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Built to SCALE
EleVault is a boutique consulting agency that delivers refined, high-impact solutions - helping business owners streamline operations, elevate visibility, and achieve sustainable growth. As a certified HubSpot partner, we bring the same boutique-quality, senior-led approach to CRM services. Every package we offer is fixed-fee, delivered with documentation, and tailored to your business.
Audit & Assessment
Starting at $750
Implementation & Onboarding
Starting at $3,500
Optimization & Enhancement
Starting at $2,500
Training & Support
Starting at $1,750
Wherever you are with HubSpot,
we meet you there.
Stop settling for an underperforming CRM. We implement, audit, optimize, and train your team on HubSpot - so your business runs smarter and your pipeline stays full. Serving small to mid-size businesses across hospitality and service-based industries, nationwide.
Why EleVault:
✔️ Senior-Led Delivery - Every project is led by a founder, not handed off to junior staff. You get experienced guidance from day one.
✔️ Fixed-Fee Transparency - No hourly creep. No surprise change-orders. The proposal you sign is the price you pay.
✔️ Partner-Level Perks - As a HubSpot Solutions Partner, EleVault can save you at least $1,500 in fees when you work with us.
Audit & Assessment
Gain clarity, uncover opportunities, and build a roadmap for growth.
Whether you’re new to HubSpot or have used it for years, our audits evaluate how effectively your systems, processes, and technology support your business goals. We take an objective look at your HubSpot account, sales and marketing operations, automation, reporting, data quality, and revenue strategy to identify gaps, inefficiencies, and untapped opportunities.
From in-depth assessments to comprehensive growth evaluations, our audits provide actionable recommendations and a prioritized roadmap to improve performance, increase adoption, streamline operations, and maximize your investment in HubSpot and connected technologies.
The CRM Health Check
A comprehensive review of your HubSpot account designed to uncover gaps, inefficiencies, and opportunities for growth. We evaluate your CRM setup, pipelines, basic automation, data quality, and user adoption to determine what’s working, what’s underutilized, and what may be holding your business back.
Ideal for: Businesses ensuring their HubSpot is properly configured, adopted, and supporting their sales, marketing, and customer experience goals.
WHAT'S INCLUDED
✔️ 60-minute Discovery
✔️ Account Review (Core & Smart Hubs + Foundational Audit)
✔️ Audit Scorecard
✔️ Prioritized Recommendations
✔️ 1 Strategy Call (30 min)
ONE-TIME FEE | 1-2 WEEKS
STARTING AT
$750
The Growth Audit
A strategic deep dive into your revenue engine designed to accelerate growth, improve conversion rates, and scale efficiently. The Growth Audit evaluates your sales process, marketing strategy, lead management, customer journey, automation, reporting, and revenue operations — uncovering bottlenecks and where HubSpot, AI, and automation can help.
Ideal for: Growing businesses that want a strategic roadmap for increasing revenue and getting more value from their people, processes, and technology.
WHAT'S INCLUDED
✔️ Everything in the CRM Health Check
✔️ Sales, Marketing & Sales Professional Hub review
✔️ Automation Review
✔️ Reporting & Dashboard Review
✔️ AI Opportunity Assessment
✔️ Written Roadmap + 1 Strategy Call (30 min)
ONE-TIME FEE | 2-4 WEEKS
STARTING AT
$1,500
Optimization & Enhancement
Maximize the value of your HubSpot investment.
As your business evolves, so should your HubSpot account. Our Optimization services are for businesses that already have HubSpot but need help improving adoption, streamlining processes, enhancing automation, implementing AI-powered solutions, and gaining better visibility into performance.
Hub Performance Optimization
Many businesses use only a fraction of their HubSpot Hub. This engagement ensures the Hub is properly configured, key features are activated, and your team is trained on the tools that drive the greatest impact - optimizing how you use a specific Hub to improve productivity, automation, and visibility.
Choose your specialization:
SALES HUB | MARKETING HUB | SERVICE HUB | COMMERCE HUB
WHAT'S INCLUDED
✔️ Optimization of 1 HubSpot Hub
✔️ Best Practice and User Adoption Guidance
✔️ 1 Strategy Session (60 min) to Review
ONE-TIME FEE | 2-4 WEEKS
STARTING AT
$3,500
Workflow & Automation Accelerator
Eliminate manual work, improve consistency, and create a more efficient customer journey by evaluating existing workflows, identifying gaps, and implementing automations that streamline operations.
WHAT'S INCLUDED
✔️ Discovery & workflow planning session
✔️ Workflow & automation audit
✔️ Lead routing + lifecycle automation review
✔️ Internal task & notification automation
✔️ Up to 10 workflow enhancements or creations
✔️ Documentation + 1 strategy session (60 min)
ONE-TIME FEE | 2-4 WEEKS
STARTING AT
$2,500
Reporting & Dashboard Accelerator
Give leadership the visibility to make confident decisions. We improve reporting accuracy, dashboard visibility, and KPI tracking so teams act on real-time performance data.
