--- title: "HubSpot Consulting for B2B Tech Companies | Frontal" description: "HubSpot consulting for B2B tech: we audit your HubSpot, fix the data, pipelines, routing and reports, test each change and keep the backlog moving with you." url: https://frontal.so/partners/hubspot/consulting updated: 2026-11-09 --- # HubSpot consulting for B2B tech companies ## Fix the HubSpot your team works around Frontal provides HubSpot consulting for B2B tech companies with a sales team. We audit your HubSpot, fix the data, pipelines, routing and reports in it, test each change before it goes live and keep the backlog moving with your team. [Book a call](https://book.frontal.so) Illustrative workflow - [Worked with **300+ companies**](https://frontal.so/case-studies) - [Read the Aircall case study](https://frontal.so/case-studies/aircall) - [Read the AirOps case study](https://frontal.so/case-studies/airops) > They’re great at coming up with ideas that just work, and the execution velocity is high enough that we see all of them through. That generates results for us. $7.83M qualified pipeline in 10 months **Eoin Clancy** VP Growth, AirOps Read the AirOps case study - [Read the Teikametrics case study](https://frontal.so/case-studies/teikametrics) > I wanted the outcome of a BDR team, but more efficient and effective. $300K+ pipeline in 9 months **Ben Rey** Former Chief Revenue Officer, Teikametrics Read the Teikametrics case study - [Read the Design Pickle case study](https://frontal.so/case-studies/design-pickle) - [Read the Playbook case study](https://frontal.so/case-studies/playbook) > The Frontal team is everything you’d want in a consulting partner: true experts with both strategic insight and hands-on execution. 20 opportunities in the first 20 days **Dr. Nikolai Wessendorf** Founder and CEO, Playbook Read the Playbook case study Who it is for ## Your team works around HubSpot, not in it For B2B tech companies from Series A onward whose HubSpot was set up for a smaller team, and who want HubSpot CRM consulting and the fixes done by the same people. 1. ### Properties nobody uses Properties and workflows piled up over the years, and no one is sure which ones reports and routing still depend on. 2. ### Leads that wait Hot leads wait for someone to pick them up, and by the time sales calls, the context from marketing is gone. 3. ### No one with the time Whoever runs HubSpot also has a day job, so fixes wait and the workarounds pile up. What you get ## Consulting that ends in a working setup We find what’s broken, fix it in your HubSpot and document it, so your team can see why each property and workflow is there. 1. ### Audit and roadmap Your objects, properties, pipelines, workflows and integrations reviewed, with a list of what to keep, fix and retire. 2. ### Data, routing and reports fixed Duplicates merged, lead scoring and routing rebuilt, and reports built on definitions sales and marketing both sign off on. 3. ### Ongoing support When you hire salespeople or add a tool, we set them up in HubSpot without breaking what already works. How it works ## How our HubSpot consulting works 1. ### Audit We audit your HubSpot data, pipeline stages, routing, workflows and reports, and list what slows your sales team down. 2. ### Agree definitions We agree with sales and marketing what each stage, property and report means. 3. ### Fix and build We clean the data, rebuild routing and reporting, and test each change before it goes live. 4. ### Train and document We document the setup and train your team, so it does not depend on one person knowing how it works. 5. ### Run the backlog We take on the next items in your backlog and set up each new hire and tool as the team grows. Tools ## The tools we work in We start with the tools you have and suggest a change only when it fixes a real problem. - HubSpot - [Clay](https://go.frontal.so/clay) - n8n - Slack We’re a HubSpot Solutions Partner, a Salesforce Partner and one of six Clay Elite Studio Partners. Your options ## Four ways to get the work done Each option suits a different team. The last row says when each one is the better choice. | Compared on | Frontal | In-house hire | Freelancer | HubSpot consultancy | | --- | --- | --- | --- | --- | | Who does the work | Our operators fix and run the work in your HubSpot, alongside your team. | A HubSpot admin you hire and manage. | A HubSpot freelancer for one fix or one report. | Consultants who review your HubSpot and recommend changes. | | How fast it starts | First week: kickoff and access. Month one: audit and setup. Months two and three: launch and improve. | Once the role is hired and onboarded. | As soon as you find one and agree the scope. | Once the review is scoped and booked. | | What you keep afterwards | The setup, documented, and