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Consulting // CRM Strategy & Data Modeling (Stand-alone)

Our HubSpot CRM Data consulting services ensure a smooth transition for businesses migrating their data to the HubSpot CRM platform. Our expert consultants evaluate the current data structure, identify potential issues, and create a customized solution to ensure data integrity and accuracy. By mapping and configuring data to HubSpot's standards, we guarantee a seamless integration and a strong foundation for optimal use of the CRM platform.

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Product starting at:

$4,500
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Includes:

  • Discovery & Assessment Call(s) – We’ll discuss your current data structure, existing challenges, and align on your goals with HubSpot. (up to 2 hours allocated)
  • System Design & Data Mapping – We'll create a clear, organized data model based on your business needs, defining the structure, properties, and relationships between objects.
  • Implementation – Our team configures and deploys your solution into HubSpot.
  • Post-Implementation Review & Feedback – Once you've had time to use the system, we’ll gather feedback, address any final questions, and refine the setup as needed.

Process

This process includes approximately 12-15 hours of consulting and implementation (structured to guide you through our process). The following calls/meetings are included when paired with HubSpot Onboarding & Setup:

  1. Kick-off Call
  2. Discovery & Assessment Call
  3. System Design Review Call
  4. Implementation Review Call
  5. Implementation Feedback Call

Additional Details

  • These hours will be used to identify a solution based on the Client's goals. If additional hours remain, they will be applied towards implementing the solution.
  • If significant new information arises during discovery that alters our approach, additional hours may be required.
  • Does not include custom object creation in HubSpot. If needed, this can be added on.

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