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SERVICES

We rebuild HubSpot from the data up.

CRM architecture, data cleanup, migrations, integrations, automation and reporting — scoped into one engagement based on what your portal actually needs.

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What we do

Three ways in. One system out.

Diagnose it, rebuild it, or keep a senior admin on call. Most clients start where the pain is worst, not at the top.

HubSpot Audit & Systems Assessment

1 week

You know something is wrong. This tells you exactly what, and what it costs to fix.

The process

1Kickoff — access granted, goals and constraints confirmed

2Review — full portal audit, no disruption to your team

3Findings — walkthrough plus a written, prioritized fix plan

What we review

  • CRM structure and property sprawl
  • Data integrity and duplicates
  • Workflows and automation
  • Reporting and attribution
  • Tech stack and integrations

You leave with a written plan you own.

HubSpot Implementation & Optimization

4–8 weeks

Build it properly the first time, or rebuild what's already there. One system your whole team runs on.

The process

1Architecture — scope signed off before anything gets built

2Build — weekly check-ins and a shared progress view

3Handoff — testing, documentation and a live enablement session

Areas we help with

  • CRM architecture and pipelines
  • Migrations and data cleanup
  • Integrations across your stack
  • Automation and lead flow
  • Reporting and dashboards
  • Permissions and governance

You leave with a working system and a trained team.

HubSpot Admin Retainer

Ongoing · cancel anytime

A senior HubSpot admin on call, without the headcount or the long-term commitment.

How it works

1Request — you send the priority, we queue by urgency

2Deliver — built, tested and shipped

3Report — hours logged so you see where they went

Areas we help with

  • Workflow builds and edits
  • Report and dashboard changes
  • Sequence and template updates
  • Troubleshooting after platform updates
  • Ad-hoc admin and team training

You keep momentum without hiring.

CREDENTIALS

Certified across the hubs we build in

HubSpot Revenue Operations certification badge

Revenue Operations

Data hygiene, lifecycle stages, team handoffs, revenue reporting

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HubSpot Marketing Hub Software certification badge

Marketing Hub Software

Forms, landing pages, email automation, workflows, segmentation

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HubSpot Sales Hub Software certification badge

Sales Hub Software

Prospecting, sequences, pipelines, conversation intelligence, forecasting

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HubSpot Reporting certification badge

HubSpot Reporting

Custom reports, dashboards, attribution models, data hygiene

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Explore Elevate's capabilities

Unlock powerful marketing features with our all-in-one platform.

Content creation

Generate engaging content easily. Streamline your workflow.

Analytics and reporting

Understand your data, optimize strategies. Gain actionable insights.

Messaging

Personalized, automated messages across channels. Nurture leads, build relationships.

Integrations

Seamlessly connect with your existing tools and applications. Unified, efficient workflow.

Automation and workflows

Automate tasks, nurture leads. Scale without more work.

Campaign scheduling

Plan and execute campaigns precisely. Maximize impact.

AI Agents

Intelligent, insight-driven opportunities. Optimize campaigns.

Cross channel distribution

Manage campaigns across all channels. Maximize your reach.

HOW IT WORKS

A four-step process. No surprises.

01

Discovery Call

30 minutes, screen shared. You show us the mess, we tell you what it'll take.

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02

Audit & Plan

One week. Full portal review and a prioritized fix plan with effort and impact on every item.

03

Build

4–8 weeks. Delivered by a senior certified practitioner — no juniors, no offshore hand-offs. Weekly check-ins.

04

Handoff & Support

Documentation, a walkthrough, and optional hourly support once you own it.

DELIVERABLES

What you actually walk away with

Written audit & fix plan

Prioritized, with effort and impact scored on every item. Yours to keep either way. 

Fixed-scope SOW

Defined deliverables, a fixed price and an end date before any build work starts.

A rebuilt portal

Clean objects, properties, pipelines and lifecycle stages your team can actually use.

Working automation

Routing, scoring and follow-up running without anyone remembering to trigger it.

Dashboards that agree

One source of truth for funnel, lifecycle and revenue reporting.

Documentation & training

A recorded walkthrough, written documentation and a live enablement session.

Know what needs fixing? Bring us the list.

30 minutes, screen shared. You'll leave with a scope, a timeline and a price range.

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Straight answers before you book

We already know what is broken. Do we still need the audit?

No. Plenty of clients go straight to an Implementation because they can already list the problems. The Audit exists for teams who need a written, prioritized plan before committing budget — and the $1,500 is credited in full if you continue.

How is the price decided?

Hubs in scope, data volume and mess, integration count, and how much automation you need. You get the exact number in a written scope before you sign — not after the invoice.

Who delivers the work?

Every engagement is delivered by a senior HubSpot-certified practitioner. No juniors learning on your portal, no offshore hand-offs, and one accountable point of contact from kickoff through handover.

Can you work with what we have, or does it need a rebuild?

Usually we keep the structure and fix what is underneath it. A full rebuild is the exception, not the default, and we will tell you which one you are looking at on the discovery call.

How long does a typical build take?

Four to eight weeks, depending on how many hubs are in scope, how much data needs cleaning, and how many integrations are involved. The audit gives you a real date before you sign anything — and if you skip the audit, you get one in the written scope.

Tell us what you need HubSpot to do.

30-minute call, screen shared.
You will leave with a clear path to fixing it and what it costs — whether or not you hire us.

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