SSmartBug.
S
SmartBug.
HubSpot retainer proposal
Prepared for Corrie Hartline
2027 planning
Budgetary proposal · Confidential

Build your HubSpot.
Build your team’s confidence.

A hands-on six-month collaboration to help your team use more of HubSpot, learn by doing, and create a practical foundation for long-term ownership.

  • $195 / service hour
  • 10-hour monthly minimum
  • 6-month initial term
Compare retainer options

Illustrative 30-hour scenario

$7,020 / month · incl. 20% PM

Retainer options

Choose the capacity that fits the work.

Each option uses the same $195 service hourly rate. Standard project management is added at 20% of the service subtotal.

Monthly total = (service hours × $195) + 20% project management

More hours provide more capacity—not a discounted rate or a fixed number of guaranteed deliverables.

Comparison of monthly HubSpot retainer options
Hours / monthService subtotal / monthPM / monthTotal / monthTotal initial six months
10 hoursMinimum starting point60 hours over six months$1,950$390$2,340including 20% PM$14,040including 20% PM
20 hoursTypical range discussed120 hours over six months$3,900$780$4,680including 20% PM$28,080including 20% PM
30 hoursTypical range discussed180 hours over six months$5,850$1,170$7,020including 20% PM$42,120including 20% PM
40 hoursTypical range discussed240 hours over six months$7,800$1,560$9,360including 20% PM$56,160including 20% PM
50 hoursExpanded capacity300 hours over six months$9,750$1,950$11,700including 20% PM$70,200including 20% PM

10 hours / month

Minimum starting point

$2,340/ month incl. 20% PM

Service subtotal
$1,950
PM / month
$390
Six-month total
$14,040
Six-month hours
60

20 hours / month

Typical range discussed

$4,680/ month incl. 20% PM

Service subtotal
$3,900
PM / month
$780
Six-month total
$28,080
Six-month hours
120

30 hours / month

Typical range discussed

$7,020/ month incl. 20% PM

Service subtotal
$5,850
PM / month
$1,170
Six-month total
$42,120
Six-month hours
180

40 hours / month

Typical range discussed

$9,360/ month incl. 20% PM

Service subtotal
$7,800
PM / month
$1,560
Six-month total
$56,160
Six-month hours
240

50 hours / month

Expanded capacity

$11,700/ month incl. 20% PM

Service subtotal
$9,750
PM / month
$1,950
Six-month total
$70,200
Six-month hours
300

Illustrative planning scenario

Plan your monthly capacity

These examples illustrate pacing. Your team and SmartBug will prioritize the work together; capacity is not a guaranteed deliverables package.

service hours / month

Balanced learning and implementation

30hours / month

180 service hours across the initial six months

Service subtotal
$5,850

30 × $195

Project management
$1,170

20% added

Total monthly
$7,020

including 20% PM

Six-month total
$42,120

including 20% PM

Selected 30 service hours per month. Total $7,020 monthly and $42,120 for six months, including 20% project management.

Your priorities

A “teach us how to fish” collaboration.

01

Learn with confidence

Build practical HubSpot skills across 2–3 team members through walkthroughs, explanations, and reusable documentation.

02

Put it into practice

Pair learning with hands-on configuration and technical support for the work your team cannot cover in-house.

03

Prepare your new hire

Create space for a new team member to learn alongside the team, then steadily take ownership of the platform.

Our approach

Six months, shaped around your team.

An indicative progression, adjusted to the capacity you select and the priorities we align together.

  1. 01Months 1–2

    Assess & prioritize

    Inventory the current setup, tools, workflows, and skill gaps. Agree on the most valuable marketing-first priorities within the selected capacity.

  2. 02Months 3–4

    Build & learn

    Configure, test, and document priority improvements while your team works alongside our specialists and builds practical confidence.

  3. 03Months 5–6

    Transfer & optimize

    Reinforce ownership, refine what has been built, and leave the team with useful documentation and a clear path forward.

Marketing first

What we can work on together.

Dedicated strategist, project manager, and senior strategic oversight—pairing practical work with explanation and documentation.

  • Form follow-up and nurture
  • Segmentation and customer journeys
  • Automation that reduces manual work
  • Useful marketing dashboards
  • Practical AI use
  • Data quality and duplicate review
  • Website support within agreed capacity
  • SEO / AEO priorities within agreed capacity
  • Integration development scoped to available hours

Optional exploratory priority: Data Hub

Evaluate whether Data Hub adds value only after assessing your current tools, data, and integration needs. No purchase or specific feature entitlement is presumed.

Commercial terms

Clear parameters for planning.

Service rate
$195 per service hour
Project management
20% added to the service subtotal
Initial commitment
Six months, starting in 2027
Ongoing renewal
Quarterly after the initial term
Minimum capacity
10 service hours per month

This is a planning estimate. Final scope, technical work, and 2027 kickoff timing will be confirmed in the statement of work.

Next steps

From budget to a practical plan.

  1. 1Choose a starting monthly capacity.
  2. 2Align on the initial marketing-first priorities.
  3. 3Confirm scope and 2027 kickoff timing in the SOW.
Compare retainer options