HubSpot · Care
A CRM that stays sharp.
A managed retainer for teams whose HubSpot is the system of record. Monthly cadence on workflow health, quarterly architecture review, priority support inside business hours, and a senior implementer who knows your portal by name.
What's included
Every HubSpot Care ships with this.
- Named senior implementer who knows your portal
- Priority support within business hours (DACH + UK)
- Monthly workflow + sequence health check — drift flagged before users notice
- Quarterly architecture review — what changed in your funnel, what should change in HubSpot
- Annual data hygiene pass — dedup, lifecycle re-stamp, retire dead properties
- Vendor change tracking — HubSpot ships new features, we flag what matters for you
- MetaHub MCP keep-current — new tools added each quarter, all included
- Up-to-quota implementation hours for change requests
How we work
Methodology
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Monthly cadence
45-minute working session with your CRM owner. Workflow health, sequence performance, ticket backlog, anything that surfaced. Recurring on the calendar.
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Quarterly architecture review
Half-day with sales + marketing + ops. What changed in the funnel, what should change in HubSpot: lifecycle, scoring, attribution, reporting.
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Annual data hygiene
Scheduled cleanup: deduplication, lifecycle re-stamp, retired properties, deleted-user reassignment.
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Ad-hoc change requests
Inside the monthly hour quota, you ask, we ship. Beyond quota, we estimate before starting.
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Priority support
Tickets acknowledged inside one business hour during DACH + UK working hours. Same-day fixes for anything blocking sales or marketing.
Deliverables
What you walk away with.
- Quarterly written architecture review
- Monthly health-check report
- Annual data hygiene migration report
- Vendor-change brief whenever HubSpot ships something that affects you
- MetaHub MCP kept up-to-date with each quarter's tool additions
- Tracked change-request log + delivery audit trail
Sample timeline
A full year of Care
Indicative — actual cadence flexes to your team's availability. Sign-off gates between phases are non-negotiable.
- Onboarding (week 1)
Portal audit + ownership map
Read-only audit, named-owner map, calendar of recurring sessions.
- Months 1–3
Quarter 1
Monthly health checks. End-of-quarter architecture review.
- Months 4–6
Quarter 2
Same cadence. Annual hygiene pass scheduled.
- Months 7–9
Quarter 3
Same cadence. Vendor-change briefs as they land.
- Months 10–12
Quarter 4 + renewal
Year-end architecture review, hygiene pass, renewal conversation.
The AI layer
MetaHub ships with this — and with everything we build.
Every HubSpot Care includes a MetaHub MCP connector per user. Your team's AI gets the full tool surface of your HubSpot from day one. The same MCP we use inside the studio to QA and maintain your account.
How MetaHub worksFit check
Who this is for.
Strong fit
- HubSpot is your system of record
- You have an internal owner who can route tickets but not architect
- You bought a Launchpad or Scale-up from us; Care is the next gear
- You want one senior implementer on speed-dial
Not for you if…
- You're still figuring out what HubSpot should do — Care comes after
- You want unlimited hours — Care is quota-based
- You'd rather an in-house hire — sometimes that's right
FAQ
HubSpot Care — questions we get.
How many hours are included?
5 hours per month at entry, up to 25 hours per month at the top. Sized at signing based on your audit. Unused hours roll forward one quarter.
What's "priority support"?
Tickets acknowledged inside one business hour during DACH + UK working hours. Anything blocking sales gets a same-day fix or a written workaround.
Can we cancel mid-year?
Care is annual. If you cancel, we honor the remaining quarter and hand you a clean exit packet. We don't pro-rate refunds.
Do you cover non-HubSpot tools?
Inside the retainer: the integration layer + anything that talks to HubSpot. Standalone external tooling is separate.
What about emergency work?
Business hours only. No 24/7 NOC — if you need that, you need a different vendor for ops.
Will my HubSpot get worse without Care?
Probably yes on a 12–18 month timeline. Workflows break silently, properties proliferate, lifecycle drifts. Care isn't magic — it's discipline.
Ready to scope a HubSpot Care?
Book a discovery call. We'll walk through your current state, sketch the HubSpot Care scope for your account, and tell you straight whether we\'re the right fit.
Book a discovery call