Claim your free HubSpot Beginner's Bundle
A free toolkit and strategy session with a Certified HubSpot Solutions partner to help you get HubSpot working for your business — not the other way around. This is an insanely valuable offer that only costs you 75 minutes.
Why are we offering this?
For starters, we're sick of hearing, "If only we had met you before we signed our HubSpot contract!" Also, as a Certified HubSpot Solutions Partner, its in our best interest to help more companies successfully adopt and grow with HubSpot. And we know a percentage of people we help with this will become paying clients sometime in the future. 😉
When you go it alone...
We've done this long enough to know what's likely to happen when businesses try to purchase and onboard the HubSpot CRM by themselves.
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Spend too much money. Buy more software than you need.
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Try to force HubSpot to do a job it's not ideally built for.
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No clear strategy or roadmap for implementing your CRM.
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Poor data structure that doesn't scale or match your business.
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Poor training and documentation leads to low team adoption.
When you let an expert guide you...
An ounce of prevention is worth a pound of cure. Even one strategy session with us and an introduction to our HubSpot toolkit will set you on the right path.
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Get exactly what you need and negotiate the best discount.
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Use HubSpot for exactly what it does best.
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Develop a smart roadmap you can actually follow in clear steps.
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Adopt data hygiene from the start for a clean, organized CRM.
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Train your team on a CRM they'll absolutely love to use.
So, what's included?
In short, a bunch of resources and a meeting with an expert to show you how to use them.
HubSpot Strategy Session
75 minutes with a HubSpot expert to introduce the resources, answer your questions and guide you forward.
Pricing & Subscription Guide
A simple spreadsheet to plan exactly what subscriptions you'll need and what it would cost before any discounts.
Core CRM Workbook
Map out object structure, custom properties, record customization and how to keep a clean and organized CRM.
Marketing Hub Workbook
Plan how you'll use tools like content, forms, CTAs, marketing emails, workflows and more to drive top-line growth.
Sales Hub Workbook
Map your sales pipeline, team activities, goals and forecasts and how to configure a CRM to enable your sales team.
Service Hub Workbook
Blueprint how you'll use tools like helpdesk, ticket pipelines, knowledge base, feedback surveys, reports and more.
Team & Permissions Planner
List out everyone on your team, what permissions you'll give them and how you plan on organizing them into groups.
Milestone Breakdowns
Access our strategic tutorial videos that break down how we approach certain implementation strategies.

Who is this for?
You’re just getting started with HubSpot — or you’re exploring if it’s the right tool.
You want to avoid costly mistakes and set things up the right way from the beginning.
You’ve watched my videos and want personalized help applying what you’ve learned.

Certified and Accredited. HubSpot or Bust.
As a Platinum-level Certified HubSpot Solutions Partner, The Gist has demonstrated a high level of expertise and proven success in implementing and leveraging HubSpot's powerful suite of tools. This certification signifies our deep understanding of the platform and our ability to help your business maximize its benefits. Choosing The Gist means you're entrusting your inbound marketing to a recognized leader in the HubSpot ecosystem, ensuring effective strategies, efficient execution, and comprehensive support.
Curious what HubSpot can do for you?
HubSpot is a CRM at its core. But layered on top of your database are a series of tools (called Hubs) designed to help you grow better across marketing, sales and customer service functions.

Core CRM
HubSpot's Core CRM is the foundation of their comprehensive growth platform, serving as the backbone of their various hubs. The CRM is designed to simplify the organization and management of customer data, facilitating seamless interactions across all touchpoints. The best part is that all of these foundational features, from contact management to conversational bots, are completely free, making it accessible for businesses of all sizes.
Contact Management
Manage and track interactions with your customers and leads in one centralized place.
Contact & Company Insights
Automatically enrich contact and company records with data to help sales teams better prioritize and personalize their outreach.
Email Tracking & Notifications
Get notified when your emails are opened or clicked to understand how your contacts are interacting with your communication.
Ad Management
Manage your ad strategy and ROI directly from the HubSpot platform to improve the effectiveness of your ad campaigns.
Reporting Dashboards
Create and customize insightful reporting dashboards to keep track of your business's performance in a visually engaging way.
List Segmentation
Segment your contacts into lists to organize and target your marketing, sales, and service efforts.
Task Management
Keep track of your tasks, set reminders, and automate actions to manage your work effectively and efficiently.
Document Sharing
Easily share documents within your team or with your contacts directly from the CRM.
Deal Pipeline
Manage your sales pipeline by tracking deals, visualizing your pipeline, and forecasting revenue.
Live Chat
Engage with your visitors and customers in real-time with live chat.
Conversational Bots
Automate and scale your customer interactions using AI-powered chatbots.

