HubSpot Managed Services

Optimization, training, support, platform expertise 

The perfect blend of strategy and tactics

Our HubSpot Managed Service plans include the perfect balance of strategic advice and planning plus DFY (done for you) hands-on tactical elements to optimize platforms and processes for driving more ROI from your CRM, CMS, and marketing platform. No annual contracts or expensive retainers required.

We reconvene every month to review task status and work out current priorities and milestones. We then execute on agreed tasks as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities so you are always getting what you need.

We’re so confident that you’ll love the value you’ll receive, we don’t require long term commitments.

Fractional HubSpot Managed Services

for Marketing Automation & CRM Optimization

HubSpot CRM Hub
Contact, Deal, & Customer Management
HubSpot Marketing Hub
Marketing Automation & Email Marketing
HubSpot CMS Hub
Website Builder & Landing Pages

HubSpot CRM Hub

  • Need contact, deal, and customer management all integrated with your marketing?
  • Need professional set up and management of your HubSpot CRM?
  • Need standardized and well mapped out processes for following up on leads and deals?
  • Need to make changes to your CRM?
  • Need training and support?

We have a huge list of custom fields for your CRM that we recommend, as well as standard form setups with form autoresponders. And we can build them for you.

We can help set up fields, forms, pipelines, and optimize your lead capture process to facilitate better lead hand-off from Marketing to Sales.

HubSpot Marketing Hub

  • Need world class marketing automation and email marketing, all connected with your CRM?
  • Need professional set up and management of your HubSpot Marketing Automation?
  • Need automated segmentation of your prospects?
  • Need to map out your customer journey so you can tailor your marketing message based on Lifecycle Stages?
  • Need standardized and mapped out Marketing Automation processes that work?
  • Need to make changes to email templates, forms, fields, workflows/journeys?
  • Need Marketing Automation training and support?

We’re experts at Marketing Automation. We can diagram processes in advance to building them so there are no mistakes.

We can optimize your lead nurture and qualification process so you are targeting the correct message to your prospects and customers based on their Lifecycle Stage.

We can facilitate engagement triggers that identify when a fully qualified lead should be handed off from Marketing to Sales at just the right time.

We can help set up email templates, forms, and customer journeys using HubSpot Workflows.

HubSpot CMS Hub

Website Builder & Landing Pages

  • Need an easy to use drag-and-drop website and landing page builder along with web hosting??
  • Need your website to look good, but more importantly to load fast?
  • Need to be found on search engines?
  • Need to have targeted messaging on your website that speaks to your audience?
  • Need to attract more leads that actually engage with you?
  • Need to make content or structural changes to your website?
  • Need to integrate forms into your website that match your brand?
  • Need CMS/website training and support?

Whether it’s HubSpot CMS Hub or WordPress, we’re experts at building websites and landing pages.

We understand when, where, and how to effectively use CTA (Calls To Action) and web forms on your website so your ideal customer will contact you so you can acquire new leads.

We can help attract your ICP (Ideal Customer Profile) to your website and have them want to engage with you.

We can optimize your web pages for high conversion, and make sure leads convert, then are nurtured and qualified and tracked throughout the buyer’s journey.

We work WITH you in ways that work FOR you...

  • DFY (Done For You) | We roll up our sleeves and actually get things done hands-on.
  • DWY (Done With You) | We collaborate with you during 'working sessions' to actually get things done hands-on together.
  • DIY (Do It Yourself) | We train you so you and your team are capable to execute on tasks without our help, but we are there if you need us.

Plans & Pricing

Fractional Managed Services

  • Flexible hours, flexible rate, flexible tasks! Hours can flex up or down based on approved work.

  • Sliding scale rate. The more hours we work on your tasks the cheaper your hourly rate.

  • Pay only for actual hours logged for work tasks each month (10 hour minimum).

  • We can work on practically any type of tasks you need. Each month we agree together on tasks to work on.

  • No retainer required. Month-to-month with only one month commitment.

  • Totally ‘fractional’…pause service for as long as you like, then restart any time with no penalties.

  • Continue for another month as long as you realize value, or pause/restart, or cancel with 30 days notice.

As hours worked increase ↗️ your rate decreases ↘️

Starting from...

Fractional Managed Services prices start from $2400 for one month with 10 hours towards whatever tasks you need.

Contact us for more info on Managed Services for Pardot, HubSpot, Salesforce, WordPress, ActiveCampaign, and more.

No retainer is required, but ask about our Fixed Hours Managed Services Retainer for discounts of up to 30% off.

About Managed Services

Managed Services is the practice of outsourcing business administration, operations and management to a third party, often whose sole or primary focus is the services being outsourced. While the term managed services most commonly refers specifically to managed IT services, our Pardot, HubSpot, and Salesforce Managed Services go beyond the standard IT aspect to include other areas, such as process and systems development, marketing, and product training. All of our consultants are certified, with several years of Pardot/Salesforce and/or HubSpot experience. We can even help you with campaign set up or management, or troubleshoot ones that aren’t performing as you’d like. We’ll work alongside your team, however big or small, to enable you to get the most out of your technology stack.

