Bring a HubSpot architect in.
Without starting from
a blank page.
klaryn.ai is built so most teams never need a consultant. When they do — contested decisions, a tangled portal, a multi-system program, or RevOps ownership without a hire — senior expertise sits on the same discovery → blueprint → runbook. Nothing is scoped from a slide deck.
Most engagements don’t need us.
The ones that do, need us at specific points.
The architecture, the first-year HubSpot costs and the click-by-click build already live in the documents. A human is for the conversations and the judgment a file cannot hold.
The workspace already covers it
- Discovery, ICP, blueprint and runbook
- AI document updates when scope shifts
When a file cannot close it
- Stakeholders, a tangled portal, or complex integrations
- Ongoing RevOps without a full-time hire
Senior HubSpot help,
only where it changes the outcome
Each engagement is a defined shape, quoted from your discovery — not an open-ended bag of hours. Pick the one that matches the problem; we will say so if another fits better.
Guided HubSpot discovery & strategy
A senior consultant runs the klaryn.ai HubSpot discovery with your stakeholders present — chairing the hard conversations, resolving open items live, and pressure-testing the ICP with leadership before anything is generated.
- Facilitation across sales, marketing, service and ops — not a questionnaire emailed around
- Open items closed in the room, or parked with an owner and a date
- ICP reviewed with leadership before the blueprint is generated
- Written recommendations on HubSpot hubs, tiers and sequencing
HubSpot implementation oversight
Your people execute the runbook. We review each phase’s Verify checklist, unblock the HubSpot steps that stall a build, and sign off UAT before go-live. Senior assurance — without senior day rates on every click.
- Phase-by-phase review against the runbook’s Verify lists
- Unblocking on objects, workflows, custom code and commerce
- UAT and go-live readiness sign-off
- Scope changes captured as document updates, not hallway decisions
HubSpot portal rescue & audit
For HubSpot CRMs that are already messy: we audit the as-is setup against what discovery says it should be, produce a corrective blueprint, and sequence the untangling so revenue operations never stop mid-fix.
- As-is vs should-be audit: objects, pipelines, automation, permissions
- Corrective HubSpot blueprint — what to keep, merge, retire
- An untangle sequence that does not freeze the live portal
- Clear owners for data cleanup, rebuilds and communication
Fractional HubSpot RevOps
Ongoing HubSpot revenue-operations ownership: pipeline hygiene, reporting cadence, automation governance and quarterly portal audits — with the blueprint and runbook as the living system of record, not a folder of stale decks.
- Pipeline hygiene and stage-gate discipline against the architecture
- Reporting cadence per role — not another unused dashboard
- Automation governance so new workflows cannot silently rot the model
- Quarterly audit against the blueprint, with a stakeholder pack
The four shapes, side by side
If two look plausible, book as “not sure yet.” The scoping call is how we pick — not a catalog you have to get right.
| Guided discovery | Oversight | Portal rescue | Fractional RevOps | |
|---|---|---|---|---|
| Best when | Stakeholders will not align without a chair | Someone is building; you want senior sign-off | The portal is live and already tangled | You need ownership, not a six-month hire |
| Starts from | The product interview, run in the room | A runbook in hand | As-is portal vs what discovery says it should be | The blueprint as the living system of record |
| Typical shape | Facilitated sessions, then generate | Phase-gate reviews through UAT | Audit → corrective plan → sequenced untangle | Monthly cadence + quarterly audit |
| You walk away with | A pressure-tested ICP, ready to generate | Verified phases and a go-live sign-off | A corrective blueprint and an untangle order | Hygiene, reporting, governance — kept current |
| Not this | Us answering the interview for you | Us clicking every HubSpot screen | A wipe-and-rebuild with no sequence | An unscoped Slack retainer |
Every engagement starts with the free HubSpot discovery
Deliberate: the first conversation with a consultant happens over a real ICP and a real picture of the business — not a capabilities slide. If you already have documents, we work from those. If the portal is the problem, rescue starts with an as-is audit.
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01
Run discovery — or we run it with you
The interview is free. Do it yourself in the workspace, or book guided discovery and we chair it with your leadership in the room.
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02
Twenty-minute scoping call
We read the ICP or the portal pain first. The call is to confirm the engagement shape, who is in the room, and what “done” looks like.
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03
A written quote. No retainer to start.
Scope and fee in writing, per engagement. Nothing is billed as an open bag of hours, and you do not retain us to have the conversation.