Marketing Hub
HubSpot's Marketing Hub is a powerful tool designed to attract, engage, and delight customers. It's built on the foundation of the free HubSpot CRM and adds robust capabilities for content creation, lead generation, marketing automation, and analytics. The Marketing Hub helps businesses grow traffic, convert more visitors into leads, and run complete inbound marketing campaigns at scale.
Landing Pages
Create and test beautiful landing pages that generate leads and look great on any device.
Blog and Content Creation Tools
Publish quality blog posts that help drive traffic, convert visitors, and establish your business as a thought leader.
Email Marketing
Send bulk emails that are personalized and optimized for different devices and post types.
Marketing Automation
Automate your marketing campaigns to nurture leads, and personalize your outreach based on user behavior.
A/B Testing
Improve your marketing efforts by testing different versions of your content, pages, or emails to see what performs better.
Social Media Management
Manage all your social media profiles in one place, schedule posts in advance, and monitor your performance.
SEO Tools
Optimize your content for search with built-in SEO recommendations.
Analytics
Measure the performance of all your marketing campaigns in one place with built-in analytics.
Smart Content
Create personalized content that changes based on who is viewing it.
CTAs
Design calls-to-action that visitors can't help but click, and personalize messaging based on location, traffic source, device, persona, and more.
Ad Tracking & Management
Measure the ROI of your Facebook, Instagram, LinkedIn, and Google Ads in real time to get insights about which ads are turning visitors into customers.

Sales Hub
The HubSpot Sales Hub turns the HubSpot CRM into a full-featured sales powerhouse. It streamlines every aspect of the sales process, making it easier for teams to close deals faster. Built-in automation tools, sales analytics, and seamless CRM integration help sales reps reduce busywork and focus on high-value activities.
Email Sequences
Automate your follow-up process with personalized, timed email sequences to keep your leads engaged.
Sales Automation
Automate repetitive tasks in your sales process, freeing up more time for selling.
Prospects
Track potential leads visiting your site and how they found you, allowing you to make more informed sales calls.
Meeting Scheduling
Eliminate back-and-forth emails with a meeting scheduler that syncs with your calendar.
Quotes
Create professional-looking quotes in seconds, and let customers accept them with one click.
Sales Playbooks
Build and share a winning sales process with customizable, repeatable sales playbooks.
Predictive Lead Scoring
Prioritize your outreach based on a prospect's likelihood to convert into a customer.
Salesforce Integration
Sync your data with Salesforce to have all your lead and customer information in one place.
Pipeline Management
Get deep insights into your sales pipeline to understand and improve your sales process.
Products & Services Tracking
Keep track of your offerings in the CRM, allowing for easy quote creation and deal association.

Service Hub
The HubSpot Service Hub transforms your customer service experience, turning it into a growth engine for your business. Built on the HubSpot CRM foundation, Service Hub provides a suite of tools that helps your business connect with customers, exceed their expectations, and turn them into promoters driving organic growth.
Tickets
Manage, track, and prioritize your customer inquiries in one central place.
Knowledge Base
Create and share help articles so your customers can find answers to common questions quickly.
Customer Feedback
Survey your customers and capture their feedback to identify areas for improvement and growth.
NPS Surveys
Measure customer satisfaction using Net Promoter Score (NPS) surveys, and leverage the data to drive continuous improvement.
Customer Experience Surveys
Capture qualitative insights from your customers about their experience with your business.
Conversations Inbox
Manage all your customer communications in one universal inbox that combines chats, emails, and other customer messages.
Service Automation
Streamline your service processes by automating routine tasks and setting up workflows.
Live Chat
Resolve customer issues in real-time by engaging them directly on your website.
Reporting & Goals
Set service goals and use built-in reporting to track team performance and productivity.
Multi-Language Knowledge Base
Create a knowledge base for your international customers in multiple languages.