How do Managed Services work?

Managed Services from Optimal Business Consulting are designed for organizations interested in maintaining an ongoing competitive advantage through month-to-month access to award-winning consulting expertise, strategy and best practice guidance, plus hands-on administration and optimization, support and training.

We get together via web conference towards the start of each month to work out priorities and milestones. Throughout the month, our experts execute on agreed upon tasks and appraise you of the status. We also typically review task status and agree upon priorities throughout the month for the upcoming month as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities so you are always getting what you need.

There are no annual contracts required. Start with pay-as-you-go month-to-month Managed Services with our Flexible Hours Fractional Managed Services plan or opt for our Fixed Hours Managed Services Retainer.

What platforms do you support?

Our Managed Services help you to keep getting the most out of your tech stack—Pardot, Salesforce, HubSpot, WordPress, ActiveCampaign and more. Pardot and HubSpot Managed Services are our core offerings, but we can also extend that to provide Salesforce CRM Sales Cloud Managed Services, and even WordPress Managed Services or other platforms by request. Combine management of more than one platform, i.e. Pardot AND Salesforce (an upcharge may apply).

If you wish to add Salesforce Managed Services to your plan, we’ll ascertain how much effort should go towards Pardot and/or HubSpot, and how much effort towards Salesforce. You determine the allocation; we agree together on the tasks.

Just get in touch and request additional platform support to start the discussion.

Why do I need Managed Services?

With Flexible Hours Fractional Managed Services you have as much expert help as you need, when you need it, with no long term contracts.

With Fixed Hours Managed Services Retainer your marketing expenses are more predictable because you select the number of hours needed each month, and you still get to choose what tasks and issues are tackled each month as your needs change.

Relying on in-house staff to learn and/or maintain technology systems can be a costly and time-consuming. Marketing’s workload is frequently heavy and often deadline driven, leaving them with little bandwidth to go beyond applying the basics to complex marketing automation systems such as Pardot.

Systems that are hurriedly set up can often result in common mistakes and more administrative time later on, often compounding problems and issues such as poorly constructed automation rules and processes, forms, and email templates. Managed Services take the pressure off your employees and keep them focused on their daily work.

What kind of tasks and services are Included in your Managed Services?

We get together via web conference at the start of each month to work out priorities and milestones. Throughout the month, our experts execute on agreed upon tasks. We also review task status and agree priorities for the upcoming month as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities.

  • Submit tasks via our task tool (ClickUp) or our task web form to get them in the queue and on the roadmap for your project.
  • We're highly collaborative so we encourage you to follow up and collaborate via our task tool, Slack, or email.
  • Work directly with your assigned Salesforce Pardot certified or HubSpot Expert Client Success Manager throughout your engagement.
  • Schedule a weekly, bi-weekly, or monthly web conference meeting or one-on-one working session with your Client Success Manager (up to 30 minute web conference per 10 hours of work).
  • We can work on practically any type of tasks you need, almost anything.
  • As you hit higher tiers of worked hours for a month, your effective hourly rate decreases...even from the first hour logged that month!
  • We'll pay you a referral fee as a reward for sending us clients.

Strategic & Tactical

All of our Managed Services plans include both Strategic & Tactical elements (actual work items determined each month):

  • Initial Discovery Call
  • Pardot & Salesforce Consulting
  • Best Practice & Strategic Guidance
  • Salesforce & Pardot Platform Setup
  • Salesforce/Pardot Connector Configuration
  • Pardot User Set Up
  • Pardot & Salesforce Connected Campaign Setup
  • Pardot Custom Fields
  • Salesforce Custom Fields
  • Display Pardot Data within Salesforce
  • Custom Lead Scoring Setup
  • Prospect Grading & Profiling
  • Define & Diagram MQL Journey and Lead Flow Management
  • Create Branded Email Template
  • Form Email Autoresponder
  • Process & Systems Development
  • Pardot/Salesforce Platform Implementation
  • Pardot/Salesforce Platform Administration
  • Pardot/Salesforce Platform Optimization
  • Pardot Web Forms & Form Handlers
  • Create Gated Content Form for Gated Downloads
  • Segmentation Lists
  • Custom Redirects (tracking links)
  • Pardot Status & Strategy Meetings
  • Pardot Marketing Asset Creation (forms, email templates, fields, journeys, etc.)
  • Pardot & Salesforce Lead Flow Management
  • Campaign Set Up and Guidance
  • Pardot & Salesforce Training
  • Pardot & Salesforce Support
  • Project Management
  • Analytics / Reports / Dashboards
  • Resource Library of 40+ Original-Authored Pardot & Salesforce Help Documents

Most of the above items also apply if you need Managed Services for HubSpot or Salesforce.

For more details on what our Managed Service plans contain please select the individual plan on this page to learn more!

Start the discussion about HubSpot Managed Services…