HubSpot Diagnostic · Prepared for ATW Training Solutions

Know what you’re paying for in HubSpot before your December renewal.

The HubSpot Diagnostic gives you an expert review of what ATW pays for, what your team uses, and what you need. Then we take your renewal to HubSpot as a Solutions Partner, before HubSpot sends your renewal invoice.

$6,000
One fixed investment
2 weeks
From your deep dive to your report
Dec 30
When your renewal is invoiced
What we heard

HubSpot took ATW to another level. Now it needs to earn its cost.

You went from Excel pipelines to a working CRM in 3 years, and Tatum built most of it herself. Now the questions are whether you’re paying for the right pieces and getting full use of what you pay for.

01

Nickel-and-dimed at sticker price.

Every hub, seat, and contact block is its own line item, and ATW pays close to list price for each one.

02

Tools you pay for sit unused.

Sequences are the biggest reason to have Sales Hub, and your salespeople don’t use them yet. Other tools in the portal haven’t been set up because nobody’s had the time.

03

Some of your data still lives outside HubSpot.

Trainer feedback surveys and parts of the sales scorecard come from other places, so there’s no single view of a client before you sit down with them.

04

Your list is growing faster than it’s getting cleaner.

Some companies have 7 contacts where 3 or 4 would do, some aren’t in a territory, and the Iowa Employment Conference brought 20,000 new names.

Tatum shouldn’t have to be the only HubSpot expert on your team.

Your HubSpot today

$18,120 invoiced Dec 30, at close to list price.

That’s your next HubSpot invoice. It’s the starting point for the Diagnostic and for our conversation with HubSpot.

You use about 2,100 of 7,000 marketing contacts.

The base tier includes 2,000. Cleanup could put you under it, though a growing list may need the room. We’ll weigh both before you renew.

Every seat should fit the person in it.

We’ll look at each role and each person on your team to see which seat they need, so you pay for what they use.

The full platform may cost about the same.

HubSpot bundles all of its Professional hubs, Service Hub included, at a discount. In past negotiations, we’ve seen that bundle come in at a cost similar to what you pay now. We’ll find out whether it’s the right fit for ATW.

The HubSpot Diagnostic

An expert review of your portal before you renew.

Tatum knows ATW’s portal from the inside. The HubSpot Diagnostic compares how you use it with how it’s built to work, and what you pay with what you need.

The HubSpot Diagnostic includes:

A working session with DJ

A 90-minute deep dive on your goals, your priorities, and what is and isn’t working in HubSpot.

A review inside your portal

What you pay for against what your team uses: hubs, seats, contact tiers, sequences, reports, and integrations like QuickBooks and SurveyMonkey.

A report and a clear next step

The right tier and bundle, and how to bring your client data together in HubSpot, from surveys to your scorecard, so it all lives in one place. We walk you through it on a 30-minute call.

Your renewal, negotiated

We take what we find to HubSpot as a Solutions Partner and negotiate your renewal before your Dec 30 invoice.

We work inside your portal, so we’ll ask for partner access to HubSpot when you book.

The Illuminated Growth Framework

HubSpot is where your marketing, sales, and service meet.

HubSpot holds the whole client journey, from first contact to repeat training. So while the Diagnostic focuses on HubSpot, we look at how all 3 areas run through it.

Marketing

Engage

Bring in the right clients.

You need about 10 new clients in 2027, not 100. We look at how HubSpot helps you find the right ones and stay in front of them.

Sales

Close

Win new business consistently.

Existing clients should cover about 80% of each salesperson’s goal. We look at how HubSpot supports the rest, from first conversation to signed client.

Service

Delight

Turn clients into champions who refer others.

With 83% of clients still with you after 2 years, service is a strength. We look at how HubSpot can show it, client by client.

Combined, they do what no single area can alone: they reliably attract and grow the right clients.

How the HubSpot Diagnostic works

In just 2 weeks, know what to keep, what to change, and what to pay.

1

Book

Pay online to reserve your spot.

2

Share access

Give us partner access to your HubSpot portal and your current subscription details.

3

Deep dive

Spend 90 minutes with DJ on your goals and how your team uses HubSpot.

