HubSpot COnsulting

HubSpot Strategy Session

Get clarity on which HubSpot tools you actually need—before you buy.

A 1:1 strategy session to define the right HubSpot setup for your goals and growth plans, so you invest in the tools and structure you actually need.

What this strategy session is (and isn't)

This is a strategic working session designed to help you make the right HubSpot decisions with confidence.

If you’re evaluating HubSpot Pro or Enterprise—or expanding an existing portal—this session gives you a clear path forward before money is spent or contracts are signed.

This strategy session is designed for teams that are:

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What happens during the session

If you’re evaluating HubSpot Pro or Enterprise—or expanding an existing portal—this session gives you a clear path forward before money is spent or contracts are signed.

Understand Your Goals

Before recommending any HubSpot products, we start by understanding your business, how you generate leads, and how sales currently work.

This ensures HubSpot is mapped to your goals—not a generic setup—and that any recommendation supports both where you are today and where you plan to grow.

Tailor a HubSpot Package Around Your Business

Once your goals are clear, we translate them into the exact HubSpot hubs, features, and tiers that make sense for your situation.

You’ll leave with a practical, unbiased recommendation—so you only pay for what you actually need.

Tailor a HubSpot Package Around Your Business

Once your goals are clear, we translate them into the exact HubSpot hubs, features, and tiers that make sense for your situation.

You’ll leave with a practical, unbiased recommendation—so you only pay for what you actually need.

HubSpot COnsulting

Request a HubSpot Strategy Session

A 1:1 strategy session to define the right HubSpot setup for your goals and growth plans, so you invest in the tools and structure you actually need.

Here's what we'll cover

In this session, we’ll clarify your business goals, identify how HubSpot should support them today and in the future, and outline the exact hubs and tools required—nothing more, nothing less.

HubSpot CRM Essential Tools

Before choosing marketing, sales, or automation tools, everything starts with the CRM.

This section covers the foundational tools used to store contacts, track activity, manage relationships, and create a single source of truth across your team.

HubSpot's Breeze AI Tools

HubSpot’s AI tools are built directly into the platform to reduce manual work and improve decision-making.

This section explains where AI actually adds value inside HubSpot—such as summarizing records, assisting with content, supporting sales conversations, and speeding up everyday workflows.

HubSpot's Marketing Tools

Marketing tools are where most teams first experience HubSpot’s power—and confusion.

This section organizes the key tools used to attract traffic, capture leads, run campaigns, publish content, and measure performance. It focuses on the tools that support real marketing workflows rather than edge-case features.

HubSpot's Sales Tools

Sales tools help turn leads into deals and revenue.

This section breaks down the tools sales teams use to manage pipelines, track deal progress, automate follow-ups, schedule meetings, and understand what’s actually moving opportunities forward.

HubSpot's Website Tools

Your website is the center of your HubSpot setup.

This section explains the tools used to build, edit, personalize, and optimize websites inside HubSpot—including CMS features, page editing, forms, CTAs, and performance tracking—so your site works as part of your revenue system, not a disconnected asset.

HubSpot's Commerce Tools

Commerce tools support quoting, payments, and revenue tracking directly inside HubSpot.

This section covers how HubSpot handles quotes, invoices, subscriptions, and payment processing, and where these tools typically fit into a sales or service workflow.

HubSpot COnsulting

Request a HubSpot Strategy Session

A 1:1 strategy session to define the right HubSpot setup for your goals and growth plans, so you invest in the tools and structure you actually need.

Frequently Asked Questions

Are you a certified HubSpot agency partner?

Yes. We work directly within the HubSpot ecosystem and regularly help customers evaluate, implement, and optimize HubSpot based on real business needs.

Why go through Generator instead of contacting HubSpot directly?

HubSpot sales reps are incentivized to sell products. Our role is different.
We provide unbiased guidance and a strategy-first approach—helping you determine exactly which HubSpot tools you need before you purchase, so pricing is accurate and nothing is over-scoped.

Do you provide onboarding and implementation support?

Yes. Beyond this pre-purchase session, we offer onboarding and technical support to help you implement HubSpot correctly and avoid common setup mistakes.