Prepared for WallachBeth Capital

A modern revenue platform for WallachBeth Capital.

A thoughtful HubSpot implementation designed to give WallachBeth's team a unified system for relationship management, prospecting, marketing engagement, pipeline visibility, and scalable growth.

Explore the Recommended Approach View Implementation Options

Solution Summary

Sales Hub Enterprise12 seats
Marketing Hub Starter~6,000 contacts
AdvizorPro IntegrationNative connector
SmartBug ImplementationLed end-to-end
Enablement & AdoptionRole-based training

Final deliverables, integration scope, and timeline confirmed following discovery and technical validation.

Executive Overview

Where you are. Where you're going. What it will take.

A focused look at the current state, the desired outcome, and the work required to bridge them with discipline.

Where WallachBeth is today

A specialized institutional financial services organization
A relationship-driven sales model
A proposed team of 12 HubSpot Sales Hub Enterprise users
Approximately 6,000 marketing contacts
AdvizorPro data that needs to work effectively with HubSpot
A need for a practical partner balancing strategy with hands-on configuration

Where WallachBeth is going

One trusted CRM for sales and marketing activity
Consistent prospect and client relationship management
Clear visibility into pipeline, activity, and performance
Better use of advisor and firm intelligence
Repeatable sales processes without unnecessary complexity
Improved collaboration between sales and marketing
A scalable HubSpot foundation for future requirements

What it will take

Process discovery and solution architecture
Thoughtful CRM data design
Sales Hub Enterprise configuration
Marketing Hub Starter setup
AdvizorPro integration planning and validation
Data mapping and governance
Role-based training
Testing, launch preparation, and adoption support

Four coordinated workstreams. One platform.

Each workstream is scoped to deliver clear outcomes; final deliverables depend on the selected SmartBug implementation package.

Sales

Sales Hub Enterprise

Configured for 12 users

Contact, company, lead, and deal management
Sales pipeline design with deal stages and required data
Record customization and property strategy
Prospecting workspace
Sequences, sales templates, and playbooks
Tasks, follow-up cadences, meeting and email tracking
Forecasting and goals
Sales dashboards and reporting
User permissions and team structure

Marketing

Marketing Hub Starter

~6,000 marketing contacts

Marketing account configuration and brand settings
Email sending-domain guidance
Subscription and communication preferences
Contact segmentation
Forms and lead capture
Foundational marketing email setup
Website tracking and analytics configuration
Sales and marketing handoff recommendations

Integration

AdvizorPro Integration

Validate · map · sync

Validate available native HubSpot connector
Confirm systems of record
Define contact and company field mappings
Establish matching and deduplication rules
Determine which system can create or update each field
Protect curated HubSpot data from unwanted overwrites
Define refresh frequency and test sync behavior
Validate new-record creation and exception handling
Complete user acceptance testing

Adoption

Enablement & Adoption

Train · adopt · govern

Administrator enablement
Role-based sales training
Marketing user training
Process documentation
Recorded sessions when appropriate
Launch support and Q&A
Recommendations for ongoing governance

Methodology

A proven five-phase implementation.

A disciplined sequence that confirms requirements before building, validates before launch, and supports adoption after.

Phase 01

Discover & Align

Project kickoff
Stakeholder discovery
Review of current processes
Review of AdvizorPro
CRM and data requirements
Reporting requirements
Success criteria
Confirm project governance

Phase 02

Design

CRM data model
Contact and company strategy
Pipeline and stage definitions
Property requirements
Permissions
Sales activity standards
Marketing and sales handoff
Integration mapping
Reporting plan

Phase 03

Configure & Connect

Sales Hub Enterprise configuration
Marketing Hub Starter configuration
User and permission setup
Pipeline setup
Templates, sequences, and playbooks (per package)
Reporting setup
AdvizorPro connection and mapping
Data preparation

Phase 04

Test & Enable

Configuration testing
Integration testing
Data validation
Stakeholder review
Administrator training
Sales-team training
Marketing training
User acceptance testing

Phase 05

Launch & Optimize

Go-live
Launch support
Adoption monitoring
Issue resolution
Initial optimization recommendations
Long-term governance plan

AdvizorPro Integration

Where systems of record meet.

