HubSpot implementation for consulting firms
Do you run a consulting firm?
Partners sell. The team delivers. Nobody knows what the engagement actually made.
HubSpot your team actually uses, and that works for them. Sales, delivery and finance in one system, with agents that tell each person what to do today. Take the whole template or just the parts you need.
What a sales rep sees after typing /today on Monday morning. The AI agent went through the CRM and prepared each action.
Partners, engagement managers and finance see the same proposal, the same engagement and the same invoice. The consulting template keeps one proposal standard, opens each engagement at SOW, runs client data requests and change orders in their own pipelines, tracks margin per engagement and includes AI agents. Built in about 10 days, plus 3 days of training.
Sound familiar?
A day at work
Here's what a normal day looks like for each person on your team once the template is running. No slides. The real system.
What you get
Your clients and the people inside them. Every interaction, every history, one place. When the project lines up personal interest and company goals, you have a much better chance of closing.
How it runs
The deal only shows your firm's own milestones. Anything that depends on someone else runs in its own pipeline, so it never muddies the deal or the forecast.
Data requests and reviews wait on the client, so they live in their own pipelines and the engagement moves only on your own milestones.
Take it whole or in parts
Requires Sales Hub Pro
Requires Service Hub Pro
Costs roll up on whichever object you use
Base, always included: your companies and contacts organized, your data migrated, your team set up.
Included in every setup
An agent is an AI assistant connected to your HubSpot. Your team gives it a short command, and it does the work they'd otherwise do by hand: opening records, deciding who needs attention, writing the follow-up, updating fields.
For example /today at the start of the day.
It checks every contact and deal: who replied, who went quiet, which deal hasn't moved, what data is missing.
A prioritized list, each item with the email drafted, the task created or the stage to move.
One click per item, or all at once. Only then does it update HubSpot.
Instead of opening dozens of records every morning to decide who to call, your rep reviews one list and approves. It works because the template keeps clear signals on every record: hot or cold, followed up or forgotten, complete or missing data.
We set the agents up for your process during the implementation, so the exact commands follow your pipelines and your team's words.
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/todayWho to call, which deal is cooling off and what's missing, with the emails and tasks already drafted./log-callTell it what happened on the call, in your own words. It updates the contact, the deal and the next step for you./prep-meetingA one-page summary of the account before you walk in: history, open deals, open issues./handoffWhen a deal closes, it writes the project brief for the delivery team from what sales captured./at-riskClients that went quiet or have open complaints, before they leave./weekly-summaryWhat happened this week in sales, delivery and finance, in one page.HubSpot's own AI, with prompts built for your process. Nothing extra to buy, nothing to leave HubSpot for.
Agents that reason across several steps and your whole CRM. Each person signs in with their own HubSpot user, so the agent can only do what they can.
Pricing
Placeholder module prices for the prototype. HubSpot list prices; taxes not included.
Request a proposal with this packageWhat's the implementation process like?
We gather what we need to make the template yours. We start from a template, but it still has to fit you.
We've done this plenty of times. From the moment you sign, we know what has to be done.
We walk through the whole process to make sure everything works as intended.
Written manuals, workflows and videos, plus training for your team.
Time in the discovery sessions in the first week, the joint test and the 3 days of training.
Maintain it yourself with the manuals, or hand it to us with an optional monthly retainer. You're never locked in.
Who's behind this
Founder of SAP ASAP. He comes from sales, so every system starts from how a rep, a project manager and a finance lead actually spend their day. He led the HubSpot implementation at an international recruiting firm, built a packaging provider's operation in HubSpot with SAP and QuickBooks, and trained a software company's sales team. He designs and builds each system himself, so what you approve is what you get.
"He not only understands the technical aspects of CRM configuration but also takes the time to understand our operational needs, ensuring that the system truly supports our business goals."
"He's a strategic partner who is able to come up with creative solutions and strategic approaches, exceeding my expectations every time. If you get the chance to work with Hector, jump at it."
"He trained Digital Alchemy's junior sales team, equipping them with prospecting techniques and practical sales frameworks. [...] Thanks to his guidance, our team achieved significant progress in just a few months."
Still curious?
Yes. The base always comes with it. The modules are your call.
That's where most of our clients start. The base sets up your account and migrates what lives in spreadsheets and inboxes today.
Yes. We build on your portal and your data.
No. Agents with Breeze are included. Claude is an optional upgrade.
You do, straight to HubSpot. Our business isn't peddling licenses.
You keep the manuals and maintain everything yourself, agents included.
No. We don't add "a little bit" to the proposal for whenever someone asks for a discount, and we don't charge by the hour. We sell a result, and we want to give it to you ASAP.
No. We will be, but our business model is digitizing better versions of processes, and we think HubSpot and SAP are the best tools on the market to do it.
Our team is spread across Panama, Mexico and Venezuela. We can bill you from Mexico or Panama.
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