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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.

12+ years of founder CRM experience. All six HubSpot Hubs in scope. 24-hour response on retainer.

Book a free discovery call See pricing

A HubSpot setup the team will actually use

Most HubSpot rebuilds 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 and 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 and 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

Every engagement walks the same five-step path. You see the work as it happens. Nothing ships behind a curtain.

Discovery Call
Free 30-minute call. We learn how your team works today and where HubSpot fits.
Audit & Scope
Written audit of any existing portal, then a fixed scope with milestones and pricing.
Build
Configuration, automation, and integrations. Weekly progress demos. You see every change.
Train & Launch
Role-specific training, recorded videos, and a launch checklist. Go-live with the team.
Iterate
Optional retainer for ongoing tuning, quarterly reviews, and new workflow builds.

Three ways to engage

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

ONBOARDING SPRINT

$1,500 to $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 to $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 to $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.

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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