US-Based HubSpot Partner
HubSpot Consulting Services for SMEs
Helping businesses get greater value from HubSpot by strengthening CRM architecture, aligning sales and marketing processes, and building automation that improves lead management, deal visibility, reporting, and revenue operations.
Brands We’ve Worked With
Our HubSpot consulting services
Everything you need from a HubSpot partner
Implementation & Onboarding
New HubSpot portals set up with the right CRM structure, pipelines, properties, user permissions, team training, and handover support from day one.
Learn MoreAudit & Optimization
A detailed review of your HubSpot portal covering CRM structure, data quality, automation, reporting, integrations, and the changes needed to improve performance.
Learn MoreWorkflow & Email Automation
Lead routing, nurture programs, lifecycle updates, internal notifications, and email automation built around how your sales and marketing teams work.
Learn MoreCRM Cleanup & Data
Property cleanup, deduplication, lifecycle stage repair, import mapping, list management, and data structure improvements so reporting becomes more reliable.
Learn MoreHubSpot Integrations
HubSpot integrations with Salesforce, Slack, n8n, Google Ads, calendars, and custom systems when native tools need additional configuration or API support.
Learn MoreHubSpot Migrations
Migration support from platforms such as ActiveCampaign, Eloqua, Marketo, Salesforce, and other CRM or marketing automation systems into HubSpot.
Learn MoreWhy CHOOSE US
Why SMEs Hire Us as a HubSpot Consultant
Most teams use a fraction of what HubSpot can do. We close that gap by setting up the automations, integrations, and reporting that make the portal earn its keep.
20+
Hours saved per week
Stop losing time on manual list pulls, broken workflows, and one-off email fixes.
3x
Campaign performance
Cleaner lists, better segmentation, and working automations lift open rates and pipeline.
50+
Brands served since 2016
From mid-market SaaS teams to fintech and healthcare companies across the US.
Client Testimonials
What our clients say
“Working with The Automation Strategy Group helped us bring structure and efficiency to our sales and marketing operations. The systems they put in place made it easier for our team to work smarter, move faster, and close more business without added complexity.”
⭐⭐⭐⭐⭐
“The Automation Strategy Group guided us through a complex CRM transition with zero disruption to the business. Their approach was methodical, well-planned, and respectful of how our team actually works. The result was a stronger foundation for scale.”
⭐⭐⭐⭐⭐
“They approached our marketing automation challenges with clarity and discipline. From untangling complexity to delivering systems that actually performed, The Automation Strategy Group proved to be a reliable partner focused on real, measurable outcomes.”
⭐⭐⭐⭐⭐
“The Automation Strategy Group re-engineered our ActiveCampaign and Salesforce setup to support our research-driven storytelling model. What was once passive automation now actively supports growth and revenue. The structure is clear, practical, and easy for our team.”
⭐⭐⭐⭐⭐
HubSpot Integrations We Provide
Connect HubSpot to the Rest of Your Stack
We map your data, sync rules, field structure, ownership logic, and reporting requirements before building the integration, so HubSpot works cleanly with the platforms your sales, marketing, finance, and operations teams depend on.
Salesforce
Two-way sync for contacts, companies, deals, activities, owners, and key sales data between HubSpot and Salesforce.
→Slack
Deal alerts, form notifications, lead handoff updates, task reminders, and workflow-based channel alerts.
→n8n
Custom workflows that connect HubSpot with internal tools, databases, spreadsheets, and systems without relying only on native integrations.
→HubSpot Migrations We Provide
Move to HubSpot With Your Data, Assets, and History Intact
We manage HubSpot migrations with field mapping, asset review, automation rebuilds, data validation, and cutover planning, so your team can move from legacy CRM or marketing automation platforms without losing the context needed for sales, marketing, and reporting.
ActiveCampaign to HubSpot
Contact records, lists, tags, automations, email assets, and engagement history migrated into HubSpot with clean field mapping.
→
Eloqua to HubSpot
Programs, campaign canvases, forms, segments, email assets, and activity history reviewed, mapped, and rebuilt inside HubSpot.
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Marketo to HubSpot
Smart lists, programs, engagement tracks, forms, scoring models, and nurture logic rebuilt in HubSpot with clean campaign structure.
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Salesforce Marketing Cloud to HubSpot
Journeys, data extensions, email assets, subscriber data, and preference structures mapped and rebuilt for HubSpot.
→HubSpot Hub We Cover
HubSpot Expertise Across Every Core Hub
The Automation Strategy Group helps SMEs set up, connect, and improve each HubSpot hub so marketing, sales, service, data, content, and revenue teams work from one reliable system.
Marketing Hub
Campaigns, forms, workflows, lead nurturing, and attribution built around your full customer journey.
