HubSpot CRM Optimization
HubSpot CRM optimization transforms a basic setup into a system that actually works for your team day after day. At Huzzah Marketing, we dig deep and handle the heavy lifting so campaigns stay on track and results keep moving forward. Optimization means taking what is already in place and sharpening it until every part of the system runs smoothly. Fields are cleaned, workflows are tested, and reports are designed to deliver clarity instead of clutter. The process also includes evaluating automation so it works with your business goals, not against them. Teams save time because repetitive tasks run in the background, while dashboards highlight the numbers that really matter. Training is added along the way so staff can use new tools with confidence. With structured HubSpot CRM optimization, adoption feels natural, campaigns fetch attention, and growth builds momentum that lasts.
Take the next step and schedule a consultation today!
✓ Custom plans
✓ 15 years of experience in CRM and AMS management
✓ Short-term and long-term options
How Do We Help You Optimize Your HubSpot CRM?
When systems start to feel sluggish, HubSpot CRM optimization provides the reset that keeps everything running smoothly. The first step is a review of existing data, where records are cleaned, duplicates are merged, and fields are aligned to reflect how the business truly operates. Through tailored CRM management services, scattered processes are pulled together into one framework that supports both daily tasks and long-term growth. Rather than stopping at structure, our trusted HubSpot CRM consultant designs dashboards, maps pipelines, and builds reporting tools that show what is really driving results. Automation is then tested and refined so reminders, follow-ups, and tasks happen on time instead of slipping through the cracks. Messaging also matters, which is why effective content generation is paired with technical adjustments, giving campaigns a stronger voice and keeping customers engaged. Training is woven throughout, making sure every user understands the changes and feels confident using new features. The entire approach transforms a basic setup into a platform that actually works for the people who depend on it each day. By the end of the process, teams gain momentum, reporting becomes clearer, and HubSpot CRM optimization delivers measurable improvements that last.
First month's payment must be made in full to begin the job. Cancellations made before project start will receive a full refund.
If job is canceled via written notice after project kickoff but before work is substantially completed, 50% of the project fee will be refunded.
No refunds will be issued once the majority of work has been completed or the final deliverable has been submitted.
Timely communication, approvals, and system access are required to stay on schedule. Delays in these areas may result in extended timelines.
All data accessed during this engagement will be kept strictly confidential and will not be used for any other purpose outside of service delivery.
All deliverables created during the project are the property of the client.
QuickStart HubSpot Checkup
500
Best for teams just starting out with HubSpot or companies that aren’t sure they’re getting the most out of the platform.
2-4 week project
Full CRM audit
Customized growth plan
Deep Clean HubSpot Overhaul
1,500
Perfect for teams with a cluttered CRM. In 4–8 weeks, we clean up your database, streamline workflows, and leave your marketing team with a clear, scalable path forward.
4-8 week project
Full CRM audit
Customized growth plan
List cleanup (<500 contacts)
Debug automations
Optimize up to 3 workflows
HubSpot Revenue Alignment Accelerator
2,300
This 3-month accelerator aligns marketing and sales, optimizes HubSpot, and preps your team to confidently manage it in-house—no long-term agency needed.
8-12 week project
Full CRM audit
Customized growth plan
List cleanup (<1500 contacts)
Debug automations
Optimize up to 5 workflows
Build up to 5 new custom reports
Refine lead scoring criteria
Monthly progress report
Short-Term Pricing Plans for HubSpot Optimization
Ideal for companies that would like to optimize the success of their CRM manager or inhouse marketing department.
First month's payment must be made in full to begin the job and subsequent months will be charged to your credit card at the beginning of each month.
Cancellations must be made in writing with 30 days advance notice. Cancellations made before project start will receive a full refund.
Additional hours of support are available upon request and will be billed at $120/hr.
All data accessed during this engagement will be kept strictly confidential and will not be used for any other purpose outside of service delivery.
All deliverables created during the project are the property of the client.
HubSpot Admin Retainer
1,800
Every month
This monthly retainer provides consistent, expert-level support across the areas that matter most. We will keep your portal optimized and your campaigns running smoothly.
15 hours/month dedicated support
Monthly health check
Build, update, clean lists
Update reports and dashboards
Refine lead scoring criteria
Document changes/create SoPs
HubSpot Admin + Marketing Retainer
3,400
Every month
Best for companies that want strategic execution and CRM maintenance without hiring an in-house HubSpot, marketing, copywriting, or design expert.
30 hours/month dedicated support
Monthly health check
Build, update, clean lists
Update reports and dashboards
Refine lead scoring criteria
Document changes/create SoPs
Content/design support
Landing page builds
Campaign performance reports
HubSpot Administration + Marketing Pricing Plans
Ideal for companies that need help managing their database, but are not yet ready to hire a full-time in-house CRM expert.
Contact Us Today
Success depends on systems that run smoothly, and that is why businesses invest in HubSpot CRM optimization. Every workflow becomes sharper, reporting grows clearer, and automation starts working with precision instead of distraction. Campaigns also gain structure with insight from our experienced CRM marketing manager, who ties technical improvements to real business outcomes. Teams spend less time troubleshooting and more time focusing on the relationships that matter, creating momentum that carries into every project. Training is built into the process so staff can confidently adopt updates and use the platform to its full potential. By the time HubSpot CRM optimization is complete, the system feels natural to use, campaigns perform better, and growth becomes sustainable rather than inconsistent. Schedule your consultation today and take the next step toward results that keep building over time.