CRM Optimisation Retainer

Sarah K.Head of Revenue Ops

"We went live with HubSpot 18 months ago and thought that was the hard part. Digital Stand showed us we'd left serious pipeline visibility on the table. Within two months our reporting actually reflected reality."

Marcus J.Chief Operating Officer

"The monthly plan keeps our team honest. We know exactly what's being worked on and why — and the impact report at the end of each month has become something we actually share with the board."

Rachel L.Marketing Director

"We tried managing HubSpot internally after implementation. It drifted within 60 days. Having Digital Stand on retainer is like having a senior HubSpot consultant on staff, without the headcount."

James T.General Manager

"We'd been on HubSpot for two years and honestly thought we were using it well. The first month with Digital Stand showed us we were barely scratching the surface, automations we should have had from day one."

What happens when implementation ends?

The go-live isn't the finish line. Without a dedicated partner, CRM environments drift, and so do the commercial results your team expected.

Workflow Drift

YOUR AUTOMATIONS ARE WORKING AGAINST YOU

Automations built at go-live were designed for day-one processes. As your business evolves, unmaintained workflows create noise, missed tasks, and lost leads.

Adoption Decay

YOUR TEAM HAS QUIETLY GIVEN UP ON THE CRM

Without reinforcement, usage patterns revert. Teams find workarounds. Data quality degrades. Within six months the CRM no longer reflects reality.

Missed Capability

YOU'RE PAYING FOR TOOLS YOU NEVER USE

HubSpot ships new features quarterly. Without a partner monitoring your portal, you're paying for capabilities you'll never use, or worse, competitors are using first.

RETAINER PLANS

Three ways to stay ahead

We scope each engagement to your situation in a 30-minute call. Pricing is based on complexity, not a fixed rate card.

The Insurance Policy

Best for

Businesses that recently went live and want to protect their investment, maintain data quality, and keep adoption high.

Monthly portal health check and audit

Workflow monitoring and issue resolution

Data quality management

Ad-hoc support included

Monthly performance snapshot report

Priority response within 24 hours

BOOK A SCOPING CALL

Recommended

The Growth Partner

Best for

Teams with revenue targets that want continuous improvement, not just maintenance. Your CRM evolves as the business does.

Everything in Protect

Monthly strategy session and roadmap delivery

New workflow and automation builds each month

Pipeline and reporting optimisation

HubSpot new feature deployment

Quarterly business review

BOOK A SCOPING CALL

The Dedicated Expert

Best for

Complex portals, internal teams needing an embedded resource, or businesses scaling headcount rapidly.

Everything in Optimise

Dedicated consultant assigned to your account

Fortnightly strategy calls

Unlimited workflow and automation builds

Team training sessions included

Integration monitoring and management

BOOK A SCOPING CALL

HOW IT WORKS

Outcomes agreed upfront. Delivered every month.

We don't sell hours. We agree what we're going to improve each month, deliver it, and report back on the impact.

SCOPING CALL

We review your portal, understand your goals, and recommend the right plan for your situation.

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MONTHLY PLAN AGREED

At the start of each month we send a one-page plan. You approve what we're delivering. No surprises.

WE DELIVER

Builds, fixes, training, reporting and whatever's on the plan gets done. Urgent items handled as they arise.

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IMPACT REPORTED

End of month we report back. What changed, what improved, what's on the roadmap next.

Clear scope.
No clock-watching.

We don't meter hours or make you feel guilty for asking a question. But we work from an agreed monthly plan, so both sides know exactly what's in scope and what isn't.

Anything outside the agreed month's work goes on the roadmap for next month, or gets quoted separately if it's urgent. This keeps delivery quality high and protects your budget from scope drift.

The result: a partnership built on clarity, not a support ticket queue.

We earn your retainer every single month.

30 days notice to exit. No lock-in contracts, no exit penalties. We've been HubSpot Elite Partners for over a decade, we don't need contracts to keep clients. We keep them by delivering.

Book a 30-minute scoping call

No Strings Attached – No Lock-in Contracts

Financial Services & Wealth Management

Professional Services

Real Estate & Construction

HubSpot Agency

Case Studies

2000+

$100m+

147k+

90%

Digital Marketing is a Team Sport. We Are Your Teammates.

Nobody knows your HubSpot like the team that built it.

What happens when implementation ends?

Three ways to stay ahead

The Insurance Policy

The Growth Partner

The Dedicated Expert

Outcomes agreed upfront. Delivered every month.

Clear scope.
No clock-watching.

Monthly scope plan

Financial Services & Wealth Management

Professional Services

Real Estate & Construction

HubSpot Agency

Case Studies

2000+

$100m+

147k+

90%

Digital Marketing is a Team Sport. We Are Your Teammates.

Nobody knows your HubSpot like the team that built it.

What happens when implementation ends?

Three ways to stay ahead

The Insurance Policy

The Growth Partner

The Dedicated Expert

Outcomes agreed upfront. Delivered every month.

Clear scope.No clock-watching.

Monthly scope plan

Clear scope.
No clock-watching.