For HubSpot account teams
A HubSpot services partner you can bring into your next deal
Fixed-price packages you can put in front of a customer, a clear co-sell process and a direct line to the person who runs our HubSpot partnership. Forward this page to your customer, or use it to decide whether to bring us in.
Short answer
Vantage Point is a senior-led HubSpot partner for financial services and other regulated firms, with published fixed prices for Sales, Marketing and Service Hub onboarding, migrations onto HubSpot from Salesforce, Pardot and Zendesk, and portal audits. Adam Corby, our Head of Go-to-Market, is the direct contact for HubSpot account teams, and we stay out of the license conversation.
What we take on for you
| Offer | Scope | Timeline | Price |
|---|---|---|---|
| Sales Hub Foundation | One pipeline, sequences, meeting links, data imported and the team trained | 3 to 4 weeks | $7,500 |
| Marketing Hub Foundation and Service Hub Foundation | Marketing Hub ready to send (authenticated domain, consent types, templates, forms, lists, first nurture), or a working help desk (ticket pipeline, shared inbox, routing, knowledge base, feedback survey) | 3 to 4 weeks | $7,500 each |
| Sales Hub Growth | Three pipelines, ten workflows, lead scoring, playbooks, forecasting and a Breeze Prospecting Agent, with the old CRM migrated | 6 to 8 weeks | $14,500 |
| Marketing Hub Growth and Service Hub Growth | Growth-level builds for marketing and service teams | 6 to 8 weeks | $16,500 and $14,500 |
| Customer Platform Bundle | Sales, Marketing and Service Hub together, Foundation or Growth | 6 to 8 weeks or 10 to 14 weeks | From $18,000 or from $36,000 |
| Account Engagement to Marketing Hub Switch | Pardot replaced by Marketing Hub: prospects and opt-outs moved, core assets and 2 programs rebuilt, Salesforce connector set up, team trained by role | 5 to 6 weeks | $9,500 |
| Salesforce to HubSpot Migration | Contacts, companies, deals, tickets, activities and notes moved with owner and pipeline mapping and a reconciliation report | Typically 6 to 12 weeks | Quote-based |
| Zendesk to Service Hub | Tickets, history, help center articles and macros moved, with routing and SLAs rebuilt | Typically 4 to 8 weeks | Quoted with a Service Hub package |
| HubSpot Portal Audit | Properties, pipelines, workflows, lists, integrations, data quality and Breeze readiness reviewed, with findings and a roadmap; credited against any HubSpot package | 2 weeks | $3,500 |
| Breeze Agents Launch | One Breeze agent (Customer, Prospecting or Content) piloted and tuned at 7 and 30 days, with a credit forecast and governance note | 2 to 3 weeks | Quote-based per agent |
| Support and managed services | Blocks of hours, retainers and managed services for HubSpot after go-live | Ongoing | 20 HubSpot hours for $3,800; managed services from $4,800 a month |
All packages are listed at vantagepoint.io/packages/hubspot.
How we co-sell
- You bring us in. Email Adam or book a call. Tell us the account, what the customer is buying and where the deal stands.
- We confirm the fit. Adam tells you whether we've done this kind of work before and which senior consultant would lead it.
- We prepare together. A short prep call before we meet your customer, so we tell the same story on scope, timing and which hubs they need.
- We scope the services, you own the license. We never quote or discount HubSpot licenses. We tell you what the customer needs to buy for the use case to work, including seats and editions.
- We keep you posted. You hear from us after every customer meeting, and before any change to scope or timing.
| Who | Does what |
|---|---|
| HubSpot account team | Owns the customer relationship, licensing and commercial terms with HubSpot |
| Vantage Point | Discovery, services scope and price, delivery, training and the support plan after go-live |
Working with your HubSpot rep: the guided trial
For a Starter or Sales Hub customer with something dated to market, we run the Marketing Hub Professional trial as a build, not a tour. Your rep activates the trial and joins the kickoff. We send a punch list within 24 hours, build the campaign in your own portal at no cost, review real results with you and your rep at the midpoint, and the quote and a small onboarding scope arrive together before day 30. Whatever you decide, the build stays in your portal.
Marketing Hub Pro guided trial
Who it's for, the 30-day timeline, what we build and what happens after. The trial is free; onboarding after an upgrade starts from $2,500.
See the program Case studyFirst Lien Capital
An acquisition announcement to about 12,000 contacts, 10,828 emails delivered during the trial, and a Pro upgrade on day 36.
Read the case studyWho we're a good fit for
Industries
Situations
- A customer buying Sales, Marketing or Service Hub who needs onboarding done by someone senior
- A customer leaving Salesforce, Pardot or Zendesk for HubSpot
- A customer keeping Salesforce for sales or service and running HubSpot for marketing, who needs the connector, lifecycle rules and attribution set up properly
- A customer whose portal stalled after purchase and who is at risk of not renewing
- Customers in the US, UK and Central and Eastern Europe, with euro pricing for EU firms
What you can forward to your customer
Firm. 700+ CRM engagements for 175+ clients since 2018, senior consultants only, employee-owned, with a founder who is a former financial services COO.
Published prices. Every HubSpot package above has its scope, exclusions and price on our site, so your customer can see what they're buying before the first call. Case studies and guides are collected in the HubSpot onboarding proof library.
HubSpot and Salesforce together. An institutional digital asset manager reached 100% closed-loop attribution across Salesforce and HubSpot. Read the case study.
Regulated firms. Opt-outs loaded before the first send, outbound email connected to archiving, and approval records kept with each asset. We configure the controls; the customer's compliance team approves them.
"I'm pretty impressed with how quickly you all move. I'm certainly not used to that."
Elliott Moreno, Grayscale Investments
Pick a time with David and Randy
30 minutes, video, no slides. Prefer to write first? Send us your situation.
Fit check
Not sure we're the right fit? Answer six quick questions and we'll point you to the right starting place, or tell you if we're not a fit.
Questions HubSpot teams ask us
How fast can you join a customer call?
Usually within the week. Email Adam with the account, what the customer is buying and the dates that work for them.
Who is my contact at Vantage Point?
Adam Corby, our Head of Go-to-Market. Email adam@vantagepoint.io or book a call, and Adam brings in the senior consultant who would lead the work.
Will you talk pricing with my customer?
Only for our services. HubSpot licensing and commercial terms stay with you.
How are your projects priced?
Fixed-price Foundation packages start at $7,500 per hub, and larger multi-hub or migration projects are scoped and priced in writing.
Can you take a customer off Salesforce?
Yes. We move Salesforce, Pardot and Zendesk customers onto HubSpot with a signed-off field map, a trial load and a reconciliation report. Pardot to Marketing Hub is a $9,500 fixed package.
What if the customer keeps Salesforce?
That's common in financial services. We set up the HubSpot and Salesforce connector, decide which system owns each field and build one attribution model both teams accept.
Updated October 6, 2026.