-2.png?width=1000&height=354&name=medium%20(2)-2.png "RSM Consulting LLC")
HubSpot Support Retainer for US Sales Teams Marketing Teams RevOps Leaders Growing Companies
Ongoing HubSpot support without hiring a full-time admin. Monthly retainer hours, a dedicated consultant who knows your portal, and problems fixed before they cost you deals.
You finished the implementation. Now what?
This is where most HubSpot portals start to break down.
"We've seen what happens when companies lose their HubSpot person. Six months of drift can undo a year of good configuration."
— RSM Consulting
The implementation is done. Pipelines are set up, automations are running, the team got trained. Six months later, half the workflows are stale, new hires don't know the system, and nobody remembers why certain properties exist. You don't need another full implementation. You need someone who knows your portal, picks up the phone when something breaks, and keeps the system evolving as your team grows. That's what the retainer is.
- Monthly hours with a consultant who already knows your portal
- Ongoing optimization, not just break-fix
- Workflow updates as your sales process evolves
- New hire onboarding and team training
- Reporting adjustments as business priorities shift
Signs you need a support retainer
If two or more of these sound familiar, your portal is drifting.
Your HubSpot admin left and nobody replaced them
The person who knew how everything was configured is gone. Workflows are running but nobody's sure what they do. Changes aren't getting made because nobody feels confident touching the system.
Sales says the CRM is slowing them down
Too many required fields, pipelines that don't match reality, reports that nobody trusts. The team is working around HubSpot instead of inside it.
Marketing can't get campaign support fast enough
Every new campaign needs list building, workflow setup, form creation, and reporting. Your marketing team has ideas but nobody to execute them in HubSpot.
Small problems keep piling up
A broken automation here, a misrouted lead there, a dashboard that hasn't been updated in months. Nothing is urgent enough to hire someone, but everything adds up.
What the retainer includes
Scoped deliverables, not vague promises.
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Dedicated consultant Same person every month. They know your portal, your team, and your business context.
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Monthly optimization hours Flexible hours for workflow updates, pipeline changes, property management, and data cleanup.
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Ongoing reporting Dashboard updates, new report builds, and quarterly reporting reviews aligned to business goals.
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Campaign support List creation, workflow builds, form setup, and A/B test configuration for marketing campaigns.
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Team training New hire onboarding, refresher sessions, and documentation updates as processes change.
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Break-fix support Something's broken? We're on it. Priority response for retainer clients.
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Quarterly health check Full portal review every quarter: data quality, automation health, adoption metrics, and recommendations.
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Integration maintenance Connected tools (email, billing, marketing platforms) monitored for sync issues and data flow.
How the retainer works
Simple to start. Flexible month to month.
We review your portal
Quick audit to understand your current setup, team structure, and what needs attention first. Takes about a week.
We scope the right retainer
Based on portal complexity and team size, we recommend a monthly hour package. No overselling — you get what you actually need.
Your consultant starts
Same person, every month. They learn your portal, your team's workflows, and your business priorities. Requests come in, work gets done.
Monthly check-in, quarterly review
Every month we review what was done and what's next. Every quarter we do a full portal health check and recommend proactive improvements.
Why us instead of a larger agency
Honest answer.
Large agencies assign you a junior account manager who's juggling 15 other clients. When your HubSpot breaks on a Friday afternoon, you submit a ticket and wait. We're a small firm by design. Your consultant is senior. They know HubSpot deeply because they work in it every day, not because they passed a certification exam. When something breaks, you message us directly and it gets fixed. If you want a vendor with 200 employees and a 3-week SLA, we're not the right fit. If you want someone who actually picks up the phone, we are.
- Senior consultant, not a junior account manager
- Direct communication, no ticket queues
- US-based, timezone-aligned support
- Month-to-month, no long-term contracts required
Frequently Asked Questions
RSM Consulting offers ongoing HubSpot CRM support retainers for US-based sales and marketing teams. Our retainer model provides dedicated monthly hours with a senior consultant who knows your portal, handles ongoing optimization, campaign support, team training, and break-fix issues. Unlike larger agencies where you're assigned a rotating junior team, RSM provides a single dedicated consultant with direct communication and no ticket queues. We work with mid-market companies that need consistent HubSpot expertise without the cost of a full-time hire.
Depends on your team size and portal complexity. Most clients land between 10-20 hours per month. We'll scope it after reviewing your portal — we'd rather start conservative and increase if needed than oversell you hours you don't use.
No long-term contracts. Month-to-month. We keep clients because the work is good, not because of a contract clause. Most retainer clients have been with us for over a year voluntarily.
Hours can flex. If you have a light month, we'll use the time for proactive cleanup and optimization. If you have a heavy month (product launch, new hire wave), we scale up. The retainer is a framework, not a straitjacket.
Yes. Most retainer clients need support across both. Pipeline changes for sales, campaign builds for marketing, reporting for leadership. Having one consultant who understands both sides means nothing falls between teams.
HubSpot support tells you how the software works. We tell you how to make it work for your business. They answer feature questions. We restructure your pipeline, fix your automations, build your reports, and train your team. Different job entirely.
Stop letting your HubSpot portal drift
Book a call. We'll review your portal, tell you what needs attention, and scope a retainer that fits. No pressure, no overselling.
Talk to us →