WHAT'S INCLUDED
✔️ KPI discovery & planning session (60 min)
✔️ Reporting, dashboard & data-quality audit
✔️ Sales, Marketing & Service dashboards
✔️ Executive dashboard development
✔️ Forecasting & performance tracking
✔️ Written strategy roadmap + 1 strategy session
ONE-TIME FEE | 2-4 WEEKS
STARTING AT
$2,500
AI & Revenue Operations Accelerator
Connect HubSpot, AI, automation, and business systems into a unified operating framework. We evaluate your processes, identify where AI and automation deliver value, and build a roadmap connecting HubSpot with the systems needed to improve efficiency, decision-making, and growth.
WHAT'S INCLUDED
✔️ RevOps discovery session + AI opportunity assessment
✔️ Prospecting & Customer Support Agent deployment recs
✔️ Integration review + process & gap analysis
✔️ HubSpot AI feature review
✔️ AI workflow & third-party tool evaluation
✔️ Executive AI & RevOps roadmap + 2 strategy sessions
ONE-TIME FEE | 4-6 WEEKS
STARTING AT
$4,500
Implementation & Onboarding
Build HubSpot the right way from the start.
Whether you’re implementing HubSpot for the first time or rebuilding an existing account, our implementation services create a scalable foundation that supports your goals today and as you grow. We configure your CRM, pipelines, automation, reporting, contact database, and user experience to align with your sales, marketing, and service processes — built for adoption from day one.
The Foundation Implementation
A streamlined HubSpot implementation that helps small businesses launch with confidence. We configure a single Professional Hub, establish core processes, implement lead capture and routing, import contacts, and build foundational automation so your team gets up and running quickly.
Ideal for: Small businesses and teams with fewer than 10 HubSpot users implementing HubSpot for the first time.
WHAT'S INCLUDED
✔️ (2) 60-min Discovery & Strategy Sessions
✔️ Sales Process & Customer Journey Mapping
✔️ Account Configuration + 1 Professional Hub
✔️ 1 Customized Pipeline
✔️ Contact Migration & Import (up to 1,000)
✔️ Segmentation, lifecycle & lead-status setup
✔️ 1 Lead Capture Form + Lead Routing Automation
✔️ Up to 2 workflows & Standard Reporting
✔️ Team Onboarding + 30 Days Post-Launch Support
ONE-TIME FEE | 3-4 WEEKS
STARTING AT
$3,500
The Growth Implementation
A comprehensive implementation that aligns teams, automates processes, and creates a scalable revenue engine - built for organizations with more complex sales, marketing, and service operations requiring multiple hubs, advanced automation, and operational alignment across departments.
Ideal for: Growing businesses with up to 50 HubSpot users seeking advanced automation, reporting, and operational alignment.
WHAT'S INCLUDED
✔️ (2) 60-min Discovery & Strategy Sessions
✔️ Complete Account Configuration + up to 3 Hubs
✔️ Up to 3 Deal Pipelines + Customized Lead Pipeline
✔️ Contact Migration & Import (up to 5,000)
✔️ Cleanup, Segmentation & Lead-management Strategy
✔️ Up to 5 Forms + Advanced Lead Routing
✔️ Up to 10 Workflows + Custom Dashboards
✔️ Role-based Onboarding + 60 Days Support
ONE-TIME FEE | 4-8 WEEKS
STARTING AT
$7,500
Training & Support
Empower your team to confidently use HubSpot every day.
The success of any CRM depends on user adoption. Whether your team is brand new to HubSpot or has used it for years, we provide practical training and ongoing support designed around how your company operates — helping your team become more efficient, confident, and consistent in how they manage relationships, generate revenue, and serve customers.
HubSpot Team Training & Adoption
A customized training engagement that helps teams understand and use HubSpot more effectively based on their role and responsibilities. Sessions are tailored to your workflows, processes, and business objectives — not generic HubSpot education.
Ideal for: Teams needing onboarding, refresher training, or role-specific education.
WHAT'S INCLUDED
✔️ Discovery & training needs assessment
✔️ Up to 4 live 1-hour sessions to your needs
✔️ Role-based training curriculum
✔️ Sales, Marketing, Service or Leadership tracks
✔️ Recordings + Q&A sessions
✔️ Best-practice recommendations
ONE-TIME FEE | 4 SESSIONS - 30 DAYS
STARTING AT
$1,750
Training & Strategic Support
An ongoing advisory engagement that combines team training, strategic guidance, and HubSpot support to help your organization, giving you access to a trusted HubSpot advisor for adoption, process improvements, reporting enhancements, and platform optimization.
Ideal for: Businesses seeking ongoing HubSpot expertise without hiring an internal administrator.
WHAT'S INCLUDED
✔️ Includes HubSpot Team Training
✔️ Monthly strategy sessions
✔️ Workflow enhancement recommendations
✔️ Reporting & dashboard reviews
✔️ New-user onboarding support
✔️ Quarterly account review
PER MONTH | 3 MONTH MINIMUM
STARTING AT
$3,250
Boutique consulting, elevated.
Has your HubSpot become more of a pain than a resource? We understand. This is why we do what we do, and why we can provide you with an experience like no other.
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