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Pricing

Three stages, priced separately.

Most teams start with the review. Some stop there, and that is a fine outcome. You only pay for the next stage if the last one earned it.

The ladder

Review it, fix it, keep it working. Stop whenever you like.

See how it works
01 · Sales system and HubSpot review

$500

One time

An hour on how your pipeline actually runs, and a written read inside a week: what is slowing it down, what HubSpot is costing you, and what is worth fixing first.

  • The three things worth fixing firstRanked by what they cost you, not by what is easiest.
  • What HubSpot is costing youSeats, hubs, tier and AI credits against what your team actually uses.
  • The AI you already haveWhich AI features and connectors your plan includes, what is switched on, and what is worth building beyond them.
  • A renewal readIf a renewal or price increase is coming, a stay, right-size or switch recommendation with the reasoning.
  • The number to moveOne measure the fix should change, such as forecast accuracy or days a deal sits untouched, with a baseline taken during the review.
  • $500 off if you go aheadStart the fix within 60 days and the review comes off it.
02 · Scoped fix

From $5,000

A few weeks · scoped to what you need

Your sales process built into HubSpot, the cleanup that makes reporting trustworthy, and the AI you already pay for switched on, tested with the people who will use it.

  • Your sales process, built inStage definitions with exit criteria, required fields that earn their place, and a forecast view.
  • CleanupDuplicates, ownerless records, unused properties and broken automations.
  • Reporting leadership will usePipeline and forecast dashboards that match what finance sees.
  • AI switched on, then extendedHubSpot’s built-in AI and Claude connector set up against clean records first. Where they fall short, one custom workflow, usually across your call recorder, inbox and CRM.
  • Scope and price agreed firstWhat gets built, what “done” means, the timeline and the price are written down and agreed before the work starts.
  • Documented and handed overWith a runbook you keep and a named owner on your side.
03 · Ongoing ownership

From $2,000

Per month · month to month

A named team keeping your sales system and HubSpot correct, without you hiring for it. Priced to your team: how many users and systems are involved, how much changes month to month, and the response time you need. You get the number in writing before you start.

  • A monthly health checkData quality, stage hygiene, and seat and credit spend.
  • Changes handledNew reps, new products, HubSpot updates and retired features.
  • AI reviewed on a scheduleOutput checked against your CRM and call records, not only when something breaks.
  • A response window in writingFour hours to acknowledge something that has stopped, one business day for everything else.
  • Build time every monthSo a change you want is a routine request rather than a new project.

Compared with hiring

What it costs next to a RevOps hire.

  • A RevOps manager in Canada: $120,000 to $180,000 a year in posted salary, before benefits, recruiting fees and the months it takes a new hire to learn your system.
  • Ongoing ownership with Sonan: from $24,000 a year, month to month, with no recruiting and no ramp. You work directly with Patrick, who already knows your system from the review and the fix.
  • What you give up: someone in the building every day. If you need that, hire, and we will help you write the role and hand the system over cleanly.

Salary range from Canadian revenue operations manager postings reviewed in October 2026. A full-time hire makes sense once the work fills a week. Until then, most growing teams need the system kept right more than they need another salary.

Questions

Reasonable objections.

HubSpot just sent us a renewal with a big increase. Can you help?

Yes, and the earlier the better. The review covers the tier and seats you actually need and what a switch would really cost, including the parts people underestimate, so you go into the renewal call with numbers. We are not a HubSpot partner and earn no commission on your HubSpot spend.

Should we move to Attio, Pipedrive or a custom-built CRM?

Sometimes. Some teams move and then move back. The review weighs the switch honestly, migration effort and retraining included, against cleaning up and right-sizing what you have.

If everything is handed over, why is there a monthly fee?

Because handover covers what was built, not what happens after. New reps join, products change, HubSpot moves features between hubs, and someone has to check that the data and the AI output are still correct. That drift shows up in months two to four, which is why the checks run on a schedule rather than on request. If you would rather own it entirely, stop after the fix and the runbook is yours.

How is the monthly price set?

By the size of the job: how many people use HubSpot, how many systems connect to it, how much changes month to month, and the response time you need. It starts at $2,000 a month, and you get the number in writing after the review, before anything starts.

Can I skip straight to the fix?

Yes, if you already know what needs fixing. The review exists because most teams disagree internally about where the problem is, and because it usually pays for itself in seats and features you can stop paying for.

Who actually does the work?

You work directly with Patrick, from the review through the fix and the ongoing work. No account manager in between, and no handoff to someone who has never seen your system.

Am I locked in to the monthly work?

No. It is month to month, opt-in, and cancellable with thirty days notice. You keep everything built to that point, including the runbook and the documentation.

We already have ChatGPT or Copilot. Why not use that?

Keep it. Connected properly to a clean CRM it gets a lot more useful, and setting up that connection safely is part of the work. If the tool you have already covers the gap, the review will say so.

HubSpot now has its own AI and a free Claude connector. Do we still need this?

Use them. They cost nothing extra and they will keep improving. They also answer from whatever is in your CRM, so stale stages and missing fields come straight back as confident answers. Someone still has to clean the records, decide what the AI can change, load your positioning and playbooks, and check the output. That is the work we do, and the review will tell you if the built-in tools already cover what you need.

Do I have to buy anything new?

Usually not. More often the review finds things to stop paying for.

Start with a free call

Not sure a review is worth it yet? Start with a free 30-minute discovery call.

Book a discovery call