HubSpot Consulting Services
HubSpot Consulting: Turn Your Subscription Into a Revenue Asset
If HubSpot feels expensive, underwhelming, or oddly hard to use, you’re not imagining things. It can be a powerful revenue platform, but only when it’s built for how your teams actually work. Most setups are configured around generic best practices - rather than the real people, processes, and constraints inside your organization.
We provide HubSpot consulting that starts with organizational alignment, brokers clear agreements between Sales and Marketing, and trains your team to own the system. The result: HubSpot stops being a cost center and starts operating like the revenue engine you expected (and have been paying for) all along..
You Get HubSpot, Built for How Your Team Actually Works
Your Process, Reinforced
Your teams define which leads qualify, what "follow-up" means, and who owns what. Then HubSpot enforces those agreements automatically, so nobody's guessing or improvising.
Sales and Marketing In Sync
When Marketing sends a lead, Sales knows exactly what actions qualified it, what the prospect has seen, and when to follow up.
A team that owns the system
Your people learn to build workflows, troubleshoot issues, and modify the system themselves. No more submitting tickets for every small change or waiting on an agency to make updates.
Revenue Strategy First, Then Tools
We won't touch your HubSpot setup until we've mapped your actual lead sources, defined what moves prospects through each stage, and identified where deals typically stall. Then HubSpot helps execution.
Clean Data Stays Clean
Clean data means reps spend time selling instead of updating records, marketing can actually trust their reporting, and you stop needing quarterly "database cleanup projects."
Your HubSpot subscription pays for itself
Faster deals, zero wasted effort on junk leads, and marketing that proves ROI. HubSpot stops being an expensive line item and starts driving actual growth.
What Working Together Looks Like
What We Do:
As a HubSpot consulting company specializing in organizational transformation, The Digital Ring starts with a focused conversation about where HubSpot is breaking down, how your teams are actually using it today, and what success would look like for your organization.
What You Get:
Clarity on whether HubSpot is the right lever to pull next, and whether we’re the right partner to help you fix it, all before any audits, proposals, or commitments.
What We Do:
We analyze your HubSpot instance including subscription level, marketing automation workflows, custom properties and fields, API integrations, data migration needs, pipeline velocity metrics, reporting dashboards, and data hygiene, while also running anonymous Sales and Marketing surveys to uncover the human and organizational friction behind the mess.
What You Get:
A clear diagnosis of what’s actually broken and why, separating tooling issues from process gaps & people problems, ensuring any fixes will actually hit the mark.
What We Do:
We facilitate working sessions between Sales and Marketing to broker realistic SLAs and SOPs including lead definitions, deal stages and lifecycle management, handoffs, follow-up expectations, and customer journey mapping. Then we design how HubSpot, including lead scoring models and sales enablement content, should support those agreements
What You Get:
Alignment your teams actually buy into, plus a shared blueprint for how HubSpot will operate moving forward — no guesswork, no silent disagreements.
What We Do:
We configure HubSpot based on the agreed-upon plan, including lead scoring models, custom properties, marketing automation workflows, API integrations, and email deliverability optimization. We include regular check-ins and incremental training, complemented by HubSpot Academy resources, so your team understands what's changing and the "why" behind it.
What You Get:
A system that feels familiar as it’s being built, rather than feeling like you’ve been tossed into the deep end, and a team that’s gaining confidence instead of dependency.
What We Do:
We test marketing automation workflows, lead scoring models, API integrations, custom properties, and reporting dashboards alongside your team to ensure everything works under real conditions before launch. We also validate email deliverability optimization and pipeline velocity metrics to confirm the system supports your revenue goals.
What You Get:
Confidence that HubSpot will support your day-to-day reality, not break the moment real leads and deals start flowing through it.
What We Do:
We stay close as your team starts using the new system, helping to troubleshoot issues, reinforce agreements, and fine-tune where needed. We also address ongoing optimization of your lead scoring models, pipeline velocity metrics, and GDPR and compliance considerations as your business evolves.
What You Get:
Your team knows how to maintain what was built, manage your HubSpot instance confidently, and you're not stuck calling an agency for every small adjustment. You'll have the foundation to execute new revenue initiatives independently.
How We Build HubSpot Systems That Actually Work
We begin with organizational diagnosis, not just a technical audit. We review your subscription level, workflows, data hygiene, integrations, and reporting, but we also run anonymous surveys with your Sales and Marketing teams to surface frustrations, needs, and recurring patterns. That context shapes every recommendation that follows.
Next, we broker negotiations instead of imposing best practices. In facilitated workshops, we help Sales and Marketing define SLAs and SOPs that both sides can realistically uphold. What qualifies as a lead? Who owns follow-up? What happens when things stall? HubSpot is then configured to support those agreements instead of generic industry norms.
Change management is our defining differentiator. We deliver training incrementally throughout implementation so your team feels confident, not overwhelmed. By the end, you’ll be equipped to tackle your next HubSpot initiative without us. We’ll miss you, but it’s also exactly what success looks like in this case.
Throughout the entire process, we operate as your personal HubSpot consulting firm that builds revenue programs first and tooling second. As a full-service agency, we understand sales and marketing deeply. HubSpot is simply how we automate, streamline, and measure what already works.
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Ready For A Better Hubspot?
Starting is easy: Fill out the form below to connect with Kathryn, our VP of Sales and Marketing. We’ll learn about your goals, identify your best HubSpot opportunities, and put together a strategy built for real, measurable growth.
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821 E Washington Ave #200
Madison, WI 53703
608.836.7464
