HubSpot Services
Make the Most of Your HubSpot Investment
Combine the power of HubSpot’s AI-powered platform and suite of tools with Intention.ly’s hyper-personalized, white glove service to capture leads, nurture prospects, retain customers, and drive revenue, effortlessly.
We’ll configure, customize, and optimize your martech stack.
Intention.ly Earns Exclusive Spot on HubSpot Partner Advisory Council
Not only has Intention.ly showcased the HubSpot expertise required to successfully serve our joint clients by tiering to Platinum, they have also emerged as leaders by being selected to join the 2024 Partner Advisory Council—a group made up of expert solutions partners tasked to help shape the solutions partner program.
VP, Solutions Partner Program at HubSpot
HubSpot is powerful, but it can also be overwhelming. We work with financial services firms to configure the platform to their exact client lifecycle specifications:
Industry Tailored
We configure the platform to your actual sales processes and build automations that nurture prospects through complex buying cycles.
Fully Integrated
We migrate data from your legacy systems and connect HubSpot with your existing tech stack so every tool and team communicate easily.
Continuously Optimized
We monitor performance, test new workflows as your business evolves, and provide ongoing technical support.
Comprehensive HubSpot Services
Intention.ly handles every aspect of HubSpot management, from evaluation to implementation to maintenance:
Evaluation and Purchasing
Make the right investment decision. We conduct needs assessments to align your goals with the right HubSpot package, analyze current marketing and sales strategies to offer optimization recommendations, and develop implementation plans that set you up for success.
Onboarding and Training
Get up to speed quickly. We offer hands-on training sessions to help you and your team maximize HubSpot’s capabilities, best practice resources, and ongoing support and guidance.
Integration and Data Migration
Move critical information without losing any of it. We migrate existing contact data and CRM records to HubSpot, conduct thorough testing to ensure all historical data transfers successfully, and integrate HubSpot with existing software, including analytics platforms and third-party applications.
Customization and Lead Generation
Configure HubSpot around the way your business actually works. We customize CRM fields, lead scoring, and pipeline stages, build lists, lifecycle stages, forms, and automations for capturing and nurturing leads, and streamline the flow of leads between marketing and sales.
Email Templates and Workflows
Create communications that convert. We develop brand-centric and engaging templates following email marketing best practices, build workflows using HubSpot’s powerful automations, and free up your team’s time through intelligent automation.
Analytics and Reporting
Track what matters. We configure HubSpot’s reporting dashboards to track web traffic, marketing funnel metrics, and email engagement, and develop frameworks and templates for analyzing data to drive continuous improvement.
Ongoing Management and Support
Keep HubSpot running at its best. We provide team training, continuous optimization based on performance data, and strategic consulting as your business needs evolve.
HubSpot Implementation Packages
Foundational
Ideal for firms with CRM knowledge who prefer to manage setup themselves. Includes basic setup and configuration, tailored training, and initial customizations such as brand integration and form recreation. This package ensures you’re optimizing your HubSpot environment for seamless marketing and sales operations from the start.
$5,000
Expanding
Our most popular package for firms expanding their marketing and lead generation, or migrating from another CRM. This level includes data migration, advanced segmentation and email nurture setup, and custom dashboards, as well as lead scoring and detailed ad account configuration, ensuring a fully tailored and seamless HubSpot experience.
$12,500
Growth
Our top-tier implementation for firms seeking aggressive growth by leveraging three or more of HubSpot’s platforms. We offer customized scope that aligns with your firm’s revenue goals and marketing objectives with a partner that understands the unique nuances of financial services.
Custom scope starting at $20,000
Management Retainer
For firms that want to keep HubSpot running at its best. We audit contact data and workflows, finesse automations and campaigns, and optimize lead scoring, engagement models, and reporting. Our team will also help you leverage new capabilities and AI features as they’re introduced. Multiple support tiers available.
Contact Us for Pricing
Why Intention.ly for HubSpot Implementation, Optimization, and Management
Why should we use Intention.ly instead of implementing HubSpot ourselves?
HubSpot is designed for general business use. Financial services firms have unique needs around compliance, complex sales cycles, and sophisticated nurture sequences. With plenty of experience implementing HubSpot specifically for wealth management, fintech, and advisory firms, we know which configurations work, which integrations matter, and how to avoid common mistakes.
How long does implementation take?
Timeline depends on package and complexity, but most implementations by Intention.ly run 4-8 weeks from kickoff to launch. Foundational packages typically complete in 4 weeks, Expanding in 6 weeks, and Growth packages in 8+ weeks depending on scope. We prioritize getting you live quickly while ensuring everything works correctly.
Do you provide HubSpot training?
Yes, Intention.ly offer hands-on training sessions tailored to your team’s roles and responsibilities. Training continues through 30 days post-launch, and we offer ongoing support beyond that.
What if we already have HubSpot but need help with it?
Intention.ly frequently helps firms optimize underperforming HubSpot instances. We’ll audit your current setup, identify gaps and inefficiencies, and rebuild the parts that aren’t working to help you get the ROI you expect from HubSpot.
Turn HubSpot into a Powerful Growth Tool
When it’s configured properly, HubSpot can dramatically accelerate your ability to reach your goals. We’ll work with you to optimize the platform, capture leads, nurture prospects, and drive measurable revenue growth for your firm.