Keep your HubSpot portal humming
RevOps Retainers give you ongoing support and HubSpot expertise on tap.
HubSpot Platinum Partner
Certified and delivering across New Zealand & Australia, from Auckland.
Get HubSpot experts on your team (no hiring needed)
Your team spent time designing and customising your HubSpot portal (possibly with help from Zippily). You created custom automations, tools and a complicated pipeline that makes sure customers connect with your sales team. You've trained your team to use the portal. All good, right?
Well, unless someone's in charge of regular updates, fixes and improvements, your flash new portal could start to lose its charm. Automation double-ups, data issues and missing workflow links add up to a system that's not quite as useful as it could be.
With a Zippily RevOps Retainer, you get expert eyes on your HubSpot platform. We act as an extension of your team, offering support when you need it from team members who know you. It's like having a HubSpot specialist on staff, without the need to hire a whole new human.
Sound familiar?
Nobody owns the portal
HubSpot got set up, the project ended, and now it drifts — because keeping it sharp is nobody’s actual job.
One tweak from chaos
Every change is a gamble, because the person who built it left and the documentation is a Slack thread nobody can find.
New features pass you by
HubSpot ships something useful every month. Your portal is still configured like the day you launched.
What is a RevOps Retainer, exactly?
In the simplest terms, a retainer gives you guaranteed access to Zippily support, with set hours of engagement every month. But it's more than just a helpdesk service — we take real ownership of your HubSpot portal, helping you maximise the benefits and take advantage when new features roll out.
Both include:
- Client portal access
- Set support hours
- Regular WIP meetings
- Support from senior Zippily team members
- Asana project access
- Monthly performance reporting
- Access to Zippily events, webinars, bootcamps and learning sessions
Why retainers?
Why hire us instead of a whole new person?
A retainer isn't just cheaper than hiring — it changes what you're exposed to. Here's what that looks like in practice.
01
Senior expert
You get a specialist who's already done this before, not someone learning your portal on the job for the first three months.
02
Fraction of a FT salary
A permanent senior HubSpot hire runs $120,000+ a year once you add tax, KiwiSaver and downtime. A retainer costs a fraction of that, with no on-costs to budget for.
03
Never short staffed
Backed by a full team, so annual leave, sick days or someone leaving never stalls your backlog.
04
Built-in accountability
Fixed hours, a response-time commitment and a monthly report — no guessing where the budget went.
Honest, fixed pricing
Momentum
Maintain and optimise
$4,000per month, ex GST
- 20 hours a month
- Named senior specialist
- Fortnightly WIP meetings
- 12 business hour response SLA
- Unused hours expire monthly
Partner
Build and advance
$5,500per month, ex GST
- 30 hours a month
- Dedicated senior specialist
- Weekly WIP meetings
- 4 business hour response SLA
- Jointly owned strategic roadmap
- Quarterly business review + feature updates
- One-month hour carry-over
Retainers in the real world
A list of services doesn't tell you much about what a HubSpot retainer actually does. Here's what to expect when you sign up with Zippily:
Momentum — your portal, but better
As the name suggests, Momentum is about keeping up the energy from your implementation. This means regular checks to make sure workflows run smoothly, troubleshooting, tweaks and process improvements. You'll always be able to get in touch with one of our senior team members, and we'll have fortnightly WIP sessions to make sure everything's running smoothly.
Ideal if: your team has implemented HubSpot, but you don't have the capacity or expertise to keep it in peak condition.
Partner — accelerating your HubSpot advantage
The Partner level takes support to a whole new, well, level. This retainer is designed to supercharge your HubSpot portal by identifying gaps, building new automations, and taking advantage of new features. You'll get a dedicated team member to support you, plus weekly WIP meetings. We start with an audit of your portal and go from there — with a jointly owned HubSpot roadmap, quarterly planning and new capability built every quarter.
Ideal if: your CRM's value doesn't line up with your investment — or HubSpot is already a core revenue driver and you need it to deliver, fast.
Let's hear it from the client side
We work hard to build strong relationships with our retainer clients — here's how that's working out.
“Zippily are exceptional. They’re organised, knowledgeable, reliable and genuinely trustworthy, everything you want in a technical partner. We’ve loved working with them and will absolutely continue the relationship long term”
Christine Kearney — PH Digital
Proof in our promise
What a retainer actually looks like in practice
Novated Lease Australia hit a stage of rapid growth their team couldn’t cover alone. With Zippily on retainer as an extension of the marketing team, they get expertise on tap — data management, automation and problem-solving, exactly when it’s needed.
1
Dedicated Senior HubSpot Specialist Embedded Within Your Team
20
Hours specialist support
Often paired with
HubSpot audit
Find out exactly what's broken in your HubSpot portal before it costs you more leads — and get a written roadmap to fix it.
AI solutions
We connect AI tools like Claude directly into your HubSpot workflow — not just talk about AI.
Customer journey mapping
Map exactly how your customers move through your business, before we touch your CRM.
Helpful resources
11 Sept 2026 · 4 min read
Ownership Gaps Create Operational Chaos
There’s a difference between operations that build infrastructure and operations that absorb dysfunction. Many companies believe they have the first. Most are quietly operating in the second. In one version, operations designs workflows, aligns systems, and gives leadership clean
23 Mar 2026 · 3 min read
Visibility Over Oversight: Scaling Without the Bottleneck
For a founder, "control" is often just a synonym for visibility. You want to see the gears turning across sales and delivery without having to hunt people down for an update. The irony is that the more you try to grab the wheel, the more you turn yourself into a bottleneck. Real
Things people usually ask us
What does it cost?
Momentum is $4,000 a month for 20 hours, Partner is $5,500 for 30. Six-month initial term, then 30 days’ notice — and every price agreed before we start.
What do the hours actually cover?
Everything we spend on you — the WIPs, the monthly report, the emails back and forth — not just time in the portal. It’s 20 hours of senior HubSpot engagement, not 20 hours of config. Better you hear that now than find out in month three.
What’s the difference between Momentum and Partner?
Momentum keeps your portal healthy: data stays clean, workflows keep working, improvements land every month, and you set the agenda. Partner adds a roadmap we own jointly with you, quarterly planning, and new capability built against it each quarter. Momentum maintains. Partner builds.
What happens in the first month?
Month one is paid up front and goes on a portal audit, access and integrations, a documentation baseline and your roadmap. Business as usual starts in month two, with us already knowing where everything lives.
What if we need more hours than that?
Unused hours expire at the end of each month, though Partner clients can carry one month forward. Go over and the extra hours are $207 each, agreed before the work starts — we’d rather do that than quietly drop something or push you into a tier you don’t need.
Need expert eyes on your HubSpot portal?
We're ready to jump in — just get in touch, and we'll be right back to you.
Let's talk