Consulting // HubSpot CRM Data Architecture
Standard HubSpot Objects: $4,750
Custom Objects: + $500 per custom object
Create a scalable HubSpot CRM data structure that standardizes how records, properties, and objects should be organized within HubSpot.
This engagement focuses on how business data should be structured within HubSpot and does not include integration architecture, API strategy, or sync logic between external systems.
×
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)
- Review of current CRM structure and object relationships
- Recommendations for how business data should be organized across HubSpot objects and properties
- Property mapping and consolidation recommendations
- Recommendations for what data should be retained, merged, archived, or newly created
- Identification of data risks, dependencies, and future-state considerations
- System Design Review Call (with 2 rounds of revisions following this presentation)
Primary Output:
Data Model Strategy Brief + LucidChart Documentation:
- Recommended HubSpot object structure
- Property organization recommendations
- Object relationship recommendations
- Property consolidation strategy
