How We Work Together
A Partnership Built on HubSpot Excellence
I don't just manage your HubSpot - I teach you to own it. Through collaborative sprints and hands-on training, you'll gain the skills and systems to run your business more efficiently, with me in your co-pilot seat every step of the way.
The DRAFT Process
Every engagement is structured around DRAFTs — focused 12-week partnerships designed to tackle your most important HubSpot needs.
🌿 1 DRAFT = 3 Sprints
🌿 1 Sprint = 4 weeks of focused work
Each sprint brings you 10 hours of strategic implementation plus collaborative meetings where we work through challenges together, review your system, and build your team's HubSpot confidence.
🌿 1 DRAFT = 3 Sprints
🌿 1 Sprint = 4 weeks of focused work
Each sprint brings you 10 hours of strategic implementation plus collaborative meetings where we work through challenges together, review your system, and build your team's HubSpot confidence.
|
What a Typical DRAFT Looks Like🌿 1 DRAFT = 3 Sprints
🌿 1 Sprint = 4 weeks of focused work Sprint #1: Discovery & Foundation
Sprint #2: Build & Optimize
Sprint #3: Polish & Prepare
What You Get in Every Sprint10 Hours of Strategic Work
Custom properties, workflow automation, pipeline development, reporting, integrations—whatever moves your business forward. Live Collaboration Time Working sessions, training, Q&A, and system reviews. We do the work together so you understand how everything functions. Full Transparency Every task gets an hour estimate. Everything is tracked in 15-minute increments. You always know where your investment is going. Expert Guidance I've built hundreds of HubSpot workflows, pipelines, and automations. You get all that experience applied to your specific business challenges. |
Investment & Commitment
|
Monthly Investment: Starting at $1,800/month
Commitment: 3 months (1 DRAFT) What's Included: 10 hours of work per 4-week sprint + collaborative meeting time You can increase hours mid-DRAFT if a big project comes up. You can choose not to renew after each DRAFT ends. What you can't do is decrease hours mid-DRAFT — this protects both of us, and ensures I can deliver quality work. Just like in real life, time doesn't roll over month to month, which is exactly why I'm meticulous about estimates. You get what you pay for, and I make sure we use every hour wisely. |
The Co-Pilot Approach
Most consultants do the work and leave. I do the work with you and make sure you understand it.
Among other priorities, you'll learn to:
My goal isn't to create dependency on my services — it's to make you self-sufficient. Some clients need ongoing partnership because their businesses keep growing and evolving. Others graduate after one or two DRAFTs because they've learned what they need. Both outcomes make me proud.
Among other priorities, you'll learn to:
- Build and modify workflows yourself
- Create custom reports that actually matter
- Troubleshoot issues without waiting for a consultant
- Train new team members on your systems
- Make strategic decisions about your HubSpot setup
My goal isn't to create dependency on my services — it's to make you self-sufficient. Some clients need ongoing partnership because their businesses keep growing and evolving. Others graduate after one or two DRAFTs because they've learned what they need. Both outcomes make me proud.
We're a great fit if... |
We're not good fit if... |
|
|
Ready to see if we're a match?
|
Every partnership starts with a discovery consultation to make sure your project is a good fit for the DRAFT process. Reach out, and let's talk about what you're trying to accomplish with HubSpot.
If I think I can help, I'll put together a proposal that outlines our first DRAFT together. And if I don't think I'm the right fit? I'll tell you that too, and point you toward someone who might be better suited to your needs. Let's build something great together. |