HubSpot Consulting

Are you making the most of your HubSpot investment? Get expert help with inbound marketing and lead generation.

HubSpot is a powerful digital marketing, sales, customer service and operations software tool that allows you to manage your company’s website, marketing, sales, and service components all in a single platform. But with any powerful software, you need a knowledgeable ally to help you navigate using the tool properly. 

What sets us apart from other digital marketing agencies is that we hold numerous HubSpot certifications across our team’s various areas of expertise from digital marketing, design, and development. Our agency is HubSpot Partner Certified, holding a HubSpot Platinum partner level certification. We are also proud to be in the top 7% of HubSpot partner agencies, with dozens of 5-star reviews, and have successfully onboarded dozens of companies onto HubSpot. We identify your company’s specific needs and can help set up and install your unique sales process on the HubSpot Sales Hub and train your team to use it effectively.

Ready to use HubSpot to accomplish your business goals?

Get help with HubSpot

Our Expertise is Industry Recognized

Clutch 2024 Top Digital Marketing Agency
HubSpot Platinum Partner
HubSpot Partner Directory icon

Advantages of Working With a Platinum HubSpot Partner:

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We think strategically about aligning marketing that produces real sales results

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Complete HubSpot platform expertise including marketing, sales, design, and development

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We track your leads throughout the entire buyer’s journey from prospect to customer

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Provide direct 1-1 support with HubSpot questions or tool troubleshooting

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We’re HubSpot veterans having onboarded more than 30 companies onto HubSpot

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Early access to the newest HubSpot tools and latest product updates

Case Studies

Generated Leads of 12X Client ROI

Gather Workspaces Case Study

We engaged Whittington Consulting to help us drive more traffic to our website, turn that traffic into tours, and to measure success. They developed processes and systems to use HubSpot within our daily operations and feed into our sales process. Whittington Consulting was there every step of the way, and always willing to help. They always followed through with everything they said they were going to do. James Crenshaw, Owner & Chief Marketing Officer of Gather Workspaces

An Aligned HubSpot Marketing & Sales Strategy Delivered a 33% Increase in Members and Accelerated Pipeline Velocity

Gather Workspaces is a rapidly-growing co-working business with multiple locations in Virginia. They expanded quickly and needed a CRM to scale with their team, while thier investors wanted measurable results from their marketing dollars and sales efforts. Our team generated quality sales-ready leads that turned into members, funneled those leads based on location of interest, enabled prospect communications for the team of Community Managers, and showed those results in real time. We utilized the HubSpot suite of products to:

  • Nurture leads at every stage
  • Automate lead management and prospect communication
  • Create custom real-time reporting dashboards


Read Case Study


HubSpot Onboarding: Marketing and Sales Hub Implementation

Our typical HubSpot onboarding process takes about 1-2 months from start to finish. Let us guide you through setting up your HubSpot Marketing and/or Sales Hubs so your company’s foundational elements that support your website, marketing, and sales efforts are set up the right way so your business is on the right path for success.

Project Kick-Off

  • Schedule a kick-off call with key business leaders and company stakeholders
  • Establish goals and objectives
  • Collect necessary account access and login information necessary
  • Create timeline and set-up milestones
  • Review of company sales process and structure

HubSpot Technical Set-Up + Asset Creation

  • Design and develop HubSpot blog, email, and landing page templates
  • Identify and set up necessary forms
  • Install HubSpot tracking code
  • Connect website domains
  • Identify necessary integrations and connections
  • Integrate CRM and import existing contacts/lists

HubSpot Team Onboarding

  • Lifecycle and deal stage creation
  • Deal and deal properties customization
  • Set up team meeting calendars
  • Identify automations beneficial for sales enablement
  • Train team member on HubSpot interface

HubSpot Reporting

  • Identify primary marketing and sales KPIs 
  • Create real-time HubSpot automated dashboards
  • Establish monthly report based on business goals
  • Provide detailed ROI and sales performance reporting

