HubSpot Support That Grows With You

Ongoing expert guidance to build, optimize, and evolve your content funnel using HubSpot — without hiring a full team or figuring it all out alone

 

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You’ve Got HubSpot. Now Let’s Make It Work for You.

HubSpot is a powerful platform — but software alone doesn’t drive results.

For over a decade, we’ve helped organizations like yours build content-driven marketing systems inside HubSpot that lead to real, sustainable growth.

Our proven HubSpot Growth Roadmap has guided nonprofits, associations, and small teams in turning their marketing tools into true engines for visibility, lead generation, and audience engagement — without adding overwhelm or complexity.

Lifeline gives you access to that roadmap — customized to your goals, your content strategy, and your capacity.

How It Works

Lifeline is a monthly support program designed to meet you where you are — and keep your marketing system optimized and growing.

You’ll get expert guidance, hands-on help, and embedded resources inside your HubSpot portal — all aligned with your goals and your content ecosystem.

Lifeline Options

Lifeline Core

$1,799/mo.

  • HubSpot Growth Roadmap — your personalized action plan
  • Embedded SOPs, templates & plug-and-play workflows
  • One 60-min Done-With-You Implementation Session per month
  • 5 Quick Support Tickets/month for fixes, walkthroughs & guidance
  • Quarterly Strategy Session — structured review of your funnel, automation, & content system
  • AI & Automation Training — integrate AI for efficiency
  • Content system insights rooted in our Evergreen Funnel framework
  • Optional VIP Kickoff Day (+$2,500)
lifeline plus

$3,499/mo.

  • Everything in Core, plus:
  • Priority Slack Support — dedicated thread for fast, focused responses
  • Additional Implementation Support — more 1:1 time each month
  • Advanced Automation & AI Strategy Support
  • Funnel Audits & Reporting Enhancements
  • Deep customization and hands-on optimization
  • Quarterly Strategy Session – A deep dive into content, automation & conversion strategy
  • Optional VIP Kickoff Day (+$2,500)
lifeline intensive

$7,499

  • Two-day Only Intensive
  • Day 1: Strategy + System -Review HubSpot audit -Funnel mapping & lead flow strategy - Content system alignment
  • Day 2: Hands-On Implementation -Workflow setup -Automation + dashboard builds -Embedded training + documentation
  • Follow-up Support: 2 Quick Support Tickets Post-intensive
  • Custom Action Plan
  • Exclusive Access to Advanced Resources
  • Option to Continue into Core or Plus Afterward
  • Quarterly Strategy Session – A deep dive into content, automation & conversion strategy

Lifeline Program FAQs

  • What makes Lifeline different from a traditional agency retainer?

    We’ve worked as a full-service content and marketing partner for years, often serving as an extension of our clients’ internal teams. What makes the Lifeline Program different is its focus on capacity building — giving you the systems, tools, and strategic support to own your marketing engine.

     

    Lifeline isn’t about handing everything over to us. It’s about giving your small team the expertise and structure to grow your content and automation ecosystem at a sustainable pace, with a trusted partner by your side.

  • What can we use my Lifeline support for?

    Lifeline is designed to help you implement, manage, and improve your full content and automation system within HubSpot.

     

    You can use your support time for:

    • Marketing automation setup

    • Lifecycle stage alignment and lead scoring

    • Contact segmentation

    • Email nurture sequences

    • HubSpot CMS setup and optimization

    • Custom dashboards and funnel reporting

    • AI-powered content support

    • SEO-driven content structuring

    • Funnel audits and performance reviews

    • Sales enablement planning

  • Who is Lifeline best for?

    Lifeline is ideal for organizations that want to grow sustainably using HubSpot — without the pressure of building everything alone or hiring a large in-house team.

     

    It’s especially suited for:

     

    • Nonprofits and associations that need a structured content + automation system but don’t have a full in-house marketing team

    • Marketing directors and small teams who want to work smarter, not harder — and need strategic guidance on building or optimizing HubSpot

    • Organizations already using HubSpot Pro or Enterprise Hubs that want to get more strategic, automated, and results-driven with their content and CRM

    • Teams facing urgent marketing or operational challenges who need to align quickly, clean up their HubSpot portal, or launch something fast — our Lifeline Intensive (2-Day Workshop) is designed for exactly this kind of high-priority engagement

  • What’s the minimum commitment for Lifeline?

    For clients coming in through HubSpot Onboarding, the minimum commitment is 2 months — this covers the strategic setup phase, HubSpot-required onboarding, and early implementation steps that set the foundation for success.

     

    For other Lifeline clients, we don’t currently require a long-term commitment — but most teams stay with us for at least 6 months to build and stabilize their systems. We’ll always be transparent about scope, value, and next steps so you can make the best decision for your team.

  • Does Lifeline include HubSpot Onboarding?

    Yes. If you're brand new to HubSpot, our onboarding package through Lifeline includes everything HubSpot requires for new customers — and more.

     

    We go beyond the basics by helping you:

     

    • Build a marketing and content strategy aligned with your goals

    • Implement automations and lead nurturing workflows

    • Set up dashboards, tracking, and integrations

    • Embed training and resources so your team learns as we go

    •  

    This onboarding is not a one-size-fits-all checklist — it’s the first phase of building a sustainable marketing engine tailored to your organization.