What is HubSpot consulting and how does it benefit businesses?

HubSpot consulting involves expert guidance on leveraging the HubSpot platform to optimize marketing, sales, and customer service operations. Consultants help businesses configure HubSpot to align with their specific goals, streamline workflows, improve data management, and maximize their return on investment (ROI). This can include everything from initial setup and migration to advanced automation, custom reporting, and strategic planning, ensuring the platform is used to its full potential.

What areas does HubSpot consulting typically cover?

HubSpot consulting covers a broad range of areas, including platform setup and configuration, CRM optimization (contact management, deal pipelines), marketing automation (email campaigns, lead nurturing workflows), sales enablement (sequences, playbooks), and customer service management (ticketing, knowledge bases). Consultants also assist with data migration, third-party integrations, custom reporting, SEO strategy within HubSpot, and comprehensive team training to ensure user adoption and proficiency.

How does HubSpot consulting help improve marketing and sales alignment?

Consultants play a crucial role in aligning marketing and sales teams by establishing clear definitions for qualified leads, creating seamless lead handoff processes, and implementing shared dashboards for performance tracking. They help configure HubSpot to automate lead scoring, develop targeted content for different stages of the buyer's journey, and ensure both teams have access to the same customer data. This alignment reduces friction, improves communication, and ultimately drives more efficient lead conversion and revenue growth.

What are common challenges HubSpot consulting addresses?

Businesses often face challenges such as underutilizing HubSpot's features, struggling with data quality, inefficient workflows, or a lack of clear strategy. Consultants address these by conducting platform audits, identifying bottlenecks, optimizing existing configurations, and developing custom solutions. They help clean and segment data, build effective automation, and provide training to overcome user adoption issues, ensuring the platform truly supports business objectives rather than becoming a source of frustration.

What kind of ongoing support and optimization can be expected from HubSpot consulting?

Ongoing support typically includes regular performance reviews, continuous optimization of workflows and campaigns, and strategic recommendations for adopting new HubSpot features. Consultants monitor key metrics, provide detailed reports, and conduct A/B testing to refine strategies. They also offer training refreshers, troubleshoot technical issues, and help adapt the HubSpot strategy as business goals evolve, ensuring the platform remains a dynamic and effective tool for growth.

HubSpot Sales Hub Implementation for Revenue Visibility and Confident Leadership and Revenue

If your sales data lives in spreadsheets, emails, and disconnected systems, you’re not managing a pipeline—you’re managing guesswork.

We implement HubSpot Sales Hub as part of a unified RevOps system that gives leadership clear visibility into what drives revenue, where deals get stuck, and how to scale sales performance with confidence.

Who This is For

You’re a match for this implementation if:

You can’t reliably answer: “What is influencing our pipeline and revenue outcomes?”
Sales leaders spend more time pulling reports than leading their teams
Deals stall and no one can clearly explain why
You’ve purchased HubSpot (or plan to) but haven’t fully adopted it
You want reliable forecasting and executive-ready reporting
You’re scaling sales and need a CRM built for repeatability and accountability

Manufacturing & Industrial

CRM + ERP alignment, distributor visibility

Professional Services

Profitable engagement tracking, channel clarity

HubSpot Referral Clients

Clear goals, limited internal bandwidth

Data-Led Leadership Teams

Board-level reporting, system consolidation

The Revenue Problem We Solve

Most companies don’t fail to grow because of a lack of effort. They fail because they can’t see what’s working.

Sales leaders are stuck asking:

Which activities move deals forward?
Which reps are thriving—or stuck?
Which channels are producing profitable revenue?
Where is pipeline leaking?
Can we forecast this quarter with confidence?

If your CRM can’t answer those questions, it’s not a system. It’s a database. We fix that.

Sales Process Architecture

Deal stages with clear entry and exit criteria
Pipeline definitions tied to lifecycle stages
Sales playbooks + activity frameworks

CRM Configuration

Custom properties for reporting
Lead/Account/Deal configuration
Task queues, call logging, and email templates

Automation & Enablement

Sales sequences + handoff workflows
Lead routing and assignment rules
Data quality guardrails

Revenue & Performance Reporting Dashboards for:

Pipeline health & deal velocity
Rep activity quality
Forecasting and revenue accuracy
Channel and lead source impact

Advanced Integrations

ERP, product, CPQ, Teams/Slack, data warehouse

Data Migration & Enrichment

CRM consolidation, deduping, activity history

Territory & Team Structures

Region, product line, segment modeling

AI Sales Enablement

Breeze Agent configuration, Call summaries, email assist, sequence optimization

Discovery & RevOps Mapping

Current-state audit + blueprint for sales system

Build & Automation

CRM, pipeline, sequences, routing, QA

Reporting & Revenue Intelligence

Dashboards & insights for leadership and reps

Enablement & Go-Live

Training, documentation, and scaling plan

A repeatable, measurable sales process

Clear visibility into pipeline and revenue influence

Forecasting you can defend in leadership meetings

Less manual reporting, fewer spreadsheets

A HubSpot environment your team actually uses

“The team at Modgility has been able to help us integrate our legacy ERP with HubSpot CRM to collect Sales data and insights that help us make better decisions. They also did a great job building our website and are currently developing a custom e-commerce platform for us as well.”

Dean Payne

Bearing & Drive Systems

“The team at Modgility was able to integrate our ERP system, Quickbase, with HubSpot CRM allowing our Sales reps to be more efficient in their Sales activities and give management better insight into performance. Their attention to detail and customer service is outstanding! The ROI is obvious. Customers are seeing us as the leaders in our industry now.”

Patrick Di Marco

Compliant Healthcare Technologies, LLC

“Modgility helped us determine the metrics and data required to set goals to be where our company wanted to be.”

Jeannine Volchko

Lumitex

“With Modgility's guidance, inbound transformed my business, growing our sales revenue by 226% in less than a year.”

Rob Palmer

Weed Pro

“Modgility’s strategies are comprehensive and effective, and I have nothing but praise for the whole organization.”

Stewart Unsdorfer

Central HTG

“With Modgility's training and coaching, we have transformed our business, growing our sales revenue by 949% in less than a year.”

Michael Wilhelm

Holladay Grace Roofing

Loop Marketing Implementation

.Marketing + Content Hub. Scalable marketing execution, AI-powered content production, and full-funnel attribution tied to revenue.

HubSpot Service Hub Implementation

Customer journey visibility, retention insights, support performance tracking, and expansion readiness.

HubSpot Data Hub Implementation

Clean, reliable customer data, automated data quality workflows, and accurate reporting across all hubs.

AI Coaching / Enablement

Equip your team to execute modern marketing and sales workflows using HubSpot’s AI tools — without adding headcount.

Custom Software Development

HubSpot RevOps

Digital Marketing