HubSpot retainers offer long-term value, but many teams struggle to get internal buy-in for ongoing support. Whether you’re trying to convince leadership, justify the investment, or align your internal stakeholders, this guide is designed to help you:
HubSpot retainers are flexible, ongoing service engagements that give your team consistent access to technical experts, without having to hire full-time. At Aptitude 8, our retainers go beyond ticket requests. We serve as strategic partners, helping you plan, build, optimize, and maintain your HubSpot instance over time.
They’re especially valuable when your internal team is:
Unlike project work, retainers are designed to evolve with your needs month-to-month. This means faster iteration, ongoing support, and proactive recommendations as your business changes.
Retainers aren’t just a delivery model—they’re a competitive advantage. Here’s what they can do for your business:
No more waiting on lengthy project kickoffs. Retainers give you a built-in team ready to execute—shortening the gap between idea and action.
Without active upkeep, HubSpot portals decay. Retainers ensure continuous cleanup, QA, and governance to prevent technical debt.
With shared documentation, stakeholder walkthroughs, and sprint-based delivery, we ensure your teams (marketing, sales, service) stay aligned on process and priorities.
Get the equivalent of a full RevOps team—strategist, admin, and builder—without the cost of hiring, onboarding, and managing full-time headcount.
Training, enablement docs, and live walkthroughs ensure new processes stick. When your team understands what’s been built, they actually use it.
We track betas, recommend platform improvements, and flag risks before they become blockers. It’s not just about support—it’s about evolution.
Here are just a few examples of what our retainer clients commonly tackle:
You don’t need to scope a massive project to start making improvements. With retainers, we can prioritize what matters and move fast.
Getting stakeholder alignment isn’t always easy, especially when budgets are tight or teams are unfamiliar with ongoing services. Here’s how to proactively address the most common objections:
Yes—but hiring is slower, more expensive, and limited by one person’s skillset. With a retainer, you get a team of experts who can flex between strategy, admin tasks, and advanced builds. You also avoid the costs of onboarding, benefits, and long-term commitment.
Retainers are scoped by outcomes, not rigid tickets. That means hours can flex as your needs shift. Some months might be heavy on builds, others on planning or enablement. Nothing gets wasted.
That’s great! We often work alongside internal admins. Many clients use retainers to give their internal team strategic support, documentation, or advanced builds they don’t have time (or expertise) to do themselves.
Every retainer includes tangible deliverables—strategy roadmaps, technical builds, documentation, QA, and training. Everything is housed in a secure client portal for transparency and reuse.
Here are steps you can take to socialize and secure buy-in for a HubSpot retainer:
Start with the problem: What’s currently slowing you down? Missed MQLs? Poor routing? Inaccurate dashboards? Tie the retainer to specific business outcomes that matter.
Use this page or our PDF guide to show what the retainer includes—strategy, execution, enablement, documentation. Make it tangible.
Position the retainer as a flexible, lower-risk alternative to hiring. Emphasize faster execution, better process adoption, and fewer tech headaches.
We’ve included a case study on this page. Share real outcomes to show how retainers have helped other businesses streamline HubSpot and scale faster.
Let stakeholders know that we can start with a smaller monthly package and grow it over time. This reduces risk and builds trust.
Use this guide, share the retainer page, and connect with us directly if you want help framing the internal conversation. We’ll help break down the business case, surface relevant use cases, and tailor recommendations based on your team’s size, goals, and challenges.