4

Portal review

We review your portal and compare what you pay for with what you use.

5

Your report

See what we found and how to bring your client data together in HubSpot. Then we take your renewal to HubSpot.

What it’s worth

One new client at the low end of your range covers this more than 10 times over.

$75,000
from 1 new client over 2 years

You told us a new client starts around $25,000 to $30,000 in year 1 and often grows to $50,000 to $60,000 in year 2. You need about 10 of them in 2027. If the HubSpot Diagnostic helps your team land even 1, it’s paid for itself more than 10 times, before any savings on your renewal.

Why Illuminated

A growth partner for leaders ready to stop guessing their way forward.

We verify before we recommend.

You know your business from the inside. Before we recommend anything, we check your view against how the business looks from the outside and how it actually works.

Honest guidance.

We tell you what you need to hear, even when it isn’t what you expected.

Strategy and execution, together.

When you’re ready to act, a strategist stays with you to oversee the plan and our work, so execution stays tied to what we found.

A HubSpot Solutions Partner.

We know how HubSpot prices, bundles, and discounts, and partner requests get different answers than customer requests. Tatum gets a team of HubSpot experts behind her.

Proof
10X
revenue in 3 years

Over 3 years in our Growth Partnership, we helped a B2C service business 10X its 7-figure revenue. With our systems running behind the scenes, they grew their team by only 50% to deliver on that demand.

“Illuminated took the time to really learn about our business. From start to finish, we could tell they cared and were committed to getting the project done right. We thoroughly enjoyed the process and love our outcome.”
Katrina L.Chief Retail Officer · Banking
“We didn’t just get great work. We got a world-class experience. They brought clarity, confidence, and world-class service every step of the way. We walked away with momentum.”
Kevin J.Executive Coach · Financial Services
“Illuminated designed and implemented a system that reflects how our team actually operates, with automation, visibility, and structure tailored to our real-world process. The result is a more efficient process and a team that has everything they need at their fingertips.”
Brooke K.Sales and Service Team Lead · Automotive Retail
Where it leads

Start with HubSpot. Grow from there.

Phase 2 · Build the plan

Growth Blueprint

$15,000

Get a roadmap built on how your business actually works. Over 6 weeks, we survey your clients and spend a deep dive week with your team on marketing, sales, and service. You get your ideal client profile, a journey map, a gap analysis, and a prioritized roadmap to bring your vision to life.

Phase 3 · Put the plan to work

Growth Partnership

$10,000+ per month
After a Growth Blueprint

Bring your roadmap to life with a growth team built around you: a strategist overseeing the plan and our work, a concierge as your point of contact, and the right experts to work your roadmap’s top priorities.

The HubSpot Diagnostic starts with the system your team relies on most. Your report also shows what we see across marketing, sales, and service, and where a Growth Blueprint would take you next. We’ll walk through all 3 phases with you at our proposal review.

Why now

Get ahead of your Dec 30 renewal.

Your renewal is invoiced Dec 30.

Once it’s invoiced, your plan and price are set for another year.

Q4 is when HubSpot makes deals.

Year-end is when HubSpot has the most room to negotiate, and it’s working to keep the customers it has.

It fits before the invoice.

It takes 2 weeks from your deep dive to your report, which leaves time to negotiate before Dec 30.

The plan

3 steps to a HubSpot that earns its cost.

1

Book your HubSpot Diagnostic.

Give us access, and tell us what you need HubSpot to do.

2

Renew with confidence.

Know what to keep and what to change, and go into Dec 30 with your renewal negotiated.

3

Grow by design.

Put the right clients, the right data, and the right tools to work toward your 2027 goals.

Next step

Ready to renew with confidence?

Book your HubSpot Diagnostic to start 2027 knowing what you pay for, what you use, and what comes next.

Pay online to book your HubSpot Diagnostic. We’ll schedule your deep dive as soon as you book, so there’s time to negotiate before Dec 30.

Michael Bartos
Michael BartosDirector of Growth
DJ Soults
DJ SoultsFounder & CEO
Certified & Partnered
StoryBrand Agency, HubSpot Solutions Partner, Unreasonable Hospitality Certified