HubSpot built around how you sell, not around HubSpot's defaults

Between £3,000 and £10,000, as a fixed fee. A new setup is £3,000–£5,000, a rebuild or re-onboarding is £4,000–£8,000, and a full operating system is £5,000–£10,000.

How much of your business HubSpot will run, the state of your existing data and how many integrations are needed. All three are agreed during scoping, so the fee is fixed before work starts.

Book a call. Once we've agreed the scope, you get a fixed fee in writing before anything is built.

At completion, on 30-day terms. You see the finished portal before you pay the balance.

Yes. If the project starts within 90 days of the Diagnostic, the full fee comes off your invoice.

HubSpot licences, which you pay to HubSpot directly, and any paid apps or integrations. Ongoing management after hand-over is a separate monthly service.

The architecture document names it. Most rebuilds sit on Professional, and if Starter will do the job, I'll tell you.

The seat plan answers that, mapping everyone to the seat type they need. Anyone who only views reports can usually have a free view-only seat.

It's scoped and priced separately, and you agree it before it's done. Nothing is added to your invoice without your say.

Say so. The final invoice is raised at completion on 30-day terms, so anything disputed is fixed or discounted on a reissued invoice before you pay.

In three phases: architecture, build and hand-over. We agree the design on paper, I build your portal to it, and your team is trained and runs it before we sign off.

Usually two to six weeks, depending on the tier and the state of your data.

How your objects connect, the properties on each, lifecycle stages in plain language, pipelines, lead scoring, forms and tracking, dashboards and integrations. It also lists what's been deliberately left out, and a one-page map sums it up for anyone who won't read the full document.

Yes. You sign off the architecture document first, so nothing is built that you haven't agreed.

AI does the repetitive work: cleaning and deduplicating data, creating properties in bulk, backfilling scores and checking for errors. It never decides how your sales process, lifecycle or reporting should work. Those decisions are made with you and written down.

A short workshop at the start, a review of the architecture document, and training by role at the end. In between, I'll ask for quick answers on specific decisions as they come up.

No. Many HubSpot projects start with a scoping call. If you've done the Diagnostic, it will already say whether to configure or rebuild.

Everyone with a paid seat is trained on the parts of HubSpot their role uses. Rebuild and full operating system projects add drop-in sessions after hand-over.

The as-built architecture, a maintenance guide and the list of what wasn't built or bought, plus a 12-month roadmap on a full operating system project. Your team runs a full cycle, from new lead to closed deal, before we sign off.

You do. Everything is built in your HubSpot account, in your name, and nothing is held in mine.

Lifecycle stages, pipelines, properties, forms, workflows, lead scoring, dashboards, integrations and the rules that keep data clean. The architecture document decides which of these your business needs.

Around one question: should we speak to them now? Each stage gets a plain definition and a trigger that moves people into it, so sales and marketing agree on what each stage means.

Yes. Deal stages, owners, required fields and automation are set up to match how your team actually sells.

Yes. Duplicates are removed, ownership assigned and old properties retired, with AI doing most of the bulk work. Naming and data rules then stop the mess coming back.

Yes. Most rebuilds are portals that several people have added to over the years. The architecture document decides what to keep, what to fix and what to retire.

Yes, where the design calls for it. Scoring is based on what your best customers did before they bought, and can differ by region or product.

Yes. Every form is routed and tracked properly at source, so enquiries are credited to the right channel instead of showing up as offline sources.

Yes. A rebuild usually includes one or two integrations, and a full operating system three or more, such as Salesforce, accounting or delivery tools.

Dashboards built for each audience, such as leadership, sales and marketing, using the measures agreed in the architecture document. A full operating system project adds reporting across every process.

Anything your business doesn't need. Every project ends with a written list of the features, workflows, integrations and paid seats deliberately left out, and why.

Your team trusts the data, reports show where enquiries really come from, and salespeople use the portal instead of working around it.

After an audit and rebuild, a recent client saw 44% more qualified opportunities year on year, a 25% higher website conversion rate and 38% more global website sessions.

Yes, because reporting is designed in from the start. When stages, pipelines and forms are set up correctly, reports show what's really happening.

The maintenance guide shows your team what to check each month. If nobody has the time, HubSpot Portal Management does it for you on a rolling monthly basis.

B2B businesses that use HubSpot, or are moving to it, and want it set up around how they sell. It suits teams who want to own and run the portal themselves.

When you want someone else to run HubSpot for you indefinitely, or when you need hands-on marketing as well as HubSpot. A fractional marketing director may suit you better.

No. Your team is trained by role and gets the documentation to run the portal. You need people willing to use it, not HubSpot experts.

An admin sets up what you ask for, which works if you already know what you need. This designs the architecture first, which is where most of the value is.

You can, but agencies tend to over-build and finish with a monthly retainer. This right-sizes the portal, tells you plainly what you don't need and ends with a hand-over.

Book a call. We'll look at your current setup, decide whether it needs configuring or rebuilding, and agree the right tier.