Need a Deeper Evaluation of HubSpot for Your Nonprofit?
Go Beyond the Basics with a Comprehensive HubSpot Strategy, Roadmap & Readiness Plan
Fixed Price. High Value. True Cost Guarantee.
When Lite Isn’t Enough, Go Deeper
If you've already explored HubSpot or completed a Lite Evaluation and still have unanswered questions, complex requirements, or internal alignment challenges—our Comprehensive Evaluation is designed for you.
This isn’t just about software—it’s about your entire operational strategy.
Systems + Workflow Audit
We’ll review your current platforms, data, teams, and workflows to uncover friction, gaps, and inefficiencies across departments.
Needs-Based Fit Assessment
Get a detailed understanding of whether—and how—HubSpot aligns with your structure, growth plans, and user needs.
Improvement Roadmap
A phased, realistic roadmap showing exactly what should be built, when, and why. This helps reduce overwhelm and supports better planning.
Clear Investment Breakdown
We’ll provide a detailed onboarding or optimization estimate—stamped with our True Cost Guarantee. No surprises. No hidden fees.
Achievable Project Timeline
Avoid runaway implementation delays. You’ll receive a strategic timeline with realistic milestones tailored to your internal capacity.
Unity360 Walkthrough
If relevant, we’ll show how Unity360—our nonprofit product built on HubSpot—can support donor management, grants, event engagement, and more.
This evaluation is perfect for nonprofits who:
- Need buy-in across multiple teams or departments
- Have complex operational needs or integrations
- Want to reduce platform risk before making a large investment
- Are committed to streamlining systems and scaling impact
- Already know they might move forward with HubSpot, but want to do it right the first time
Tech decisions are too costly to guess.
The wrong implementation can:
- Overwhelm your team
- Delay impact
- Waste valuable time and budget
- Undermine donor and supporter experiences
This Comprehensive Evaluation gives your team the foresight and tools to move forward with clarity, confidence, and a practical action plan.
$5,000 – Flat Rate
This is a one-time fee that includes:
- 1:1 consulting sessions
- Strategic audit work
- Team alignment conversations
- Roadmap creation
- Investment & timeline planning
And yes—this is backed by our True Cost Guarantee.
We’re not just consultants.
We’re nonprofit systems architects who:
- Specialize in HubSpot implementation and optimization
- Created Unity360 to extend HubSpot specifically for nonprofits
- Help teams scale, automate, and collaborate intentionally
- Focus on long-term enablement—not just setup
