Project Blueprint · $2,500, credited

Know the scope and the price before anyone builds.

Big HubSpot projects fail on the plan, not the software. The Blueprint is paid discovery: we learn how you work, design the data model, integrations and process, and give you one fixed price for the build. The fee is credited toward the project.

See what yours would cover
$2,500 credited toward the build One fixed price, never hourly Yours to keep, even if you build elsewhere Platinum HubSpot Solutions Partner
Why paid discovery

A free quote on a complex project is a guess.

Every agency will quote your project for free. The number is either padded to cover what they don't know, or low and followed by change orders. The Blueprint replaces the guess with a design.

Scope creep

The project grows after it starts because nobody mapped the data, the integrations or the edge cases first.

Change orders

A low quote, then invoice after invoice for the things discovery would have found.

A build that doesn't fit

Software set up the vendor's way, not yours, and a team that won't adopt it.

Bad data, moved faster

A migration or integration that copies duplicates and gaps into the new system.

Free tool · Blueprint scope

What would your Blueprint cover?

Pick what's in your project. See what the Blueprint designs for each part, and what you'll have in hand at the end.

What’s in your project? Pick everything that applies.
?
Your Blueprint scope appears here

Pick the first part of your project. You'll get:

  • What we’ll design for each part
  • What you’ll have at the end
  • How it’s priced
How it works

Four steps, one fixed price.

  1. Discovery sessionsWorking sessions with the people who sell, market, serve and report, so the design fits how you actually work.
  2. Systems reviewWe look at your HubSpot portal (read-only), your other systems and a sample of your data, so nothing is assumed.
  3. DesignThe data model, field map, integrations, automations and reporting, written down and reviewed with you.
  4. Fixed-price proposalScope, timeline and one price for the build, with the $2,500 Blueprint fee credited.
What you get

Everything you need to build, with us or anyone.

Current-state assessment

What’s in your portal and systems today, what works and what doesn’t, with the numbers.

Data model and field map

Every object, property and association, and which system owns each field.

Integration and sync design

How data moves between systems, how often, and what happens when something fails.

Process and automation map

How leads, deals, tickets and handoffs should flow, and what to automate.

Reporting plan

The dashboards and reports you’ll get, and the data each one needs.

Fixed-price proposal

Scope, timeline and one price for the build, with the Blueprint fee credited.

Programs that start with a Blueprint

Programs start at $10,000.

Every custom program starts here. Standard work, like connecting a marketplace app or admin requests, doesn't need a Blueprint.

Revenue Reporting

Forecasts, channel early warnings and revenue by source.

Learn more →

CRM Consolidation

Portals merged and the data cleaned.

Learn more →

Integrations

ERP, finance and field systems in sync.

Learn more →

AEO Foundation Build

Get recommended by AI search.

Learn more →

AI Enablement

Breeze first, custom agents where it stops.

Learn more →

Custom data models

Assets, sites, partners and programs as their own records.

Learn more →
Straight answers

What you'll want to know.

How does the credit work?

If you go ahead with the build, the full $2,500 comes off the project price.

What if we don't go ahead?

You keep everything: the design, the field map, the integration plan and the proposal. Build it with your own team or another partner.

Do we need a Blueprint for everything?

No. Admin requests, standard marketplace connectors and single articles don't need one. Anything custom, like an integration, a data model, a migration or AI agents, starts with one.

Who needs to be involved?

A sponsor who can make decisions, plus the people who do the work in each team. We schedule the sessions around them.

We're evaluating HubSpot. Is this for us?

Yes, when your setup is more than standard. The Blueprint tells you which Hubs and tiers you need, what onboarding will cost and what to migrate, before you sign.

Start with the plan.

Fifteen minutes to talk through your project. If a Blueprint is the right next step, we'll send a short scope and a start date.