Hiring a HubSpot consultant can be one of the best investments you make in your marketing and sales systems — but only if you find the right fit. Whether you’re considering HubSpot for the first time or looking to optimize an existing portal, the questions you ask upfront can reveal a lot about a consultant’s expertise, process, and partnership style.
Here are the most important questions to ask a HubSpot consultant before you commit.
Strategy & Alignment
A great HubSpot consultant won’t jump straight into workflows or email templates. They’ll start by understanding your goals.
- How do you assess whether HubSpot is set up to support our marketing and sales objectives?
- What’s your process for auditing an existing HubSpot portal?
- How do you ensure HubSpot strategy aligns with overall business goals — like lead quality, revenue growth, or customer retention?
- Can you share examples of clients you’ve helped streamline their pipelines or reporting through HubSpot?
Implementation & Technical Expertise
HubSpot is powerful, but it’s also easy to overcomplicate. The right consultant will know when to build from scratch and when to simplify.
- How do you handle data cleanup and migration before building new automations?
- What’s your approach to setting up custom objects, properties, and associations?
- How do you balance native HubSpot tools versus custom code or integrations?
- What’s your process for testing and quality control before launch?
- Do you document all the workflows and logic you build, so our team can maintain them later?
Reporting & Optimization
A strong HubSpot consultant focuses on measurable impact — not just implementation.
- How do you structure dashboards and reports so teams can make data-driven decisions?
- Can you connect marketing activities in HubSpot to actual sales outcomes or ROI?
- What are the most overlooked metrics in HubSpot that businesses should monitor?
- How often do you recommend auditing workflows, lists, and automations for performance?
Training & Team Enablement
A consultant’s job doesn’t end at setup — adoption is everything.
- How do you train teams on the systems you build?
- Do you offer live sessions, recordings, or written documentation?
- What level of HubSpot knowledge do you expect from clients?
- How do you help ensure long-term independence once the project wraps up?
Communication & Project Management
Smooth collaboration is the difference between chaos and progress.
- How do you typically manage communication — HubSpot Tasks, Slack, Asana, or email?
- How often do you meet with clients, and what’s covered in a typical check-in?
- How do you prioritize ongoing requests and balance new ideas against the roadmap?
- What’s your preferred process for feedback or revision cycles?
Results & Continuous Improvement
The best HubSpot consultants act as strategic partners, not just implementers.
- What are some quick wins you usually find during the first month with a client?
- Can you share a story of a client who saw measurable results from your HubSpot implementation?
- How do you stay current with HubSpot’s frequent feature releases and product updates?
- What are some underused features in HubSpot that most businesses overlook?
Pricing, Contracts & Engagement
Transparency around cost and expectations is essential. Here’s what to ask before signing an agreement with a HubSpot consultant.
- How do you structure your pricing — hourly, project-based, or retainer?
- What’s typically included in your monthly retainer or onboarding package?
- Are there minimum commitments or contract lengths?
- How do you track time or deliverables so clients know what they’re paying for?
- What happens if our scope changes mid-project — how do you handle revisions or add-ons?
- Do you work directly with HubSpot’s sales or support teams on behalf of clients?
- Are you a certified HubSpot Solutions Partner? If so, what does that mean for the support or pricing we receive?
Final Thought
A good HubSpot consultant will answer these questions confidently — and may even ask you just as many in return. The goal isn’t just to “set up HubSpot,” but to build a system that drives meaningful growth and scales with your business.
If you’d like to talk through your goals or see what it’s like to work with an experienced HubSpot consultant, you can schedule a consultation here.