Optimisation & Ongoing Support

HubSpot that gets better. Quarter after quarter.

Most HubSpot setups peak at launch and decline from there. Workflows drift, data gets messy, dashboards stop being updated, and the team quietly stops using the bits that need attention. We do it differently. Ongoing partnership that keeps your setup sharp, your team supported, and your HubSpot driving revenue year after year.

Just finished a project with us? You are already on the right path. Looking for a new partner? We will happily inherit and improve.

Quarterly Health Check
All Healthy

Improvements shipped
47
Last 12 months · compounding

12
15
12
18
Q1Q2Q3Q4

Workflows
23
Reports
12
Integrations
8
Next review
14 Jan 2026

Built for the long term

The Reality

Go live is not the finish line. It is the starting point.

The system goes live. The team gets trained. The partner moves on. Six months later, things have drifted. New people have joined who do not know how it works. Workflows that worked at launch now misfire. Reports that made sense do not any more. Nobody is quite sure who owns it.

Most HubSpot setups peak at launch and decline from there. Not because anyone meant for it to happen, but because nobody is steering the ship after go live.

Done right, ongoing optimisation is the work that turns a successful launch into a multi-year revenue engine. The kind of compound improvement that adds up to something genuinely transformative, quarter after quarter.

What good looks like

A partner who treats your HubSpot like their own.

Good ongoing support is not a help desk. It is a partner who knows your business, your team, your setup, and works alongside you to keep it sharp. Quarterly reviews. Continuous optimisation. Strategic input when you need it. Hands-on build work when you need that too.

We treat your HubSpot like our own. We catch issues before they cost you. We surface opportunities before you ask. We refine, expand and adapt the system as the business grows.

Not a vendor on call. A genuine partner in your revenue operations.

Who it is for

Three types of teams come to us for ongoing support.

Whether your setup is drifting, orphaned, or you are ready for a long-term partner from day one, we are built for it.

01

Your HubSpot has gone stale

You launched, things were great, but momentum has faded. The setup is doing what it did on day one, but no more. Workflows drift, reports lag, opportunities are missed. Time to refresh, refine and start moving forward again.

Refresh our setup

02

You've been left high and dry

Your previous partner finished the project and disappeared. Or got bought, restructured, or just went quiet. You have a setup that needs care and attention but nobody steering it. Time for a partner who actually shows up.

Take over our setup

03

You want a long-term partner

You are done buying point projects. You want a relationship with a partner who knows your business inside out, plans alongside you, and grows the system as you grow. Time for an ongoing partnership.

Become our partner

What you get

What's in a Big Presence partnership.

Eight things, designed to keep your HubSpot setup driving revenue year after year.

1

Quarterly Strategy Reviews

A structured look at what is working, what is not, and what to focus on next. Strategic, not just tactical.

2

Continuous Optimisation

Workflows, integrations, dashboards and processes refined over time. Not big-bang projects, but compound improvement.

3

Retained Build Capacity

Hands-on capacity for the things that need building. Workflows, reports, integrations, AI features. Without scoping every time.

4

Strategic Advice

Someone to think through changes with before you commit. New tools, restructures, growth plans. We have probably seen it before.

5

Issue Resolution

When things break or drift, fast response, no fuss. We diagnose, fix, document and prevent it happening again.

6

Adoption Reinforcement

Keeping the team sharp as people join, leave or change roles. Ongoing training, refreshers, new hire support.

7

12-Month Roadmap

A clear forward view of what to build, when, and why. So you always know what is coming next, and what it is for.

8

Health Check Reporting

Regular reports on the health of your setup. Data quality, workflow performance, adoption metrics, integration status.

The HubSpot bit

Every Hub. Constantly evolving.

Ongoing support means continuous improvement across every Hub you use. Not just keeping the lights on, but keeping the system moving forward.

Marketing Hub

Campaigns that compound

Attribution evolution, content performance, list hygiene, campaign refinement.

Sales Hub

Pipelines that sharpen

Sequence refinements, forecasting accuracy, deal stage tuning, activity insights.

Service Hub

Support that scales

SLA refinements, knowledge base growth, ticket optimisation, CSAT trends.

