Home/Services/Ongoing Support

We’re Not Your Go-to-Market Team—
We’re the Team That Makes Them 10x More Effective

Marketing creates campaigns. Sales closes deals. Service supports customers. We make sure they’re doing it with clean data, smart automation, and strategic insights—not guesswork.

Book Strategy Call → See Pricing

You don’t need another agency to replace your team. You need technical expertise to optimize what you already have: better attribution, smarter workflows, data-driven decisions. Whether you need ongoing optimization across multiple teams or strategic guidance for a single department, we provide the analysis, implementation, and insights that turn HubSpot from a CRM into a revenue-driving machine.

Marketing Teams

Stop guessing which campaigns drive revenue—build attribution models that actually track it

Sales Teams

Stop forecasting from gut feel—analyze pipeline data to predict with confidence

Service Teams

Stop firefighting tickets—identify patterns and prevent problems proactively

Service Tiers
Three Levels of Ongoing Support
Choose the level of support that matches your team’s needs and internal capacity.
Strategic Guidance

Expert Direction for Teams Who Execute

$1,200/month

For teams who can execute but need expert direction

  • 8 hours monthly consulting with HubSpot strategist
  • Dedicated meeting link for scheduling
  • Unlimited email support between sessions
  • Performance analysis and optimization recommendations
  • Best practice implementation guidance
Best for: Marketing/Sales/Service leaders with in-house teams who need strategic direction, not hands-on execution. Budget-conscious teams who can implement internally.
Select Strategic Guidance →
Managed Support

We Handle the Technical Work

From $2,500/month

We handle the technical work while you focus on strategy

Launch $2,500/mo • 20 Points
Go $5,000/mo • 45 Points
Grow $7,500/mo • 70 Points
  • Monthly point allocation for execution work
  • Dedicated account manager
  • Proactive optimization and maintenance
  • Priority support (4-hour response time)
  • Monthly strategy call
  • Workflow monitoring and troubleshooting
  • Shared points tracking dashboard
Best for: Teams without dedicated HubSpot administrator who need consistent hands-on support. Single team or single Hub focus.
Select Managed Support →
Enterprise Support

Full-Team Optimization

$10,000-$15,000/month

Full-team optimization with dedicated resources and guaranteed SLAs

  • 80-100+ Pivot Points per month
  • Dedicated account manager + technical lead
  • 2-hour response time for critical issues
  • Cross-team workflow optimization
  • Quarterly business reviews with data-driven insights
  • Proactive portal monitoring and health checks
  • Custom SLA and deliverable commitments
  • Monthly team office hours
Best for: $50M+ revenue companies using multiple HubSpot Hubs. 15-50+ users across Marketing, Sales, Service, Operations. HubSpot is mission-critical business infrastructure.
Not for:
  • Companies needing full-service agency
  • Teams looking for content creation or lead generation
  • Organizations wanting someone to “do their marketing”
Contact for Enterprise →
Quarterly Sales Insights Dashboard - AI-powered trend analysis
View Interactive Demo →

At-Risk Account Identification + Product Trend Analysis

Client: Solar Energy Company (client confidential)

Challenge

Sales leadership needed to identify at-risk customer accounts before problems escalated and track product-level sales trends across multiple installer channels. HubSpot’s native reporting couldn’t provide the visual filtering and AI-powered trend analysis required.

What We Built

Interactive dashboard with AI-generated insights. Updates daily via automated HubSpot workflow → Google Sheets → Dashboard. Claude API analyzes patterns and flags at-risk accounts: “Installation volume declined 40% in last 60 days—proactive outreach recommended.”

Key Features

  • Visual filtering by date, product, installer channel
  • AI-powered at-risk account identification
  • Product trend analysis across channels
  • Daily automated updates
  • Embedded in HubSpot dashboard (no separate login)

Impact

  • At-risk accounts identified 30-60 days earlier
  • Product trend visibility (which products growing/declining by channel)
  • Zero manual report compilation (fully automated)
  • Sales leadership makes data-driven decisions daily

Technology: HubSpot Workflows, Google Sheets API, Claude API, Cloudflare Worker, Chart.js, embedded in HubSpot

*Demo shows capabilities with sample data - actual client data confidential

What We Can Help With
Same Technical Depth. Different Team Challenges.

