Advisory
Expert RevOps Insidethe HubSpot You Already Run
Advisory is our HubSpot and RevOps retainer for teams that run their own stack and want a senior operator on call for the work that keeps it healthy. We build workflows, reports and clean data inside your portal every month, and everything we build stays yours.
Advisory at a glance
- Who runs it
- Your team, with our help
- Where it runs
- Your current stack
- What you own
- Everything we build
- What it costs
- From $3K/moMonthly retainer
01Who it's for
Who Advisory Is For
Advisory fits teams that want to keep running their own HubSpot and need expert hands for the admin, reporting and process work that never reaches the top of an internal list.
Advisory is a good fit if
- Your HubSpot works, but nobody on the team has time to own workflows, reporting and data quality
- You need a senior RevOps operator for a set amount of work each month, not a full-time hire
- You are not on HubSpot yet and want it set up properly from the first day
- You want a clean, documented portal before you put agents on top of it
Another lane fits better if
You want agents doing the repeatable GTM work for you, not only the system tuned
Look at ManagedYou want an AI system built into your own accounts that your team runs
Look at OwnedYou need someone inside your team building AI with your engineers
Look at Embedded
02What you get
What the Retainer Covers
Each month we agree the work that matters most, ship it inside your portal, and document it so your team can run everything we built.
HubSpot admin and workflows
Properties, pipelines, automation and permissions built and maintained by an operator who has configured more than 400 GTM stacks.
Reporting and dashboards
The pipeline, funnel and attribution reports your leadership actually reads, built on data you can defend in a board meeting.
Data cleanup and imports
Deduplication, enrichment, imports and property hygiene, so the records your reps open every morning are complete and correct.
Process design
Lead routing, lifecycle stages and handoffs between marketing, sales and customer success, designed with your team and written down.
Light scripting
Small scripts and integrations for the jobs HubSpot cannot do on its own, kept in your accounts and documented for whoever comes next.
A foundation agents can use
Every fix moves your portal closer to the clean, structured data that agents need, if you decide to move up to Managed later.
When you are ready
Advisory Today, Managed When It Pays
Advisory clients can move up to Managed once agents on Konsil would clearly save time on top of their HubSpot. We raise it at renewal only when it helps, the work you have already paid for carries straight over, and nobody is pushed to move.
03How it works
How Advisory Works
Advisory runs on a simple monthly rhythm, so you always know what is being built, what shipped last month and what comes next.
- 1
Portal review
We start with a review of your HubSpot, your data and your processes, then agree the first month's priorities in writing.
- 2
Monthly scope
At the start of each month we agree the work list with you, ranked by what costs your team the most time or revenue.
- 3
Build and document
We build inside your portal and document every workflow, report and property change, so nothing depends on anyone remembering it.
- 4
Review and move up
We review what shipped every month, and when agents on Konsil would clearly save your team time, we show you what Managed would add.
04What it costs
What Advisory Costs
Advisory is a monthly retainer sized to the work you need, starting at $3K a month, and we agree the scope in writing before the first month starts.
Every Advisory engagement includes
- A monthly scope agreed with your team
- All work done inside your own portal
- Documentation for everything we build
- A monthly review of what shipped
Advisory retainer
From $3K/month
HubSpot admin, reporting, data cleanup and process work inside your portal, scoped each month and documented as it ships.
Larger retainers are sized on a call to the work you need.
05Questions
Questions Buyers Ask About Advisory
What does the Advisory retainer cover?
HubSpot admin and workflows, reporting and dashboards, data cleanup and imports, process design and light scripting, all done inside your own portal. We agree the work list with you each month, ranked by what costs your team the most, so the retainer goes to the work that matters rather than a fixed checklist.
Do we have to use Konsil?
No, Advisory runs entirely inside your HubSpot and the tools you already pay for, with no Konsil involved. If agents on Konsil would clearly save your team time later, we show you what Managed adds at renewal, and nobody is pushed to move.
Can you work in a portal another partner set up?
Yes, and most Advisory work starts in a portal someone else built. The first month usually includes a review of what is there, what is broken and what is worth keeping, so we fix the foundation before we build anything on top of it.
What if we are not on HubSpot yet?
We can help you set HubSpot up as part of Advisory, so the portal is structured properly from the first day instead of being cleaned up later. Once it is running well, Managed becomes an option, because Konsil sits on top of HubSpot.
Other Ways to Work With Us
Same team and the same Claude expertise, packaged for a different answer to who runs the system and who owns it.
Talk Through Your HubSpot on a 30-Minute Call
Bring the workflows, reports or data problems that keep slipping, and we will tell you what we would fix first and what an Advisory retainer would cover.