Engagements & Pricing

Retainers that keep HubSpot clean, fast, and reliable.

Most clients start with a diagnostic audit, then move into a monthly support retainer (reserved capacity) or a fixed-scope sprint.

What clients usually want fixed

  • Duplicates + inconsistent properties
  • Stages / lifecycle that don’t match reality
  • Workflows overwriting good data
  • Dashboards nobody trusts

Monthly retainers

Senior HubSpot help, handled month to month

Whatever you need in HubSpot — reports, dashboards, clean data, automations, or deeper integration and architecture work — handled by a senior team led by the founder. No anonymous handoffs, no junior staff — and every engagement runs through him. Pick the level that fits, and move up or down anytime.

How retainers work

A flat monthly fee that reserves senior capacity and keeps work moving — no hours to count.

  • Flat monthly fee — reserves capacity, not a fixed hour count
  • Priority queue, ongoing optimization, documentation and governance kept intact
  • Lighter or one-time needs covered by an audit or short sprint below
  • Recommended: a 3-month commitment to build momentum
Essential Support

$3,000 / month

Essential Partner • Trustworthy, reliable, improving

  • Reporting you can trust — dashboards built and kept current
  • Data clean enough to act on — ongoing hygiene plus a deeper monthly review
  • Proactive monitoring — broken workflows and data drift caught before they cost you
  • Release guidance + weekly check-in — what’s worth turning on for you, plus a standing priorities review
  • Direct senior access — the founder stays involved; no junior, no ticket queue

Best for lean teams that want senior hands keeping HubSpot reliable, without a full build.

Most common

$5,500 / month

Growth Partner • Active building, not just upkeep

Everything in Essential, plus:

  • New builds, automations, pipelines, and reporting — built, not just maintained
  • Integrations and custom development when you need them
  • Multiple projects in parallel, prioritized and sequenced
  • Priority scheduling — your go-to for anything HubSpot

Best for active build-out and teams running multiple initiatives.

Strategic partner

From $8,000 / month

Embedded Architect • Senior technical leadership

Everything in Growth, plus:

  • Owns your HubSpot roadmap and the big technical decisions
  • Leads complex builds, integrations, and platform work
  • A standing seat in your planning

Best when HubSpot is core to the business and you need a senior owner, not a task queue.

Need more than your plan covers?

Each tier reserves a level of senior capacity — you move up the moment the work outgrows it. There’s no hour counter; it’s flagged proactively, and it’s right-sizing the relationship, never a penalty.

  • Essential → Growth — when you need more than one build at a time, or the work shifts from upkeep and advice to actively building new pipelines, automations, and integrations.
  • Growth → Embedded — when you need someone owning the roadmap and architecture decisions, with several major initiatives running in parallel and real strategic trade-offs to weigh.
  • Embedded Architect — the senior-most tier; it already covers as many parallel initiatives as your roadmap needs, so it scales by expanding scope rather than moving up.

A big one-off project — a net-new integration, a migration, or a major build beyond what your tier covers — is scoped on its own at your client rate of $165/hr (or a fixed quote), below the without-plan rates. Never hourly nickel-and-diming, and no surprise invoices.

Already built out?

If your portal is finished and you just want it kept running — monitored, secure, and there when a quick fix comes up — Care & Standby keeps the lights on without a full retainer.

Lightest touch

$1,500 / month

Care & Standby • Just keep the lights on

  • Portal health monitoring — nothing breaks silently
  • Security & permissions kept in check
  • Small fixes and quick questions, handled as they come up
  • Governance and guardrails kept intact
  • No active projects — monitoring, upkeep, and on-call support only

Small asks only — real builds roll into a tier or added project work. Monitored and handled by the ESS team to the founder’s governance standards. Move up to Essential Partner the moment you need real improvements.

Hourly consulting

Simple hourly rates

Hourly is best for one-off work without a plan. On a plan, all your extra work is the lower client rate.

$165/hr

With a plan — client rate

  • Any added project work for retainer clients
  • Below the without-plan rates
  • Or a fixed quote, agreed in advance

$185/hr

Without a plan

  • One-off projects and requests
  • Sales + Marketing Hub execution
  • Training, enablement, and SOPs

$205/hr

Complex integrations — without a plan

  • Heavy custom development
  • Integration + data architecture work
  • Deduping, normalization, reporting truth

On a plan, all your extra work is the $165 client rate — or a fixed quote. The more you commit, the less every hour costs.

Start small

Not ready for a retainer?

Start with an audit or a short sprint to stabilize the portal and build momentum.

Diagnostic Audit

Fast clarity + a plan you can execute

  • What’s broken (and why)
  • Priority fixes + sequencing
  • Risk list + governance notes

Quick Win Sprint (2 weeks)

Stabilize the portal fast

  • Stop workflow conflicts + overwrites
  • Fix lifecycle + ownership drift
  • Unblock the top reporting issues
  • Deliver change log + guardrails

Typical range: $2,750–$4,250

Prepaid Blocks

Flexible help without a retainer

  • 5 hours (quick fixes)
  • 10 hours (best value)
  • 20 hours (cleanup momentum)

Billed at the without-plan rate ($185/hr).

FAQ

Common questions

What if I need more than my plan covers?

A big one-off project is scoped on its own at your client rate ($165/hr or a fixed quote). If your ongoing needs keep growing, we just move you up a tier — no caps, no surprise invoices.

Is the retainer measured in hours?

No. It reserves senior capacity and covers ongoing work plus the active building your tier is sized for — one project at a time on Essential, several in parallel above it. We right-size by moving tiers, not by counting hours.

Do you do one-off fixes?

Yes — if it won’t create more mess later. If the portal is unstable, I’ll recommend an audit first.

How do clients usually start?

Most start with an audit, then move into a retainer once priorities are clear.

Do you work with agencies/partners?

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

How do you compare to agencies?

Founder-led, with a small senior team — no anonymous handoffs. Every engagement runs through the founder, who owns scope, key decisions, and the final outcome. Faster iteration, with documentation and guardrails.

Get in touch

Ready to make HubSpot work harder?

Book a call or request an audit — you’ll talk to a senior partner, not a sales team.

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 + property sprawl
  • # of pipelines/teams/business units
  • Integration requirements
  • Support responsiveness + SLA expectations

If you’re not sure what fits, start with the audit — it creates clarity fast.

Want HubSpot to feel clean again?

Start with a quick audit. You’ll get a prioritized plan and clear next steps.

Request an audit