HubSpot for professional services

Win the proposal, hand it off cleanly, renew on time

We build HubSpot for firms that sell expertise, so proposals get followed up, delivery knows what was sold, and retainers renew on time instead of by accident.

Book a free 30-minute reviewSee client results

The work is good. The follow-through is where it slips.

None of these need a new tool. They need HubSpot set up the way your firm sells and delivers.

Proposals go quiet. Nobody sets a follow-up date, and the deal sits until the prospect moves on.

Handoffs lose the scope. What was promised lives in one partner’s inbox, and delivery starts guessing.

Renewals surface too late. End dates sit in a spreadsheet, and the conversation starts after the client has decided.

One record from first inquiry to renewal

Fixed scope, built around how your firm works.

Pipeline by service line

  • Stages for each engagement type
  • Values and close dates leadership trusts

Proposal follow-up

  • A next step and date on every open proposal
  • Reminders before a deal goes quiet

Sales-to-delivery handoff

  • Scope, contacts, and notes on one record
  • Onboarding tasks created at close

Retainers and renewals

  • Start and end dates on the record
  • The owner alerted ahead of renewal
  • A monthly view of what’s coming up

Referral and source tracking

  • Which partners send work that closes
  • Not just work that inquires

Clean data, real adoption

  • Duplicates merged, required fields where they matter
  • Training so partners actually use it

Firms we’ve rebuilt HubSpot for

Eldercare, 51 to 200 people: 352 deals now carry actual client hours

“We hired ProfitPad to fix our poor internal 1.0 HubSpot implementation. The project just concluded: we are already basking in the excitement of HubSpot working a whole different way for us.”

Jack HerndonManaging Partner, Sage Eldercare
Read the case study →
Real estate finance, 11 to 50 people: HubSpot built around how the firm runs

“They took the time to understand our business and internal processes, which translated into a HubSpot system that feels well-tailored to our needs.”

Daniel SobelmanManaging Partner, CRE Bridge Capital

Diagnose, build, hand over

1

Diagnose

A free 30-minute review, or a free HubSpot audit: every finding ranked by impact, and the quick wins fixed free.

2

Build

A fixed-fee build, with scope and timeline set before you commit. Starting with proposals and follow-up? The $2,500 sales process setup is live in 5 business days.

3

Hand over

Training for your team, documentation, and support after launch, so the system keeps working when we step back.

Questions firms ask us

We already have HubSpot. Do we need a full rebuild?

Not always. We start by finding where inquiries, proposals, and handoffs break, then rebuild only what needs it. A free HubSpot audit gives you that list in writing, ranked by impact, with the quick wins fixed free.

Can HubSpot track retainers and renewals?

Yes. We put retainer start and end dates on the record, alert the account owner ahead of renewal, and build a monthly report of what is coming up. The renewal conversation starts while the client is still deciding, not after they have moved on.

Does HubSpot replace our project management or billing tool?

Usually not. HubSpot holds the client relationship, the pipeline, and the handoff to delivery. Your team can keep running engagements in the project management or billing tool it already uses, and we connect the two where it saves real work, so nobody types the same client details twice.

How much does it cost?

Every project is fixed fee, scoped before you commit. Most projects land between $5,000 and $20,000. The $2,500 sales process setup covers stages, pipeline, routing, and follow-up. Already on HubSpot? The audit is free.

See where work slips between sale and delivery

In 30 minutes we’ll look at how inquiries, proposals, and handoffs move through your HubSpot and tell you what we’d fix first.
Book a free 30-minute review