HubSpot Management Services

milan media hubspot partner

Maximize the impact of your HubSpot investment with hands-on management, optimization, and strategy tailored to your business goals.

CRM & Contact
Management

Keep your database clean, organized, and synced with the tools your sales and marketing teams use every day.

Marketing Automation
Oversight

We optimize and manage your workflows, nurture sequences, and campaign logic for better engagement and ROI.

Ongoing Platform
Optimization

From lifecycle stages to reporting dashboards, we fine-tune your HubSpot instance to grow with your business.

What’s Included in
HubSpot Management

HubSpot isn’t just a set-it-and-forget-it platform, it requires active management to keep data clean, automation running, and strategy aligned. Our ongoing HubSpot management services ensure your CRM, marketing tools, and reporting are not only operational but optimized to drive results across your organization.

Whether you’re scaling up, launching new campaigns, or refining workflows, we keep your HubSpot instance aligned with your goals and evolving with your needs.

CRM Structure & Database Hygiene

We manage your contact and company records, apply deduplication rules, clean old data, and ensure your CRM structure supports segmentation, lifecycle tracking, and reporting. A well-managed CRM drives sales efficiency and marketing accuracy.

We review and manage your marketing and sales workflows to reduce friction, prevent overlaps, and align sequences with actual user behavior. That includes lead nurturing, deal stages, internal notifications, and more.

Custom dashboards don’t mean much if the data behind them is flawed. We maintain reports that actually reflect performance from marketing attribution to sales cycle velocity, so your team can make data-driven decisions with confidence.

We help enforce naming conventions, folder structure, permission levels, and audit logging. Need help onboarding new team members or rolling out new tools?

We provide structured training and support to keep your team moving.

HubSpot Management That Drives Growth

Managing HubSpot the right way doesn’t just keep things organized, it directly impacts how your teams generate leads, close deals, and report on success. Our approach blends hands-on technical oversight with strategic alignment, ensuring HubSpot isn’t just a CRM or email platform, but a powerful growth engine for your entire business.

From mapping lifecycle stages to refining lead scoring, we help marketing, sales, and leadership teams use HubSpot with clarity and confidence — while removing bottlenecks that stall progress.

Campaign Execution Support

We help you structure and launch campaigns inside HubSpot from email sequences to smart lists and automation while managing the backend so your team stays focused on strategy.

Cross-Team Alignment

We bridge the gap between marketing and sales by aligning pipelines, lifecycle stages, lead handoffs, and reporting.

Everyone sees the same data and works from the same playbook.

Lead Scoring &
Segmentation

We refine your scoring model and segment logic so the right leads move to sales, and automation adapts to user behavior, not just generic rules.

Ongoing Performance Tuning

HubSpot should grow with you. We continuously assess workflows, reporting, and platform usage to make proactive improvements that scale with your business.

What Ongoing HubSpot
Management Unlocks

HubSpot is powerful, but only when every part of it is managed with intention. From automated campaigns in Marketing Hub to lifecycle tracking in Sales Hub, we keep every area of your platform aligned, up to date, and tuned for real results.

Whether you’re using one Hub or the entire suite, Milan Media ensures each component delivers measurable value.

Marketing Hub

We manage your workflows, nurture sequences, ad integrations, and list segmentation to keep campaigns running smoothly and delivering qualified leads.

Sales Hub

We support your pipeline stages, sequences, lead scoring, and deal automation — so your sales team spends more time selling and less time updating fields.

Service Hub

From ticket routing to customer feedback loops, we manage the backend of Service Hub to improve response time and streamline customer experience.

Operations & CMS Hub

We maintain data quality, manage property settings, user roles, and ensure your CMS or landing pages are tied into the broader lead flow.

How We Manage HubSpot for Real Growth

From startups to enterprise teams, Milan Media has helped companies turn HubSpot into a growth engine through consistent, strategic management. Here’s how it’s worked in the real world.