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04
Work against the documents
Facilitation, review, rescue or ownership — always on the blueprint and runbook. When scope shifts, the documents update. The SOW does not drift.
Christian replies within one business day with times. About 20 minutes, no credit card, no sales deck.
Built for operators. Used by agencies too.
Founders and ops leads
You have — or will have — the documents. You need a facilitator for leadership, a reviewer while someone else builds, a rescue on a portal you inherited, or a fractional owner until a hire makes sense.
- Skip the $5k–$15k planning workshop; keep a human for the hard parts
- Hand the runbook to a freelancer and keep us on Verify
- Stop living in a portal nobody can explain
HubSpot partners and studios
Your seniors are the bottleneck. Use the product for the standard book; bring us in for overflow, a named architect when the client asks, or a rescue you do not want on this week’s calendar.
- Keep the client fee; we cover the spike, not the whole SOW
- White-label discovery stays yours — we never show up as klaryn.ai to your client unless you want that
- Same document standard your delivery team already executes
We will not bill you to click through an existing runbook.
Oversight is review and unblock. Rescue is a sequenced untangle. Fractional is a scoped cadence. If the work is “follow the runbook,” that is what the runbook is for — your team, a freelancer, or a partner. Agentic implementation (the runbook executed in the portal) is on the add-ons roadmap.
No day-rate clicking
We do not sit in HubSpot recreating steps the runbook already specifies. That is how agencies burn margin; it is not the engagement.
No retainer to start
The call is free to book. Scope is written, then you decide. Fractional has a cadence; it is not “message us anytime.”
No replacing the product
We do not re-do discovery as a billed workshop if the workspace interview will do. Humans sit on top of the flow, not instead of it.
Service questions
Do I have to buy the blueprint first?
No. Discovery and the ICP are free, and that is usually enough to scope. If you already have a blueprint or runbook, we work from those. Rescue can start from the live portal plus a fresh discovery so the corrective plan is not guesswork.
How are services priced?
Quoted per engagement, in writing, after the scoping call. There is no public day-rate card and no retainer required to start. Fractional RevOps is a scoped monthly cadence, not an open Slack channel. Document prices (blueprint, Blueprint + Runbook) stay on pricing — services are separate.
Can you just build the HubSpot portal for us?
Implementation oversight is review, unblock and UAT sign-off while your team or freelancer executes the runbook. We do not bill to click through steps the runbook already specifies. If you need the build done for you, hand the runbook to a freelancer or partner — or watch the agentic implementation add-on on the roadmap.
What happens on the scoping call?
About 20 minutes, with Christian Geissendoerfer — CEO and consultant, first contact on every engagement. He will have read your ICP or the note you sent. You confirm the engagement shape, who needs to be in the room, and what done looks like. A written quote follows. No sales deck, no credit card to book.
We already know what we want. Can we skip discovery?
We still want the interview — or a rescue audit — because otherwise we are guessing at objects, tiers and sequencing. The product interview is free and replaces weeks of workshops. Guided discovery is for when the interview needs a chair, not for skipping it.
Do you work with agencies as well as in-house teams?
Yes. Agencies use us for overflow, a named architect when a client asks, or a rescue that should not land on this week’s senior calendar. White-label discovery stays on your domain; we do not introduce klaryn.ai to your client unless that is the SOW.
Where are you based, and can this be remote?
klaryn.ai is operated from Germany, with EU hosting. Engagements are remote by default. If a workshop needs to be on-site, that is part of the written quote — not assumed.
Book a HubSpot RevOps engagement
Tell us which shape you want — or that you are not sure yet. Christian takes the first call. About 20 minutes, no credit card, no sales deck, no retainer to start.
Christian Geissendoerfer
CEO & consultant — the scoping call is with him, not a queue. 25 years in GTM, IBM Europe sales leadership, and HubSpot Platinum Solutions Partner at vBase Digital.
More about ChristianRequest a time
About 20 minutes. We reply within one business day with slots — no credit card, no sales deck.
Request received
We’ll reply within one business day with times that work. If it’s urgent, email support@sageschema.com.
Start with a free HubSpot discovery.
Keep the ICP either way.
The AI-led HubSpot discovery interview and your Ideal Customer Profile are free — no credit card, no sales call. Pay only if you want the HubSpot blueprint, or Blueprint + Runbook together. The runbook is not sold on its own.