Stop Guessing What Works. Start Optimizing with Data.

Your marketing team creates campaigns, content, and strategy. We help you understand what’s actually driving revenue—and how to do more of it.

Performance Analysis

  • Campaign attribution: Which channels and campaigns drive actual revenue, not just leads?
  • Conversion funnel analysis: Where prospects drop off and why
  • Content effectiveness: What gets engagement vs what drives action
  • Lead quality scoring: Which sources produce customers, not just MQLs

Strategic Optimization

  • A/B testing frameworks: What to test, how to measure, when to scale
  • Behavioral segmentation: Group audiences by actions, not demographics
  • Lead scoring refinement: Update models based on actual conversion patterns
  • Timing optimization: Use engagement data to perfect send times and cadences

Technical Implementation

  • Advanced workflow automation
  • Smart content and personalization
  • Progressive profiling setup
  • Intent data integrations
  • Attribution model configuration
  • Custom reporting dashboards

Example Projects

  • Built multi-touch attribution model showing true channel ROI across 18-month sales cycle
  • Implemented behavioral scoring that increased MQL-to-SQL conversion by 34%
  • Created A/B testing framework that produced 3 winning variants in 90 days
What You Keep Doing

Creating content strategy, running campaigns, building brand

What We Do

Build technical infrastructure, analyze performance data, implement optimizations

Stop Guessing Which Deals Will Close. Start Forecasting with Confidence.

Your sales team knows how to sell. We help you track the right metrics, optimize your process, and give reps the tools they need to close faster.

Performance Analysis

  • Pipeline health: Deal stage conversion rates and bottleneck identification
  • Win/loss analysis: What separates closed-won from closed-lost
  • Rep productivity: Activity benchmarks and performance patterns
  • Lead response: Speed-to-contact impact on conversion rates

Strategic Optimization

  • Lead routing rules: Right lead to right rep based on fit and capacity
  • Deal scoring: Prioritize opportunities most likely to close
  • Sales process standardization: Document and replicate what top performers do
  • Sequence optimization: Refine cadence, timing, and messaging based on engagement

Technical Implementation

  • Automated deal stage workflows
  • Custom pipeline reporting
  • Activity capture automation
  • Territory management rules
  • Sales-to-service handoff automation
  • Forecast accuracy dashboards

Example Projects

  • Implemented deal scoring that helped reps focus on 20% of opportunities generating 80% of revenue
  • Built automated lead routing that reduced lead response time from 4 hours to 8 minutes
  • Created forecast dashboard showing 92% accuracy vs actual closed revenue
  • Built AI-powered dashboard identifying at-risk accounts 30-60 days early (view demo)
What You Keep Doing

Having sales conversations, coaching reps, closing deals

What We Do

Give visibility into pipeline health, identify process bottlenecks, automate admin work

Stop Firefighting Tickets. Start Preventing Problems.

Your service team handles customer interactions. We help you route tickets faster, identify patterns, and turn reactive support into proactive success.

Performance Analysis

  • Ticket volume trends: What drives spikes and how to anticipate them
  • Response time analysis: SLA compliance and bottleneck identification
  • Customer health indicators: Engagement patterns that predict churn
  • Resolution effectiveness: First-contact resolution rates and escalation triggers

Strategic Optimization

  • Intelligent ticket routing: Auto-categorize and assign based on content, not manual triage
  • Knowledge base gaps: Identify common questions without good self-service answers
  • Proactive outreach: Flag at-risk accounts before they churn
  • Tiered support models: Route complexity appropriately (junior vs senior resources)

Technical Implementation

  • Automated ticket categorization and routing
  • SLA monitoring and escalation workflows
  • Customer health scoring automation
  • Service-to-sales feedback loops
  • Support tool integrations (Zendesk, Freshdesk, etc.)
  • Self-service portal optimization

Example Projects

  • Built AI-powered ticket classification reducing routing time from 2 hours to 2 seconds (94% accuracy)
  • Implemented customer health scoring that flagged churn risk 60 days before cancellation
  • Created proactive outreach workflow that reduced support volume by 30%
What You Keep Doing

Responding to customers, solving problems, managing team

What We Do

Route tickets intelligently, surface patterns, automate manual triage

Stop Managing Silos. Start Orchestrating Revenue.

