A full review of your existing portal followed by hands-on fixes: pipeline and deal-stage cleanup, property and data hygiene, automation that actually fires when it should, and a reporting dashboard rebuilt around numbers your team can trust and act on.
Teams already live on HubSpot where adoption has slipped, data has drifted, or the setup was configured once at launch and never revisited since. Usually the tool is being used like a database, not a sales system.
One-time project fee, scoped after discovery
A short discovery call confirms scope before you commit, so the quote reflects your actual portal, not a guess.

We audit your current portal: pipeline logic, properties, automation, reporting, and how your team is actually using it day to day.

We fix what's broken and rebuild what's underused, prioritized by whatever is costing you the most deals or data quality.

We train your team on anything that changed, so the fixes stick instead of drifting back to how things were.
Walk us through what HubSpot is meant to be doing for your team and where it's falling short. We'll ask about the pipelines, automations, and reports you rely on, then talk through what an optimization project would fix first and roughly how long it would take.