FREE TRIAL & PRICING MODEL
Start Free. Solve Fast. Stay Flexible.
FREE TRIAL
Start Your Free Trial with Consultey!
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Step 1 ➤ Try Us Free.
Not sure where to begin? Click here to sign up for a free trial. You will get 5 requests OR 5 hours of support for execution. —zero pressure.
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Step 2 ➤ Submit Your Request
Drop your first request or tell us what’s broken—maybe a messy HubSpot workflow or a broken tool integration. We’ll jump in, assess the gap, and start solving without fluff or formality.
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Step 3 ➤ Get Your Work Done.
Once your request is logged, we get moving—quick execution, full documentation, and real-time tracking.
Once you review it and mark it as approved, then we'll move to DONE.
Repeat Steps 2 and 3 until your trial ends.
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➤ Next Step After Free Trial
Loved the trial? Please move to a monthly subscription plan and stay focused on strategy while we own the backend execution.
You also get add-on options for limit extension or a dedicated resource as you need.
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➤ Free Forever Support
If we’re not the right fit in your monthly budget, no worries. We’ll still offer strategic guidance at no cost—because we genuinely care about helping partners move forward without roadblocks.


WORK ITEMS
What Counts as a Request?
CRM & Operations
CRM Requests Examples.
From onboarding to enablement, these CRM & RevOps requests tackle bottlenecks, automate motion, and clean up your customer engine.
STRATEGY
Audit the customer journey from Lead to Retention in HubSpot CRM.
STRATEGY
Build an account territory assignment for the EMEA region sales team.
OPERATIONS
Create a custom object for product usage data management within CRM.
AUTOMATION
Set up a lead routing workflow to assign qualified MQLs to the BDR/Sales team.
OPERATIONS
De-duplicate and merge CRM contacts and company records smartly.
ENABLEMENT
Provide a HubSpot “Breeze” training to the Sales and Marketing team.
GTM Tech Stack
GTM Tech Requests Examples.
From integrations to sync logic, these GTM Tech requests help your tools talk to each other — improving execution speed and reducing ops noise.
TROUBLESHOOT
Fix lead enrichment sync issues in Clay and push resolved records to CRM.
INFRASTRUCTURE
Connect RB2B to Website, HubSpot, and Slack for real-time notifications.
GTM Analytics
Analytics Requests Examples.
From boardroom dashboards to performance insights, these Analytics requests decode your funnel, track KPIs, and align GTM teams on outcomes.
REPORTING
A brief overview of the last quarter's performance and key highlights for the C-suite.
ATTRIBUTION
Build marketing attribution reports using Dreamdata and CRM campaign data.
FORECASTING
Review the current active pipeline and forecast revenue for the next quarter.
DASHBOARDS
Set up a GTM dashboard in Databox showing stage velocity and conversion rate.
INSIGHTS
Analyze sales activity data and identify what’s working (or not) to make improvement.
BOWTIE FUNNEL
Set, define & visualize customer journey stages with metrics in Miro board.
PRICING MODEL
Get Started for FREE (80% < FTE)
Included in all plans: ✓ Unlimited requests ✓ Global timezone coverage ✓ AI ✓ SLAs ✓ Pause or cancel anytime.
TASK
Occasional Requests
$499 / Month
10% Discount on Annual Billing
Plan Limit
- 10 Requests or 20 Hours Credit
Active Request
- 1 active request at a time.
Plan Includes
- 12 Hours Response SLAs
- Monthly Strategic Meeting
- Lite GTM Strategy Included
- Monthly Hours/Requests Report
SPRINT
Best For Growing Teams
$999 / Month
20% Discount on Annual Billing
Plan Limit
- 20 Requests or 30 Hours Credit
Active Request
- 2 active requests at a time.
Plan Includes
- 9 Hours Response SLAs
- Bi-weekly Strategic Meeting
- All Services are Included
- Bi-weekly Hours/Requests Report
PROJECT
Best For Large Teams
$1499 / Month
30% Discount on Annual Billing
Plan Limit
- 30 Requests or 50 Hours Credit
Active Request
- 3 active requests at a time.
Plan Includes
- 6 Hours Response SLAs
- Weekly Strategic Meeting
- All Services are Included
- Weekly Hours/Requests Report
YOU MAY NEED TO KNOW
Frequently Asked Questions
How does onboarding work?
Once you sign up for a free trial, you’ll get an invitation from our Jira portal within 24 hours. We’ll guide you through and mention every process documentation to make your onboarding very smooth and fast.
No long meeting, SOW, forms — just get started.
How do I submit a request?
