Three organizations, one portal
Dauntless Capital, Talisker Partners, and SWS Capital want to work in a single HubSpot portal rather than maintaining separate systems.
S
SmartBug.
Elite HubSpot Partner · 2024 & 2025 NA Partner of the Year
Confidential
Prepared
August 2026
Onboarding options for discussion · August 2026
Dauntless Capital × SmartBug
One connected HubSpot portal for three business lines.
Separate pipelines, teams, and permissions. Built to scale. A consultative follow-up to our August 19 conversation — not a binding proposal.
- 8–9
- anticipated users
- 3
- business lines
- 1
- shared portal
- $15,725
- baseline services
What we heard
The picture from our August 19 conversation
Before recommending anything, here is our understanding of where you are and what this portal has to do.
8–9 anticipated users
A small, senior group. Seat mix and subscription tier still need to be confirmed with HubSpot.
Separate pipelines and teams
Each business line needs its own pipeline, team structure, ownership, and views so day-to-day work stays distinct.
Permissioned access
Visibility should be scoped by team and role, with governance defined before launch rather than after.
Relationship and deal tracking
This is a front-office relationship and deal system, not a marketing-heavy rollout. Roll-up visibility for leadership matters.
Outlook activity capture
Email and meeting activity should flow into HubSpot so the relationship record builds itself over time.
Training and adoption
Success depends on people actually using it, so enablement and reinforcement carry real weight in the scope.
Not a replacement for the back office
HubSpot sits in front of, not in place of, SharePoint, compliant document storage, ERP, fund administration, and back-office tools.
Why SmartBug
HubSpot's most decorated partner, built for work like yours
SmartBug is an Elite HubSpot Solutions Partner and the only agency to win HubSpot's North America Partner of the Year two years in a row. That depth is what makes a multi-organization portal like this one feasible.
HubSpot Elite Partner
Top-tier status in HubSpot's Solutions Partner Program, reserved for agencies that set the standard for delivery and client outcomes.
2024 North America Partner of the Year
Named HubSpot's North American Partner of the Year for exceptional impact across the partner ecosystem.
2025 North America Partner of the Year
Won the same prestigious award two years in a row — a recognition of sustained excellence, not a one-time result.
5 / 5 on the HubSpot Marketplace
Highest-rated partner agency on the HubSpot Marketplace, with 818 reviews as of this page's preparation.
Client results that mirror your scope
These are public case studies from SmartBug's HubSpot implementation work — each involving migration, configuration, adoption, or multi-stakeholder alignment.
Case study
CRM migration that increased profits and productivity
SmartBug led a successful CRM migration and adoption program that increased profits, productivity, and contract values.
Frontier Title
Case study
99.9% data accuracy and 28% more leads
A Salesforce-to-HubSpot migration with Service Hub and Sales Hub implementation delivered 99.9% data accuracy and 28% more leads.
Caring.com
Case study
100% sales buy-in and rapid configuration
A two-week HubSpot Sales Hub configuration that centralized disparate data and achieved 100% team buy-in.
Tecvalco
What clients consistently say
Themes that come up again and again in HubSpot Marketplace reviews and post-engagement feedback.
They operate as an extension of our team, not an outside vendor.
The build was fast, but the adoption support is what made it stick.
They know HubSpot's edge cases before we do, which keeps scope honest.
Recommended path — non-binding
Collaborative foundation + tailored multi-pipeline scope
Start with Collaborative CRM Onboarding and Collaborative Sales Onboarding, then validate a tailored adjustment for three pipelines and the permissions structure the three organizations need.
Professional baseline
Collaborative CRM Onboarding (42h)$7,770
Collaborative Sales Onboarding (43h)$7,955
One-time services total$15,725
An important nuance: the standard Sales Collaborative package includes one configured pipeline. Because your model spans three business lines, the pipeline, permissions, and reporting work needs final scoping together before anything is committed.
HubSpot software, seats, data migration, integrations, and custom development are excluded unless explicitly added to scope.
Why this fits
- More build support than Guided — SmartBug is in the portal with you, not just advising from the sidelines.
- More cost-conscious than Premier — you are not buying enablement depth a nine-person team is unlikely to use.
- Adoption-oriented — workshops, reverse demo, role training, and Q&A sessions are built into the package.
- Leaves room to tailor — the multi-pipeline adjustment is scoped deliberately rather than assumed.
Compare packages
Three levels of support, per hub
Switch between CRM and Sales onboarding, and between HubSpot Professional and Enterprise, to see hours, price, and what is included at each level. All services are billed at $185/hour.
Guided Onboarding
Guidance for client-led configuration of the CRM foundation.
Best forTeams with internal capacity who want expert direction while doing the build themselves.
$2,775one-time
15 hours · $185/hour · Professional
Collaborative Onboarding
Shared build with workshops and hands-on configuration by SmartBug.
Best forGroups that want SmartBug in the portal building alongside them, with structured workshops and training.
$7,770one-time
42 hours · $185/hour · Professional
Premier Onboarding
Expanded configuration and role-based enablement across the org.
Best forMore complex org structures needing deeper permissioning and role-specific enablement.
$9,990one-time
54 hours · $185/hour · Professional
All services are billed at $185/hour. Hours and inclusions shown reflect SmartBug’s standard published packages and are subject to confirmation. HubSpot software and seats are separate.
Baseline estimator
Model a starting point
Choose a CRM tier, a Sales tier, and an edition to see the combined one-time hours and services total.
HubSpot edition
- CRM — Collaborative Onboarding (42h)
- $7,770
- Sales — Collaborative Onboarding (43h)
- $7,955
Baseline services estimate
$15,725
85 total hours · $185/hour · one-time services
This is a standard-package baseline for discussion. It is not a statement of work and does not include HubSpot software, seats, data migration, integrations, or custom development.
Rollout
How the work sequences
Phases run in this order. Duration depends on decisions, data readiness, and availability, so we deliberately avoid promising fixed weeks up front.
- Phase 1
Align
Confirm objectives, portal architecture, team structure, permissions model, and which records and workflows belong in HubSpot.
- Phase 2
Design
Map relationship and deal stages for each business line, then agree the property, view, and reporting model that supports them.
- Phase 3
Configure
Build the agreed portal: pipelines, properties, views, permissions, Outlook activity capture, and reporting foundations.
- Phase 4
Enable
Train by role, test with real scenarios, and put light governance in place so the data stays trustworthy.
- Phase 5
Launch
Go live, reinforce adoption, and handle the questions that only surface once people are working in the portal.
Open items
What we would confirm together
Each of these affects scope, so none of them are assumed here.
- HubSpot tier (Professional or Enterprise) and the 8–9 paid-seat mix
- Whether all three business lines need distinct pipelines at launch
- Data sources, migration volume, and the cleanup expected before import
- Outlook, SharePoint, AI features, and any other integrations in scope
- Dashboards and the roll-up reporting leadership expects to see
- Permissions, ownership, and governance model across the three organizations
- Post-launch administrative support and who owns the portal day to day
Questions
Answers to what usually comes up next
Choose the level of support that matches how hands-on you want SmartBug to be.
Nothing here is a commitment. The next step is a short working session to confirm the scope, the seat mix, and how the three business lines should be structured.