For HubSpot Solutions Partners One repeatable flow

From discovery to a click-by-click HubSpot build

One repeatable flow for your agency: structured Discovery → a client ICP → an implementation-ready Blueprint → the Playbook your consultants execute in the portal → expert Add-ons. Senior-architect quality on every project — without scaling senior headcount.

See real examples
Discovery + ICP free
Every blueprint & playbook audited before delivery
Built for partner agencies
The flow · one engagement, end to end
1 DiscoveryStructured senior-level interview · 6 pillars Free
2 ICP→ Ideal Customer Profile · Green/Yellow/Red Free
3 Blueprint→ 19-section architecture · 100-pt audit $850
4 Playbook→ Click-by-click runbook · 26-check audit $1,250
5 Add-ons→ GTM · ABM · migration · reporting Scoped
1 Discovery Free

A senior-level discovery interview any consultant can run

Every engagement opens with the same structured, one-question-at-a-time interview — the whole business first, then six architectural pillars. As tools come up they're researched live from the HubSpot Marketplace, so the stack is captured accurately, not guessed.

In Your client conversation → Out Confirmed discovery Live stack research
SageSchema AI discovery interview in progress, showing the six-pillar discovery progress sidebar and the live one-question-at-a-time chat
  • ✓
    Six pillars — data model, lifecycle & pipeline, integrations, security/compliance, service ops, plus Hub selection & TCO.
  • ✓
    Whole-business-first — goals, org, current-state process and prior-rollout post-mortem before any architecture.
  • ✓
    Tier-aware from the start — Starter/Pro/Enterprise limits surfaced before design, so nothing is unbuildable.
  • ✓
    One standard across every consultant — ~40–60 focused exchanges, the same rigor on every project.
2 ICP Free

Your first deliverable: a real Ideal Customer Profile

Discovery produces a complete, 14-section ICP document — a standalone client deliverable that also becomes the backbone of the architecture. Green/Yellow/Red tiers are built on verifiable firmographics, with exclusion criteria and churn patterns, not a wishlist.

In Discovery → Out ICP document
  • ✓
    Green / Yellow / Red tiers in the words of Mark Roberge's Science of Scaling — "Green is who you built this for; Red means don't sell to them."
  • ✓
    Drives the build downstream — lead scoring thresholds, pipeline entry criteria, nurture triggers and suppression all trace back to it.
  • ✓
    Activation recommendations for Marketing, Sales and CS, plus a validation schedule to keep it a living document.
Ideal_Customer_Profile.md 14 sections
Ideal Customer Profile, defined
Mid-market SaaS 50–500 staff North America
Green — pursue proactivelyIdeal firmographic fit you built for. Prioritize everywhere.
55%
Yellow — engage if inboundPossible fit; qualify before investing rep time.
30%
Red — disqualifyPoor fit / high churn risk — even when the deal looks large.
15%
3 Blueprint $850

A 19-section, implementation-ready architecture

The ICP and discovery synthesize into a defensible, client-specific blueprint — track-assigned to the right complexity, with an industry overlay, Hub tiers, a seat plan and first-year TCO. Your senior architect reviews the architecture once instead of rebuilding it every project.

In ICP + 6 pillars → Out 19-section blueprint
  • ✓
    Audited before you see it — a weighted 100-point pre-delivery audit, severity-graded with hard blocker gates and up to 2 auto-remediation loops.
  • ✓
    Track-assigned & vertical-aware — Starter / Professional / Enterprise scope, across 17 industry verticals.
  • ✓
    Buildable on the real plan — Hub tiers, seat plan, first-year TCO with Solutions-Partner savings, system-of-record table, Phase-1 vs Phase-2 integrations.
Implementation_Blueprint.md ✓ Audit 94/100
94/ 100
19-section architecture
Pre-delivery audit · all blocker gates passed
19sections6pillars17verticals
Foundation
§0ICP §1Exec summary §2Hubs + TCO §3Data model
Revenue engine
§4Lifecycle §5Pipelines §6Automation §7Marketing
Operations
§8Service §9Integrations §10Migration §12Reporting
Governance & rollout
§11Security §13Timeline §14RACI §15Risk §16Industry §17Change mgmt
4 Playbook · where value compounds $1,250

The click-by-click runbook your team executes in the portal

One step further than the blueprint: a build-ordered runbook with senior-architect quality and junior-consultant execution. Every property, workflow and pipeline spelled out with the exact current HubSpot navigation path — so a consultant never has to guess where to click.

In Blueprint → Out Phase-by-phase build
  • ✓
    Build-ordered, phase-by-phase — dependencies first, a Verify checklist closing every phase.
  • ✓
    Every field & workflow specified — exact internal names, types, nav paths, triggers, conditions, re-enrollment, suppression and branch logic.
  • ✓
    Tier-aware & QA-audited — native HubSpot vs. n8n, with a 26-check audit scored 0–100 (SHIP-READY / NEEDS-REVIEW / BLOCKED) before delivery.
  • ✓
    Saves your developers' time — the boilerplate is written for them, so they go straight to the work only they can do.
Playbook — Phase 4: Forms, Consent & Email Auth
4.1 Authenticate your email-sending domain
→ Settings › Content › Domains & URLs › Email Sending
→ DKIM + SPF + DMARC · Cloudflare CNAMEs DNS-only (≤10 SPF lookups)
4.3 Subscription types + double opt-in (GDPR/DACH)
→ Privacy & Consent › Cookies (v2 banner)
✅ Verify Phase 4 · 3 checks
Developer-ready specs included
  • Custom-code workflow actions — Node.js / Python, with rate-limit handling, backoff + jitter, error handling and a fallback action.
  • Custom object & schema definitions — field types, internal names and association labels, ready for /crm/v3/schemas.
  • API integration specs — endpoints, sync direction per field, batch limits and the source-of-truth contract — no reverse-engineering.
Step 5 · Add-ons

