Engagements & Pricing

Senior HubSpot help, without the agency overhead.

Founder-led retainers from $1,500/month. Not sure what you need? Start with a free 20-minute health check and leave with your top 3 fixes, whether we work together or not.

What clients usually want fixed

  • Duplicates + inconsistent properties
  • Stages / lifecycle that don’t match reality
  • Workflows overwriting good data
  • Dashboards nobody trusts
HubSpot Solutions Gold Partner Profoundly Certified Pro 12+ HubSpot certifications Founder-led, senior-team backed
 

Monthly retainers

Pick the level of senior help you need

A flat monthly fee reserves senior capacity on your portal: reporting, data, automation, integrations and architecture. I lead every engagement, backed by a senior team, so work keeps moving without bottlenecks. Move up or down anytime. I recommend 3 months to build momentum.

 
Essential Partner

Keep HubSpot trustworthy and improving

  • Dashboards built and kept current
  • Ongoing data hygiene plus a deeper monthly review
  • Proactive monitoring: broken workflows and data drift caught early
  • Weekly check-in and release guidance
  • Direct access to me, no ticket queue

Best for lean teams that need senior hands, not a full build.

Most common

Growth Partner: active building, not just upkeep

Everything in Essential, plus:

  • New pipelines, automations and reporting built for you
  • Integrations and custom development included
  • Multiple projects running in parallel
  • Priority scheduling

Best for teams running several HubSpot initiatives at once.

Embedded Architect

Senior technical ownership of your platform

Everything in Growth, plus:

  • Owns your HubSpot roadmap and technical decisions
  • Leads complex builds, ERP and data integrations
  • A standing seat in your planning

Best when HubSpot is core to the business.

 

Already built out? Care & Standby from $1,500/mo Monitoring, security, and small fixes to keep a finished portal healthy, with no active projects. Ask about Care & Standby

 

Compare that to a hire

A full-time HubSpot admin means a six-figure salary with benefits, a hiring cycle, and one person's skill set. A retainer puts a Gold Partner architect on your portal next week, with integrations, automation and reporting covered.

"Steven quickly assessed the situation, provided real solutions, and offered it at a fair price. I highly recommend him."

D. Shamansky, US Mortgages

 

Not ready for a retainer?

Start small. Start free.

Free

HubSpot Health Check

20 minutes. No pitch.

  • A quick look at your portal's biggest risks
  • Your top 3 fixes, in priority order
  • Honest advice on whether you need help at all
Diagnostic Audit

From $3,500

100% credited toward your first retainer month

  • Scorecard of what's healthy vs. risky
  • Prioritized backlog and 30/60/90-day roadmap
  • Findings readout with your team
Quick Win Sprint

$2,750 to $4,250

2 weeks to stabilize the portal

  • Stop workflow conflicts and overwrites
  • Fix lifecycle and ownership drift
  • Unblock your top reporting issues

Migrations, net-new integrations and other large one-off projects are quoted at a fixed price after a short call, with preferred rates for retainer clients.

 

FAQ

Common questions

Is the health check really free?

Yes. It's 20 minutes with me, not a sales rep. You leave with your top 3 fixes whether we work together or not.

Is the retainer measured in hours?

No. It reserves senior capacity and covers the work your tier is sized for. If your needs grow, we move tiers. No hour counting, no surprise invoices.

What if I need more than my plan covers?

Big one-off projects are scoped separately at a fixed price, with preferred rates for retainer clients.

How do clients usually start?

Most start with the free health check. Some go straight to a retainer; others take the audit first, and its cost is credited toward the retainer.

Do you work with agencies and partners?

Yes. I can be the senior execution layer when you need speed and clean governance.

How do you compare to agencies?

Founder-led and backed by a senior team. I lead every engagement and own the key decisions, and my team executes alongside me, so nothing bottlenecks on one person.

What changes the price

Pricing depends on scope, complexity and risk, not just time. These are the biggest drivers:

  • Which hubs are involved (Sales, Marketing, Service, Data, CMS)
  • Data volume, duplicates and property sprawl
  • Number of pipelines, teams and business units
  • Integration requirements
  • Support responsiveness and SLA expectations

Not sure what fits? Book a free 20-minute health check and we'll point you to the right option.

Not sure where to start?

Book a free 20-minute HubSpot health check. You'll leave with your top 3 fixes, whether we work together or not.

Get my free health check