Fix HubSpot in 72 Hours

Particularly useful if you’ve recently taken ownership of HubSpot and need clarity fast.

If any of this sounds familiar...

  • Pipeline stages don’t match how deals really progress

  • Data and Reporting can't be trusted

  • Leads aren’t routed properly / follow-up is inconsistent

  • Automations don’t reflect real processes

You don’t need a rebuild. You need a focused reset.

Designed for teams with patchy adoption, unreliable reporting, and pipelines that don’t reflect reality.

72-Hour HubSpot Fix Plan

(Audit + Prioritised Action Plan)

You'll Leave With

  • A clear explanation of why HubSpot isn’t working properly

  • A short, prioritised list of fixes that will materially improve adoption and reporting

  • Clear definitions for stages, lifecycle, and minimum required data

  • A reporting plan that produces numbers you can actually use

  • A realistic 30/60/90-day plan (with costs)

Deliverables:

Everything is written so your team can implement it themselves if you choose.

  • A short audit report (PDF) with findings and detailed recommendations

  • A prioritized backlog (Now / Next / Later)

  • A simple dashboard spec (what to build + definitions)

  • A costed 30/60/90-day roadmap (if you want to scale it)

This focuses not just on improvements to your existing system but opportunities to get more value from your stack

Cost: £1,350 - 2-3 Days

No long-term commitment. No rebuild. No retainer.

How it works

1. Kick Off Workshop (1-2 hours)

We confirm your goals, who uses HubSpot, where it's failing and where we think the opportunities are

2. Access + review (remote)

I review pipeline setup, lifecycle/stages, key properties, routing, workflows, reporting, and data hygiene. Also integrations, automations and opportunities to get more value

I'll also meet virtually with people on the team where needed to gain usability insights and additional requirements

3) Audit report + walkthrough (1-2 hours)

You get the plan, and we walk through it together — including what I would not do.

4) Optional: Implementation

If you want me to implement, we agree a sprint or day-rate block. The report will be detailed and provide an easy-to-follow scope if you want to implement the plan yourself.

If You Want Extra Help After the Fix Plan

Most teams use the Fix Plan first, then decide whether to implement internally or bring me back in later

Option A — Fixed 7-10 day Sprint:
From £3,750 (7-10 working days, remote or Hybrid)

Option B — Day-rate implementation:
£450/day depending on scope/complexity

Typical implementation work includes:

  • Putting the Fix Plan into place

  • Cleaning up data and definitions

  • Making reporting usable

  • Ensuring the team actually adopts the changes

Who is it For?

  • You already have HubSpot, but adoption + reporting are weak

  • You're not getting the value and savings from automation and/or AI

  • HubSpot isn't smoothly integrated with other platforms

  • You need clarity fast and want a practical fix path

  • You want a specialist who will work with your existing setup

Who is it Not For?

  • Brand-new HubSpot implementations from scratch

  • Teams that can’t provide access to tools or people and don't have an internal project owner for sign-off

Why this approach works

  • Focuses on the changes that unlock value and adoption

  • Produces measurable outputs

  • Designed to avoid “big rebuild” disruption

  • Fixed price and focused rapid delivery

  • Can scale - for large programmes this approach ensures that value is delivered at a fixed price for every stage with team adoption at every stage

Get in touch