A HubSpot consultant in Vancouver who makes the tool earn its cost.
Buying HubSpot is easy. Getting your team to use it is the hard part. I set up your CRM, define what a real lead looks like, and connect marketing to sales — so you get a system people actually work in, not another paid tool that sits empty.
- HubSpot Certified Trainer, hands-on setup
- Marketing and sales on one shared pipeline
- Max 3 active clients — real attention
Most HubSpot problems come down to setup and adoption.
A lot of Vancouver businesses buy HubSpot, pay for it every month, and still run their real work in spreadsheets and inboxes. The CRM is there, but nobody trusts it. Deals sit in the wrong stage. Contacts are missing. Sales reps keep their own private lists. That is money spent on a tool nobody adopts.
The second problem is that marketing and sales do not agree on anything. Marketing counts leads. Sales says those leads are junk. Neither side has a shared definition of a good lead, so they argue instead of closing deals. No report can fix a disagreement about what the numbers even mean.
A HubSpot consultant fixes both. I set up the CRM the right way for your business, then I get your team to actually use it. We agree on what a marketing-qualified lead is, we build one clean pipeline, and we set up reporting that both sides believe. The tool stops being an expense and starts doing work.
What a HubSpot consulting engagement covers.
CRM setup done right
I configure your HubSpot CRM around how your business really sells — the deal stages, the pipeline, the properties, and the data you need, built for your process instead of a generic default template that fights it.
Shared MQL definitions
Marketing and sales agree, in writing, on what a marketing-qualified lead actually is. That ends the fight about lead quality and gives both sides one standard to work against.
Marketing–sales handoff
A clear, built-in handoff so a lead moves from marketing to sales without falling through a crack. Everyone can see where each deal sits and who owns the next step.
Reporting you can trust
Dashboards that show where deals come from, where they stall, and what is really working. No vanity metrics — reporting both marketing and sales believe and can act on.
Team training and adoption
As a HubSpot Certified Trainer, I teach your team to work inside the CRM every day. Adoption is the whole point. A perfect setup nobody uses is still a waste.
Automation that removes busywork
Simple, sensible automation for the repetitive steps — lead assignment, follow-up reminders, stage updates. Enough to save real time, not so much that the system becomes a black box.
How a HubSpot setup fits into the work.
- 1
Diagnosis
1–2 weeks. I look at how you sell today, what is already in HubSpot, and where marketing and sales disagree. You get a clear read on what is broken before anyone touches a setting.
- 2
Marketing–sales agreement
1–2 weeks. We write down the shared lead definitions, the pipeline stages, and the handoff rules. Both sides sign off before the build starts, so the setup matches a process people accept.
- 3
Launch
3–4 weeks. This is the Launch stage of the engagement: I configure the CRM, build the pipeline and dashboards, and put the marketing–sales agreement into the system. Then I train your team to use it.
- 4
Adoption and adjustment
Ongoing. We check that people are actually working in HubSpot, fix what gets in their way, and adjust the reports each month so the CRM keeps matching how your business runs.
The HubSpot setup is part of one clear engagement.
HubSpot setup is built into the Launch stage of my Growth Strategy Partner engagement — a configured CRM plus a written marketing–sales agreement. That engagement is $2,500 one-time onboarding, then $3,200/month for the ongoing work, and I keep a maximum of three active clients. Your HubSpot software license is separate and billed directly by HubSpot, not by me. See the full scope on the services page.
More on HubSpot and how I work.
The full scope, pricing, and rules of engagement — where the HubSpot setup lives.
The plain guide to using HubSpot at a 10–50 person business.
Marketing, Sales, or Service Hub — how to pick without overbuying.
What a real HubSpot onboarding looks like and why adoption is the hard part.
How HubSpot's own subscription pricing works — marketing contacts, seats, and the Starter-to-Pro jump.
The step-by-step process for cleaning a messy CRM yourself, if you want to do it in-house first.
The senior marketing leadership that sits above the tools and sets the direction.
HubSpot Certified Trainer, MBA, 20+ years across Canada, the US, and Latin America.
Questions before you start.
A CRM only helps if people use it, so I will not hand you a promised number instead of a working system. What I give you is a HubSpot setup your team adopts, one shared view of the pipeline, and marketing and sales working from the same plan. Start with the free Growth Readiness Assessment and we will see if it is a fit.
What does a HubSpot consultant actually do?+
A HubSpot consultant sets up your CRM around how your business sells, then makes sure your team uses it. That means configuring the pipeline and properties, agreeing on what a good lead is, connecting marketing to sales, building reports, and training people to work inside the tool. The goal is a system that gets used every day, well past the initial install.
Do I still have to pay HubSpot for the software?+
Yes. HubSpot's own software license is billed directly by HubSpot, and that cost is separate from my consulting fee. I help you pick the right hubs so you do not overpay, but the license itself is between you and HubSpot.
How much does HubSpot consulting cost in Vancouver?+
The HubSpot setup is part of my Growth Strategy Partner engagement, which is $2,500 one-time onboarding, then $3,200 per month for the ongoing work. That covers the CRM setup, the marketing–sales agreement, reporting, training, and the weekly cycle. The HubSpot software license is separate and billed by HubSpot.
Are you a HubSpot partner?+
I am a HubSpot Certified Trainer and I come from an Elite Partner background, so I know the platform in depth and I train teams on it. My focus is setting up HubSpot correctly and getting your marketing and sales working from it, rather than reselling software.
What results can HubSpot alignment bring?+
It depends on your business, so I make no empty promises about a specific number. As one honest example, I worked with a company called Sisu to align their marketing and sales, build a CRM, and share the same processes, and their sales performance improved by about 30%. Your outcome will be your own — what a clean, adopted CRM gives everyone is a shared, trusted view of the pipeline.
Who is this for?+
Vancouver businesses that are already scaling — roughly 10–50 employees, above about $1M in revenue — that have HubSpot or plan to buy it and want it to actually work. If you are a very early or one-person shop, this is likely more system than you need yet.
Can you migrate us from another CRM to HubSpot?+
Yes. Migration is part of the CRM setup work — moving contacts, deal history, and pipeline stages from whatever you use now (spreadsheets, another CRM, or a half-used HubSpot instance) into a clean, working setup. The bigger job after the move is always the same: getting your team to actually work inside it every day.
What if my team already tried HubSpot and gave up on it?+
That is one of the most common starting points I see, and it is fixable. Usually the first setup used a generic default template that fought how the business actually sells, so people went back to spreadsheets. The fix is rebuilding the pipeline and properties around your real sales process first, then training the team on the version that matches how they work.
How does your pricing compare to other HubSpot consultants?+
Other HubSpot consultants typically charge $1,500 to $8,000 for onboarding and $2,000 to $10,000 a month for an ongoing retainer, with full implementations running $2,000 to $15,000 or more depending on scope. My Growth Strategy Partner engagement is a fixed $2,500 onboarding and $3,200 a month, with a hard cap of three active clients so the price does not scale down with less attention.
Can you clean up a messy HubSpot instance we already have?+
Yes. A cleanup engagement covers deduplicating contact and company records, fixing lifecycle stages that got set wrong on import, rebuilding broken workflows, and standardizing the properties your reports depend on. It runs as part of the same CRM setup work. If you want to attempt the cleanup yourself first, my CRM data hygiene guide walks through the same process step by step.
See where your growth engine is leaking.
A short diagnostic. Honest answers. A clear picture of what to fix first.