Fixed-scope packages designed for B2B companies who need CRM, automation, and front-end work done right — with someone who owns the outcome end-to-end.
All packages include direct communication (no project managers), source code ownership, and a final handoff session. Scope can be combined — see the full-stack tier below.
For companies that need HubSpot done properly — not the "imported contacts and called it a day" version. This covers full CRM architecture, automation logic, and data migration.
Adds AI-powered intelligence on top of a solid CRM foundation. Lead scoring, churn signals, Breeze AI agents, and custom n8n/Make workflows — connected directly into HubSpot.
For companies that need a custom front-end application on top of their CRM and automation layer. Think investor portals, client dashboards, internal reporting tools, or customer-facing data views.
| Feature | HubSpot $5K–$8K |
AI + HubSpot $8K–$12K |
Full-Stack $12K–$20K |
|---|---|---|---|
| CRM setup & data model | ✓ | ✓ | ✓ |
| Lifecycle stage automation | ✓ | ✓ | ✓ |
| Data migration | ✓ | ✓ | ✓ |
| Reporting dashboards | ✓ | ✓ | ✓ |
| Team training + playbook | ✓ | ✓ | ✓ |
| AI lead scoring | — | ✓ | ✓ |
| Breeze AI agents | — | ✓ | ✓ |
| n8n / Make automations | — | ✓ | ✓ |
| Churn prevention signals | — | ✓ | ✓ |
| Custom React front-end | — | — | ✓ |
| Client / investor portal | — | — | ✓ |
| Auth + access control | — | — | ✓ |
| 30-day post-launch support | — | — | ✓ |
Yes. These packages map directly to the work I take on Upwork. Fixed scope with clear deliverables means no disputes, no scope creep, and a clean contract. The contact form links to a discovery call — from there, we can move to an Upwork contract if that's your preference.
The tiers cover 90% of projects, but scope is flexible. If you need HubSpot + a light front-end that doesn't warrant the full-stack price, we'll scope it appropriately. Start with the discovery call and we'll find the right fit.
Typically 50% upfront, 50% on delivery. For larger projects, milestone-based payments. Upwork contracts use Upwork's escrow — same split structure, different platform.
Everything you paid for is yours. Source code is delivered via GitHub. HubSpot work is done inside your portal. There's no licensing fee, no lock-in, and no ongoing fees to me after the project ends.
For HubSpot work: admin access to your portal, a call to walk through the existing setup, and clarity on your sales process. For builds: a brief with the goal, existing tech stack, and any designs or references. I'll document the rest during discovery.
Yes, and I prefer to. A complete teardown is rare — usually the CRM has good bones with a few structural problems. I'll audit it first and give you an honest assessment of what to keep versus rebuild.