You’re responsible for aligning Marketing, Sales, and Service around revenue. We help you build the data infrastructure, automate handoffs, and create visibility across the entire customer journey.

Performance Analysis

  • Cross-team funnel analysis: Where handoffs break down
  • Revenue attribution: What drives revenue across full customer lifecycle
  • Data quality audits: Where gaps and inconsistencies exist
  • Integration health: Which systems sync correctly, which don’t

Strategic Optimization

  • Lifecycle stage definitions: Clear progression rules that all teams understand
  • Handoff automation: Lead-to-opportunity, opportunity-to-customer, customer-to-expansion
  • Territory logic: Assignment rules that scale with complexity
  • Custom object architecture: Data models that support your business processes

Technical Implementation

  • Multi-team workflow orchestration
  • Custom reporting infrastructure
  • Data governance automation
  • Integration management (sync rules, field mapping, conflict resolution)
  • Custom object implementation
  • Cross-system data flow architecture

Example Projects

  • Built revenue attribution model tracking 7 touchpoints across 12-month buyer journey
  • Implemented lifecycle automation that reduced manual handoffs from 40/month to zero
  • Created executive dashboard showing pipeline health, forecast accuracy, and revenue trends in real-time
What You Keep Doing

Defining processes, setting goals, coordinating teams

What We Do

Build technical infrastructure, ensure data flows correctly, create reporting dashboards

Our Process
Four Simple Steps
01

Choose Your Tier

Book a strategy call. We’ll help you determine if you need Strategic Guidance, Managed Support, or Enterprise based on your team size, complexity, and goals.

02

Onboarding (Week 1)

  • Strategic: Schedule first consulting session, review current setup
  • Managed: Portal audit, identify quick wins, build optimization roadmap
  • Enterprise: Meet full team, define SLA, create 90-day plan
03

Execute & Optimize

  • Strategic: Weekly or bi-weekly consulting sessions, you implement recommendations
  • Managed: We execute work, you review progress in monthly strategy calls
  • Enterprise: Quarterly business reviews, proactive optimization
04

Scale As Needed

Upgrade anytime. Downgrade with 30 days notice. Pause during slow periods. Add point packs for out-of-scope projects.

Add-On Services
Additional Services Available

Point Pack Add-Ons

Need extra capacity for a project outside your monthly scope?

25 Points $3,125 ($125/point)
50 Points $6,000 ($120/point)
100 Points $11,500 ($115/point)

Points expire 12 months from purchase. Retainer clients get 20% discount vs one-time project rates.

Purchase Point Pack →

Training Services

HubSpot Certified Trainer on staff (Christa)

  • Platform training for new team members
  • Admin training for complex configurations
  • Custom training on specific features

Pricing: Team training: 2 points/hr • Admin training: 3 points/hr

Technical Development

Complex projects beyond monthly point allocation

  • Custom API integrations
  • AI agent implementation
  • Major workflow consolidation
  • Data migration projects

Pricing: Scoped separately with fixed-price proposals

View Integration Services → View AI & Automation Services →
Why Pivot
Why Choose Pivot for Ongoing Support

We Use HubSpot Like You Do

We’re not HubSpot resellers giving generic advice. We use Sales Enterprise, Data Hub Pro, Commerce Hub, and Content Hub daily. We run 326 workflows, manage 15+ active clients, and test every feature before recommending it. When we say something works, it’s because we’ve built it ourselves first.

