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HubSpot Portal Audit

Get a comprehensive look under the hood of your HubSpot implementation from certified experts.

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Ongoing HubSpot Operations Services

Do you need a HubSpot Fractional Admin, Marketing or Sales Operations Services, or both? No matter. We take care of your HubSpot Ops, while you focus on leads and deals. 

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HubSpot Audit Options

Choose the right one for your implementation scale

Starter

1 to 2 Hubs, Under 10k Records

$975

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Some combination of 1 to 2 HubSpot Hubs (usually Sales & Marketing), limited contact records, less than 4 people in sales and marketing total, and a newer HubSpot portal with limited content and a tiny website. You have no complex integrations with SalesForce, SalesLoft, etc. You are trying to implement best practices early!

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Professional

2-3 Hubs, Up to 50k Records

$1,975

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2 to 3 HubSpot Hubs, up to 50k contact records, aging HubSpot portal, larger sales and marketing teams (like 5-7 team members). Lots of content and website pages. You may have your HubSpot integrated with complex systems like Salesforce, Netsuite, Salesloft, and internal applications. 

Enterprise

3 to 4+ Hubs, Over 50k Records

$2,975

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3 to 4 or more HubSpot Hubs or over 50k contacts. Complex lead routing, full-fledge Enterprise implementation, multiple sales teams, larger marketing team, lead scoring, complex workflows, tons of content, multiple blogs, limited systems documentation, some serious enterprise system integrations, and big dreams.

HubSpot Operations Packages

Monthly pricing with no long term commitment.

Starter Professional Enterprise

Price
$ 2,500
$ 3,500
$ 5,000
Guidance to Pick Your Package
HubSpot Hubs
Sales Hub, Marketing Hub, Content Hub, Service Hub, Commerce Hub, Operations Hub
1 to 2
2 to 3
3 to 4+
Team Size
2 or less
Multiple sales and marketing team members
Larger Teams and Coordination Between Sales & Marketing
Number of Leads
Low Counts of Leads, 10-20 a Month
Many Sources of Leads
Over 100 Leads a Month with Routing and Notification Complexities
Number of Contact Records
Limited Data - Less Than 10K
Rapidly growing CRM
High Volume of Contacts and Leads, Large Database
Marketing Complexity
Email, Business Unit, Advertising, Landing Pages Blogs, Content, Pop-Ups and more
Low
Medium
High
HubSpot Implementation
How is the current status of your HubSpot
Newer HubSpot portal with limited content and small website
Lots of content and website pages. You may have your HubSpot integrated with complex systems like Salesforce, Netsuite, Salesloft, and internal applications.
Enterprise implementation, multiple sales teams, larger marketing team, lead scoring, complex workflows, tons of content, multiple blogs, limited systems documentation, some serious enterprise system integrations, and big dreams.
What's Included
We can always discuss your particular needs. This is a custom offer unique to your business.
Standard Monthly Data & Workflow Support Services
Ad hoc support on portal issues
4 Hours per month
6 Hours per month
8 Hours per month
Calls
Scheduled calls to deal with issues and help
Half-Hour/Week
1 Hour/Week
1 Hour/Week
Ticket Support
Tickets - Support Portal
Tickets - Support Portal
Ticket and Slack
Management of Sales Sequences, Templates, and Task Ques
Guided
Guided
One Sales Sequence + 3 email templates monthly
Website Updates on HubSpot CMS
Guided
Limited Updates
Download Landing Page, Thank You for Your Content or Event
Creation of a Landing Page, Thank You Page, and Email assets for your downloadable content
Guided
1 per Month
Email Campaigns
A unique email campaign including custom header, list management, copy and monitoring
One a Month
Three a Month
Webinar Support
All of the marketing ops support to run your webinar
Guided
One a Quarter
Marketing Metrics
We love doing metrics and measuring success. We'll do a metrics deck and dashboards that will give you great insights into what is going on.
Quarterly
Monthly
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Our experts Cover your HubSpot Sales, Marketing, and Support Ops Needs. You get on with business.

HubSpot used to be the "easy" CRM solution for B2B.

Now it's grown into a full-on CRM, sales enablement, marketing automation, and customer support solution with powerful capabilities.

While tech-savvy founders and marketers can still go far on their own, get the most out of HubSpot today requires deep expertise that small teams simply don’t have the time to develop. But without extensive day-to-day needs and with today’s focus on efficiency, hiring a fulltime revenue operations team may not justify the cost.

That’s where we come in.

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As your fractional HubSpot administrator, we'll:

  1. Improve your existing HubSpot with proven workflows and processes. 
  2. Make your data clean and keep it that way.
  3. Set up reports and dashboards you can trust
  4. Work with you to optimize your processes and implement changes.
  5. Identify and recommend new HubSpot features that may be advantageous.

We are experts at lead generation automation, marketing analytics, HubSpot clean-up, and data maintenance. And we like doing this important but unglamorous work!

Interested? Let’s talk. We have packages that support HubSpot implementations of all sizes and complexities.

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