a team trained to run it. | What they build, and their know-how while they stay. | What they hand over when the project ends. | The recommendations. Making the changes is usually left to your team. | | How it’s paid for | A fee agreed in a statement of work, starting with a three-month engagement. | A salary and benefits, plus the cost of hiring. | By the hour, the day or the project. | A project fee, or a block of hours. | | Best when | You want the fixes made in your HubSpot, with each change tested and documented. | There is steady HubSpot work every week and you want it owned in house. | You have one defined fix and someone in house will own it after. | You need an outside review of your setup, and your team will make the changes. | The team ## Who does the work With Frontal, you get experienced people who build and run the work, using software and AI where they help. - ### Kenny Damian Co-founder & Head of GTM Kenny leads GTM at Frontal, working on outbound, account research and sales operations. How to start ## Start with a three-month engagement We start with a three-month engagement. The scope, milestones and owners are written into a statement of work before anything starts, and ongoing terms are agreed before work begins. 1. First week ### Kickoff and access We hold the kickoff call, get admin access to your HubSpot, and agree with your sales leader which problem to fix first. What you do One kickoff call, and admin access to your HubSpot. 2. First month ### Audit and setup We audit your HubSpot data, pipelines, routing and reports, and agree definitions with sales and marketing. What you do Sign off the definitions with your sales and marketing leads. 3. First three months ### Launch and improve In month two we fix the data, rebuild routing and set up the reports, testing each change before it goes live. In month three we train your team and take on the next items in your backlog. What you do Approve the changes before they go live. Ongoing ## Talk with an operator Bring your current setup, and we’ll walk you through how the first three months would look for your team. [Book a call](https://book.frontal.so) ## What it costs The price depends on scope, channels and volume. We agree it in a statement of work before we start. Your HubSpot subscription is billed by HubSpot, separately from our fee. ## What buyers ask **What does HubSpot consulting cover?** HubSpot consulting covers how your HubSpot is set up and run: objects and properties, pipelines, lead scoring and routing, workflows, integrations and reports. We find what’s broken and fix it in your HubSpot ourselves, rather than handing back a list for your team to work through. **Should we hire a HubSpot consultant or an agency?** A freelance HubSpot consultant suits one defined fix that someone in house will own after. With us you get a team instead of one person: the same operators find the problem, make the change and keep the backlog moving. If you hire for the role later, everything we build is already in your HubSpot. **Can you be our HubSpot admin?** Yes: some teams keep us on as HubSpot managed services, to run the backlog and set up each new hire and tool. Others bring us in for one project, like a routing rebuild, and we can also work alongside an admin you already have. **What are the disadvantages of HubSpot?** Cost grows with seats and editions. Much of what a sales team relies on, such as sequences, forecasting and lead scoring, starts on Sales Hub Professional, listed from $90 a seat a month in November 2026, plus a required one-time onboarding fee. And a HubSpot that grew without a plan collects duplicate properties and workflows nobody owns, which is the first thing a HubSpot expert should audit. Source: [HubSpot, Sales Hub pricing (opens in a new tab)](https://www.hubspot.com/pricing/sales) **Can HubSpot be used for lead generation?** Yes: Sales Hub includes live chat and chatbots from its free edition, and from Professional it adds lead scoring and sequences for outbound email. We connect HubSpot to the outbound we run, with Clay to fill in each record, so every lead lands in it with its history and reaches the right salesperson. Source: [HubSpot, Sales Hub pricing (opens in a new tab)](https://www.hubspot.com/pricing/sales) **How do you protect our HubSpot data while you fix it?** We agree who can change what, test changes before they go live and keep a way to roll back. Enrichment fills gaps and never overwrites a field a person owns. **Can you work alongside the team that runs our HubSpot today?** Yes: we can take a defined project off your ops team’s plate or work alongside them on ongoing work. ## Let’s grow your pipeline together Show us your CRM and tell us what’s broken. [Book a call](https://book.frontal.so)