Technical Depth Most Consultants Don’t Have

Most HubSpot consultants give “best practices” advice. We build custom integrations, consolidate complex workflows, implement AI solutions, and write custom code when needed. 8 advanced HubSpot certifications including HubSpot Certified Trainer. 50+ integrations deployed across native connectors, middleware, and custom API.

Proactive, Not Reactive

We don’t wait for you to report problems. Monthly portal health checks identify issues before they break. Quarterly optimization audits find opportunities you didn’t know existed. We monitor workflow performance, data quality, and integration health—then fix problems before they impact your team.

Transparent & Flexible

See exactly where your points go with shared tracking dashboard (updated weekly). No surprise bills or scope creep. Scale up, down, or pause as needed. Fixed-price proposals for major projects. You always know what you’re paying and what you’re getting.

What’s Included
What Your Monthly Points Cover
  • Attribution and revenue reporting setup
  • Conversion funnel analysis and optimization
  • A/B testing framework and experiment design
  • Lead scoring model development and refinement
  • Behavioral segmentation and smart lists
  • Progressive profiling implementation
  • Engagement analysis and timing optimization
  • Custom properties and calculated fields
  • Workflow automation based on behavior
  • Smart content and personalization tokens
  • Integration setup (analytics, intent data, enrichment)
  • Custom reporting dashboards
  • Event tracking and custom analytics
  • Campaign performance deep-dives
  • Funnel drop-off analysis
  • Content engagement analysis
  • Channel attribution studies
  • Lifecycle stage progression analysis
  • ROI modeling and forecasting
  • Data quality maintenance and cleanup
  • Workflow monitoring and optimization
  • Form and landing page conversion optimization
  • Email deliverability and engagement improvement
  • CRM hygiene and duplicate management
  • Writing your content strategy or messaging
  • Generating leads or running demand gen campaigns
  • Social media management or paid ads
  • Full-service marketing agency work

We’re Not Your Marketing Team—We’re the Team That Makes Your Marketing Team 10x More Effective.

FAQ
Frequently Asked Questions

One point equals approximately 1-1.25 hours of work. We use points instead of hourly billing because task complexity varies. Points make budgeting predictable—you know exactly what you’re getting.

Example: Setting up a basic workflow might be 2 points. Building a custom API integration might be 30 points. You see the point cost before we start work.

No. Monthly retainer points don’t roll over (use them or lose them each month). This prevents point hoarding and keeps your team engaged with continuous optimization.

Purchased point packs expire 12 months from purchase date and can be used anytime within that window.

Shared Points Dashboard (Google Sheet) updated weekly. Shows all active projects, points allocated, work completed, and remaining balance. You can see exactly where capacity is going at any time.

Yes. Upgrade anytime (takes effect immediately). Downgrade with 30 days notice. Most clients start at one tier and adjust based on actual needs after 90 days.

Purchase a Point Pack add-on. Retainer clients get discounted pricing ($115-125/point vs $150/point for one-time projects). Point packs are perfect for out-of-scope projects or seasonal capacity needs.

Strategic Guidance: We analyze and recommend. You implement.

Managed Support: We implement for you.

Strategic works if you have in-house capacity but need expert direction. Managed works if you want technical work handled by specialists.

Yes. HubSpot Certified Trainer on staff (Christa). Training uses points from your retainer or can be purchased separately. We train on platform basics, admin functions, and specific features (workflows, reporting, custom objects, etc.).

30 days notice required. Unused points from monthly retainer are forfeited (no refunds). Purchased point packs remain valid until expiration date. We’ll provide documentation of all work completed and configurations built during our engagement.

Book a strategy call. We’ll review your team size, HubSpot complexity, and goals—then recommend the tier that makes sense. No pressure, no sales pitch. Just honest assessment of what you actually need.

Get Started
Ready to Make Your Go-to-Market Teams More Effective?
Book a 30-minute strategy call. We’ll review your current HubSpot setup, identify opportunities for optimization, and recommend the right tier for your needs.
Book Strategy Call → Claim Free Audit