Pro Retainer
Pro Retainer - $950/Month
For growing businesses ready to automate, analyze, and scale smarter
Who This Is For:
- Small to mid-sized companies scaling their sales and marketing
- Teams that want automation beyond the basics
- Businesses looking to create reports that guide decision-making
What You Get:
- Up to 20 hours/month of HubSpot consulting and execution
- Custom Workflows
- Lead lifecycle automations, deal stage follow-ups, task triggers, internal SLAs
- Reporting Setup
- Build out dashboards for Marketing, Sales, or Service teams
- Attribution, funnel, and campaign performance reports
- 2 Strategy Calls Per Month (30–45 min each)
- Discuss progress, review metrics, and plan enhancements
- Personalized action items and insights after every call
- Email & Slack (optional) Support
- Get in touch quickly for faster turnarounds
🧭 Why This Plan?
The Pro plan helps you move from operational chaos to CRM clarity. By combining strategy and execution, this plan enables your team to save time, improve efficiency, and take action based on real data — not guesswork.
📝 Not Sure Which Plan Is Right for You?
No problem! I offer a free 30-minute consultation to evaluate your current HubSpot setup and help you choose the best-fit plan. You can also upgrade/downgrade your package at any time based on your evolving needs.
FAQs
Unused hours do not roll over but can be reallocated within the current billing cycle for anything within scope.
Yes — project-based pricing is available for migrations, audits, implementations, or training. Contact me to discuss your needs.
No long-term contract is required. All plans are billed monthly and can be canceled with 15 days’ notice.