Extend the engagement with expert work

When the build is in, keep going. Specialist engagements — scoped per project, no retainer — to upsell your clients or accelerate your own delivery team. Ongoing updates and continued use come with Partner Access.

GTM Strategy & Implementation

End-to-end go-to-market motion — segmentation, messaging, channel plan — then built into the portal as campaigns, sequences and reporting.

Scoped per engagement

ABM Program Build-Out

Account-based marketing on HubSpot — target tiers, buying-role capture, ABM workflows, Target Accounts home and dashboards.

Scoped per engagement

Lifecycle & Nurture Build-Out

Lifecycle stage design and end-to-end nurture programs — enrollment logic, branch paths, suppression and handoffs, built to spec.

Scoped per engagement

Reporting & Attribution

Dashboards, attribution model selection, UTM taxonomy and offline conversion tracking — so the client can prove pipeline impact.

Scoped per engagement

Data Migration

Structured migration into HubSpot — field mapping, dedupe rules, identity/external-ID strategy, sample-first imports and validation.

Scoped per engagement

GDPR / DACH Compliance Review

Compliance-aware configuration guidance — consent (v2 banner, double opt-in), data residency, retention prompts. Configuration support, not legal advice.

Scoped per engagement
Coming soon

Agentic Implementation

An AI agent that builds the playbook directly in the client's portal via OAuth-authorized API access, every action logged and human-reviewed. In development.

Coming soon
Coming soon

Portal Audits & Monitoring

Recurring portal health checks — data quality, property/workflow bloat, pipeline hygiene, automation drift — with concrete remediation. In development.

Coming soon

Powered by 26 expert knowledge bases — HubSpot UI paths, tier constraints, compliance rules and data-model decisions encoded once and applied on every discovery, blueprint and playbook your team produces.

See real outputs

Don't take our word for it — read a real engagement

A complete example set from one engagement (a fictional multi-site healthcare network). Open each document in a clean, formatted reader — view only, no download.

Example documents shown for illustration. Client details are fictional.

Pricing

Start free. Pay per deliverable.

Run discovery and build the ICP for free. Add the blueprint and playbook when you're ready — or go on Partner Access for ongoing use and updates across all your clients.

On-ramp
Discovery + ICP
Free
No card to begin
  • Structured 6-pillar discovery
  • Full 14-section ICP document
  • Live HubSpot Marketplace research
  • Saved to your partner workspace
Core deliverable
Blueprint
$850
One-time, per engagement
  • Everything in Discovery + ICP
  • 19-section implementation blueprint
  • Hub tiers, seat plan & first-year TCO
  • 100-point pre-delivery audit
Best value
Core deliverable
Blueprint + Playbook
$2,100
One-time, per engagement
  • Everything in Blueprint
  • Click-by-click delivery playbook
  • Exact properties, pipelines & workflows
  • Verify checklist after each phase
  • 26-check QA audit · tier-aware
For agencies
Partner Access
$1,000/mo
Ongoing use & updates
  • Run the flow across all your clients
  • 10 blueprints & playbooks per month
  • 50 AI updates per document per month
  • Up to 10 active discoveries / businesses
  • Keep delivery docs in sync with the build
  • Priority access to new add-ons

Discovery + ICP are free — no credit card to begin. Blueprint $850 and Playbook $1,250 are one-time per engagement (Blueprint + Playbook $2,100). Partner Access ($1,000/mo) covers up to 10 active businesses with ongoing use and document updates. Add-on engagements are scoped per project.

Built for your delivery team

Scale senior delivery quality
without scaling senior headcount.

A force-multiplier for HubSpot Solutions Partners — not a replacement for the expertise that wins your clients. Standardize how every consultant scopes, designs and ships.

One consistent standard

Every consultant runs the same senior-level discovery and produces architecture to one standard — fewer escalations, fewer surprises.

Compress discovery-to-build

Turn days of scoping and architecture into minutes — more billable capacity per consultant and faster client kickoff.

Fewer architect bottlenecks

Principals review architecture once instead of rebuilding it per project — freeing them for strategy, escalations and new business.

Juniors execute senior builds

Click-by-click runbooks let newer consultants deliver senior-quality builds — so you onboard and ramp delivery staff far faster.

Catch risks before escalations

Built-in audits flag tier mismatches, build-order errors and missing governance before they become client problems on a live portal.

Margin you keep

An $850 blueprint or $2,100 build pack is a rounding error against what you bill clients — the value compounds across every engagement.

Run the whole flow — starting free today.

Structured discovery and your client ICP are free. Add the blueprint and the click-by-click playbook when you're ready, and put senior-architect quality on every engagement.

Discovery + ICP free · built for HubSpot Solutions Partners