Do I have to tell my partner before talking to you?
No. First we review your case in 30 minutes and tell you what to ask for. You notify them once you hold access, keys and code.
Operate · Switching partners
Switch HubSpot partners without losing anything.
We run an orderly handover: inventory of what exists, code and keys in your name, active alerts and continuity from day one.
- Handover in 30 days
- Inventory of what exists
- Code and keys in your name
What we hear every week
Signs it is time
You get a quote even to look into an error.
You learn about failures from falling sales.
Nobody can explain certain workflows.
Deadlines stretch and a simple change takes weeks.
You lost permissions on your own portal.
The license renewal is coming up.
How we work
How the handover works
Four weeks, in parallel with your operation.
- 01Week 1
Access and keys
Admin users, API keys, repositories and the servers where integrations run.
- 02Week 2
Inventory
Workflows, integrations, properties, reports and third-party apps, with owner and purpose.
- 03Week 3
Alerts and risks
A silence alert on every source that brings records daily, plus a risk list.
- 04Week 4
Plan and first committee
Prioritized backlog, operations plan and the first committee with your management.
What you take away
What to ask your current partner for
A short list that decides whether the handover is clean.
- Admin access to the portal and connected tools.
- API keys and credentials for every integration.
- Repositories and servers where the code runs.
- Documentation, workflow list and third-party apps.
- Contracts for connected tools and renewal dates.
Documented automations
In your name
| Workflow | Owner |
|---|---|
| Opportunity assignment | Client team |
| Follow-up reminder | Client team |
| Duplicate check | Client team |
We compare by model, not by name
What changes compared with a provider that takes orders.
| We compare by model, not by name | A provider that takes orders | Revenue Hub Latam |
|---|---|---|
| Diagnosing an issue | A provider that takes ordersQuoted separately | Revenue Hub LatamIncluded in the plan |
| An integration fails | A provider that takes ordersYou find out when sales drop | Revenue Hub LatamAutomatic alert and same-day notification |
| Response times | A provider that takes ordersWhenever possible | Revenue Hub LatamWritten into the contract |
| Hours | A provider that takes ordersA total at the end of the month | Revenue Hub LatamBalance and closing note every Friday |
| What is built | A provider that takes ordersStays with the provider | Revenue Hub LatamDocumented and in your name |
| A poorly defined request | A provider that takes ordersExecuted as requested | Revenue Hub LatamA Revenue Architect asks what it is for before building it |
Want to know if this applies to your case?
Book a 30-minute diagnostic30 minutes with Roberto. No demo and no access to your CRM.
Written guarantees
What we put in writing for this service
- Responds.
Signed response times: 2 business hours for critical issues and incident diagnosis included.
- Alerts.
An automatic alert tells you if an integration or form stops bringing in data. You hear it from us first.
- Reconciles.
We check the numbers your management uses against the records, with definitions and sources documented.
- It’s yours.
Workflows, integrations, code and keys documented and in your name. If you change partners, you lose nothing.
We put them in writing because they are what we control.
What comes next
And after the handover
Managed HubSpot
Fixed windows every week, a Monday-to-Friday channel and written response times.
See Support and operationsDedicated HubSpot
A named person with backup in your portal, every day.
See Dedicated HubSpotIf there is structural debt
A HubSpot Rescue at a fixed price before operating.
See RescueIf you are renewing licenses
We review hubs and seats based on real usage, at no cost.
See Licenses
Straight talk
What we promise and what depends on your team
We leave your HubSpot prepared, connected and working. What we cannot do from outside is lead your team: that belongs to your management, and we would rather say so than promise it.
What we do
- We design HubSpot so data entry is the minimum.
- We automate what is done by hand today and connect your systems.
- We solve problems with integrations, monitors and our own tools.
- We train your key users and leave everything documented and in your name.
- We give you a usage report per person so your management can require it.
What your management leads
- Everyday use of the CRM and the team’s routines.
- An internal owner with time to decide.
- What gets fixed first and what can wait.
- Requiring the records, with the usage report in hand.
We do not become your sales manager or your team leader. We give you everything you need so you can be.
People, not tickets
Who works with you
The same people know your portal. When your operation needs more, specialists join under our guidance.
Roberto Guerra
Founder & Revenue Architect
Designs the architecture and takes responsibility for your account.
Bruno Henríquez
Revenue Operations Lead
Implements and operates your portal’s workflows.
Jesús Ruiz
Revenue Operations specialist
Organizes data, reports and integrations.
“Everything else has stayed exactly as you left it.”
CRM technical lead
B2B technology platform · Chile
Straight answers
Frequently asked questions
What if my partner does not hand over the code?
We inventory what runs in your portal, document what depends on third-party servers and rebuild only what is critical, at a fixed price.
Does the operation stop during the handover?
No. We work in parallel: first access and inventory, then alerts and plan. Your team keeps selling.
How long does it take?
Four weeks for access, inventory, alerts and plan. If there is structural debt, the rescue is quoted separately.
Can you take over integrations built by third parties?
Yes. We inventory them, request code and keys, and document them in your name before operating them.
How much does it cost?
It depends on how many people use HubSpot, how many brands or departments you have and which integrations are in place. It is a fixed monthly fee that we give you in 30 minutes. The 10-hour HubSpot Diagnostic costs 30 UF plus VAT.
Let’s talk
Tell us what is failing
Three answers and your details. We will contact you to arrange the 30-minute diagnostic.
- We review one concrete problem and its impact.
- We tell you which family fits: Start, Solve or Operate.
- If there is a fit, we agree on the next step.
Roberto GuerraFounder and Revenue Architect · accountable for your account
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