the funnel stages. |
| Forecast Reporting Setup | Create forecast views and logic aligned to revenue stages. |
| Lifecycle Funnel Report | Visualize contact progression across lifecycle stages. |
| Pipeline Setup | Create new deal pipelines with defined stages and field requirements. |
| Pipeline Optimization | Review and improve existing sales pipelines for clarity and function. |
| Lead Scoring Setup | Score leads by engagement and fit, with scoring rules and automation. |
| Sales Playbook Setup | Create and embed sales call playbooks or process guides in CRM. |
| Email Templates (Sales Team) | Create personalized sales email templates with merge tokens. |
| Quote Template Setup | Customize quote templates for branding and content. |
| Meeting Link Logic/Automation | Add rules and workflows tied to meeting link submissions. |
| Sales Playbook Setup | Sales enablement playbook. - Integrated with pipeline stages |
| User Permissions & Teams | Set user access and team visibility. - Role-based permissions |
| 1:1 HubSpot Training | Custom 1 hour training session. - Zoom + recording - Tailored to your system |
| 1:1 HubSpot Training (Live, 1 hr) | Live Zoom session, recorded, tailored to your portal. |
| Team Training Session (Up to 5 people) | Hands-on, team-focused training with Q&A. |
| Onboarding Guide (PDF) | Branded how-to documentation with visuals. |
| Custom Loom Walkthroughs | Short, personalized video walkthroughs of specific setups. Price per video |
| Retainer Support Hours (1 hour block) | 1 hour of ongoing support - Does not expire |
| Retainer Support Hours (1 hour block) | 5 hours of Ongoing support - Does not expire |
| Retainer Support Hours (1 hour block) | 10 hours Ongoing support - Does not expire |
| HubSpot Portal Audit (Full) | Detailed review of all settings, setup, data, and automation. |
| CRM Strategy Session | Clarify CRM structure, data usage, and business alignment. |
| Marketing Automation Planning | Map out automation aligned to lead funnel and campaigns. |
| Sales Funnel Review & Optimization Plan | Review existing sales process, identify gaps, plan fixes. |
| Lifecycle Mapping Workshop | Define and visualize customer journey + lifecycle stages. |
| Tech Stack Evaluation | Review CRM-connected apps and propose simplification or upgrades. |