Case Study: Sales Efficiency for a Scaling SaaS Company

Challenge

A fast-growing SaaS company had implemented HubSpot quickly but never took the time to structure it properly.

Their sales and marketing teams used separate pipelines, lifecycle stages were misaligned, and the CRM was cluttered with duplicate contacts and outdated lead scoring.

Follow-ups slipped through the cracks, reporting was unreliable, and adoption across the BDR team was low.

Solution

We performed a full audit and rebuilt their HubSpot CRM from the ground up.

Lifecycle stages were redefined, sales sequences were aligned with marketing touchpoints, and we implemented a lead scoring model based on behavioral triggers.

We also cleaned the contact database and set up internal notifications and automation to keep reps on track and leads moving.

Results

  • 2x increase in SQLs delivered to sales

  • 100% adoption of HubSpot among BDR team

  • 35% reduction in admin time across sales workflows

Case Study: Full-Funnel Campaign Execution for a Financial Services Firm

Challenge

A regional financial services company had started using HubSpot Marketing Hub to run email campaigns and manage leads, but they lacked strategic oversight.

Campaigns were being launched inconsistently, lists were outdated, and no one had a clear view of what was performing.

Their leadership team struggled to get actionable insights from the platform.

Solution

We took over day-to-day HubSpot campaign execution and built a centralized campaign calendar with automation tied to lifecycle stages.

We also cleaned and re-segmented their contact database, created lead nurture paths, and implemented campaign tagging and reporting dashboards.

This gave their team full visibility and control over how leads moved through the funnel.

Results

  • 3x improvement in email engagement rates

  • 28% more qualified leads per campaign

  • Weekly reporting adopted by leadership

Case Study: Multi-Hub Platform Governance for a National Healthcare Provider

Challenge

A multi-location healthcare group was using HubSpot’s Marketing, Sales, and Service Hubs across four internal teams but without any consistent structure or ownership.

Contacts were duplicated across locations, reporting was misaligned, and the system had dozens of unused or conflicting workflows. Their team was overwhelmed and lacked internal HubSpot expertise.

Solution

We implemented a full HubSpot governance model, cleaned up and consolidated contact records, and established clear folder structures, naming conventions, and permission levels.

We trained each team on best practices for their role and created custom dashboards and alerts for lead management, ticket handling, and patient inquiry follow-up.

Results

  • 40% increase in workflow efficiency

  • Consistent HubSpot usage across 4 departments

  • 15% boost in patient conversion rates from digital channels

Frequently Asked Questions

Proactive, Not Just Reactive

We don’t wait for problems we anticipate them. Our team stays ahead of changes in your business and in HubSpot’s capabilities.

Hands-On, End-to-End Support

From campaign execution to platform optimization, we manage your HubSpot like it’s our own , so your team can focus on growth.

What’s included in HubSpot management services?

Our management services cover CRM structure, database health, workflow and automation oversight, campaign support, user training, and reporting dashboards. It’s a full-stack solution to keep your HubSpot instance running at peak performance.

Onboarding gets you into HubSpot. Management keeps it optimized. We provide ongoing maintenance, updates, strategic improvements, and new campaign builds that evolve with your business month after month.

Yes. We help create and manage email campaigns, landing pages, nurture sequences, smart lists, and lead scoring all inside your portal. We also provide guidance on segmentation and automation best practices.

Absolutely. Many clients come to us with cluttered CRMs, unused tools, or broken workflows. We audit the portal, clean up what’s not working, and rebuild it to match your current strategy and structure.

Very little. We handle the heavy lifting and check in regularly with updates, reports, and strategy calls. You’ll always know what’s happening, but you don’t have to manage it yourself.

We support multi-Hub environments and help roll out new features as you scale. Whether it’s integrating new tools, launching Service Hub, or enabling Ops features, we guide the entire implementation process.

Get More Out of HubSpot — Without Doing More

Managing HubSpot shouldn’t slow your team down. We take ownership of your CRM, automation, and campaigns so your portal runs smarter, not harder.