Need someone who can really get to know your HubSpot portal and your business?
That’s where ongoing consulting comes in.
Maybe you don’t need another full-time employee. But you do need someone who knows HubSpot inside and out, understands what your marketing and sales teams are trying to accomplish, and can actually get into the portal and make things happen.
That’s the role I play for many of my clients.
My ongoing HubSpot consulting retainers start at $3,000/month, and I intentionally work with no more than three ongoing clients at a time.
Why? Because I want to know what’s going on.
What does an ongoing HubSpot consultant do?
Honestly, it depends on the week.
One week we might be building a new automation. The next we’re figuring out why a report doesn’t make sense. Then sales needs a new process, marketing has a campaign idea, an integration is sending us questionable data, or HubSpot releases something new and we start wondering how we could use it.
That’s what I like about ongoing consulting.
I’m not limited to one narrow project or one part of HubSpot. I can help you think through what the business needs and then actually go into HubSpot and build, fix, clean up, or optimize it.
What’s included in ongoing HubSpot consulting?
Every engagement is different, but my ongoing work can include things like:
- HubSpot strategy
- CRM administration and optimization
- Workflows and automation
- Data cleanup and management
- Custom properties and custom objects
- Pipelines and sales processes
- Marketing automation
- Lead management
- Reporting and dashboards
- Integrations
- Lists and segmentation
- Troubleshooting
- New HubSpot feature evaluation
- Team training and support
And plenty of things that don’t fit neatly into that list.
If it involves HubSpot and helps your business work better, we’re probably going to talk about it.
Will I work directly with you?
Yes. Always.
There isn’t an account manager between us, and I’m not going to hand your portal over to a junior staffer once you’ve signed a contract.
I’m the person on your calls, answering your emails, thinking through your problems, and working inside your HubSpot account.
That’s also why I only work with up to three ongoing clients at a time.
I want to have enough room in my brain for your business.
I want to remember why we built that workflow six months ago. I want to know what your sales team is trying to accomplish. I want to notice when something you’re asking for connects to another problem we solved three months earlier.
That kind of context is hard to develop when you’re one of dozens of accounts.
Are you basically our outsourced HubSpot admin?
I can absolutely handle HubSpot administration, but I think of my role as broader than that.
I’m not just waiting for a list of HubSpot tasks.
The more I learn about your business, the more I can bring ideas to you.
Maybe I’ve seen another client solve a similar problem in a completely different industry. Maybe there’s a HubSpot feature you aren’t using. Maybe we’re doing something manually that could be automated. Maybe the problem you think requires a new tool can actually be solved with the HubSpot subscription you’re already paying for.
I want to help you figure out what HubSpot should be doing, not just execute what you already know you want.
Do you provide HubSpot strategy as well as implementation?
Yes. That’s a big part of why many clients work with me on an ongoing basis.
My career didn’t start with HubSpot.
Before becoming a consultant, I was a one-person marketing department responsible for proving ROI across every channel, led marketing teams at high-growth startups, and spearheaded marketing for a grassroots political action committee.
I’ve also spent more than a decade working with HubSpot customers across SaaS, telecom, edtech, biotech, finance, retail, luxury architectural materials, and other B2B and B2C businesses.
So when you bring me a problem, I’m not only thinking about which button to click in HubSpot.
I’m thinking about the business problem behind it.
And then, yes, I’ll click the buttons too.
Can you work with our existing marketing, sales, or operations teams?
Absolutely.
I frequently work directly with the people who use HubSpot every day, whether that’s marketing, sales, operations, leadership, or some combination of all four.
I don’t need to replace your internal team. I can become the HubSpot resource they rely on when they need something built, have a question, want to explore an idea, or need someone to think through a more complicated problem with them.
Over time, I tend to learn everyone’s processes pretty well.
That’s when the really interesting ideas start showing up.
Can you work alongside another agency?
Yes.
If you already have an agency handling your website, creative, paid media, SEO, content, or other marketing work, that’s perfectly fine.
I can focus on HubSpot and collaborate with the people who need to use it.
Sometimes having a dedicated HubSpot consultant alongside an existing agency works particularly well because there is one person paying close attention to the CRM, automation, data, and processes that connect everything else.
What if our HubSpot portal is already a mess?
Even better.
You don’t need to clean things up before bringing me in.
Many businesses come to me after using HubSpot for years. A lot of people have touched the portal, nobody knows why half the properties exist, workflows have piled up, and everyone is nervous about changing anything.
We’ll figure it out.
Cleanup may be part of the initial work, but ongoing consulting gives us the opportunity to do something even more useful: fix the underlying processes and put systems in place that help keep the portal healthy going forward.
Why do your clients stay with you for years?
Usually, we don’t run out of things to talk about.
A client may originally hire me for one particular need. As I learn more about the business, we start seeing other opportunities.
Could we automate that?
Could HubSpot track this?
Could we connect those systems?
Why are we doing this manually?
What if sales could see that information directly on the company record?
And suddenly we’re solving a completely different problem than the one we started with.
Some of my client relationships have lasted for years because HubSpot keeps evolving, their businesses keep evolving, and we keep finding interesting things to do with both.
I really enjoy that.
How much does ongoing HubSpot consulting cost?
My ongoing HubSpot consulting retainers start at $3,000/month.
The final monthly rate depends on the amount of support you need, the complexity of your HubSpot environment, and how involved you want me to be.
I’ll talk with you about what you’re trying to accomplish and recommend a scope that makes sense.
And if I think you only need a one-off project instead of an ongoing retainer, I’ll tell you.
Do I need an ongoing HubSpot consultant?
Not necessarily.
If you have one clearly defined problem to solve, a one-off HubSpot project may be all you need.
Ongoing consulting makes more sense when HubSpot plays an important role in your business and you want someone consistently thinking about how to maintain it, improve it, and get more value from it.
It’s particularly useful if you don’t have a senior HubSpot expert internally but need that expertise regularly.
Looking for a long-term HubSpot partner?
If you want someone who will learn your business, work directly with your team, think strategically with you, and still be the person actually doing the work in HubSpot, we should talk.
Tell me what’s happening in your portal now and what you’d like HubSpot to be doing better.
We’ll start there.