Once you log in to the Jira portal, you can submit our request form to submit your requests by service.
Each request is reviewed, approved by us, time-logged, and prioritized based on your plan’s active limit.
How is my usage calculated?
Your plan includes both a request count and an hour credit. We don’t cap hours per request — but your total monthly hours are limited. Complex tasks may consume more hours and reduce how many requests you can submit in a cycle.
How are complex tasks handled?
Once you submit a request, our team will review it and let you know if the request needs to be split into smaller parts before we begin working on it.
We’ll communicate this inside Jira and scope it transparently.
Can I submit multiple requests at once?
Yes — You can submit unlimited requests. The only thing to keep in mind is that, depending on your plan the active request limit is.
e.g. , TASK includes 1 active request, SPRINT includes 2, and PROJECT includes 3 requests.
Additional requests are queued in Jira, and we'll start work after completing existing active requests.
Who works on or executes my requests?
Your tasks are handled by a certified and experienced RevOps consultant, CRM admin, or business analytics expert — depending on the request type and tech stack — with async support from automation and AI assistants.
Can I see how many hours I’ve used?
Absolutely. You’ll get visibility on every request’s logged hours. Additionally, we'll send you a request report based on your plan timeline, or you can view it in Jira, which provides live updates so you’re always in the loop.
What happens when I hit my hour or request limit?
You’ll be notified inside Jira when you're nearing your cap. Once your limit is hit, you can either upgrade or wait until your next billing cycle. Request rollover is valid for 90 days.
What if a task takes longer than expected?
We’ll update the estimate transparently inside Jira. If a request risks overrunning your plan, we’ll offer options: break it down, defer, or upgrade.
Can I pause or cancel my subscription anytime?
Yes. All plans are month-to-month, with the option to pause, cancel, or upgrade at any time with 15 days' prior written notice to stop the recurring payment process.
Still, you keep access to unused credits for up to 90 days.
Are there any types of requests you don’t support?
Yes — we don’t currently handle cold outbound copywriting, custom-coded apps, or full-blown data warehousing or tech solutions. We might not support systems like SAP, Oracle CRM, or similar.
We focus strictly on GTM operations, CRM workflows, automation, analytics, and strategy, where we are experienced and can support our customers.
What if I don’t like the output?
No worries — we iterate until you’re satisfied. Just drop comments in Jira, and we’ll revise the request or suggest better alternatives if needed.
And, so that you know, we never closed a request without your final approval.
So, you don't need to worry about the output or outcome of requests. You will get what you requested!
Do you offer refunds?
We do not offer refunds once work has started. If you’re unsure, start with the free trial or reach out during onboarding for guidance.
YOU WIN, WE WIN.
What Our Clients Are Saying
HubSpot Implementation - Save Budget and Time
Consultey has been our GTM engine inside HubSpot. From onboarding automation to pipeline hygiene and lead scoring, they streamlined everything. We’ve never moved this fast before.
subscription plan - PROJECT | Requests - 28/month | Duration - 4 Months
5x Increase in automation speed | 80% Time saved in onboarding & setup | 95% CRM hygiene score after 30 days
Frankie
Head of Growth at a B2B SaaS
GTM Tech Stack Execution- On-demand Tech Guys for Us!
From setting up Mixpanel and Segment to integrating HubSpot with our product backend, Consultey nailed our GTM tech stack. Their ability to connect the dots technically is unmatched.
Subscription plan - PROJECT | Requests - 30/month | Duration - 1 Month
4 tools integrated within 30 days | 98% accuracy in data sync tools | Save 4h/week on data reporting
Felipe Maia
Data Migration Specialist at Hapana
GTM Reporting & Dashboards - Fractional Reporting Consultant for us!
Consultey gave our board visibility we were missing. They built a full analytics layer across marketing, sales, and CS. We now have clear leading indicators and KPIs on one screen.
Subscription plan - SPRINT | Requests - 16/month | Duration - 5 Months
100% Reporting coverage across GTM | 4 team dashboards deployed | 100+ KPI to activity tracking reports
Sam Zheng
C-suite Executive at SaaS Company
HubSpot - Marketing Operations - Fast Problem Solver for Us!
We used to struggle with tracking MQLs and activation. Consultey built custom workflows, lead scoring, and lifecycle stages tailored to our model. It feels like an in-house team.
subscription plan - SPRINT | Requests - 20/month | Duration - 3 Months
60% Reduction in manual workflows | 100% Accuracy in MQL handoffs | 1H SLA for BDR Outreach
Mike Palmer
VP of Marketing at a BlueRock