HUBSPOT CONSULTING

HubSpot Consultant for Service Businesses

Onboarding, pipeline design, and automation that gets used by the team that has to live in the CRM. Independent. Based in Jupiter, FL. Pricing is published below, not gated behind a sales call.

Book a Free Discovery Call See Pricing

12+

Yrs founder CRM experience

6

HubSpot Hubs in scope

24h

Response time on retainer

$1,500

Starting price, no gating

WHAT YOU GET

A HubSpot setup the team will actually use

Most HubSpot rebuilds I run start the same way: a portal full of half-finished workflows, deal stages nobody trusts, three contact properties for the same field, and a sales team that exports to Excel because the reporting is wrong. The fix is rarely more software. It is fewer things, configured well, with logic the team can read.

Engagements start with a written audit of your current portal, an honest assessment of which Hubs you actually need, and a fixed scope before any work begins. Pricing is published. Contracts are month-to-month after the initial sprint.

Initial setup & onboarding

Hub configuration, user permissions, default views, and a clean property model.

Pipeline design

Deal stages with exit criteria a sales rep can read in 5 seconds.

Workflow automation

Lead routing, deal stage logic, follow-up sequences, ticket SLAs.

Data migration

Salesforce, Pipedrive, Zoho, or spreadsheets. Owners and history preserved.

Integrations

Stripe, QuickBooks, Slack, Resend, Supabase, n8n. Custom or native, your choice.

Reporting & dashboards

Pipeline forecast, source attribution, retention, plus quarterly review.

Team training

Role-specific recorded videos, written runbooks, live Q&A on request.

Ongoing tuning

Monthly retainer with capped hours and a transparent backlog.

INDUSTRIES

Where HubSpot consulting fits best

Six industries where the playbook is dialed in. Other verticals are welcome on a discovery call.

Home Services

HVAC, plumbing, roofing, pool service, landscape

Professional Services

Legal, accounting, consulting, agencies

Restaurants & Hospitality

Multi-location operators with online ordering

E-commerce & DTC

Shopify and HubSpot Commerce integration

B2B SaaS

Lead scoring, demo booking, free-trial nurture

Construction & Trades

Quote pipelines, takeoff handoff, job tracking

PROCESS

Five steps from first call to live

01

Discovery Call

Free 30-minute call. We learn how your team works today and where HubSpot fits.

02

Audit & Scope

Written audit of any existing portal, then a fixed scope with milestones and pricing.

03

Build

Configuration, automation, and integrations. Weekly progress demos. You see every change.

04

Train & Launch

Role-specific training, recorded videos, and a launch checklist. Go-live with the team.

05

Iterate

Optional retainer for ongoing tuning, quarterly reviews, and new workflow builds.

PRICING

Three ways to engage

Pick the smallest engagement that solves your problem. Switch tiers any time after the first month.

ONBOARDING SPRINT

$1,500 – $3,500

one-time

Single-hub setup for teams new to HubSpot or rebuilding from scratch.

  • One Hub: Sales, Marketing, or Service
  • Property mapping and deal stages
  • 4 production workflows
  • Email and meeting templates
  • 30-day post-launch handoff
  • Migration from one source CRM

ONGOING OPTIMIZATION

$2,500 – $5,000

per month

For teams already on HubSpot who need a steady hand on automation and reporting.

  • Up to 12 workflow updates per month
  • Quarterly portal audit
  • 8 hours of recorded training per quarter
  • Dashboard maintenance
  • Slack and email support
  • Monthly reporting review
Start a Retainer

FULL BUILD

$5,500 – $7,500

per month

Multi-hub setup with custom integrations, marketing automation, and Stripe quote-to-cash.

  • Marketing, Sales, and Service Hubs
  • Stripe and HubSpot Commerce setup
  • Custom n8n integrations
  • Lead scoring and routing
  • Advanced reporting dashboards
  • Quarterly strategy reviews

Custom builds, multi-portal setups, and enterprise migrations are quoted separately.

FAQ

HubSpot consulting questions

The eight things prospects ask on every discovery call.

Do you charge for the initial discovery call?

No. The first 30-minute call is free. You walk away with a written one-page assessment of your current HubSpot setup whether or not we move forward.

How is your pricing different from HubSpot's official onboarding fee?

HubSpot's mandatory onboarding fee runs $1,500 to $7,000 depending on the hub and tier (Sales Hub Professional starts at $1,500; Marketing Hub Enterprise reaches $7,000). We are an independent consultant. On a 6-month or annual retainer, the onboarding work is included at no extra fee.

Can you migrate us from Salesforce, Pipedrive, or another CRM?

Yes. Standard migration covers contacts, companies, deals, custom properties, owner mapping, and historical activity. Salesforce migrations include opportunity to deal mapping with custom field translation. Migration is part of the Onboarding Sprint and Full Build engagements.

What if we already have a HubSpot setup that needs cleanup?

Start with a HubSpot Audit. We review your portal, score it across 12 categories (data quality, automation logic, pipeline structure, reporting, permissions, integrations, etc.), and deliver a prioritized fix list. The audit credits toward any retainer engagement.

Do you handle marketing automation or only sales?

Both. Marketing Hub workflows (lead scoring, nurture sequences, list segmentation), Sales Hub automation (deal stage logic, follow-up sequences, quote generation), and Service Hub ticketing all fit inside the Full Build engagement.

How quickly can we go live?

Onboarding Sprint: 2 weeks. Single-hub setup with 4 workflows and one pipeline. Full Build: 4 to 6 weeks for multi-hub configurations with integrations. We schedule a launch call before go-live to confirm the team is trained and the data is clean.

Do you provide ongoing training?

Yes. The Ongoing Optimization tier includes up to 8 hours of recorded training per quarter, role-specific videos, and a Loom-style explainer for any new workflow we build. Live sessions are available on request.

Can you integrate HubSpot with Stripe, QuickBooks, or other tools?

Stripe via HubSpot Commerce Hub or Stripe Payment Links is native. QuickBooks runs through the official integration or a custom n8n bridge if you need more control over invoice timing. Supabase, Resend, Slack, and your hosting platform all integrate through n8n or webhooks. Custom integrations are part of the Full Build tier.

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Ready to see what your HubSpot could do?

Book a free 30-minute call. You leave with a one-page written assessment of your current portal whether or not we move forward.

Book a Free Discovery Call Call (561) 301-4550
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