Content Hub

Content that converts

SEO improvements, page performance, content strategy, conversion tuning.

Data Hub

Data that stays clean

Quality monitoring, integration health, governance updates, sync reviews.

Commerce Hub

Revenue that flows

Payment optimisation, subscription evolution, revenue tracking, churn reduction.

Sound familiar?

Most ongoing support pain shows up as drift.

These are the questions teams ask us when their HubSpot setup has stopped moving forward.

Because nothing is moving it forward. Without ongoing care, every system drifts. Workflows misfire, data gets messy, processes evolve faster than the setup. Ongoing support is the steering wheel that keeps things on track.

HubSpot's support is excellent for product questions and bug fixes. Ongoing partnership is different. It is strategic input, hands-on build work, optimisation across your specific setup, and someone who knows your business properly. Different job entirely.

An internal admin is brilliant at the day-to-day. We bring the strategic view, the cross-client experience, and the build capacity for the bigger pieces. Often, we work alongside an internal admin, not instead of one.

Quarterly reviews with measurable outputs: improvements shipped, time saved, revenue impact, adoption metrics. We agree on what good looks like upfront, then prove it every quarter. If we are not earning it, we tell you first.

Absolutely. We inherit existing setups regularly. We start with a thorough audit (similar to the Growth Gap Analysis), agree the priorities, and get to work. No need to rip up what you have already built.

How it works

Four phases. Then a rhythm.

An ongoing partnership runs on a clear cadence, with structured time for strategy, build and review.

01

Onboard the Relationship

We get to know your business, team, setup and priorities properly. So we can hit the ground running, not spend the first month asking questions.

02

Quarterly Reviews

Every quarter we step back to look at what is working, what is not, and what to focus on next. Strategic input, not just status updates.

03

Day-to-day Support

Between reviews, we are on hand for builds, fixes, advice and the occasional fire drill. Fast response, clear communication.

04

Roadmap Together

A rolling 12-month roadmap so you always know what is coming, why it matters, and how it connects to your business goals.

How we scope and price

Every partnership is different. So is every price.

We do not do off-the-shelf retainers. The right scope depends on the size of your setup, the level of strategic input you want, and how much hands-on build capacity you need each quarter. After a 30-minute call, we can usually give you a ballpark.

What affects your scope
  • 1The size and complexity of your HubSpot setup
  • 2Which Hubs you are using (one, some, or all six)
  • 3Build hours you want available each quarter
  • 4Frequency of strategic input and reviews
  • 5Coverage of integrations, AI and external tools
  • 6Whether ongoing training and adoption is included

After scoping, we agree a clear monthly rate with no surprises.

Get a scoping call

What happens next

The journey does not end. It just keeps compounding.

Most of our long-term clients started somewhere on this journey and never moved off it. Some came in through onboarding, others through data quality, others through reporting. Wherever you are in your HubSpot journey, the right ongoing support is the thing that keeps you moving forward.

If you are ready for a partner, let us talk. If you are not sure where to start, the Growth Gap Analysis is the right entry point. Either way, we will help you find the next right move.

Why teams choose us

A HubSpot Platinum Partner since 2014.

Over a decade of building, fixing and scaling HubSpot setups for businesses that take revenue growth seriously.

Platinum Partner since 2014

Over a decade of HubSpot expertise across hundreds of implementations and growing businesses.

We treat your HubSpot like our own

Go live is not the finish line. It is the starting point. We catch issues before they cost you and surface opportunities before you ask.

Plain English, no jargon

You will not get acronym soup or buzzwords. If we cannot explain it simply, we have not understood it well enough.

Built for the long term

Most of our clients stay with us for years. We build relationships, not transactions. The compound value shows up year after year.

HubSpot has been a key system for our business for the last 10 years, but we had only been taking advantage of 30% of the platform. The team have helped us map out gaps, refine our marketing processes, drive more revenue from marketing, and support our sales team to scale more efficiently.

James Middleton
Sales Director, Durham Lane

Ready for the partnership your HubSpot deserves?

Whether you are inheriting a setup, refreshing a stale one, or starting fresh from a Growth Gap Analysis, we will treat your HubSpot like our own. Year after year. Start with a 30-minute call.

Book your Free Growth Gap Analysis
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