HubSpot Management Retainer with Optimization & Rebuild Strategy

Starting at

$

1,500

/mo

About this service

Summary

I’ll help you transform HubSpot into a revenue-generating powerhouse for your business within 90 days. Together, we’ll optimize your setup, automate key processes, and streamline your marketing and sales efforts for maximum impact. With my hands-on support, you can feel confident knowing HubSpot is one less thing you have to worry about.

FAQs

  • Why is there a minimum 90-day commitment?

    The 90-day period allows us to fully assess and optimize your HubSpot setup, making the most of its features and ensuring your new process works. This also includes your 4-6 week Hubspot rebuild strategy, which is a requirement for every new retainer project.

  • I’m just starting with HubSpot. Is this service suitable for me?

    Yes! This service is perfect whether you’re just starting with HubSpot or looking to optimize an existing setup.I'll help you with everything from initial onboarding to setting up automation workflows that match your business needs.

  • What kind of results should I expect from this service?

    That all depends on your goals and plan type. You can expect improved lead generation, better sales conversion rates, and enhanced overall efficiency in your marketing and sales processes.

  • Can I cancel the retainer if I feel it’s not working for my business?

    While I recommend a 90-day commitment to see meaningful results, I also ensure that you're getting consistent value from our work. If you feel it's not the right fit, I am open to discussing how we can adjust the strategy or the service to better meet your needs.

  • What happens after the first 90 days?

    After 90 days, you’ll have a highly optimized HubSpot system in place. At this point, we can continue working together on an ongoing basis or shift to a more tailored approach, depending on your needs. Our goal is to ensure you're fully equipped to manage HubSpot on your own or with minimal support.

  • What if I don’t have the internal resources to manage HubSpot regularly?

    That’s exactly why this retainer is beneficial! I handle the day-to-day management, ensuring everything runs smoothly so you can focus on your business. My support also includes regular check-ins and strategy adjustments to keep you on track.

What's included

  • Onboarding & Initial Setup

    Comprehensive audit of current HubSpot setup. Includes a 60-minute project kickoff call.

  • Optimization & Rebuild Strategy (One-Time)

    This is a 4-6 week process, which includes an evaluation of current workflows, automation, and campaigns. I'll identify bottlenecks, inefficiencies, and areas of improvement, and we'll implement a new strategy to improve business performance.

  • Ongoing Campaign Management

    Creation and optimization of email marketing campaigns, including managing automation workflows and triggers.

  • Ongoing Lead & Contact Management

    Segmenting contacts for personalized communication and to ensure high-quality leads

  • Ongoing Sales Pipeline & CRM Management

    Customizing and maintaining the sales pipeline, creating new deals and tracking progress and automating follow-up sequences and task reminders.

  • Ongoing Content & Social Media Integration

    Aligning content strategy with HubSpot's content tools. Managing blog posts, lead magnets, and content offers.

  • End-of-Month Reporting

    Monthly reports on lead generation, sales progress, and ROI, including performance tracking for campaigns

  • Training & Support

    Access to a monthly training session on best practices, and ongoing support for HubSpot troubleshooting and issues.

Recommendations

(5.0)

Maceo Owens • The ERG Movement

Client • Dec 21, 2024

Couldn't be happier with my experience working with Lo! Incredible and I'm looking forward to continuing to work together!

Lo really got our brand. And she got it quickly! She required very little onboarding time and one of her strategies was rooted in finding percolating 'questions' that our brand was uniquely fit to answer while competently putting our brand's content into more current communication styles that helped us be heard with more credibility and connection. Weekly meetings were always warm, professional, incredibly clear and distilled to a refreshing level of intention.


Skills and tools

Project Manager
Systems Audit
HubSpot

Work with me