Explore how to evaluate your internal resources, implementation complexity, and business trajectory to determine the right level of HubSpot support.
Deciding on the Right HubSpot Support Level
Determining whether you need continuous support or just an initial implementation is a strategic decision that affects both your operational efficiency and budget. Here's how to evaluate your specific situation:
Assess Your Support Needs:
Internal Resource Evaluation
- Technical Expertise - Do you have team members with HubSpot technical skills?
- Time Availability - Does your team have bandwidth to manage HubSpot alongside other responsibilities?
- System Knowledge - How familiar is your team with CRM and marketing automation principles?
- Training Level - How thoroughly has your team been trained on HubSpot?
- Growth Plans - How will your team composition change as you expand?
Implementation Complexity
- Customization Level - Heavily customized implementations typically need more ongoing support
- Integration Depth - Complex integrations often require regular monitoring
- Automation Sophistication - Advanced workflows may need expert help to modify
- Template Complexity - Custom templates might need updates as needs change
- Reporting Requirements - Sophisticated analytics often benefit from expert guidance
Business Growth Trajectory
- Expansion Plans - Rapid growth demands flexible, scalable configurations
- New Market Entry - Expanding to new markets often requires HubSpot adjustments
- Product/Service Evolution - New offerings frequently require property and automation updates
- Team Growth - Adding team members creates training and user management needs
- Strategic Pivots - Business model changes typically require HubSpot reconfiguration
Support Options Based on Your Situation:
Initial Setup May Be Sufficient If:
- Your team includes experienced HubSpot administrators
- Your business processes are relatively stable
- Your HubSpot implementation is straightforward
- Your reporting needs are standard
- Your team has sufficient time for platform management
Support Subscription Recommended When:
- Your team has basic knowledge but needs occasional expert help
- Your implementation includes some customization
- You anticipate intermittent enhancement projects
- Your business has moderate, predictable growth
- Your team can handle routine tasks but benefits from backup
Support Blocks Ideal When:
- Your support needs are project-based rather than continuous
- You have planned HubSpot initiatives requiring focused help
- Your team handles day-to-day operations but needs occasional expertise
- You prefer to pay only for the support you use
- You want discounted rates for anticipated but intermittent needs
Retainer Recommended When:
- Your HubSpot implementation is highly customized
- You lack internal HubSpot expertise
- Your business experiences rapid growth or frequent changes
- You rely heavily on HubSpot for critical operations
- You need ongoing strategic guidance
Warning Signs You Need to Upgrade Support:
- Increasing error frequency
- Backlog of HubSpot updates
- Growing dependence on workarounds
- Difficulty implementing new features
- Team frustration with the platform
- Declining efficiency in processes
- Missed opportunities to leverage capabilities
Need help determining your ideal support level?
Contact us for a complimentary assessment of your HubSpot support needs.