HubSpot built for professional services firms, ready in weeks.
Exclusive for Collective 54 Members
A templated implementation designed specifically for how boutique PS firms sell, deliver, and retain clients — plus three months of expert support to make it yours.
Table of Contents
Who is this for
Built for PS firms that sell expertise.
Collective 54 has partnered with Aptitude 8, a premier HubSpot implementation partner, to develop a pro serv-specific HubSpot build. The configuration draws on our work with hundreds of boutique pro serv firms and our own use of HubSpot to run Collective 54. Members can deploy it directly in their businesses.
Management Consulting
Strategy, operations, and advisory firms managing complex, multi-stakeholder sales cycles.
Staffing & Recruiting
Firms looking to manage employer relationships, nurture prospects, and track sales opportunities in one place.
Digital Agencies
Creative, marketing, and technical agencies needing a unified view of clients, retainers, and projects.
Advisory Firms
Financial, IT, HR, and M&A advisory firms with relationship-driven pipelines and high-touch delivery.
Training & Coaching
Firms delivering programs, cohorts, or engagements who need CRM to manage clients and pipeline.
Other Boutique PS Firms
Any Collective 54 member firm selling knowledge, expertise, or outcomes to clients.
This is built for firms who...
✔ Are tracking contacts and deals in spreadsheets or their inbox ✔ Rely on manual follow-up and inconsistent sales processes ✔ Have purchased HubSpot but haven't fully set it up yet
✔ Have no reliable visibility into their pipeline ✔ Can't reliably report on where revenue is coming from ✔ Have a founder-dependent sales process with no system behind it
Want to become an AI-native firm but don't have the data foundation to get there. You can't build agents or use AI tools without clean, connected, structured data. A properly implemented CRM isn't just good hygiene, it's the prerequisite for everything AI can do for your firm.
Not A Fit If You're...
A product or SaaS company
Looking for a fully custom build (this is productized)
Already running a mature, optimized HubSpot setup, click here for a custom project quote
How It Works
From signed to live in 3–4 weeks.
No drawn-out discovery. No open-ended scoping. A structured process that moves fast because the blueprint is already built for firms like yours.
Step 1: Contract Signed & Intake Form Completed
Once you're in, you'll receive the client intake form immediately. Complete it before kickoff, it covers your tech stack, existing data, team structure, current sales process, and priorities. This is what allows us to move fast.
Step 2: Kickoff Call — Week 1
We review your intake, confirm the delivery plan, and align on your specific pipeline stages, service types, and workflows. By the end of this call, both teams know exactly what gets built and when.
Step 3: Configuration Sprint — Weeks 1–2
Our team builds your HubSpot environment using the PS firm template as the foundation, Sales Hub, Marketing Hub, pipelines, automation, sequences, and dashboards, customized to your firm.
Step 4: Data Migration & Go-Live — Week 3–4
We import your existing contacts and companies, run an internal QA review, and flip the switch. Your team gets a training session and setup documentation so everyone is ready on day one.
Step 5: 3-Month Retainer Begins
Bi-weekly sessions with your consultant start immediately after go-live. We optimize, expand, and adapt the setup as your team starts using it in the real world.
See It In Action
Watch a demo of the build.
This is exactly what you get. A full walkthrough of the HubSpot environment we build for professional services firms — so you know what to expect before you sign.
Why Aptitude 8
The HubSpot Elite Solutions partner that actually delivers.
We're not generalists. We went all in on HubSpot and built the credentials to prove it. And unlike most HubSpot partners, Noah Berk — Aptitude 8's co-founder — has been a Collective 54 member for four years. He's not just your implementation partner. He's one of you.
Top-Ranked HubSpot Partner
#2 NAM Partner of the Year, Top 10 globally, and 7× HubSpot accredited.
HubSpot AI Certified
Certified by HubSpot in AI Essentials, among the first partners to earn it.
250+ Verified 5-Star Reviews
Consistent client satisfaction across 250+ verified reviews.
What's Included
Two phases. One complete program.
A structured implementation to get you live on day one, followed by three months of expert support to expand and optimize.
Phase 1
HubSpot Implementation
$10,000 members / $15,000 non-member - flat fee
CRM setup configured for PS firm workflows
Contact, company, and deal object structure
Sales pipelines built for expertise-based selling
Email integration and meeting link setup
Core sequences and follow-up automation
Reporting dashboards: pipeline, activity, revenue
CSV data import (existing contacts/companies)
Team onboarding, live training session, and setup documentation
Phase 2
3-Month Support Retainer
$5,000/mo - $15,000 total over 3 months
Bi-weekly working sessions with your consultant
Ongoing configuration adjustments and refinements
Workflow and automation builds as you grow
Additional pipeline or process customization
Reporting enhancements and new dashboards
Team adoption support and ad-hoc training
HubSpot feature guidance as your needs evolve
Email support between sessions Monthly priorities review and recommendations
HubSpot Requirements
What HubSpot package do you need?
