Systems Blueprint & Automation Build
Most teams don’t have a tool problem.
They have five tools that don’t talk to each other, and a lot of copying and pasting in between. I map how your systems should work together, then build the workflows and integrations in HubSpot, Make.com, or Zapier.
At a glance
- From $1,500, fixed price
- Blueprint in 7 days; full builds in 21 to 35 days
- You approve the design before anything gets built
- Built in your own accounts and documented
- Had a HubSpot Audit in the last 30 days? The fee counts toward your build.
Map it first. Then build it.
I start by mapping how your systems work today: which tools hold which data, where handoffs break, and what’s being done by hand. Then I design how it should work and build it with HubSpot workflows, Make.com, Zapier, or native integrations, whichever will be simplest for your team to maintain.
You approve the design before anything gets built, and everything is built in your own accounts and documented. If a simpler fix gets you 90% of the way there, I’ll recommend it, even if that means less to build.
Choose your scope
The Starter tier is the blueprint on its own. Standard and Advanced include the build.
Systems Blueprint
Starter · 7 days- Map of your current systems
- Target design and build plan with estimates
- Blueprint document
- 1 revision
- Build items
- Team training
- Post-launch support
Blueprint + Build
Standard · 21 days- Map of your current systems
- Target design and build plan with estimates
- Up to 5 build items
- Blueprint plus how each build works
- 1 team training session
- 14 days of post-launch support
- 2 revisions
- Lead routing and lifecycle setup
Full System Build
Advanced · 35 days- Map of your current systems
- Target design and build plan with estimates
- Up to 10 build items
- Lead routing and lifecycle setup
- Full system documentation
- 2 team training sessions
- 30 days of post-launch support
- 3 revisions
Add-on: Extra build item, +$500.
What counts as a build item: one HubSpot workflow, one Make.com scenario or Zap, or one integration between two tools. A large item, such as a two-way sync with custom field mapping, may count as two or three. That gets agreed in the blueprint before any build starts.
How it works
- Discovery. A call to understand your process, team, and the work that’s eating the most time.
- Current-state map. I document every tool, data flow, and handoff as it works today.
- Design and build plan. You get the target design, the list of build items, and estimates. Nothing gets built until you approve it.
- Build and test (Standard and Advanced). I build each item and test it with real records.
- Documentation and training. Your team learns how it works and where to look when something changes.
- Launch and support. I watch the system after launch and fix anything that comes up during the support window.
What I’ll need from you
- A list of the tools in your sales and marketing stack and who owns each one
- The three processes that cost your team the most manual time
- Admin access to HubSpot and to each tool in scope. I’ll send instructions after the discovery call.
- Any existing documentation, or your audit report if you bought one
- Who on your team approves the design
I’ll tell you if you don’t need me.
If a simpler fix, a different tool, or a different person would serve you better, you’ll hear it from me first.
Questions
Do I need the Audit first?
No. If you’ve had a HubSpot Audit, the blueprint goes faster.
What if we need more than the tier includes?
The blueprint lists every build item with an estimate. Extra items are $500 each, and you decide before any work starts.
Which tools do you work with?
HubSpot, Make.com, Zapier, and native integrations.
Who owns what you build?
You do. Everything lives in your accounts, and you get the documentation.
What happens after the support window?
Many clients move to a Care Plan so someone keeps the system running. It’s optional.
Ready to get your tools working together?
Start with a blueprint. Nothing gets built until you approve the design.