Essential Support
Get reliable HubSpot support to handle requests quickly, reduce day-to-day friction, and keep operations moving.
Ideal for teams that need execution across fixes, updates, and reporting without adding more internal workload.
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Backlog cleanup and quick fixes across forms, workflows, and automation
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Core CRM optimization (properties, pipelines, lifecycle stages, lead status)
- Basic data import (CSV) with light cleanup, field mapping, and validation
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Standard forms and list updates to improve lead capture and segmentation
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Create and edit dashboards, reports, and workflows
Ideal if:
- You want a more stable HubSpot foundation and fewer day-to-day issues
- You want more consistent tracking so reporting is easier to trust and improve
- You want quick support when small issues come up
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You want a reliable HubSpot partner to keep progress moving month over month
Startups and small teams that need a clean, working HubSpot setup quickly.
Growth Momentum
Get consistent support and optimization from certified experts who understand your business.
- Everything in Essential, plus deeper CRM architecture and process alignment
- Lead management audit/setup (routing, alerts, MQL workflow, SLAs as needed)
- Monthly prioritization of your revenue operations based on your business needs
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Multi-step automations and segmentation for nurture, sequences and follow-up
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Go to market enablement support (email templates, meeting links, sequences or playbooks as applicable)
- Reporting upgrades (KPIs and dashboards), best practice checklist, and training sessions
Ideal if:
- Marketing and sales processes are not fully aligned within HubSpot
- Follow-up is inconsistent due to unclear setting of routing, SLAs, and automation
- Reporting is not always reliable, which affects decision-making and execution.
Mid-market teams that need consistent HubSpot delivery across workflows, lifecycle, and lead management.
HubSpot Accelerator
High-touch, multi-hub assistance and support for complex teams that need speed, depth, and senior guidance.
Designed for advanced automation, integrations, governance, and measurable outcomes.
- Multi-hub architecture and revenue process design (end-to-end lifecycle governance)
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Data migration and integration support (native tools and API-based integrations where needed)
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Advanced automation (cross-hub workflows, approvals, scoring, governance, permissions, and monitoring).
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Cross-object reporting summaries (KPIs and dashboards).
- Priority support (monitoring and fast fixes after major changes)
Ideal if:
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Your HubSpot setup is too complicated (multiple teams, pipelines, or hubs) and hard to govern and maintain.
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You need complex HubSpot changes across tools without risking data quality or downtime.
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You need advanced automation and executive reporting, with faster turnaround.
SMB / Enterprise teams that need senior guidance for a complex HubSpot instance.
