ADDITIONAL ITEMS · HUBSPOT, CRM & AI
Make sure nothing falls through.
We are a HubSpot Gold Partner, and every lead the plans generate lands in this system. Implementation, administration, reporting, PSA integration and hooking your data to AI.
Five ways we make the system run
Every item here is commissioned through your plan and handcrafted by an artist, in your authentic voice. Reporting, ROI and attribution aren't sold here. They are core to the App, in every plan. Pricing is shared inside your plan.
HubSpot Administration (Monthly)
Your portal kept clean, current and automated, at the level you need.
What it moves: Nothing falls through. Every lead the plans generate lands in this system. Administration is what makes 'the lead came in' and 'the lead got worked' the same sentence.
Data cleanup & segmentation. Duplicates merged, lists rebuilt, the database made trustworthy again
Workflows and automation. The advanced level: automation built and maintained so follow-up happens without heroics
Monthly hygiene report. What was fixed, what's watched, in your App
HubSpot Audit
A full portal review with a prioritized fix plan.
What it moves: What's broken, into a ranked list. The audit is the diagnostic that makes every later HubSpot dollar (admin, implementation, training) land where it pays fastest.
Attribution check. Whether you can actually trace revenue to sources today (usually: no, and here's why)
Adoption reality-check. What your team actually uses versus what you pay for
The prioritized fix plan. Every finding ranked by impact. What to fix now, next, and never
Reporting Dashboards
The numbers that matter, on one screen. Built in your portal.
What it moves: Visibility. Decisions improve when the numbers stop being negotiable, and marketing spend survives budget season when its revenue line is on the owner's dashboard.
Per-audience views. The owner's screen, the sales manager's screen, the marketer's screen. Each seeing their job
Clean definitions. What counts as a lead, an MQL, a win. Agreed once, computed consistently
Built in your portal. Yours to keep. This is HubSpot reporting done right, not a proprietary black box
HubSpot Implementation
Portals stood up properly from scratch, including PSA integrations: ConnectWise, Autotask, Halo and other PSAs, connected into your HubSpot and marketing systems.
What it moves: The foundation. Every lead, sequence, dashboard and attribution number downstream depends on this being done right once, and the PSA integration is what makes marketing data and operational truth agree.
PSA integrations. ConnectWise, Autotask, Halo and other PSAs integrated into your HubSpot and marketing systems. Integrated, not migrated: your PSA stays the operational system of record
Single-hub builds. Sales, Marketing or CMS Hub implemented fully when that's the scope
Tracking & analytics setup. GA4, conversion tracking and attribution wired at the foundation. Measurement is not an afterthought
Handoff and documentation. Your team trained on what was built, with the build written down
AI & MCP Enablement
HubSpot and your marketing data connected to your AI. Ask Claude, ChatGPT or Copilot about your own pipeline and get real numbers.
What it moves: Your CRM answers you. The gap between 'we have the data somewhere' and 'we asked and knew in ten seconds' changes how often leadership actually consults the numbers, which changes the decisions.
Your questions, answered from your data. 'which campaigns produced pipeline this quarter?' asked in chat, answered from the portal
Access done right. Permissions, scopes and guardrails set so the convenience never becomes the incident
Team enablement. Your people shown what to ask and how. Adoption, not just plumbing
How this works with your plan
Your strategist recommends the lever when your numbers say something specific should move. You approve it with one tap in the App, and the Artists make it. Fixed scope, set turnaround, and pricing shared inside your plan.
Every piece handcrafted by an artist, in your authentic voice.
FAQs
HubSpot, answered
Yes, and the wording matters. We integrate PSAs like ConnectWise, Autotask and Halo into your HubSpot and marketing systems. Your PSA stays the operational system of record. It is not a migration.
An audit. It ranks what is actually broken so the money you spend next lands where it pays fastest, instead of rebuilding things that were fine.
It hooks your HubSpot and marketing data to the AI tools your team already uses, so you can ask questions of your own pipeline in plain language instead of building a report for every question.
Not sure which lever moves your number?
Your strategist will tell you. That is the job.