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Portal hygiene, maintained
Duplicates, formatting, ownership and broken workflows are checked every month. AI runs the checks in your account, and I review and decide what to fix.
Proactive, not reactive
Problems are found and fixed before your team notices them, and every month you get a written record of what was done and why.
Capacity, not dependency
You already own the portal and the maintenance guide. This is the hands to run them, and the monitoring stays with you if you stop.
A neglected portal is a liability, not an asset
HubSpot doesn't break all at once. It drifts. A property gets renamed, someone leaves, an integration disconnects, and a year later nobody trusts the pipeline.
Data you can't trust
In one portal I was asked to look at, over 5,000 contacts had no owner and more than 2,000 belonged to people who had left the business years before.
Workflows failing silently
Two live workflows were still assigning new records to those former staff, so leads went to inboxes nobody was reading.
A system your team works around
Three generations of setup had left duplicate properties for the same thing. The team stopped trusting the reports and went back to spreadsheets.
Think of it like website maintenance, but for your CRM
You wouldn't launch a website and never update it.
Your HubSpot portal is the same. Portal Management keeps the system running, so your team can get on with selling.
Who this is for
For teams with a well-built portal and nobody to look after it
This works best when the portal has been set up properly and the job now is keeping it that way.
It's a good fit when:
You've just finished a HubSpot project. Your team has the maintenance guide but not the time to work through it every month.
Your portal works, but nobody owns it. HubSpot is set up well enough, and you want it kept clean without giving someone internal another chore.
You're hiring a HubSpot administrator. You need the portal looked after until they start, and want them to inherit monitoring that already runs.
Small jobs keep piling up. A new form, a report for the board or a property change, without scoping a project each time.
Another option may suit you better when:
Your portal needs rebuilding. If it was never set up properly, maintaining it just keeps the mess tidy. HubSpot Strategy & Implementation fixes the foundations first.
I'm already your fractional marketing director. HubSpot upkeep is already included in your days.
You have an administrator with the time. The maintenance guide shows them what to check each month, so you don't need to pay me to do it.
You need a big change. A new hub, a new process or a major integration is a project, not a monthly job, and is scoped separately.
How it works
Set up once, then looked after every month
If I built your portal, there's no audit, because the architecture is the starting point. If not, I start with a short portal read. If it needs a rebuild, I'll tell you, and point you to that service instead of charging a management fee.
Set up
We agree the rules, such as who owns unassigned contacts and who gets alerts. I build the monitoring, do the first full clean and send your monthly record.
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Monthly cycle
Fixes are made, and you get a written record of what was found, what was done and what to watch. On higher plans, we meet to agree priorities and support-hours requests.
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Quarterly review
I review the portal's health against its architecture and recommend what to change. You'll get either a written review or live session and a roadmap depending on your plan.
My promise
Easy to start, easy to leave
If any support-hours work misses the mark, tell me within seven days. I'll redo it, and if it still isn't right, I'll refund it.
There's no minimum term. Give 30 days' notice whenever you like, and the monitoring stays in your account when you go.
Why choose me?
Right-sized HubSpot management
Most HubSpot agencies are built to sell licences and keep you on a retainer. I'm not. There are no account managers, no upselling and no complexity added to justify the fee. I look after your portal because I understand how it supports the way you win customers.
The monitoring lives in your account, not mine. The aim is a portal your own administrator could take over tomorrow.
