HubSpot

Portal care in an agreed number of hours per month.

After go-live a portal keeps generating work that never adds up to a project: a stage to add, a report the board suddenly wants, a workflow that stopped firing, a new joiner who needs access. I take that work in a fixed number of hours a month, run it off one list in your order of priority, and show what the hours went on.

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HubSpot

Six things that happen inside the hours.

Integracje HubSpot

Configuration changes

Pipelines, stages, properties, views and permissions as the process changes. Small changes land in days rather than waiting for a project.

Finanse i rozliczenia

Workflows and automation

New automation, fixes to what stopped firing, and cleaning up what overlaps. Automated tasks that pile up unclosed get dealt with rather than accumulating.

Obsługa zamówień

Reports and dashboards

New reports, corrections to existing ones and the honest answer when a report cannot be built on the fields that exist today.

Operacje wewnętrzne

Data hygiene

Duplicates, ownerless records, imports that went in wrong. This is the work that quietly decides whether reporting stays believable.

Synchronizacja danych

Integrations and keeping them alive

Connections between HubSpot and the other systems, plus watching what they overwrite. An integration that overwrites a manual correction is a reporting problem waiting to happen.

Raporty i alerty

Help for the team

Questions from the people who work in the portal, answered as they come up, so nobody works around the system for two weeks in silence.

HubSpot

Care stands on an agreed number of hours and one list of priorities.

Warstwa no-code

Hours agreed up front

A fixed monthly envelope, set after I look at the portal and the pace of change. Small portals need a couple of hours; a portal three teams work in needs more, and I say which one yours looks like.

Warstwa kodu

One list, your order

Everything goes on a single list with an estimate per item. You decide the order. That way a report for the board does not sit behind a cosmetic fix.

Warstwa danych

You can see where the hours went

Every month you get what was done, how long it took and what is still open. Care without that visibility turns into an invoice nobody can check.

Natywnie w HubSpocie

The account stays yours

Your portal, your super admin, your integrations. I work as a user in your account, which means nothing is hostage if I stop working together.

HubSpot

Handover. Hours. Rhythm. Quarterly review.

01Mapuj

Handover

A walk through the portal as it is: what is configured, what is half-built, what nobody can explain. If the portal came from another agency, this step also finds what was left undocumented.

02Mapuj

Setting the hours

The monthly envelope gets set against the real backlog, not against a hope. If the backlog needs a project first, I say so instead of spreading it over six months of care.

03Mapuj

Working rhythm

Requests go on the list, get estimated, get done in your order. Anything that turns out to be a project gets called a project and quoted separately.

04Mapuj

Quarterly review

Once a quarter I look at what the hours bought, what keeps coming back and whether the envelope is the right size. Recurring requests usually point at a configuration fix worth doing once.

Scope of care

Hours get agreed after I go through the portal.

How many people work in the portal, what keeps changing in the company and what jams today. The rest I confirm on the call.

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Contact

Let me hear about who looks after your portal today.

On the call I go through what is waiting in the portal, who raises requests and how fast the process changes. A work email address and a topic are enough to book it.

Starter offer

An audit day or a training day to start working together.

Both have a fixed scope and take one working day. I quote a larger project only once I know what is really in it.

HubSpot8 hours

HubSpot portal audit day

  • Half an hour with leadership on the one number the company cares about
  • A read-only pass through the portal
  • Twenty minutes with each team member, up to four people
  • A document with fixes priced in hours, plus an hour to walk through it
Book a call about the auditSee the audit scope
AI in business8 hours, online

AI training day for your team

  • Six blocks in one day
  • Opening with leadership, 30 minutes
  • Hands-on work with the model on your team's materials
  • Recording and a starter kit for every role
Book a call about the trainingSee the training programme
HubSpot

Questions that come up on a first call.

How many hours a month do we need?

That comes out of the portal and the pace of change, not from a package. I look at the backlog and the number of teams working in the account and give you a number with the reasoning attached.

What if we do not use the hours in a given month?

Then I spend them on something that always waits: data hygiene, a report nobody had time to build, documentation. Unused hours are a signal the envelope is too big, and I say that rather than let it run.

Will you take over a portal another agency ran?

Yes, and the handover step exists for exactly that. Expect the first weeks to surface undocumented automation; that is normal and it is cheaper to find it deliberately than during an incident.

How is this different from an implementation project?

A project has a scope, an end and a go-live. Care is the work that arrives afterwards and never forms a project. Mixing the two is how implementations stretch for a year.

Who on our side raises requests?

One or two named people, ideally including whoever keeps the portal. A queue anybody can write to fills with requests nobody prioritised.

Does care cover work outside HubSpot?

Integrations touching HubSpot, yes. Wider process automation and AI work are separate lines, and I say up front when a request belongs there instead.

Related services

Often combined with this service.

HubSpot implementation

Portal configuration around the sales process a company already runs.

See HubSpot implementation

Portal audit

A day on the portal and a document with fixes priced in hours.

See the audit scope
HubSpot

A portal after go-live generates work that never forms a project.

<p>Tell me what is waiting in your portal and who handles it now. After the call you have the size of the monthly envelope and the list it would start with.</p>

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