Are you a HubSpot partner?

We work in HubSpot daily and hold no reseller margin on it, which means we will tell you when a cheaper tier or a different platform is the right answer. Ask any consultant this question — the answer shapes every recommendation they give you.

Which HubSpot tier do we actually need?

Most $5M–$20M companies are over-tiered. Enterprise features are usually sold against problems that better process would solve for nothing. We look at what you use before recommending what you buy.

Our reps do not use HubSpot. Can that be fixed?

Usually, but not by adding automation. Low adoption almost always means the portal encodes a process that does not match how the team really sells, so reps route around it and keep the real pipeline elsewhere.

Can you work with our existing HubSpot rather than starting over?

Yes, and that is the more common engagement. An audit first tells us whether the portal is worth rebuilding on or worth rebuilding.

HubSpot Consulting

HubSpot is only as good as the revenue process it encodes. Most portals we inherit are configured for how the company sold three years ago.

Book a call

Most HubSpot portals we inherit are not broken. They are configured for a business that no longer exists — the pipeline stages of three years ago, properties nobody fills in, and workflows built by someone who has since left.

The licence keeps getting paid. The reporting keeps getting less trustworthy. Eventually someone rebuilds the real pipeline in a spreadsheet and the portal becomes a very expensive contact database.

What we do

Audit the portal against how you actually sell. Stages, properties, automation, data quality, adoption. Most engagements start here because it is the only honest way to scope the rest.
Rebuild the revenue process, then configure to it. Stage definitions with exit criteria come before objects and workflows, not after.
Implementation and onboarding where you are moving onto HubSpot or restarting on it properly.
Reporting that finance and sales both trust. Usually the point at which people stop maintaining a parallel spreadsheet.
Ongoing ownership as part of a fractional operating engagement, where the portal is one system among several rather than the whole job.

When to bring someone in

Good fit

✓Reporting requires a spreadsheet export before anyone trusts it
✓Reps maintain a parallel pipeline outside the portal
✓The portal was set up by someone who has since left
✓You are paying for a tier whose features you cannot name
✓Moving onto HubSpot from a spreadsheet or another CRM

Poor fit

×You need a one-off workflow built — that is a freelancer job, not a consulting engagement
×The real problem is that nobody has defined how you sell

That second one is not a disqualification so much as a warning: if the sales process is genuinely undefined, no CRM configuration will fix it, and the work is a revenue operations engagement that happens to end in HubSpot.

HubSpot against the alternatives

	HubSpot	Salesforce	Pipedrive / Zoho
Fits best at	$2M–$50M	$25M and up	Under $5M
Time to useful	Weeks	Months	Days
Admin burden	Low	High — usually a dedicated role	Very low
Breaks down when	Deal structures get genuinely complex	Nobody owns it	You outgrow the reporting

For a company at $5M–$20M the platform matters far less than the discipline around it. A well-run HubSpot beats a badly-run Salesforce, at a fraction of the total cost. See CRM consulting if you have not chosen yet.

Start with a portal audit

A short engagement covering data quality, process fit and adoption, with a prioritised list of what to fix. Findings are yours whether or not we continue.