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HOME/SERVICES●4 PRACTICES

Four practices.
One operating model.

Every engagement starts the same way — a two-week diagnostic. From there we plug in the practice, or stack of practices, your situation actually calls for.

S.01
8–14 wk

HubSpot Implementation

From a blank portal to a system your team logs into without being asked. We configure all five hubs — Sales, Service, Marketing, Operations, Content — against your real sales motion, not a textbook one. By go-live the system reflects how your team actually works, and the documentation reflects the system.

// DELIVERABLES
  • ▸Data model document & pipeline schema
  • ▸Configured portal, sandbox + production
  • ▸Lifecycle automation & routing logic
  • ▸Custom reports & team dashboards
  • ▸Admin handover documentation
// TYPICAL SHAPE
Hubs configured5 / 5
Team size25–500 seats
Sandbox cycles3
Stakeholder hrs~ 40
Go-liveFriday cutover
S.02
4–10 wk

CRM Migration

Salesforce, Pipedrive, Zoho, HubSpot-to-HubSpot, spreadsheets. We move records and their history — activities, notes, attachments, ownership — without losing the context your reps and managers depend on. Cutover happens on a Friday. People work on Monday.

// DELIVERABLES
  • ▸Migration plan & field map
  • ▸Dry-run in sandbox · 3 cycles
  • ▸Data quality report (before / after)
  • ▸Cutover runbook & rollback plan
  • ▸30-day post-cutover monitoring
// TYPICAL SHAPE
Volume handledUp to 12M
Source systems12+ supported
Field map cycles2–3
Downtime0 hours, typical
Post-cutover30 day watch
S.03
4–8 wk

Sales Process Design

Pipelines, stages, exit criteria, forecast logic, dashboards. The process you have written down somewhere — finally encoded into the system that runs your team's week. We start by watching how you actually sell, then build the model to match.

// DELIVERABLES
  • ▸Pipeline schema & stage definitions
  • ▸Exit criteria per stage, documented
  • ▸Forecast logic & deal scoring
  • ▸Manager & rep dashboards
  • ▸Enablement deck for the team
// TYPICAL SHAPE
Pipelines designed1–3
Stages / pipeline5–9
Ride-alongs6–12 reps
Forecast typeWeighted + AI
OutputLive in portal
S.04
2–12 wk

Integration & Automation

Quote-to-cash, finance sync, support handoffs, custom lifecycle automation. Workflows built to survive HubSpot's quarterly releases — properly tested, properly documented, properly owned by your in-house admin when we hand off.

// DELIVERABLES
  • ▸Integration architecture diagram
  • ▸Built & tested workflows in production
  • ▸Error monitoring & alerting setup
  • ▸Admin runbook for each workflow
  • ▸90-day update warranty
// TYPICAL SHAPE
Tools we connect40+
Custom codeJS / serverless
Common stacksQBO, Stripe, NS
MonitoringSlack + email
HandoverRunbook + training
// METHODOLOGY

The same four phases, every time.

We don't run two engagements the same way internally — but the shape your team sees is always the same. Predictable. Documented. Yours to inherit.

PHASE 01~ 2 weeks

Diagnose

We ride along. Watch the work. Pull a real map of what the system needs to support — not what the org chart says it should.

InterviewsPipeline auditProcess recording
PHASE 02~ 4 weeks

Design

Model the motion in HubSpot before we touch production. You approve the blueprint. Then we build to it.

Data modelPipeline schemaAutomation map
PHASE 03~ 4 weeks

Build & migrate

Records move with their history intact. Workflows are tested in sandbox. Cutover on Friday, people work Monday.

Migration scriptsQA sandboxCutover plan
PHASE 04~ 8 weeks

Adopt

The hard part isn't go-live, it's day 60. Weekly office hours. Fixes the team asks for. Handover to an admin who can actually own it.

Office hoursAdmin handoverAdoption metrics

Three engagement models.

// PLAN.01

Diagnostic

$8,500 · fixed

Two weeks. Ride-along, audit, written assessment. You walk away with a real-world map of your CRM — whether or not you ever work with us again.

  • Stakeholder interviews (up to 8)
  • Pipeline + data quality audit
  • Written assessment + recommendations
  • Read-out workshop with leadership
Start with diagnostic →
// PLAN.02

Implementation

From $45,000 · fixed-scope

Full implementation, migration, or process redesign. Fixed scope, fixed price, fixed timeline. The work most clients hire us for.

  • Everything in Diagnostic, plus:
  • Configuration + automation build
  • Data migration (where applicable)
  • Team enablement + admin handover
  • 30-day post-launch support
Book a strategy call →
// PLAN.03

Retainer

From $6,500 /mo

For teams that have a HubSpot portal and an in-house admin who needs senior help on demand. Monthly hours, quarterly roadmap, no surprises.

  • Dedicated senior consultant
  • Quarterly roadmap planning
  • Hours bank · 20 / 40 / 80
  • Slack channel + 24h response
  • HubSpot release advisory
Talk to us →
// FREQUENTLY_ASKED

Common questions.

If yours isn't here, write to us — we'll answer plainly, and most of the time we'll add it to this page.

Most of our work is with teams already on HubSpot — usually because something isn't quite right with how it was set up. We start with the diagnostic and figure out whether the right path is a re-implementation, a process redesign, or just unblocking the in-house admin.

Eight to fourteen weeks for a single-hub or single-pipeline implementation. Sixteen to twenty for full five-hub builds with migration. We've done faster — and we've done much slower — but those are the honest median ranges.

That's the default. The diagnostic phase is partly about documenting what nobody has written down — by sitting with your reps, your managers, and the people doing the work. By the end of phase one, you have a process document. Whether we keep going from there is up to you.

By the end of an engagement, yes — and we will help you hire or train one. The work we hand off is meant to be ownable. If there's nobody to own it, we end up on a retainer by default, and that's not the relationship we want either of us in.

Fixed-scope, fixed-price for implementation work. Hours-bank for retainers. We don't do hourly billing on project work — it punishes both of us. The diagnostic is a flat fee and tells you what an implementation would cost before you commit to one.

// NEXT_STEP

Start with the [ diagnostic ].

Two weeks, $8,500, and a written assessment of what your CRM is actually doing — whether or not you ever work with us again.

Book a strategy call → Run the self-diagnostic →