Introducing Enviable HubSpot Jobs to Be Done

HubSpot released over 400 new features in 2024, and don’t even get us started on this year so far. Yet from what we see, most HubSpot portals still run on 2019 logic. Ideal Customer Profiles remain trapped in cute slide decks. Lead scoring collapses the moment marketing experiments with a new channel. Sales continues to cherry pick leads to follow up with. Tech Stacks continue to bloat and clog with features nobody uses. Sounds familiar?

The problem is that most teams haven’t kept up, and it’s absolutely not their fault. The speed at which HubSpot evolves has outpaced how most companies configure, maintain, and operate it.

As a result, we have a bloated backlog of CRM fixes, manual workarounds, and a CRM that is technically powerful, but practically… suboptimal. And that’s exactly why we’re launching HubSpot’s Jobs, a set of fixed-scope services designed for B2B revenue teams that need rapid execution, not theory, and no audits, thank you very much.

Your HubSpot is Likely Under-Utilized

At its best, HubSpot is an intelligent, scalable CRM system that can connect buying signals across marketing, sales, and customer success. Recent product releases have expanded its capabilities dramatically, with smart properties, AI agents, intent tracking, and native enrichment tools that would have sounded like vaporware a mere 12 months ago.

The problem is, who has enough time and energy and resources to operationalize all of these? And so…

• Features remain unused because the company lacks a coherent vision that ties them to business value, 
• Properties are created but never mapped to real business logic, 
• Sales teams are promised AI-driven insights, but continue to qualify leads manually using spreadsheets and instinct. 

It is the result of misalignment between what the platform can do and what overstretched in-house RevOps teams, who are simply too busy to translate strategy into functioning CRM infrastructure, can deliver.

When Retainers Work, and When They Don’t

At Envy, we manage both long-term RevOps retainers and short-term engagements. Retainers normally make sense when the company lacks an in-house RevOps, or HubSpot Super Admin, function, and needs some consistent support in this area.

But in a number of cases, you just need a quick HubSpot job to get done. If you already know what the problem is, say, Sales cannot prioritize leads because Buyer Intent is missing, then a three-month roadmap is not unnecessary. In fact, it can be counterproductive, and this is where fixed-scope jobs outperform open-ended retainers. They are faster, cheaper, and, most importantly, tied directly to usable outputs.

But what to do when you don’t know what the problem is, and whether it can be solved with a quick job or a long-term retainer? The decision isn’t really that philosophical. Ask yourself these: what is the urgency of the problem, and what outcome do you need?

Choose a Job when:

• You have a specific, high-impact Go-To-Market issue that is holding up your funnel,
• You want execution within 10 days max, not months,
• You do not need strategic discovery, only a configuration.
  
  

Choose a Retainer when:

• You are transforming multiple systems or integrating across regions,
• You need continuous support across RevOps, content, and performance,
• You want Envy as a fractional team across GTM functions.

Or just ask Envy 😉

Many of our clients start naturally with HubSpot Jobs to be Done (even before we called them that) and scale into retainers. Others use Jobs to unlock execution while larger strategic decisions unfold. The point is not the format. The point is to move your CRM from theory to actual performance.

Enviable HubSpot Jobs to be Done: Designed for Revenue, Not More Admin

Envy’s HubSpot Jobs to be Done are short, tactical configuration projects, wrapped in a tight strategic ‘envelope’ of demonstrable value, delivered by senior RevOps and marketing strategists. Each job is scoped to solve a specific problem that directly impacts how your CRM supports revenue generation. You will not receive a slide deck with best practices that may look impressive, but turns out to be another AI slop you can find literally everywhere else. But you will receive a functioning system inside your HubSpot portal, configured correctly and ready to use within 5 to 10 business days. Each job produces tangible outputs, backed by optional user training and executive reports that prove its business impact.

Here are just three of the most high-impact jobs that every scale-minded B2B team should consider.

Job 1: Configure Buyer Intent

Make Sales stop guessing.

Sales teams should not be wasting time chasing leads who filled out a webinar form six months ago. Nor should they rely on anecdotal signals from expensive 3rd party systems to determine which accounts are in-market. HubSpot Marketing Hub Professional or Enterprise editions now provide robust Buyer Intent capabilities, but most portals fail to surface these signals in a way that Sales can use.

