Explore the Full Scope of Our HubSpot Services

From package breakdowns to retainers, support, and technical audits — here’s a deeper look at how we power post-sales success inside HubSpot.

Current Package (Bronze) Starting At $15k

• Data Setup

• Add renewal date property.

• Add ARR role up field

• Copying workflow between objects for Renewal Data

• Copying workflow between objects for Deal amount

• Copying workflow between objects for MRR

• Add MRR field

• Create Segment field

• Create Segment copying flow

• Create Renewal Pipeline

• Add the stages

• Add deal gates (MRR/Amount, Renewal date)

• Create the renewal automations

• Create deals in the renewal pipe upon closing sales deals

• Create new deal in the renewal pipe upon closing the renewal deal

• Create task alerts to renew the deal 3 months before renewal date

• CS enablement

• Configure the CS platform

• Create health score

• Create CS automations

• QBR automation

• At-risk automation

• Single list report on the dashboard

Other Services available too:

Retainers:

• Service hub/CS ops maintenance package

• Bronze $5k/mo

• All punch list tasks accumulated during convo

• Silver 

• All punch list tasks accumulated during convo

• Playbooks

• Sales to cs handoff

• Joint success plan

• Customer offboarding

• Account transitions

• Kickoff

• Onboarding

• Customer reboot

• No responsive customer

• Low engagement

• Loss of champion

• Predictive maintenance:

• Validate customer, service, and revenue settings match current configurations.

• Confirm CSM assignment and renewal date properties are still correct.

• Review health score formulas and verify no errors or missing properties.

• Check health score distribution for unexpected shifts in customer statuses.

• Clear expired or redundant alerts and verify alerts are expiring after 14 days.

• Audit task lists for overdue or unassigned tasks stuck in the system.

• Ensure task ownership is current and no tasks are assigned to inactive users.

• Verify default and custom views prioritize the correct customer accounts.

• Remove or update custom views no longer used by the client’s team.

• Check for duplicate or unassociated records across contacts, companies, and deals.

• Confirm pipelines in Services and Revenue tabs show accurate records and stages.

• Validate visibility and accuracy of any custom objects used in the workspace.

A-La-Carte:

• Data clean ups are scoped and supported under a separate SOW

• Custom integrations are scoped under a separate SOW

• Custom tech builds are scoped under a separate SOW

Support:

Support Bronze

• Knowledge base

• Import articles

• Chatbot

• Ticketing pipeline

• Import data

• Set up custom fields

• SLAs

• Ticket tags

• Escalation workflow

• Customer portal

• Meeting links

• Gated content

• Support Performance Dashboard

• Tickets by source/channel

• Average time to first response

• Average time to close

• CSAT score by agent or team

• Escalated tickets over time

• Customer lists

• Persona enrichment

• Persona lists 

• Marketing contact workflow