Month-to-month
No long-term contracts. Just 30 days' notice to cancel.
Plans priced on outcomes, not the clock.
Pick the level of help you need: a senior set of eyes, an expert doing the builds, or a fractional HubSpot ops resource who owns the platform with your team. Month-to-month, no long contracts.
Advisory
A senior resource in the room
$1,500
per month, ~5 hrs
Monthly strategy & planning meeting
Async email support, 48-hour SLA
Quarterly HubSpot health check
Mortgage/fintech positioning context
Most Popular
Advisory + Build
An expert doing the work
$3,000
per month, ~10 hrs
Everything in Advisory, plus:
Active builds: workflows, sequences, reports
Process design & documentation
Integration setup & monitoring
Full Service
A fractional HubSpot ops resource
$6,000
per month, ~20 hrs
Everything in Advisory + Build, plus:
Ongoing CRM admin: data, dedup, lists
Pipeline maintenance & reporting
Proactive audits, priority 24-hour SLA
Got a defined project instead?
New HubSpot onboarding, a CRM migration, a large workflow build, or a process redesign: these are scoped as flat project fees, typically $2,500 to $10,000. Not hourly, not a retainer, so you know the number before we start. A short scoping call always comes first.
Priced on outcomes
Scoped on deliverables, not clock hours. AI-assisted tools mean you get speed, not a bigger bill.
A senior operator
You work directly with Craig: 30 years in mortgage and fintech, building in HubSpot since 2019.
Before you reach out
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Which tier is right for me?
If you have an internal admin who needs direction, start with Advisory. If you need someone actually building in HubSpot each month, that's Advisory + Build. If you want the platform owned and maintained for you, Full Service. When in doubt, book a call and I'll tell you straight.
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Do you require a long-term contract?
No. All engagements are month-to-month. I ask for 30 days' notice to cancel so we can wrap up cleanly, but there's no annual commitment.
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What's not included?
Content creation, copywriting, SEO, paid advertising, and website design or development. I'll set HubSpot up to support those things, but I don't run them. Custom API work and deep integrations are quoted separately.
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What happens if I go over my hours?
Full Service is capped at 20 hours a month. Anything beyond the cap is quoted separately at $300/hour and agreed before the work happens. No surprise invoices.
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Do you only work with mortgage and fintech companies?
That's the niche where I bring the most, since I've been the buyer in those vendor sales cycles, not just the consultant. But the HubSpot work translates to any industry, so it's worth a conversation either way.