Kohr Wealth
Wealth management · CalgarySophisticated internal processes redesigned technology-agnostically, then implemented in HubSpot — a system built around how the firm actually works.
HubSpot outsourcing — Platinum partner
Outsource HubSpot to engineers.
White label, gray label or fully disclosed. We are the delivery bench behind HubSpot partners, solution providers and agencies — and the technical team for companies who need the work done directly.
- PlatinumHubSpot partner tier
- 2015building on HubSpot since
- 6countries, one operating standard
- $60per hour, starting rate
Tell us what is stuck
A short call to scope it — no pitch. We reply the same working day, Monday to Friday.
Or book a call directly →Operators we build with
The work is not the problem. The bandwidth is.
HubSpot projects rarely stall on strategy. They stall because the one person who knows the portal is booked six weeks out, or because the build needs HubL and nobody on the team writes it. We are the bench you bring in instead of hiring — certified, technical, and used to working under someone else’s brand.
Who this is for
Four ways teams use us.
01
HubSpot partners
Your pipeline is full and your bench is not. We pick up overflow implementation, migrations and builds on your timeline, under your brand, so you can sell the work without turning it down or hiring against it.
02
Solution providers and agencies
You sell HubSpot work you do not staff for. We are the delivery team behind it — the certified, technical half of the engagement, invisible if that is what the account needs.
03
Companies on HubSpot
Your portal has outgrown whoever set it up. We come in directly as the technical team you do not have on payroll, for a project or on a standing retainer.
04
Teams mid-migration
Salesforce, Marketo, Pipedrive, Zoho, or a homegrown CRM and a folder of spreadsheets. Migrations are the work we do most, and the part we deliberately do slowly.
How we show up
White label, gray label, or fully disclosed.
White label
We work under your brand and your name. Your client meets your team; ours appears nowhere. Documentation, handover notes and training all ship as yours.
Gray label
We join your calls as part of your team, introduced as your specialists. Useful when the client wants to talk to the engineer, and you want to stay the account owner.
Fully disclosed
We are named, alongside you or contracting directly. Common when the work is technical enough that the client wants a Platinum partner on the record.
Invisible by design.
CRM
Marketing Hub
Sales Hub
Service Hub
CMS Hub
The technical part
We are engineers who happen to know HubSpot deeply.
HubL and CMS development
Custom themes, templates and modules written in HubL — including React-based CMS themes on the current platform version. Not assembled in a page builder.
APIs, private apps and webhooks
Custom-coded workflow actions, private apps, serverless functions and webhook plumbing that keeps working after somebody changes a property.
Migrations and data integrity
Salesforce, Marketo, Pipedrive, Zoho, spreadsheets. Mapping, dedupe, association integrity and a staged cutover rather than a big-bang import.
Custom objects and architecture
Portals modelled properly: custom objects, calculated properties, association labels and permissioning designed before anything gets built.
Orchestration across the stack
HubSpot as the source of truth, wired to the tools the motion actually runs on — Make, ClickUp, Slack, Linear, data warehouses and internal tooling.
Reporting you can defend
Dashboards built from primary data, with the definitions written down, so the number in the forecast is one a board can interrogate.
How it runs
Scope, build, migrate, train, keep running.
01
Scope the ticket
You send the backlog, the brief, or the client requirement. We come back with what it takes, what it costs and when it lands — before anyone signs anything.
02
Setup and configuration
The portal configured against that plan — custom fields, workflows and integrations, built by engineers rather than briefed to them.
03
Data migration
Existing data moved in carefully, with integrity checks and proper mapping onto the new structure. This is where most HubSpot projects go wrong; it is the part we do slowly.
04
Training and handover
Documentation and training under whichever brand the engagement runs on, so the team that inherits the portal can actually operate it.
05
Stay on the bench
After launch we keep monitoring and tuning, with ongoing support packages for partners and teams that want the capacity to stay available.
The firm
2015building revenue systems since
PlatinumHubSpot partner tier
6countries, one operating standard
$60per hour, starting rate
Selected work
Protege
AI and data exchange · United StatesSales through to delivery orchestrated across HubSpot, Make, ClickUp, Slack and Linear, with HubSpot as the single source of truth.
Regency Health Care
Home care · New York CityHIPAA-compliant process transformation from intake to aide management, modelled in BPMN before a pipeline was built.
Jamming
Events · LimaB2B and B2C operations cleanly separated, overlapping tools removed, and a lean stack built around HubSpot.
What clients say
“Ariel and his team enabled the company to achieve excellent marketing results while reducing the budget by 70%.”
CEO, Huify
“Fast and cost effective HubSpot consultant. I will hire again in the future.”
VP of Marketing, Bolster
“Very knowledgeable about HubSpot and how to leverage it effectively. Exceptional expertise.”
Marketing Director, Sylvia Cohen
Are we a good fit
We work best with teams who work like this.
You are a HubSpot partner, or plan to be
We have worked with law firms, startups and home care agencies alike, but partners and solution providers are the best fit for a specialised bench like ours — you already know what you are buying.
Your working hours are 9 to 5 EST
We have clients around the globe, but we prefer teams in a close timezone. Outsourcing works when questions get answered the same hour they are asked.
Quality over speed
If everything has to be done overnight, something goes wrong. We prioritise doing the implementation properly over doing it fastest — and we will tell you when a deadline is the problem.
Questions
The things partners ask first.
Can you work under our brand?
Yes. That is the most common way we work. White label means our name appears nowhere — your client meets your team, and documentation and training ship under your brand. Gray label means we join your calls introduced as your specialists. Fully disclosed means we are named alongside you, or contract directly. You choose per engagement, and it can differ per client.
What does it cost?
Hourly, starting at $60. Larger scopes are quoted as a project after the initial call, once we know what is actually in the backlog. Partners running steady volume usually move to a retainer.
How technical do you actually get?
HubL themes and modules, private apps, serverless functions, custom-coded workflow actions, API integrations, custom objects and association architecture, and CRM migrations with real data integrity work. We build our own HubSpot CMS themes, so the platform-level work is not something we subcontract.
Can I get a refund?
Yes. We offer a 14-day refund policy, no questions asked. If you are not satisfied with the work, we refund your payment in full.
What industries do you serve?
We are happy to work with any industry that needs HubSpot support. We have deep experience with general business services, home care agencies, e-commerce, law firms, home buyers, and technology and software companies.
What languages do you support?
Our team primarily speaks English and Spanish. We have also completed projects in Dutch, French, German, Chinese, Arabic and Hebrew, and can accommodate most language requirements.
What are your working hours?
Monday to Friday, 9am to 5pm Eastern. That schedule gives clients consistent support while keeping the team sustainable.
Do you offer ongoing support after implementation?
Yes. We offer support packages covering maintenance, optimisation, training and strategic guidance, so the implementation keeps delivering after the initial setup.
How long does a typical HubSpot implementation take?
It depends on scope and which hubs are involved. A basic CRM setup might take 2–3 weeks; a comprehensive implementation across several hubs can take 2–3 months. We give you a specific timeline on the initial call.
Your brand. Our engineers.
Start here
Send us the backlog.
Tell us what is stuck and under whose brand it needs to ship. We will tell you what it takes.
- A reply the same working day, Monday to Friday
- A scoped estimate before any work starts
- White label, gray label or fully disclosed — your call
- 14-day refund policy, no questions asked