Value-First Scoping Project
See what your HubSpot is actually capable of.
Most teams are using 30% of what their portal can do — because it was architected for a business they've outgrown. The scoping project gives you an honest picture of where you are and a clear architecture for where you're going.
Two senior practitioners. AI-native portal analysis. Three deliverables your team owns forever. The output transforms how you see HubSpot and its capabilities — whether you work with us after or not.
Three deliverables. Real architecture.
Not a checklist. Not a best-practices deck. Hands-in-your-portal architecture work that your team can act on immediately.
Current State Brief
Where you are today — documented honestly.
- Business processes mapped in your language, not HubSpot jargon
- Technology stack assessment with integration status and pain levels
- Pain point hierarchy: what's a crisis, what's friction, what's a strategic gap
- Team capability assessment — strengths, constraints, readiness
- Transformation readiness — what enables success, what needs attention first
Suggested Unified Customer Views
For each person who touches your relationships — what do they need to see to act with confidence?
- Per-stakeholder views: their core question, today state, target state — in their words
- Five Questions assessment — can your team answer these from a single record?
- Entity mapping: your business terms → HubSpot objects (native-first, custom only when necessary)
- Property recommendations grouped by purpose, not by HubSpot property group
- Record layouts and saved views built for daily use
- Governance model — how the architecture sustains itself after implementation
Implementation Roadmap
Clear paths from where you are to where you're going — with trust-based milestones, not calendar deadlines.
- Strategic paths: genuinely distinct options, not just fast/medium/slow
- Trust-based milestones: "Foundation Complete When..." not "Phase 1: Weeks 1-4"
- Resource allocation options: Coaching, Collaborative, or Full Implementation
- Investment ranges for each path — transparent, before you commit
- Risk mitigation — what could go wrong, how we prevent it
How it works.
Two sessions, three to four weeks, one complete architectural picture.
Session 1
90 minutes
Business Process Mapping
We listen. Walk us through how things work today — what breaks, what you've tried, what success looks like. We map your processes, pain points, technology landscape, and stakeholder needs.
Between Sessions
1–2 weeks
AI-Native Portal Analysis
This is where the AI infrastructure earns its keep. We run API-level analysis across your portal — data quality, workflow conflicts, integration health, property population, pipeline integrity. We draft stakeholder views, run the Five Questions assessment, and prepare the architecture.
Session 2
90 minutes
Technical Requirements
We walk through what we found and what we're recommending. Data model, integrations, automation, reporting — grounded in your business reality, not a template. You validate, we refine.
Delivery
90-minute walkthrough
Three Deliverables + Walkthrough
Current State Brief, Suggested Unified Customer Views, and Implementation Roadmap — delivered and walked through with your team. The documents are written so your team can act on them, brief a new hire, scope a project, or hold a vendor accountable.
Investment.
This is real architecture work. Two senior practitioners — the methodology architect and the HubSpot architect — hands in your portal, running an AI-native audit that surfaces patterns a manual review would miss.
The deliverables don't just tell you what's broken. They show you what your platform is capable of — and give your team the architecture to get there.
Fixed fee. The output is yours regardless of what you do next.
Value-First Scoping Project
$7,500
- Two 90-minute discovery sessions
- AI-native portal analysis
- Three deliverables + 90-min walkthrough
- Two senior practitioners on every session
Common questions.
What's a Unified Customer View?
It's the answer to one question: for each person who touches your customer relationships, what do they need to see in order to act with confidence? Sales needs different context than support. Finance needs different visibility than marketing. The Unified Customer View maps each stakeholder's needs and designs the architecture to serve them — so every team sees the complete picture, not just their fragment.
Is this a sales tool?
No. The deliverables belong to you regardless of what you decide to do next. Some clients take the output and implement internally. Some engage us. Some bring in a different partner. The scoping project is designed to give you everything you need to make that decision — not to pressure you into one.
What do we need to prepare?
Nothing formal. Come to Session 1 ready to walk us through how your business actually operates — the real version, not the org chart version. We'll handle the portal analysis, the technical assessment, and the architecture design.
Do you need access to our HubSpot portal?
Yes — read-only API access for the between-sessions analysis. We'll walk you through setup. Your data stays in your portal.
What if we already know what's wrong?
Most teams think they know. The AI-native audit almost always surfaces things they didn't — and the things they already knew get severity-rated, prioritized, and connected to the architecture that fixes them. Knowing the problem and having the architecture to solve it are different things.
What happens after the scoping project?
Your call. The three deliverables give you a complete picture: where you are, where the architecture should go, and how to get there. Some teams act on it internally. Some engage us for a specific project the roadmap identified. Some find their architecture needs ongoing strategic attention — and the scoping project becomes the foundation every future decision builds on.
What typically happens next.
Your team acts on the deliverables.
The documentation is built so your team can implement the architecture independently — brief a new hire, scope a project, or hold a vendor accountable.
Engage USS for a specific project.
The roadmap identifies defined problems — a data model redesign, an integration build, a workflow architecture. Fixed-fee project, clean handoff.
Ongoing architectural partnership.
For organizations where the architecture evolves as the business does. Context accumulates, capability compounds, and your team gets stronger over time.
Request your scoping project.
We'll respond within 24 hours with next steps and a call to confirm fit.
Request received.
We'll respond within 24 hours with next steps.
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Email ryan@unifiedsupportsolutions.com directly.