HubSpot setup & admin for small businesses

You paid for HubSpot. Let's make it work.

I set up and clean up HubSpot for small teams that bought it and never had anyone own it. Every lead in one place, a pipeline that matches how you sell, and a dashboard you'll actually open on Monday.

$1,000 flat setup Half due after you sign off HubSpot certified
sample-company.hubspot · sample dataDay 1

Contacts

3 duplicates · 4 empty fields
NameCompanyOwner
Dana Ruiz—Ruiz Roofing—Tyler
dana ruiz——
Marcus WebbWebb SupplyTyler
Marcus WebbWebb Supply Co—
Priya ShahShah CPA—Jess
P. ShahShah CPA—
Leo Grant—Grant FabricationJess
✓ Backup export saved · 214 records
✓ 3 duplicates merged by your rules
✓ 4 blank fields filled from your spreadsheet

Sales pipeline

7 open deals
New lead 2
Leo Grant$4,800
Kiln & Co$2,100
Quoted 2
Webb Supply$9,400
North Ridge$3,250
Follow-up 2
Shah CPA$6,000
Oak Street$1,900
Won 1
Ruiz Roofing$12,600
Stages match how this team sellsNext task due today · 3

Monday dashboard

Updated 8:00 AM
Open pipeline$0
New leads0
Replied < 1 day0%
Deals won by week
Audit: duplicates and empty fields, found before anything changes.Sample data
Sound familiar?
01

Leads come in from the website, phone and referrals, and nobody knows which ones got a call back.

02

The same customer is in HubSpot three times, and half the fields are empty.

03

The person who set it up left, and nobody else knows how it works.

04

You can't answer "what's in the pipeline right now" without a spreadsheet.

What I do

One job: get your HubSpot working the way your business works.

Most small teams use a fraction of what they pay for. The fix is rarely more features. It's a clean database, a pipeline people trust, and someone who keeps it that way.

Setup

Set it up right

A pipeline that matches how you actually sell, a short list of fields that matter, and lifecycle stages that make reports mean something.

  • Pipeline stages from your real process
  • Up to 10 deal fields, nothing extra
  • Lifecycle stages defined in writing
Cleanup

Clean up the mess

Duplicates merged by rules you approve, unused properties archived, stale deals flagged, and your spreadsheets brought in the right way.

  • Full backup export before any change
  • Up to 5,000 contacts imported
  • Merge rules signed off by you first
Monthly

Keep it running

A monthly admin who keeps the data clean, adjusts things when your process changes, sets up new hires, and sends a one-page summary.

  • Monthly duplicate and data cleanup
  • New users set up when you hire
  • Answers by the next business day
Process

About two weeks, start to finish.

Your part is about two hours in total: one discovery call and one training call. Everything else happens in your portal while you run your business.

1Day 0

Free check

20 minutes on a screen share. You show me your HubSpot, I tell you what I'd fix. You keep the notes either way.

2Day 1

Discovery

An hour on how a lead becomes a customer at your company, and where it falls through the cracks.

3Days 2–10

The build

Backup first, then pipeline, fields, import, automations and dashboard. Every automation is tested with a test record.

4Day 12

Training

45 minutes on the three things your team will do every day. Nothing you'll never touch.

5Day 14 · Day 30

Sign-off

You check the work against the list. The second half is due only then, and we check in again at day 30.

Every engagement starts with a full export of your data.Read the full scope
Pricing

Two flat prices. You know the number before we start.

No hourly billing and no custom quotes. If your project is bigger than this, I'll tell you on the first call.

HubSpot Setup or Cleanup

For a new portal or one that's become a mess.

$1,000flat

$500 to start. $500 when you sign off on the checklist. Done about two weeks after I get access.

  • Full backup export before anything changes
  • Import from up to two spreadsheets, up to 5,000 contacts, duplicates merged by rules you approve
  • One sales pipeline built around how you sell, up to 10 deal fields
  • Lifecycle stages set up and explained
  • Three automations your HubSpot plan supports, each tested
  • One dashboard with up to four reports
  • A 45-minute training call and a one-page handoff note
  • A check-in at day 30 for new duplicates and stalled deals
Start with a free check

HubSpot Admin

Someone who owns your HubSpot every month.

$500per month

Up to 15 hours a month, billed at the start of the month. Cancel any month.

  • Monthly duplicate cleanup and data hygiene
  • Fixes and small additions as your process changes
  • New users set up when you hire
  • A written summary each month you can read without logging in
  • "How do I..." questions answered by the next business day
Talk about monthly admin
Not includedMoving deals and history from another CRM, custom code or API work, website builds, writing email campaigns, and anything that stores patient or card data. I'll point you to the right person for those.
How access worksYou invite my Ironwood email as a user in your HubSpot. I never ask for your login, and I'm removed when we're done unless you're on monthly admin.
Tyler Franks, founder of Ironwood Digital
About

One person, doing the work himself.

I'm Tyler Franks. I run Ironwood Digital, a small technology consulting practice based in Northwest Arkansas and Dallas-Fort Worth. When you hire Ironwood, I'm the one on the call and the one doing the work.

I study Information Systems at the University of Arkansas. Before HubSpot, I built and shipped a software product on my own and checked email authentication on 236 Northwest Arkansas business domains, which is how I learned where small businesses' systems quietly break.

I'm taking on my first paid HubSpot clients this fall. That's why the price is flat and half of it waits until you've signed off.

CertifiedHubSpot Sales Hub Software · HubSpot Academy, September 2026
In progressHubSpot Marketing Hub Software · fall 2026
Based inFayetteville, Arkansas and Dallas-Fort Worth, Texas
FAQ

Straight answers.

Anything else, ask on the free check or email tyler@ironwooddigitalco.com.

How many of these have you done?

You'd be one of my first paid clients. That's the reason for the flat price and for holding half the payment until you sign off on the checklist.

How much does it cost to set up HubSpot for a small business?

With Ironwood it's $1,000 flat for setup or cleanup: $500 to start and $500 when you sign off. That covers a pipeline, up to 10 deal fields, lifecycle stages, an import of up to 5,000 contacts, three automations, a dashboard and training. Ongoing admin is $500 a month for up to 15 hours.

How long does HubSpot setup take?

About two weeks from the day I get access to your HubSpot and your spreadsheets. Your part is about two hours total: a one-hour discovery call and a 45-minute training call.

Do I need a paid HubSpot plan?

No. The free CRM covers contacts, a pipeline, forms and basic dashboards, and I'll set up reminders and alerts that work on it. Full automated workflows are a Professional feature. We'll figure out which plan fits on the free check, and I'll never push an upgrade you don't need.

Can you move us off another CRM?

Spreadsheets and CSV exports, yes. Moving full deal and activity history from another CRM is a bigger project, and I'll tell you honestly if it's more than the flat price covers.

What if something breaks after you're done?

The day-30 check is included. After that, monthly admin covers it, or you can reach out and I'll quote the fix before doing anything.

Are you a HubSpot partner?

No. I'm an independent, certified HubSpot user who works for you, not for HubSpot. I don't earn anything when you upgrade.

Free HubSpot check

Find out what's wrong with your HubSpot in 20 minutes.

Free, on a screen share, no access needed. If it's in good shape, I'll tell you that too.