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 + Top-Up Blocks) 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

Reserved capacity + approval-based Top-Up Blocks

Retainers reserve monthly execution capacity and keep work moving. When you approach your monthly cap, you can approve a prepaid Top-Up Block to continue — no surprise invoices, no ambiguous scope creep.

Recommended minimum

$1,875 / month

Essential Support Retainer15 hours / month

  • Priority queue + reserved capacity
  • Ongoing portal optimization + cleanup
  • Documentation + governance guardrails

Best for steady support without a full rebuild.

Most common

$3,125 / month

Growth RevOps Retainer25 hours / month

  • Multiple workstreams in parallel
  • Workflow stabilization + optimization
  • Trusted reporting definitions + dashboards

Best for scaling teams running multiple initiatives.

High velocity

$5,000 / month

Fractional RevOps Partner40 hours / month

  • Heavy cleanup, rebuilds, tight timelines
  • Integration-heavy support + QA
  • Executive planning cadence (as needed)

Best for complex environments and fast execution cycles.

Top-Up Blocks (prepaid)

When you approach your monthly capacity, approve a Top-Up Block to continue execution.

  • Delivery Top-Up: 5-hour block for $575
  • Integration Top-Up: 5-hour block for $625

I’ll notify you at 80% utilization with remaining capacity and a recommendation. If no Top-Up is approved, work pauses until the next cycle.

Minimum engagement

Retainers are designed for ongoing execution and governance.

  • Minimum: 15 hours/month
  • Recommended: 3-month commitment
  • Founder-led execution + documentation

Hourly consulting

Clear hourly rates by project type

Hourly is best for one-off work or short engagements. My rate ranges from $115–$135/hr depending on complexity.

$115/hr

Training & enablement

  • Team training + usage standards
  • Views, tasks, reporting hygiene
  • “How we use HubSpot” SOPs

$115–$125/hr

Sales + Marketing Hub execution

  • Pipelines, stages, routing
  • Lifecycle governance + automation cleanup
  • Segmentation + campaign structure

$125-135/hr

Data architecture / “Data Hub” work

  • Data model + governance
  • Deduping strategy + normalization rules
  • Integration-ready structure + reporting truth

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)

FAQ

Common questions

What happens if we hit the monthly cap?

I’ll notify you at 80%. You can approve a prepaid Top-Up Block to continue. If not approved, work pauses until the next cycle.

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 and capacity 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 execution. No handoffs. Faster iteration, with documentation and guardrails.

Do Top-Up Blocks expire?

Top-Up Blocks are intended for the current month to keep momentum. If timing shifts, we’ll apply them to the next active cycle.

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/Operations/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