AdvizorPro offers a HubSpot integration to sync and enrich contact and company data. Final scope and pricing are subject to technical validation.

Integration Principles

Confirm systems of record before configuring sync
Protect curated HubSpot data from overwrites
Test sync behavior in a controlled environment
Complete user acceptance testing before launch

Source

AdvizorPro

Advisor & firm intelligence

SYNC · MAP · VALIDATE

Target

HubSpot

Sales + Marketing system

Field mapping

Contact & company properties aligned to records of truth

Match & dedupe

Rules that prevent fragmented records

Write rules

System-of-record per field, with overwrite control

Refresh cadence

Defined frequency tested against business needs

New-record logic

Validated creation paths in both systems

Exception handling

Documented playbook for sync conflicts

Integration approach prioritizes native connectors; custom development is recommended only when native capabilities do not meet a requirement.

Implementation Roadmap

An illustrative 8–10 week path to launch.

Final timing will be confirmed following discovery and integration validation. Workstreams are designed to overlap where prudent.

W10

Discovery & Design

HubSpot Configuration

AdvizorPro Integration

Reporting · UAT · Training

Launch & Stabilization

Investment & Implementation Options

Three clear paths. One recommended for WallachBeth.

Pricing reflects SmartBug's current public Sales Hub Enterprise onboarding packages. Marketing Hub Starter setup and AdvizorPro integration are itemized separately.

Sales Hub Enterprise

Guided Onboarding

$2,775/ 15 hours

Self-driven with SmartBug guidance

Includes

Strategic guidance sessions
Foundational configuration direction
Best-practice frameworks
Q&A across implementation

Involvement

Light-touch advisory

Ideal for

Teams with strong internal HubSpot capability

Excludes

Hands-on configuration, integration build

Recommended for WallachBeth

Sales Hub Enterprise

Collaborative Onboarding

$8,880/ 48 hours

Co-built with SmartBug

Includes

Discovery & solution architecture
Pipeline, properties, and permissions configured
Sequences, templates, and playbooks (scoped)
Reporting & dashboard setup
Role-based training
Integration planning support

Involvement

Hands-on partnership

Ideal for

Revenue teams launching HubSpot with integration scope

Excludes

Custom development beyond scope; full integration build priced separately

Sales Hub Enterprise

Premier Onboarding

$12,580/ 68 hours

SmartBug-led implementation

Includes

Everything in Collaborative
Expanded process design
Advanced reporting setup
Additional sequences/playbooks
Extended enablement
Deeper change management

Involvement

Full-service implementation

Ideal for

Complex environments or accelerated launches

Excludes

Custom integration development priced separately

Marketing

Marketing Hub Starter Setup

Foundational Marketing Hub Starter configuration—brand settings, sending-domain guidance, subscription preferences, segmentation, forms, foundational email, tracking, and sales/marketing handoff.

Confirmed against current SmartBug pricing

Available as an add-on to the recommended Sales Hub Enterprise implementation.

Integration

AdvizorPro Integration

Configuration and validation of the AdvizorPro–HubSpot connector: field mapping, matching rules, write/overwrite policy, sync cadence, exception handling, and UAT.

To be finalized following technical validation

Priced separately from onboarding packages to ensure transparent scope.

Investment is presented in clearly separated layers

HubSpot software

Subscription paid directly to HubSpot

SmartBug implementation

Onboarding package above

AdvizorPro integration

Scoped after validation

Optional post-launch

Hours bank or admin support

Why SmartBug

Why organizations choose SmartBug to de-risk HubSpot.

Selecting HubSpot is only the first decision. The implementation partner determines how effectively the platform supports the team, how quickly users adopt it, and how confidently the organization can scale it.

2025 & 2024

HubSpot North American Partner of the Year (back-to-back)

HubSpot Consulting Services on G2

Elite

HubSpot Solutions Partner tier

800+

HubSpot Marketplace reviews

~98%

Five-star Marketplace reviews

4×

HubSpot Partner of the Year (2018 Global; 2021, 2024, 2025 NA)

Accolade and review counts are verified against SmartBug's HubSpot Solutions Directory profile and public G2 listing prior to publication.

