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Flexible Retainer Services for Scalable HubSpot Growth

Ongoing support that evolves with your business, not just your backlog.

Most HubSpot teams don’t fail because of bad ideas. They fail because of stalled execution, misaligned systems, or a lack of bandwidth to evolve. Our flexible retainers give you senior-level HubSpot expertise without needing to hire a full-time team. We go beyond ticket-taking to drive sustainable growth across marketing, sales, and service operations.

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How Azamara Scales with a HubSpot Retainer

A 65-hour retainer helps Azamara scale campaigns, compliance, and team adoption.

Table of Contents

What Are HubSpot Retainers?

HubSpot retainers are ongoing service engagements that give you flexible, expert support to evolve your CRM over time. You get consistent access to a dedicated team that drives strategy, execution, and optimization, without needing to hire in-house.

At Aptitude 8, our retainers go beyond tickets. We act as proactive partners, helping you clean up processes, build new functionality, and stay ahead of platform changes so your portal scales with your business.

 

Need help selling this internally?
Check out our guide on how retainer services create sustainable impact. 

 

What We Help With

Hands-on HubSpot support that goes beyond admin work

Here are some of the most common ways our team supports HubSpot customers through recurring services:

Lead Routing & Lifecycle Stages

Define lifecycle stages, build scoring models, and route leads with clarity.

Pipeline Optimization & Automation

Restructure deal or ticket pipelines, automate workflows, and improve sales visibility.

Attribution, Reporting & Dashboards

Set up campaigns, UTMs, and source data to finally show what’s working.

Product Library & Quoting Tools

Organize SKUs and pricing, implement quote tools, and streamline approvals.

Portal Governance & Data Hygiene

Fix duplicates, remove unused properties, and set team permissions that stick.

Admin Support & Custom Automations

Ongoing hands-on help, plus advanced CCAs for more complex use cases.

Campaign Execution & Documentation

Support for events, imports, or list builds—backed by training docs and Tangos.

Service Pipelines & Help Desk Setup

Launch and optimize ticket pipelines, SLAs, and HubSpot’s new help desk tools.

What We Deliver

Every retainer includes hands-on execution, documentation, and insights that drive long-term impact.

Expect these outcomes from your recurring services engagement:

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Technical Strategy & Prioritization

Ongoing planning to align HubSpot builds to business goals and evolving needs.

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Automation Builds & Admin Tasks

Hands-on execution of workflows, reports, list building, sequences, and more.

Icon of documents or training screen showing guides, walkthroughs, and enablement resources.

Documentation & Training Resources

Tangos, user guides, and walkthroughs to enable your team post-build.

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QA & Continuous Optimization

System audits, bug fixes, and enhancements to keep everything running smoothly.

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Monthly Sprint Planning & Check-Ins

Agile cycles with clear deliverables, ongoing visibility, and consistent alignment.

Icon of customer support or clock symbolizing responsive expert help and flexible resourcing.

Dedicated Support & Flex Hours

A responsive, expert team that flexes with your pace, no rigid scope required.

 

Why Ongoing Support Beats a One-Off Project

Ongoing support delivers long-term value at lower cost than hiring in-house. You get continuous access to experts, proactive problem-solving, and scalable systems, accelerating time-to-value and reducing risk.

 

Our Retainer Approach

A structured yet flexible model built for clarity, consistency, and continuous progress

Here’s how we keep retainers efficient, aligned, and adaptable over time:

You Get a Team

Every retainer includes at least two expert consultants, so you’re never reliant on a single resource.

Work That Evolves With You

We scope by outcomes, not rigid tickets, allowing priorities to shift without renegotiation.

Monthly Check-Ins

Stay aligned through recurring reviews of progress, priorities, and next steps.

Flexible Hours

Your hours flex up or down as needed, so you can move fast when the moment calls for it.

Delivery With Documentation

Everything we build comes with clear documentation: Tangos, guides, videos, and walkthroughs.

Want to Scale Smarter With a HubSpot Retainer?

Let's make things happen together.

Quick Links to Blogs

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