A discovery audit that turns a CRM grown heavy with history into a clean, documented, repeatable system, and a prioritized plan your team can review and act on.
Following our conversation, this proposal sets out a discovery engagement to clean up and standardize how Fractional CISO runs on HubSpot, and to produce a documented plan your team can review and build from.
Fractional CISO is an established B2B consulting business that has run its sales and marketing on HubSpot for several years. The CRM has grown organically as the team added to it over time, and it now carries the weight of that history, with duplicated fields, old workflows, and processes that vary from person to person.
The objective is to turn HubSpot back into a clean, standardized, well-documented system. One the whole team uses the same way, that produces reporting and attribution you can trust, and that stays simple as the business grows.
Your leads move from first touch to customer through these stages. The audit defines each one clearly, when a lead becomes an MQL or an SQL, how it is scored, who owns it, and where it came from, so the stages are consistent and the reporting on top of them holds up.
Our approach is deliberately straightforward. We map the situation, we build it, then we support you running it. With an established setup like yours, the first step carries most of the value, because the business already works in practice and the system mainly needs to be cleaned up, structured, and documented.
We document how your HubSpot runs today, end to end, and turn it into clear SOPs and diagrams you can build from.
We make the changes on top of that map, at a pace that suits your team, starting with the work that adds value soonest.
We support you running it, with every hour on a report and the system documented and owned by you.
Who you work with. Matt and Luana lead the engagement and the calls, and do the HubSpot work directly. Where a deeper custom build is needed, Flavio, our senior technical lead, joins as the architect. You work with the same small team throughout, not a chain of handoffs.
MapMatix has delivered 250+ projects and 3,500+ automations, is rated 5.0 from 120+ clients, and is a HubSpot Solutions Partner.
A structured audit of how Fractional CISO runs on HubSpot today, turned into something you can hold, hand to a developer, or build from. It includes:
A written audit report: the current-state map, the documented SOPs, a proposed future-state design, the prioritized roadmap, and an implementation estimate. Yours to keep, regardless of what happens next, whether the build proceeds with us, in-house, or with another team.
A note on the approach. This is HubSpot-first work: cleaning and restructuring what you already have, keeping the features that earn their place and adding supporting tools only where they add real value. Automation does the consistent, reliable work; AI is used where it genuinely helps. You stay in full control of your own data.
Everything shared with us, including data, processes, and customer information, is treated as confidential.
We work on a retainer. You deposit a prepaid balance, we draw it down only as we work, and any unused balance is always yours, refunded or rolled forward, never lost. Every hour appears on a report in your client portal, and if a phase is going to run long, you hear it first.
This covers the full audit and any small quick wins worth completing along the way, and you walk away with the written report and roadmap. It is the one step you approve to get started.
After the audit, most clients move into a monthly retainer to complete the build, at a lower locked rate. We confirm the right plan as an output of the audit. For an engagement of this size, that is usually the Starter or Growth plan.
| Plan | Monthly | Hours | Rate | Best for |
|---|---|---|---|---|
| Project | From $5,000 | No lock-in | $125/hr | A defined build with no monthly commitment |
| Starter | $2,300 | 20 hrs/mo | $115/hr | A tidy, working system with steady hands on it |
| Growth Most popular | $4,200 | 40 hrs/mo | $105/hr | Active month-over-month progress on the full build |
| Scale | $7,600 | 80 hrs/mo | $95/hr | An embedded team driving larger initiatives |
Monthly plans run on a 3-month minimum, then month to month, and an annual term locks the lowest rate. Unused hours roll over. This proposal is valid for 30 days from the date on the cover.
Reply to confirm. We send a short engagement agreement and the initial invoice for the $2,500 discovery retainer.
We schedule the first discovery call and set up read-only access to your HubSpot.
We carry out the audit, deliver the written report, and walk your team through the roadmap together.
To proceed with the discovery engagement described in this proposal, please confirm below or by reply. This authorizes MapMatix to issue the engagement agreement and the initial $2,500 discovery retainer invoice.
Questions before approving? Reply to this proposal or contact Matt Adams at matt@mapmatix.com, or book a 30-minute call at calendly.com/mapmatix. We are happy to walk your team through this on a call.