Keep Momentum,
Ship Outcomes —
Every Month
Your systems don't just need to be built — they need to be steered. Our ongoing retainers give you a senior, hands-on team to continuously improve HubSpot and your integrations, front-load wins, and keep everything healthy as your goals evolve.
Who This Is For
Teams running mission-critical workflows on HubSpot that can't risk drift, breakage, or guesswork.
Firms layering HubSpot in front of Clio/Filevine/Litify (law) or turning events & referrals into pipeline (accounting) and wanting compounding improvements after go-live.
What You Get
Month after month
Workflow & Automation Upkeep
Fix breakages, tune logic, tighten SLAs, and reduce retyping.
Data Health & Reporting
Properties, dedupe/normalization, and dashboards leaders use to make decisions.
Lightweight Enhancements
Lists, forms, sequences, and small UX tweaks that add up to real conversion lift.
Biweekly Strategy Checkpoints
Align on priorities, surface risks, and decide next outcomes.
Integration Monitoring
Catch sync failures early so attribution and CFO dashboards stay honest. (Optional)
How It Works
Simple, transparent
Fit Call
Confirm goals, constraints, and decision path.
Scope Sprint
Agree the next 30–45-day outcomes and the hours they'll take.
Front-Load Delivery
We sprint early for visible wins, with guardrails that protect both sides.
Safety Rails We Live By
- Deposit: 1 month of your selected tier (or 20% of project hours) at signing.
- Front-load cap: We never deliver more than 2× the hours you've paid for (including deposit).
- Pause triggers: Work pauses if invoices age past 15 days or the cap is reached.
- Right-sized hours, no rollover: Unused hours expire monthly; we adjust your tier up or down as workload changes.
Pricing
One role, one rate
We keep it clean: Technical Consultant @
$250/hr.
Pick the monthly hours that match your backlog.
| Tier | Hours / mo | List Price |
|---|---|---|
| Support Lite (on-ramp) | 5 | $1,250 |
| Core | 10 | $2,500 |
| Growth (most chosen) | 20 | $5,000 |
| Scale | 40 | $10,000 |
Optional incentives (tied to commitment, not to the work): 3-month courtesy up to ~3%; 6-month up to ~5–6%; annual prepay up to ~8–10%.
Prefer a tiny landing zone? Support Lite gives you a "pit crew" for reactive fixes and micro-optimizations, plus a monthly checkpoint. Upgrade anytime.
What Changes in Your First 45 Days
🎯 Clear Ownership
Every inbound is routed, worked, and visible — no more "who owns this?" limbo.
📈 Trusted Dashboards
Dashboards show pipeline, velocity, and campaign/event ROI your leadership trusts.
⚡ Streamlined Workflows
Intake/BD teams stop retyping; follow-up happens same-day; signed-case handoff is one click.
FAQs
How is this different from a project?
Projects get you live. The retainer keeps you sharp — fixing drift, improving conversion, and protecting reporting. We front-load outcomes, then iterate.
Can we start small?
Yes — many clients start on Support Lite (5 hrs) to stabilize and then move to Core/Growth for compounding wins.
Will you discount the rate?
We preserve rate integrity. If you want savings, we tie any courtesy to term or prepay — never ad-hoc discounts.
Do hours roll over?
No. To avoid ballooning WIP, unused hours expire monthly — and we right-size your tier as needs change.
Ready for Steady Progress?
If you want cleaner data, trusted dashboards, and no more "surprise" breakages — book a 20-minute Fit Call.
If there's a real win, we'll run a 90-minute Scope Sprint and map a concrete 30–45-day plan.
Or Get Started Here
Fill out the form and we'll reach out to schedule your Fit Call
Before you build anything else
Design the future of your firm before anyone starts clicking.
A 20–30 minute Future Design Call decides whether the right next step is a Blueprint, a Sprint, or simply a referral. No pitch. Just clarity.
Not a fit if you already know exactly what to build and just need a builder. We'll happily refer you.