For CPA, Insurance, Tax & Financial Firms

I'll Set Up Your HubSpot For Free.

$3,000 in market value. Zero cost to you. Built in 14 days.

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HubSpot Solutions Partner Program | Provider

Official HubSpot Solutions Provider

85+ HubSpot Setups Delivered·Clovis, California

The Free Setup

3 Systems. 14 Days. Zero Cost To You.

Never Lose Another Lead

Every new lead gets a personalized response within 5 minutes, day or night. The cold lead problem, solved.

Market Value · $1,000

Turn Maybes Into Yes

A 5-email sequence that follows up with every non-converter for 14 days. You just watch the replies come in.

Market Value · $1,500

See Every Dollar Moving

A custom HubSpot dashboard showing lead flow, response times, and conversions. No more guessing what works.

Market Value · $500

Total market value: $3,000. Your cost: $0.

My Guarantee.

If within 30 days the system isn't responding to leads in 5 minutes and following up automatically, I keep working for free until it is.

If after 30 days you decide it's not helping, I uninstall everything, you keep the dashboard, and I'll personally introduce you to another HubSpot consultant who might be a better fit. Zero wasted time on your end.

Why Free?

I'm Building 3 Case Studies This Month.

If you're a fit, I'll set up your HubSpot end-to-end in exchange for an honest testimonial and permission to anonymize your results.

That's the whole trade. No hidden upsell. No sneaky contract. No catch.

Is This For You?

This works if:

  • You run a CPA firm, insurance agency, tax firm, or financial planning firm
  • You already have HubSpot installed on any Sales or Marketing paid plan
  • Or you're interested in upgrading or buying a HubSpot paid plan
  • You get inbound leads from ads, referrals, or your website
  • You'll let the system run for 30 days without turning off automations
  • You can give HubSpot access

This is NOT for you if:

  • You have 100+ employees
  • You want a quick DIY fix
  • You'll want to pause the system within 30 days
  • You're not open to HubSpot as your CRM

How It Works.

1

Apply on this page

30 seconds. 4 fields. That's it.

2

15-minute audit call

I look at your HubSpot and lead flow. If we're aligned, we move forward.

3

Sign a 1-page agreement

You give HubSpot access. I get to work.

4

I build it in 14 days

You don't lift a finger. I send you a walkthrough video when it's ready.

5

You decide what's next

After 30 days, continue at $1,500 a month, or I uninstall everything and walk away.

3 Free Setups. That's It.

Not 3 per month. 3 total. Once they're gone, they're gone.

Claim Your Free Setup →