- Campaign setup and reporting
- Forms and lifecycle triggers
- Attribution and lead source tracking
Sales Hub
Pipeline, sequences, forecasting, quotes, and sales reporting structured around how your team manages deals.
- Pipeline and stage design
- Sequences and playbooks
- Forecasting and quote reporting
Service Hub
Ticketing, SLAs, knowledge base, feedback, and customer service reporting configured for better support visibility.
- Ticket pipelines and SLAs
- Knowledge base setup
- CSAT and NPS surveys
Content Hub
Website pages, blogs, landing pages, SEO, HubDB, and content operations built directly inside HubSpot.
- Website and blog templates
- SEO and topic clusters
- HubDB and dynamic pages
Data Hub
Data sync, data quality, custom automation, and reporting foundations that keep HubSpot clean and connected.
- Data sync mapping
- Data quality automation
- Custom code actions
Revenue Hub
Quote-to-cash setup for quotes, contracts, billing, payments, subscriptions, and revenue reporting inside HubSpot.
- Quote and contract setup
- Billing and payment workflows
- Revenue and renewal reporting
We are an official HubSpot partner in the United States
Work With a HubSpot Consultant Accredited for Complex CRM projects
The Automation Strategy Group is an official HubSpot partner with credentials and specialist accreditations across CRM implementation, service implementation, solutions architecture, custom integration, and CRM data migration.
Our HubSpot credentials include:
- HubSpot Solutions Partner
- HubSpot Solutions Architecture Design Accreditation
- HubSpot Service Implementation Accreditation
- HubSpot CRM Implementation Accreditation
- HubSpot Custom Integration Accreditation
- HubSpot CRM Data Migration Accreditation
- HubSpot Partner Advisory Council 2024
How we work
Our Working Process in Four Simple Steps
Discover
We sit with your sales and marketing leads to map what should happen in HubSpot versus what actually does.
Audit
Full walk-through of your portal. You get a written report with prioritized fixes and a build plan.
Build
We rebuild the pieces that are broken, wire up the integrations, and test each workflow against real records.
Optimize
After launch we track what changed, adjust the workflows, and train your team on the new setup.
A Boston-Based HubSpot Solutions Partner for US Revenue Teams
The Automation Strategy Group is a HubSpot Solutions Partner based in Boston, MA, helping US businesses implement, optimize, and improve HubSpot across CRM, Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and Revenue Hub.
Our consultants work with B2B teams across the United States to strengthen CRM architecture, clean up data, improve automation, connect core systems, and support HubSpot projects from first setup through enterprise deployment.
Who we work with
HubSpot Consulting for B2B Teams Ready to Scale
The Automation Strategy Group works with US B2B companies using HubSpot Professional or Enterprise, especially when sales, marketing, service, and revenue operations need a stronger CRM structure, cleaner automation, better reporting, and clearer handoffs between teams.
B2B SaaS
HubSpot setup for demo requests, lifecycle stages, product-led motions, sales handoffs, renewals, and revenue reporting.
Healthcare
HubSpot support for healthcare and health-tech teams managing enquiries, referrals, service workflows, education campaigns, and reporting.
Education
HubSpot consulting for schools, training providers, and education organisations managing enquiries, events, admissions, campaigns, and follow-up.
Financial Service
CRM, automation, segmentation, reporting, and lead management support for financial services teams using HubSpot.
OUR HUBSPOT TEAM
HubSpot Consulting, Led by Senior Experts
US-based Senior Consultants. HubSpot Solutions Partner since 2016.
The Automation Strategy Group has been a HubSpot Solutions Partner since 2016, helping SMEs plan, implement, optimize, and improve HubSpot across CRM, marketing, sales, service, reporting, integrations, and revenue operations.
We built ASG around a simple belief: HubSpot consulting should be led by people who understand the platform deeply, not by a sales team handing the work to someone else after the first call. Every engagement is guided by senior HubSpot consultants who can review your portal, explain the trade offs, make the right changes, and help your team understand how the system should work.
That means you work with a team that knows how HubSpot behaves inside real businesses, from new implementations and migrations to workflow design, data cleanup, reporting, and ongoing admin support. We stay close to the work because that is where the quality shows.
HAVE A QUESTION
Frequently Asked Questions
What does a HubSpot consultant do?
What types of companies do you work with?
Can you integrate HubSpot with other tools we use?
How do I know if I need HubSpot consulting?
Can you set up HubSpot for my business?
How long does a HubSpot consulting project take?
How much does HubSpot consulting cost?
Which HubSpot hubs do you support?
What HubSpot accreditations does The Automation Strategy Group hold?
Talk to a HubSpot Consultant
Book a 30 minute call. We will walk your portal, ask about the goals, and tell you honestly whether we are the right fit.
- No commitment required
- 30-minute consultation
- Custom recommendations