HubSpot Onboarding and Optimization Services
Turn HubSpot into the growth engine you paid for.
Most teams use a fraction of what they bought. We set up, connect and run the Hubs, workflows and AI agents that move revenue, so the rest stops sitting idle.
HubSpot works when someone runs it like a system, not a subscription.
Starting fresh, or finally fixing what's broken?
A messy portal is expensive: wasted licenses, ignored workflows, reps who route around the CRM instead of using it. We rebuild the foundation with clean data, the right permissions and a setup your team will actually use.
- Discovery & account setup
- Data migration & cleanup
- Workflow & automation build
- Team training that sticks
Revenue Operations
One system. One version of the truth.
Revenue Hub brings CRM, billing and forecasting into one place, but only if your data agrees with itself. We connect marketing, sales and finance inside HubSpot so every number means the same thing to everyone reading it.
Campaigns that end in a deal, not a dashboard.
- Campaign strategy & execution
- Landing pages & email that convert
- SEO & content
- Attribution reporting
Sales Enablement
Give reps a system, not a to-do list.
Customer Success
Support that remembers the whole relationship.
- Ticketing & SLA workflows
- Knowledge base build-out
- Service automation
- Customer feedback loops
A site that sells while you sleep.
New in HubSpot
The agents will work. Someone still has to teach them your business.
HubSpot's AI agents can answer customers, qualify leads and keep your CRM clean without a person behind every task. But turning one on isn't a strategy. An agent trained on messy data just makes messy decisions faster. We configure Agent Hub and HubSpot's AI agents around your actual data, workflows and goals, so the automation stays dependable, not just impressive in a demo. When you partner with us, you can expect:
AI Customer Agent
Answers real customer questions around the clock, using your actual help content, and hands off to a human the moment it should.
AI Data Agent
Keeps contact and deal records
clean and enriched, so reporting
stays trustworthy without manual cleanup.
Prospecting & Content
Draft outreach, content and follow
ups your team edits in minutes
instead of writing from scratch.
Agent Hub
One place to see what every agent
is doing, so AI doesn't become a
black box nobody can explain
Two ways to work with us.
Ongoing Partnership
Need a HubSpot team without hiring one?
For teams who want continuous strategy and execution. We plan, build and optimize every month, and flex up or down as priorities change.
Starting at $2,000
Project Engagement
Have one clear, defined piece of work?
An onboarding, a migration, a rebuild. We’ll scope it, set payment terms and wrap on the date we agree to.
Quoted individually
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Ongoing Partnership
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Project Engagement
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Relationship
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Extension of your team
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Defined vendor scope
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Scope
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Evolves month to month
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Set before we start
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Best for
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Ongoing strategy & execution
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One-time initiatives
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FAQ
Ask us anything
When do we start?
2 weeks from contract signature.
What happens in the first 30 days?
We audit your portal, prioritize what’s broken or missing, and start on the highest-impact fixes first.
Can we handle some of this ourselves?
Yes. We’re happy to split scope — we’ll tell you plainly what’s worth doing in-house versus with us.
Do you handle migrations and integrations?
Yes — both are included in scoping, from your prior CRM to the tools your team already relies on daily.
What if we're mid-contract with another agency?
We can start with a scoped audit now and time the handoff to when your current contract wraps up.
How is pricing structured?
Ongoing work is a monthly retainer; one-time work is quoted individually once we’ve scoped it together.
Ready to Boost Growth and Drive Engagement?
Schedule a meeting and discover how LZC can be your ideal HubSpot partner
- Our mission is to provide the essential marketing fundamentals that will serve as the bedrock for your business.
- As you grow and invest your marketing spend you can trust that every experiment and dollar spent is adding value.
- If your offering is exceptional, backed by a strong team, and led by visionary individuals, we'd love to help contribute to your journey.