This program requires a minimum of HubSpot Marketing Hub Professional and Sales Hub Professional. Both are licensed directly through HubSpot — we'll make the introduction and guide you through it.
Sales Hub Professional
*Required — minimum tier
Covers your full sales process: pipeline management, sequences, meeting scheduling, deal automation, and custom reporting. This is the engine for everything we build on the sales side.
Marketing Hub Professional
*Required — minimum tier
Powers your marketing automation, email nurture programs, lead capture, and campaign reporting. Together with Sales Hub, it gives you a complete view from first touch to closed deal.
Flat-rate implementation, flexible retainer. Here's exactly what you're getting — and how it compares to going it alone.
Standard HubSpot Onboarding
$4,500 - One-time fee, paid to HubSpot
Generic onboarding , not built for your firm
On your own, can take 2–3 months
Guided self-setup with limited support
No custom pipeline or automation
No data migration
No ongoing support
Still requires significant internal time — 100+ hours on average
Aptitude 8 PS Program
Optional: $5K/mo x 3 months post-launch support
Built specifically for professional services firms
Done-for-you build by a HubSpot Elite Partner
Custom pipelines, sequences, and automation
CSV data migration included
3 months of bi-weekly expert support
HubSpot waives the $4,500 onboarding fee, in reality, the net cost is only $5,500 more than going it alone
Total Program Investment
Implementation + 3 months retainer
$25,000
*HubSpot license not included
Happy Clients
What Aptitude 8 clients say about us.
Don't just take our word for it. Here's what firms like yours have said after working with us.
"The teamwork and collaboration between Sellers Dorsey and Aptitude 8 helped us achieve our Q2 goal, we truly appreciate everyone's hard work and support."
Melissa C., Professional Services
They are genuinely curious to learn about your business and then build solutions that are actually what you need - not what they come in wanting to sell... They're great people. I will continue to use them for our business as we grow.
Evan S., Professional Services
FAQ
Common Questions
How long does implementation take?
3–4 weeks from kickoff to go-live but this is heavily dependent on your full and timely completion of the intake form. The faster you get that to us, the faster we move.
What if I already have HubSpot?
No problem. Reach out to us anyway and we'd be happy to conduct an audit of your HubSpot to understand what's there, keep what's working, and rebuild what isn't. From there we'll put together a scope of work to get you to where you need to be but it'd be different than the program here, which is designed for net new HubSpot customers.
Is this customized for my firm or templated?
It's a productized program built on a proven PS firm template, that's what makes the price and timeline possible. The pipeline stages, workflows, and automations are pre-built based on best practices for professional services firms. We don't customize these from scratch or include products/line items, but the configuration is purpose-built for how your type of firm sells and operates.
What happens after the 3-month retainer ends?
Most clients continue with Aptitude 8 on a managed services retainer. You're not required to but by month three you'll have a mature setup, an adoption roadmap, and a clear picture of what to tackle next. We'll give you an honest recommendation at the end of month three.
Do I need to buy HubSpot before starting?
Yes. This program requires Sales Hub Professional and Marketing Hub Professional at minimum. We'll introduce you to our contacts at HubSpot and guide you through the purchase process, you don't need to reach out to HubSpot directly. As part of working with Aptitude 8, HubSpot will waive your $4,500 one-time onboarding fees.
What's the intake process like?
After you sign, you'll receive a structured intake form covering your current sales and marketing process, tech stack, team structure, existing data, and priorities. Plan for 2–3 hours to complete it thoroughly. It's what allows us to skip lengthy discovery and move straight into building.
How much of my team's time is required?
Minimal. An hour for our kickoff call, completing the intake form upfront (~2–3 hours), and attending the bi-weekly sessions during the retainer. We do the heavy lifting on configuration, builds, and documentation.
Why is this only available to Collective 54 members?
This program was designed and priced specifically for the boutique PS firm context that defines the Collective 54 community. The template, the scope, and the pricing all reflect that. It's not a generic HubSpot onboarding, it's built for your type of firm.
How to Get Started
One call. That's all it takes.
Book a 30-minute intro call with Noah. We'll walk through your current setup and confirm whether this is the right fit.
On The Call
Review your current sales and marketing process
Understand what CRM you have in place today (if any)
Confirm fit and walk through the program scope
Answer any questions about implementation or the retainer
If it's a fit, get started, we'll send over the MSA and SOW
Book Your Call With Noah
Co-Founder, Aptitude 8. Noah leads the Collective 54 partnership and will personally walk you through the program.
.png?width=552&height=88&name=aptitude8%20-%20standard%20-%20White%20-%20LG%20(1).png "aptitude8 - standard - White - LG (1)")
.png?width=750&height=405&name=Building%20a%20Scalable%20HubSpot%20Strategy%20(2).png)
