Three transparent pricing tiers — pick the one that matches where you are with HubSpot today. Fixed-scope onboarding, an ongoing retainer, or a one-time audit. Book a discovery call and I'll tell you which tier (or combination) actually fits.
Every HubSpot engagement starts with a written scope, fixed deliverables, and a clear timeline. Combine tiers if you need onboarding plus ongoing support.
For teams switching CRMs or starting fresh. A complete HubSpot onboarding — not a portal tour. Proper data model, migrated records, working automation, and a trained team.
An ongoing HubSpot support retainer for teams that need a dedicated HubSpot admin without the full-time hire. Portal maintenance, new workflow builds, list management, and reporting — month to month.
A one-time diagnostic of your HubSpot portal. If you inherited a messy portal, migrated badly, or just want a second set of eyes on what's leaking pipeline — this is the starting point.
Hover over the highlighted column — the Retainer tier covers everything in Onboarding plus ongoing support, and stands out as the recommended starting point for most teams.
| Feature | Onboarding $3K–$5K one-time | Retainer $1.5K–$3K / mo | Audit $1.5K–$2.5K one-time |
|---|---|---|---|
| Portal audit & data model review | ✓ | ✓ | ✓ |
| Data migration | ✓ | Add-on | — |
| Lifecycle automation build | ✓ | ✓ | — |
| Lead routing workflows | ✓ | ✓ | Add-on |
| Reporting dashboards | ✓ | ✓ | Add-on |
| Ongoing workflow maintenance | — | ✓ | — |
| Monthly strategy call | — | ✓ | — |
| AI lead scoring | Add-on | ✓ | Add-on |
| Custom API integrations | Add-on | Add-on | — |
| Dedicated Slack channel | — | ✓ | — |
| Timeline | 3–5 weeks | Ongoing | 1–2 weeks |
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 retainer covers ongoing portal maintenance, new workflow builds, list management, reporting updates, priority Slack access, and a monthly strategy call. Think of it as a fractional HubSpot admin — the expertise of a dedicated hire at a fraction of the cost. Month-to-month, no lock-in.
A full portal review covering data hygiene, pipeline leaks, lifecycle stage issues, and automation gaps. The deliverable is a written playbook with prioritised fixes — some you can ship yourself, others we can implement as a follow-on engagement.
AI lead scoring is included in the Retainer tier. As a standalone add-on to a one-time Onboarding engagement, it runs $1,500–$2,500 depending on the scoring model complexity (rule-based vs. GPT-4 + ICP signals). It's billed as a separate fixed-scope deliverable.
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 before any records move.
One-time projects: 50% upfront, 50% on delivery. Retainers: billed monthly at the start of each month. Larger engagements can be split into milestones. Upwork contracts use Upwork's escrow — same structure, different platform.
Yes. The retainer is month-to-month with no minimum commitment. You can pause or cancel with 30 days' notice. Anything built during the engagement — workflows, dashboards, documentation — is yours either way.
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.