This job configures your portal to track high-intent activity across the right segments and target accounts. It produces a functioning Buyer Intent dashboard, aligned to your ICP and market structure, and accessible by Sales without friction. Most importantly, it makes sure these signals activate GTM motions. How cool is that?!

You receive:

• Markets and Segments configured properly, based on your actual ICP parameters
• Help choosing and mapping the most relevant intent criteria
• A ready-to-use Buyer Intent dashboard
• One sales activation sequence to handle high intent company signals
• Internal training videos for your revenue team
• An executive-level impact report

What it'll take:

• Up to 5 business days from kickoff to delivery,
• Fixed cost: $1,200.

Job 2: Configure Your ICP

Does your ICP live on a slide deck, or actual system?

Every company claims to know its ICP. Some actually document it. And even fewer have created a CRM setup that flags ICP-fit accounts automatically and prioritizes them across the funnel.

This job is designed to operationalize your Ideal Customer Profile inside HubSpot. Through a structured workshop and configuration process, we configure your ICP logic into CRM properties, tiers, and workflows that allow Sales and Marketing to actually start filtering for fit.

You receive:

• A templated questionnaire and guided consulting session
• Custom HubSpot properties that reflect your real ICP logic
• Tiered scoring mapped to HubSpot’s native ICP property
• A self-updating smart property to flag ICP-fit records
• Training asset for Sales to apply ICP filters effectively

What it'll take:

• Up to 5 business days
• From $1,100.

Job 3: Configure a Smart CRM That Updates Itself

Build a CRM that doesn't rely on memory, spreadsheets, or guesswork.

HubSpot’s Smart CRM can now update itself using AI prompts and native enrichment from its own B2B data store. But most companies still rely on manual tagging, static lead data, and aging enrichment tools that require separate subscriptions.

For example, imagine you create a property called ‘ICP Fit’ , and then you assign a prompt like “research [this company] and assess it against our Market and ICP definitions. Assign a traffic light color to reflect the level of the fit.” HubSpot will run its own Breeze AI system behind the scenes to run the prompts and will inject the outputs into your new property in the CRM.

Additionally, HubSpot allows you now to enrich Company level data from its own B2B data store, at no additional cost. With simple automation this can be used to make your data even fresher and more potent.

You receive:

• Configuration of smart properties (Company level) based on your business context
• Custom AI prompts to evaluate company and ICP fit
• Auto-enrichment rules for Company data, using HubSpot’s native data sources
• Ready to activate workflows to notify Sales when key data changes
• Optional protocols for Contact-level enrichment (at additional cost)

What it'll take:

• Up to 3 business days
• Fixed cost: $850

Job 4: Set Up Your Own Warm Outreach Agent

Turn signals into sequences.

HubSpot and LinkedIn don’t speak to each other natively. Which means your SDRs are still guessing who to prioritize, and when. This job closes that gap by integrating HubSpot’s Buyer Intent tracking directly with your SDR’s LinkedIn outreach flows.

Instead of asking SDRs to “check HubSpot more,” we build workflows and dashboards that deliver actionable intent into the tools they actually use. We use a secure third-party configuration layer to bridge HubSpot’s intent data with LinkedIn workflows, so your SDRs get timely signals, warm messaging, and structured cadences without toggling between tools or worse, working blind.

You’ll get a fully functional outreach agent, powered by your CRM and triggered by actual behavior.

You receive:

• Buyer Intent triggers mapped to LinkedIn-style outreach cadences
• One 5-step LinkedIn & HubSpot messaging template, tailored to your ICP
• Sync instructions between HubSpot activity and LinkedIn workflows
• Optional smart properties to help SDRs prioritize leads
• Dashboards to monitor outreach efficiency and signal follow-up
  
  

What it’ll take:

• Up to 10 business days
• Fixed cost: $1,500
• Optional: monthly upkeep service for the agent, starting at $500/month

HubSpot Is Increasingly Smart(er). Your Setup Should Be Too.

A smart CRM is only smart when someone configures it to match how your business works. Otherwise, it becomes a complicated interface that frustrates your team and slows down pipeline velocity.

Enviable HubSpot Jobs to be Done exist to prevent that outcome. They are built for scale-minded B2B companies that want clarity, utility, and actual results instead of yet another audit or yet another meeting. If you’re ready to stop duct-taping your workflows and start scaling with confidence, let’s get to work.

The jobs list will continue to grow so stay tuned.