Sound Familiar?
Your Portal Works But You're Not Sure It Works Well.
- You've got 200+ workflows and nobody can tell you which ones are critical versus which are leftovers from two years ago.
- Your dashboards show numbers, but your leadership team doesn't trust the data because the source is unclear.
- You know you're only using a fraction of what you're paying for, but you don't know which features to prioritize.
- Every time something breaks, one person on your team scrambles to fix it because they're the only one who understands the portal.
That's exactly what ongoing HubSpot consulting fixes.
The Sidekick Approach
How We Help
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HubSpot consulting gives your team access to a Platinum Partner expert who knows your portal, your goals, and your team. We provide strategic guidance, portal optimization, and hands-on support without the overhead of a full-time specialist.
Sidekick's consulting engagements start with a portal audit to understand what's working, what's broken, and what's costing you money. From there, we build a prioritized optimization plan and work through it together. Some months we're redesigning workflows. Other months we're building reports or cleaning up data. The work follows what matters most, not a rigid playbook.
With George's 42+ certifications and the team's 124+ combined, your humans get advice from practitioners who've seen every kind of HubSpot challenge. We're not reading the knowledge base to answer your questions. We've solved these problems before.
Your Portal, Deeply Understood
We learn your portal's history, configuration, and quirks so every recommendation is specific, not generic.
Strategic And Tactical
We handle both: the big-picture strategy and the hands-on configuration work to execute it.
Priority-Driven Work
Every engagement focuses on the highest-impact work first, not a checklist of nice-to-haves.
Platinum Partner Access
You get a team with 124+ certifications, direct HubSpot partner channel access, and years of platform experience.
What's Included
What's Included
Portal Audit Report
A prioritized assessment of your portal's health covering workflows, properties, data quality, and reporting.
Optimization Roadmap
A quarterly plan of recommended improvements ranked by business impact.
Monthly Strategy Sessions
Live sessions to review performance, plan next steps, and address emerging questions.
Workflow Optimization
Audit and redesign of workflows to eliminate redundancy and improve performance.
Reporting Dashboard Design
Custom dashboards built to answer your leadership team's specific questions.
Data Hygiene Plan
A systematic approach to cleaning, deduplicating, and maintaining your contact and company data.
Slack Access
Direct access to your consulting team for quick questions between sessions.
Quarterly Review
A structured review of progress, ROI, and priorities for the next quarter.
Exact deliverables are scoped during your strategy call based on your goals, timeline, and current setup.
How It Works
From First Call To Results
Discovery
We audit your portal, review your goals, and identify the highest-impact opportunities for improvement.
Optimization Roadmap
We build a prioritized plan of improvements and present it with clear timelines and expected impact.
Ongoing Execution
We work through the roadmap in monthly cycles, handling strategy, configuration, and training as needed.
Quarterly Review
Every quarter we review progress, measure results, and adjust the roadmap based on what your business needs next.
Is This Right For You?
Is HubSpot Consulting Right For You?
This Is For You If...
- You have HubSpot running but aren't confident it's set up for maximum ROI.
- Your portal has grown organically and needs an expert eye to clean it up.
- You don't have a full-time HubSpot specialist on staff.
- Your leadership team is asking hard questions about HubSpot ROI and you need better answers.
- You want ongoing guidance, not just a one-time project.
This Isn't For You If...
- You need a one-time portal audit. Check out our HubSpot Portal Audit service.
- You haven't purchased HubSpot yet. We can help evaluate, but consulting is for existing portals.
- You need someone to execute all the work with no internal involvement. Consulting is a partnership.
Common Questions
