Pricing tiers, migration timelines, audit scope, and retainer commitments — the questions that come up before a HubSpot engagement starts. Still wondering something specific? Book a discovery call and I'll answer it directly.
HubSpot onboarding projects run $3,000–$5,000 for a fixed-scope engagement covering CRM setup, data migration, lifecycle automation, lead routing, and team training. The exact figure depends on portal complexity, the number of pipelines, and migration volume — you get a written scope before anything starts.
A typical HubSpot onboarding runs 3–5 weeks from kickoff to team training. Timelines depend on portal complexity (single vs. multi-business-unit), the number of pipelines you need configured, and the data volume being migrated. You get a written week-by-week schedule during discovery.
A full portal review — properties, pipelines, lifecycle stages, and existing workflows — plus a data-hygiene report identifying duplicates and stale records. Pipeline-leak analysis pinpoints where deals stall or drop; the automation-gaps section flags workflows that should exist but don't. The deliverable is a written, prioritised playbook with fixes ranked by revenue impact. Turnaround is 1–2 weeks.
There is no minimum commitment. The retainer is month-to-month — you can pause or cancel with 30 days' notice. Anything built during the engagement (workflows, dashboards, lists, documentation) is yours either way: source code is delivered via GitHub and HubSpot work is done inside your portal, so you retain 100% ownership.
Yes. Data migration is part of the Onboarding tier, and I've migrated contacts, companies, deals, and activity history from Salesforce, Pipedrive, Close, spreadsheets, and custom-built CRMs. The mapping plan is documented in writing before any records move, so you can review what will land where before the cutover.
Yes — 100% ownership, no exceptions. Source code is delivered via GitHub (or directly into your repo if you prefer). HubSpot work — workflows, properties, lists, dashboards, sequences — is configured inside your own portal. There is no licensing fee, no lock-in, and no ongoing fees after a project ends.
AI lead scoring is bundled into the monthly Retainer tier — no separate fee. As a standalone add-on to a one-time Onboarding engagement, it runs $1,500–$2,500 depending on the scoring model. A rule-based model (demographic + behavioral triggers) sits at the lower end; a GPT-4 + ICP signals model (custom prompts, weighted property scores, Slack alerts on score changes) sits at the higher end. The deliverable is a working score property, lead-tier segmentation lists, and a written tuning guide.
Onboarding is a one-time build — it gets your portal from blank or messy to working, with training. Audit is a one-time diagnostic — written findings and a fix plan, no build work. Retainer is ongoing support — a fractional HubSpot admin who maintains and extends what Onboarding built, month after month.
Yes. I take on Upwork contracts for the same HubSpot services described here. Contracts are fixed-scope with clear deliverables, and funds are held in Upwork escrow. Payment splits are typically 50% on kickoff and 50% on delivery, or split across milestones for larger engagements — same structure as direct contracts, different platform.
The three tiers cover most projects, but scope is flexible. If your situation doesn't fit cleanly — for example, a HubSpot build with a light front-end that doesn't warrant full-stack pricing — start with a free discovery call and I'll scope it appropriately. For a quick self-serve starting point, the free HubSpot AI Readiness Assessment scores where you are today against where automation would have the highest impact.