Fix Your HubSpot Setup
Guaranteed for 180 Days
Stop updating deal stages by hand. We'll audit your HubSpot portal for free, give you a fixed-price plan, and stand behind the work. If anything breaks in the first 180 days, we fix it, no questions asked.
- ✓Free audit and written roadmap, yours to keep
- ✓A fixed price before any work starts
- ✓Anything breaks in 180 days, we fix it free
HubSpot Solutions PartnerCertified partner programBook Your Free HubSpot Audit
30 minutes with a HubSpot specialist. Your written roadmap arrives within 5 business days.
Connect your form submission service before accepting consultation requests.
Is Your HubSpot Portal Costing You More Than It Saves?
You bought HubSpot to see every lead and deal in one place. Today, reps still update records by hand and the pipeline report needs a spreadsheet next to it.
Your data lives in five places
Contacts in HubSpot, orders in your operations system, prospects in a spreadsheet. Nothing matches, so nobody trusts any of it.
New leads go cold
Leads sit unassigned until someone notices. The ones that arrive after hours wait longest, and a competitor calls first.
Reps update records by hand
Lead statuses, deal stages and notes are typed in after every call instead of updating themselves.
Reports take an afternoon
Leadership asks about pipeline, and someone spends hours exporting and cleaning data to answer it.
Paying for Hubs nobody uses
Seats and Hub tiers were bought for features that were never set up.
Decisions made on guesswork
When reports are out of date, pricing, hiring and cash decisions rest on last month’s spreadsheet.
The worst part is quieter: you stop trusting the numbers you run the business on.
Software you pay for every month should work for your business. Your team shouldn't be working for it.
What Your Week Looks Like Once HubSpot Works
We've Untangled HubSpot Portals Like Yours
It's frustrating to pay for HubSpot and still manage the pipeline in spreadsheets. As a certified HubSpot Solutions Partner, we map your sales process first, then build HubSpot around it and connect it to the systems it can't reach on its own.
polling cycle keeping title and escrow Orders in sync with HubSpot Deals.
opportunity creation from prospect replies through HubSpot Sequences.
party types synchronized into HubSpot from every Order.
prospect records, with missing emails, phones and firmographics filled in by Apollo.io.
Automating M&A Prospecting and Acquisition Outreach with HubSpot
An AI-powered outreach ecosystem centred on HubSpot, connecting ChatGPT, Excel, Zapier, Apollo.io, and LinkedIn Sales Navigator to take a prospect from identification through to an open deal.
Built onHubSpot CRMZapierApollo.ioProspect information was entered and maintained manually, and initial records did not always contain the contact and firmographic details needed for outreach.
Prospect generation, enrichment, outreach, and opportunity tracking were spread across multiple platforms, and tracking replies, meetings, and new opportunities required constant user intervention.
Automating SoftPro Order Management and HubSpot CRM Synchronization
A custom C# service connecting the SoftPro SDK to the HubSpot API, reflecting title and escrow Orders as Deals with their contacts, companies, ownership, and stages, polling every five minutes.
Built onHubSpot APISoftPro SDKC#SoftPro held operational title and escrow Orders while HubSpot managed Deals and relationships, with no connection between them.
Orders kept changing after creation, each could include multiple agents, lenders, and companies, ownership had to follow agent-based rules, and temporary API or network failures could not be allowed to stop Orders from syncing.
“Just wanted to give you a shout out and thank you for the excellent job you did on the Automated Fuel Surcharge system you set up. The screens, the forms, the entire look is very professional, clean, modern like we all like. Use this project as a sample of what we are looking for in design and execution!”
Certified HubSpot Solutions Partner, building and integrating HubSpot CRM.Three Steps to a HubSpot Portal That Works
- 1Today
Book your free audit
A 30-minute call. Show us your portal and tell us where the week goes. No preparation needed.
- 2Within 5 business days
Get your HubSpot roadmap
A written plan: what to fix first, what it costs, and when it goes live. It's yours whether or not you hire us.
- 3After sign-off
Go live
We build the first fix, train your team, and fix anything that breaks for 180 days while everyone settles in.
The HubSpot Reset
Everything a growing business needs to go from HubSpot chaos to a portal your team relies on. One team. One plan. One fixed quote.
Industries We Serve
We have built HubSpot systems for businesses across a wide range of sectors. Each brings its own workflows, and we design around them rather than forcing a template.
Logistics and Transportation
Rate automation, order scheduling, and customer notifications.
Construction and Field Services
Estimating, crew scheduling, materials, and job costing.
Financial and Advisory Services
Lead response, qualification, and client intake.
E-commerce and Retail
Storefronts, quoting, inventory, and payments.
Property Management
Listings managed in CRM and published automatically.
Membership Networks
Member portals, billing, and campaigns on one platform.
Healthcare and Wellness
Provider directories and CRM-driven discovery.
Marketing and Professional Services
Quote-to-invoice, projects, and executive reporting.
If anything breaks in the first 180 days, we fix it. No questions asked.
Go-live isn't the finish line. For six months after launch, if anything breaks, we fix it at no extra cost. You take the outcome, we take the risk.
We map every field, run a test migration and validate record counts with you before cutover.
Pick the starting point that fits.
HubSpot Quick Fix
- Portal audit and cleanup plan
- Pipeline and deal stage redesign
- Lead rotation and owner rules
- Up to 5 workflows
- Up to 4 hours of training
HubSpot Growth Engine
- Sales Hub plus Marketing or Service Hub setup
- Sequences and deal automation
- Lead scoring
- Up to 2 third-party integrations
- Dashboards and training workshops
HubSpot Custom Build
- Multi-Hub rollout across teams
- Private App API integrations
- Custom code and background services
- Data Hub sync and quality automation
- Enablement training
What happens on the free audit call?
A HubSpot specialist spends 30 minutes with you reviewing your portal, your pipeline, and where your reps lose time. You don’t need to prepare anything. Within 5 business days you receive a written roadmap.
Do I have to hire you after the audit?
No. The audit and roadmap are free and yours to keep. Some clients use the roadmap with their own team. Most ask us to build it.
What does the 180-day guarantee cover?
If anything we build breaks in the first 180 days after go-live, we fix it at no extra cost. No questions asked.
How much does the build cost?
It depends on the Hubs and integrations involved. The price is fixed in your roadmap before any work starts, so there are no hourly surprises.
We already use HubSpot. Do we have to start over?
Rarely. We keep what works, clean up the properties and pipelines that don’t, and rebuild only the parts that are getting in the way.
Can you connect HubSpot to our other systems?
Yes. We build Private App API integrations, Zapier flows and custom services. Clear Box Strategies syncs title and escrow Orders from SoftPro into HubSpot every five minutes.
Which HubSpot Hubs do you work with?
Sales Hub, Marketing Hub, Service Hub and Data Hub, plus workflows, Sequences, reporting and the HubSpot API.
What happens after 180 days?
Your guarantee period ends, and you can keep us on a support plan, work through the rest of the roadmap with us in fixed-price phases, or run it yourselves.
Give Your Reps Their Time Back
From Manual Updates
Book a free 30-minute audit. You'll leave with a written roadmap and a fixed price. If you go ahead, anything that breaks in the first 180 days is fixed free, no questions asked.
Book a Free Consultation