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HubSpot In-house – What's Included

Your CRM,
Always
Owned.

Operations-friendly HubSpot is never achieved without a dedicated owner. Our embedded admins own, maintain, and optimise your HubSpot consistently – so you never have to think about it.

Book a Discovery Call See Plans
Data Hygiene Pipeline Management Workflow Automation Dashboards Integrations GDPR Compliance
Data Hygiene Pipeline Maintenance Workflow Automation Lead Scoring User Management Custom Reporting Integration Monitoring GDPR Compliance Data Hygiene Pipeline Maintenance Workflow Automation Lead Scoring User Management Custom Reporting Integration Monitoring GDPR Compliance
Admin Checklist

HubSpot
Managed.

Ten domains of ongoing HubSpot ownership – from data integrity to compliance – handled by a dedicated admin who treats your portal like their own.

01 / 10

Data Management & Hygiene

  • Regularly de-duplicating contacts, companies, and deals
  • Managing lifecycle stages and custom properties
  • Maintaining clean, standardized data across pipelines and lists
  • Importing and exporting data in bulk for updates
  • Archiving outdated records and cleaning inactive contacts
02 / 10

User & Permission Management

  • Adding, deactivating, or modifying user roles and permissions
  • Ensuring correct access levels for marketing, sales, and service teams
  • Managing team-specific pipelines, dashboards, and workflows
03 / 10

CRM & Sales Pipeline Maintenance

  • Creating, updating, and optimizing deal pipelines
  • Ensuring automation rules align with current sales processes
  • Monitoring deal stage transitions and pipeline health
  • Regularly reviewing properties and custom fields for relevance
04 / 10

Workflow & Automation Management

  • Building and optimizing marketing, sales, and service workflows
  • Monitoring and troubleshooting workflow errors
  • Updating workflows for new business processes or campaigns
  • Automating repetitive tasks like lead assignment, follow-ups, and email notifications
05 / 10

Reporting & Dashboard Management

  • Creating and updating dashboards for marketing, sales, and service teams
  • Generating recurring performance reports – weekly, monthly, quarterly
  • Ensuring reports reflect accurate, up-to-date data
  • Troubleshooting inconsistencies in metrics or dashboards
06 / 10

Email & Marketing Asset Management

  • Managing email templates, sequences, and automation campaigns
  • Reviewing marketing emails for deliverability and compliance
  • Organizing content libraries and ensuring consistent branding
  • Testing forms, landing pages, and CTAs for functionality
07 / 10

Integrations & App Management

  • Maintaining integrations with other tools – Salesforce, Slack, Zoom, and more
  • Monitoring API connections for errors or changes
  • Managing workflows triggered by external systems
  • Evaluating new apps or integrations for adoption
08 / 10

System Configuration & Maintenance

  • Updating properties, pipelines, and modules as business processes change
  • Testing new HubSpot features and beta tools
  • Ensuring account setup aligns with best practices
  • Documenting configuration changes for internal teams
09 / 10

Training & Support

  • Onboarding new users with HubSpot processes
  • Providing recurring internal training sessions
  • Troubleshooting day-to-day user issues
  • Maintaining internal process documentation for teams
10 / 10

Compliance & Security

  • Managing GDPR and CCPA compliance – consent management, data privacy
  • Ensuring secure access practices – SSO, 2FA, password policies
  • Monitoring audit logs for unusual activity
  • Archiving or deleting data according to retention policies
Same Day Response SLA
24 HR Response SLA
48 HR Response SLA
Same Hour Response SLA

Every plan includes full checklist coverage. Pick the cadence that matches your pace – from daily audits to a fully dedicated CXO-level HubSpot owner.

Service Plans

Pick Your
Engagement

Three ways to embed a HubSpot admin into your team – from lean daily coverage to a senior strategic owner. All scoped around your revenue motion.

For Founders
15hper week

Founder's Associate

A dedicated HubSpot associate embedded in your startup – perfect for founders who need real ownership without the full-time cost.

  • Dedicated Founder's Associate
  • Full 10-point checklist coverage
  • Unlimited custom requests
  • Up to 8-hour response SLA
Request a quote →
Most Popular
1hper day

ProActive

A steady daily touchpoint that keeps your HubSpot clean, current, and compounding – without the overhead of a bigger engagement.

  • Daily audits and steady maintenance
  • Full 10-point checklist coverage
  • Custom requests available to purchase
  • Up to 24-hour response SLA
  • Buy additional hours instantly
Request a quote
For Scaleups
35hper week

Scaleup CXO

A senior HubSpot CXO embedded in your scaleup – strategic, proactive, and available the moment it matters.

  • Dedicated HubSpot CXO
  • Customized admin checklist
  • Unlimited custom requests
  • Up to 4-hour response SLA
Request a quote →

Stop Flying
Blind.

Get a dedicated HubSpot admin who treats your CRM like it's their own.

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Pick a time that works for you

Schedule a free discovery call