- phasePlatform Management
- engagementRetainer
The problem this solves
A portal without an admin piles up duplicate properties, workflows left by people who quit and permissions that no longer fit the team. People learn to work around small glitches until a form or a sync stops working, and the cause is buried under months of backlog.
How I work
Support has two parts. On an ongoing basis I handle your team’s requests: new users and permissions, changes to pipelines and properties, fixes to workflows and reports. On top of that I regularly review properties, lists, workflows and integration errors before anyone spots a problem in a report.
I also track the changes HubSpot rolls out to your portal. I put the useful ones in place and flag the ones that need your decision. A portal set up by someone else starts with a review, so I know what’s configured and why. You pay through an hours package, a fixed monthly scope or a mix of both.
What you get
- A starting portal review with a write-up of the setup
- Ongoing changes to users, permissions, pipelines and properties
- Regular reviews of properties, lists, workflows and integration errors
- HubSpot updates put in place or flagged for a decision
- A description of every change with the hours spent
