Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

Ongoing HubSpot Advisory for Key Decisions

Before a license, integration or new tool decision, you have someone who knows HubSpot to weigh the options.

  • phasePlatform Management
  • engagementRetainer

The problem this solves

HubSpot decisions land on the people running the company: which edition to renew, whether a new Breeze feature can replace a paid tool, whether to build a custom object. A wrong call shows up later as a license nobody uses or a data model that blocks reporting.

How I work

We meet regularly with the people who make HubSpot decisions, usually the owner, the head of sales or the operations lead. Before each meeting I review the portal, progress on the plan and the changes HubSpot has rolled out. In the meeting we go through the decisions on the table and set priorities for the next period.

Between meetings I answer questions about integrations, other vendors’ offers, license renewals or team changes that affect the CRM. My advice draws on what has worked across 50+ portals. Your team or another contractor does the hands-on work. When a decision turns into a project, I can quote it separately or write a brief for whoever takes it on.

What you get

  • Regular meetings with a prepared agenda and notes
  • A HubSpot roadmap tied to company goals
  • Recommendations before a license renewal
  • Written opinions on integrations and tools around HubSpot
  • Answers to questions between meetings

What people ask before a quote

How is advisory different from portal support?

In support I change settings in your portal. In advisory I help you make decisions and keep the plan on track, and I leave the setup to you or to support. Companies without an admin can combine the two.

Do you also advise on tools around HubSpot?

Yes, as long as HubSpot is at the center. I assess integrations, overlapping features and ideas for new tools. When a question gets into the details of someone else’s product, I tell you where my knowledge ends.

How much does ongoing advisory cost?

We’ll work it out on the call, once I know your process. You pay for the HubSpot license separately, directly to HubSpot.

Let’s check whether this service fits your situation

After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk