HubSpot

No. We are a HubSpot Gold Solutions Partner because we think it is the strongest platform for most mid-market teams, and we still run the diagnosis first. If something you already pay for can do the job, we will show you how to get more out of it instead. We have told prospects to stay on spreadsheets for another year, and it builds more trust than any pitch. The partnership gives us product depth and direct partner resources; it does not make us a reseller with a quota.

It is scoped to what you run. A foundational setup for a small team is a different project from a multi-team architecture build with migrations and integrations, and pricing one like the other would cheat somebody. After diagnosis you get a fixed scope, a fixed number, and a list of exactly what ships for it. No surprise hours and no open-ended retainers you did not ask for. If you want a sense of scale before diagnosis, ask us directly and we will give you honest ranges for builds like yours.

Yes. Migration is its own discipline: field mapping, deduplication, history you cannot afford to lose, and a cutover plan that does not stall your pipeline. We scope it explicitly rather than burying it in an implementation line item, because buried migrations are where HubSpot projects go wrong. We will also tell you what is not worth migrating; carrying ten years of dead records into a new portal just moves the mess. Cutover happens on a date your team picks, with the old system left intact until the new one has earned trust.

This is one of the most common ways clients arrive. Usually the portal was configured around a demo instead of the way your team works, so people route around it and the data rots. We start by diagnosing how your team really operates, then rebuild the structure to match it. Training comes after, on a portal that finally makes sense to the people in it. The rebuild is usually cheaper than the original implementation, because the diagnosis is faster when the failure is already visible.

A foundational setup runs weeks. A full architecture build with migration runs months. The honest schedule depends on data quality and on how fast decisions get made on your side, and we will give you a real date after diagnosis instead of a hopeful one before it. The biggest schedule risk is usually decision latency, so we name the decisions and the dates they are needed in the project plan. We would rather lose a week in architecture than a quarter in rework, and the schedule reflects that bias.

Recent builds include the Jewish Federation of San Diego and Fertility Specialists Medical Group, where the HubSpot implementation works as one system with the website and SEO program we also built. We work across verticals; what stays constant is senior practitioners and a portal designed before it is configured. Each client owns the portal outright, including the documentation of how it is built.

When the work is purely technical at large scale: complex multi-portal rollouts, or deep custom integration work as the entire scope. Dedicated technical partners exist for that, and we will point you to one when it is the right call. The test is simple: if the CRM project has no marketing strategy attached and never will, a technical shop is enough. Hire us when the portal has to serve the brand and the marketing it powers, because a technically perfect CRM wired to weak positioning just automates the wrong message faster.

Yes. We stay on for ongoing administration when you want it, and many clients keep us for the periodic cleanup and new automation a living portal needs. We also hand off completely when that is the right call. The training and documentation are built for that from day one, so staying with us is a choice, never a dependency. Either way, you are never paying us to remain simply because leaving is too painful.