Ongoing HubSpot CRM Support & Retainer Services

What You Get

20 years of CRM expertise on call — without the $140K+ salary. You get a fractional HubSpot expert who knows the platform inside-out, available when you need help but not sitting idle on payroll. Strategy, troubleshooting, optimization, and training — all for a fraction of what a junior hire would cost.

Sound familiar?

Your HubSpot portal was set up great — a year ago

Since then, you've added new reps, changed your sales process, launched new products, and bolted on three integrations. But the CRM hasn't kept up. Workflows that made sense last year don't fit anymore. Reports that were useful are now misleading. The foundation is solid but the house needs maintenance.

You have HubSpot questions and nobody to ask

Something isn't working right. A workflow is acting weird. A report doesn't add up. You Google it, read three conflicting forum posts, try something, and hope for the best. Sometimes it works. Sometimes it creates a bigger problem. You need someone who actually knows the platform.

Your "HubSpot person" is wearing six hats

Someone on your team got designated as the CRM admin — on top of their actual job. They're good, but they don't have time to keep up with HubSpot's quarterly feature releases, optimize workflows, clean data, AND hit their own targets. They need backup, not more responsibility.

You finished a project with us (or someone else) and need ongoing help

The implementation went well. The optimization cleaned things up. But CRM isn't a "set and forget" system. Your business evolves, HubSpot releases new features, team members come and go. You need someone who knows your portal to keep it running right.

How the retainer works

Dedicated hours, flexible scope. Use them for whatever you need that month — troubleshooting, new automations, training new hires, optimizing reports, cleaning up data.

Someone who knows your portal

Unlike a generic help desk, your retainer is with someone who already knows your HubSpot setup, your processes, and your team. No re-explaining context every time you need help. We pick up where we left off — because we never really leave.

Proactive, not just reactive

We don't just wait for things to break. Regular health checks catch issues before they become problems. We monitor workflow performance, data quality drift, and feature adoption — and flag things before your team notices.

Monthly status and recommendations

You get a monthly summary: what we worked on, what we found, and what we recommend for next month. No surprises, full transparency, and a clear record of the value delivered.

Scales with your needs

Launching a new product? Need extra hours that month. Quiet quarter? Scale down. The retainer flexes with your business. We'd rather keep you at the right level than overcharge you.

What's included

✓ Priority support — email and Slack with guaranteed response times
✓ Monthly health checks — proactive CRM audit and data quality review
✓ Workflow maintenance — keep automations current as your business evolves
✓ New hire training — get new team members productive in days
✓ Report building — new dashboards as your needs change

✓ Feature adoption — guidance on new HubSpot releases relevant to you
✓ Integration support — maintain and troubleshoot connected tools
✓ Data governance — regular duplicate cleanup and property management
✓ Strategic advisory — CRM strategy that evolves with your business
✓ Monthly status report — what we did, what we found, what's next

Retainers start from £400/month

Frequently asked questions

What's the minimum commitment?

Three months. CRM improvement takes time, and we need at least a quarter to demonstrate real value. After that, it's month-to-month — stay because it works, not because you're locked in.

How many hours per month?

It depends on your needs. Some clients use 5–10 hours for light maintenance and training. Others use 20+ for active optimization and project work. We'll recommend a tier based on your situation during the discovery call.

What if I don't use all my hours one month?

Unused hours roll over for one month. We'd rather you have flexibility than feel pressured to use them. If you consistently don't use your allocation, we'll recommend stepping down to a smaller plan.

Can the retainer cover things outside HubSpot?

Our expertise is CRM and HubSpot specifically. But if your question involves adjacent tools — email marketing, integrations, sales process — that connect to your CRM, it's usually within scope. We'll tell you honestly if something falls outside our wheelhouse.

Ongoing CRM Support