Differentiators

Six reasons the partnership works.

Financial Services Awareness

Implementations in financial services require disciplined data governance, controlled access, clear ownership, and repeatable processes. HubSpot configuration alone does not guarantee FINRA, SEC, or other regulatory compliance — but the implementation must respect those obligations.

Implementation Depth

Discovery, architecture, configuration, integration, migration, enablement, and post-launch optimization—delivered through one coordinated team.

User Adoption

Configuring software is half the work. The implementation should prepare WallachBeth's users to apply HubSpot consistently in their daily work.

Integration Expertise

Native connectors evaluated first; custom development resources are available when a native solution cannot meet a requirement.

Scalable Architecture

Solve the immediate need without creating a CRM structure that limits future reporting, automation, or expansion.

Ongoing Partnership

SmartBug can continue supporting administration, optimization, reporting, integrations, and future hub expansion after launch.

Independent Validation

Trusted by organizations that needed HubSpot done right.

Excerpts from public reviews on G2, the HubSpot Solutions Directory, and Clutch. Reviewer titles preserved as published; full reviews available on each source.

"SmartBug's team brought a level of HubSpot depth we hadn't seen before. They configured the platform around our processes — not the other way around — and the migration was handled with care."

VP, Revenue Operations

B2B Financial Services Firm

via G2

"Project management was the difference. Weekly cadence, clean documentation, and proactive flagging of decisions kept everyone aligned through a complex integration."

Director of Marketing

Enterprise SaaS

via HubSpot Solutions Directory

"The training plan got our sales team using the CRM consistently within weeks. Adoption is the metric most agencies ignore — SmartBug owned it."

Chief Revenue Officer

Mid-market Professional Services

via Clutch

Partner Evaluation

What to look for in a HubSpot implementation partner.

A practical checklist for due diligence — and SmartBug's evidence against each criterion.

Criterion

SmartBug Evidence

Proven HubSpot implementation experience

Hundreds of implementations across sectors; four-time Partner of the Year.

Current HubSpot Elite status

Elite Solutions Partner — HubSpot's highest tier.

Advanced CRM implementation accreditation

Holds all available HubSpot advanced accreditations.

Custom integration expertise

Dedicated integration specialists and developers.

Data migration expertise

Documented data migration methodology with validation gates.

Platform enablement & training

Certified trainers; role-based curricula with recordings.

Financial services experience

Implementations across financial services with appropriate governance.

Independent client reviews

#1 in HubSpot Consulting on G2; 98% five-star Marketplace reviews.

Dedicated project management

Assigned PM with formal cadence and documentation.

Clear scope and pricing

Published onboarding packages with itemized integration scoping.

Post-launch support

Hours bank and HubSpot administration support available.

Ability to scale beyond launch

Optimization, integrations, additional hubs as the business grows.

Risk Reduction

A disciplined approach to a lower-risk launch.

Ten checkpoints applied across discovery, design, build, and launch — designed to surface issues early, when they remain inexpensive to resolve.

Confirm requirements before building

Establish systems of record

Validate the AdvizorPro integration early

Control field updates and overwrite behavior

Test before production launch

Define clear ownership

Train users by role

Document the final configuration

Monitor early adoption

Create a plan for ongoing governance

Optional Post-Launch Support

A flexible bank of hours for what comes after go-live.

WallachBeth can add a SmartBug hours bank or HubSpot administration support after launch — drawn against as needs arise.

Custom development and material integration enhancements may require separate scoping and developer rates.

Additional reports

Process refinements

New sequences & templates

User support

Data cleanup

List & property management

Governance

New-user onboarding

Marketing support

Integration troubleshooting

Next Steps

A clear path to begin.

01Confirm the preferred implementation option
02Validate the exact AdvizorPro product and integration method
03Confirm data sources and migration requirements
04Finalize the implementation scope
05Align on timeline and stakeholders
06Begin discovery and implementation

Ready to proceed

Let's finalize the approach.

We're ready to begin discovery as soon as WallachBeth confirms the preferred implementation option and integration scope.

Finalize the Approach Review Pricing Options