HubSpot Ongoing Support and Maintenance

  • Provide 1-1 support for any HubSpot-related inquiries
  • Conduct HubSpot contact audit (1-2 times a year based on contract)
  • Review HubSpot portal usage and provide recommendations annually
  • Support with HubSpot renewal and contract discount negotiations annually


The Benefits of Hiring a HubSpot Consultant


Bring a strategic yet hands-on certified HubSpot partner into your team


Decide if HubSpot Basic, Professional or Enterprise license is right for your business


Discuss how you should use the HubSpot software to accomplish your business goals


Diagram and improve your sales process utilizing the HubSpot CRM


Ensure consistency across your blog, landing pages, and email templates


Always know form leads are going into HubSpot and routed to the right person


Set up lead generation funnels to capture more contacts


Reporting transparency and team accountability through HubSpot dashboards


What It's Like To Work With Us In Their Words

I've had the opportunity to collaborate with Rick and his team on client work and they are always responsive, creative and really great to work with! They are a wealth of knowledge and contacts, and are open to helping in any way they can, which we've really appreciated. testimonial-helen-bertelli2 Helen Bertelli,PR executive

We had a great experience with Whittington Consulting. They were instrumental in migrating and maximizing our CRM, HubSpot. Their explanations were clear and insightful, and their assistance was invaluable. Anytime I had a question, they were so quick to respond. Highly recommend their services for any business looking to streamline their marketing efforts. Tyler Perez Tyler Perez,Marketing Coordinator

Personalized, relationship based support to get us up and running on HubSpot. Love working with Rick and his team. They really know this space well. Enough to know what to ask ahead of time for us to properly fund and plan out our migration over to HubSpot. He has also been instrumental in our understanding CRM integration with Marketing Automation, including creating efficiencies from website to CRM intake for prospecting and lead development. This team has also become trusted advisors in understanding the analytics side of meeting our marketing and sales goals. Highly recommend. testimonial-mindy-flanigan-1 Mindy Flanigan,Inspiring HR

We have worked with Whittington Consulting for over a decade. They've relaunched and developed websites for us as well as newsletters that we still use today. Their expertise, insight and friendliness are big reasons we keep coming back. testimonial-mivey Michael Ivey,Greater Richmond Partnership

Whittington Consulting has been a great resource for our company as we moved to HubSpot. They helped us navigate our data structure, marketing strategy, and was overall very helpful and hands-on with our account setup. I highly recommend them for anything HubSpot related! testimonial-paul-rice2 Paul Rice,eComEngine

Whittington Consulting helped us re-platforming some of our web properties to a new hosting location on HubSpot. I had some trepidation about the process, but Rick and his team put me at ease and did a great job. There was very minimal down time, and the entire process went smoothly. I would recommend Whittington Consulting without reservation! testimonial-keith-bax Keith Bax,Virginia Business Systems

A wonderful company to work with. They have helped create our brand in the marketplace, brought hundreds of thousands of people to our website, worked diligently on helping to create blogs and newsletters for our customers and distributors. I would highly recommend Whittington Consulting if you are looking to grow your business and your reach. testimonial-mlampson Marshall Lampson,Poly Processing

The team at Whittington Consulting were fantastic to work with as they guided us through our initial HubSpot implementation. They took the time to understand our needs, worked with us to develop an implementation plan that best suited our objectives and kept our project on track from start to finish. Rick and his team are a great resource to have on your side. testimonial-igoddijn Inga Goddijn,Risk Based Security

The whole Whittington team really know HubSpot and how to help us build and innovate our HubSpot CMS Hub. They're great at training and empowering our team, and they're always there if we need technical help or to walk us through more difficult multi-phased projects. It's awesome to know we can call or email them and they have a team member who can help us anytime. testimonial-Sarah-Cusick-Kalajian Sarah Cusick Kalajian,Credo

Rick and his team worked closely with our organization to set up and implement our entire HubSpot strategy. The system they helped us develop has completely streamlined our business. Brian Watson Brian Watson,CEO, Altspace Coworking

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