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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.

Book a free call Annual commitment · 5–25h/mo

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

  1. Monthly cadence

    45-minute working session with your CRM owner. Workflow health, sequence performance, ticket backlog, anything that surfaced. Recurring on the calendar.

  2. Quarterly architecture review

    Half-day with sales + marketing + ops. What changed in the funnel, what should change in HubSpot: lifecycle, scoring, attribution, reporting.

  3. Annual data hygiene

    Scheduled cleanup: deduplication, lifecycle re-stamp, retired properties, deleted-user reassignment.

  4. Ad-hoc change requests

    Inside the monthly hour quota, you ask, we ship. Beyond quota, we estimate before starting.

  5. 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.

  1. Onboarding (week 1)

    Portal audit + ownership map

    Read-only audit, named-owner map, calendar of recurring sessions.

  2. Months 1–3

    Quarter 1

    Monthly health checks. End-of-quarter architecture review.

  3. Months 4–6

    Quarter 2

    Same cadence. Annual hygiene pass scheduled.

  4. Months 7–9

    Quarter 3

    Same cadence. Vendor-change briefs as they land.

  5. 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 works

Our work

HubSpot projects we have shipped

Real client work, tracked hour by hour. Open one and look.

01

LeasingLama · HubSpot Support

Automotive & Leasing · DE
31 months · 280 tasks
Duration
31 months
hours
343
tasks
280
HubSpotMakeGoogle AppsGoogle Drive

This project brings vehicle leasing enquiries into HubSpot and prepares them for the sales team. Customer details, vehicle information and proposal documents are added automatically before enquiries go to the right partner.

Read project: LeasingLama - HubSpot Support
02

OD Solutions · Sales and Operations Support

Staffing & Recruiting · DE
28 months · 507 tasks
Duration
28 months
hours
369
tasks
507
meetings
45
HubSpotEasyBillAsanaMake

Regular support keeps HubSpot, EasyBill and Asana working together. Checks and repairs cover invoice delivery, customer records, documents and recruitment tasks.

Read project: OD Solutions - Sales and Operations Support
03

Intugrace | Elopage and HubSpot · Course Payments and Support

E-Learning · DE
23 months · 436 tasks
Duration
23 months
hours
1,114
tasks
436
HubSpotMakeElopageStripeActiveCampaign

The course business can see customer details, payments and support cases together in HubSpot. Elopage payments update automatically, and failed payments start reminders that stop once the customer pays.

Read project: Intugrace | Elopage and HubSpot - Course Payments and Support
All HubSpot projects

Fit 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.

Not the right shape?

Other HubSpot offerings.

Ready to scope a HubSpot Care?

Book a 30-minute call with our team. We walk through your current setup, sketch the HubSpot Care scope for your account, and tell you straight whether we’re the right fit.

Book a free call