CMS (Website) Hub
The HubSpot CMS Hub is a flexible and powerful enterprise-grade content management system. Built on the HubSpot CRM foundation, CMS Hub enables developers to build robust, personalized web experiences, while also providing marketers with easy-to-use tools to update content independently. It's designed to enable both technical and non-technical teams to effectively manage website operations.
Website Pages
Create and manage website pages with ease using drag-and-drop editors.
SEO Recommendations
Get customized SEO advice for each page to help increase your website's visibility in search engine results.
Content Staging
Test your website updates in a draft mode before publishing them to ensure everything works perfectly.
Design Manager
Create and manage website themes, templates, and modules to maintain a consistent look and feel across your website.
Dynamic Content
Create personalized website experiences for each visitor based on their history and behavior.
Website Analytics
Track performance of your website in terms of traffic, conversion rates, and more to inform data-driven decisions.
Adaptive Testing
Improve website performance by automatically serving up the version of the page that drives the most engagement.
Secure Sockets Layer (SSL)
Automatically provision and renew SSL certificates to keep your website secure and improve its ranking in search engine results.
CDN & 24/7 Security Monitoring
Host your website on a global content delivery network (CDN) with 24/7 threat monitoring to ensure maximum performance and security.
Multi-Language Content
Easily create and manage content for your global audience in multiple languages.

Operations Hub
The HubSpot Operations Hub is designed to align your teams around clean, unified customer data. Built on the HubSpot CRM foundation, it offers data syncing, automation, and data cleanliness tools to break down information silos and improve operational efficiency. The result is a seamless customer experience from end to end, all from within HubSpot's central system.
Data Sync
Sync your apps in real-time to HubSpot with pre-built or custom connections, keeping your data unified and up-to-date.
Programmable Automation
Use advanced automation to manipulate and manage your data, improving efficiency and accuracy in your operations.
Clean Data
Automatically keep your database clean and organized with features that manage duplicate entries and ensure data uniformity.
Workflow Extensions
Integrate apps and web services directly into your workflows to streamline operations and reduce manual work.
Custom Coded Workflows
Create custom automation functions with code to tailor HubSpot's capabilities to your unique business needs.
Unified Customer Profile
Maintain a single, unified view of each customer by automatically syncing and organizing customer data across all your systems.
Data Quality Automation
Automatically clean, update, and maintain your database to ensure accurate, high-quality data.
They are so good at breaking down complex business challenges and finding both quick-wins, as well as long term strategy solutions to overcome them. Their HubSpot onboarding program does exactly this.

Allie Rocovich | HubSpot
We have improved our HubSpot capabilities to provide us more internal efficiencies and strengthened our monthly communication with our clients.

Marty Hamby | CAVU HCM
They make the process easy and enjoyable, providing great recommendations on how to optimize HubSpot for our business needs. They are fast, reliable, and know the system inside and out.

Sonya Ahola | The Ahola Corporation
We had HubSpot prior to working with The Gist, but weren't using it to its full potential. We are now seeing the benefits of putting HubSpot to work.

Kyle Masengale | ASAP Payroll
They've been driving our growth for years. And there is no one on Earth that I trust more than The Gist when it comes to all things HubSpot.

Joe Peluso | Complete Payroll
Claim Your HubSpot Beginner's Bundle Now
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Book your free 75-minute strategy session.
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Attend the strategy session where we'll consult you through your HubSpot objectives and walk you through all the pieces within the Toolkit.
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Leave confident and prepared. No strings attached.