--- title: Strategic Planning Session description: Stop guessing and start building with purpose. Our HubSpot Discovery & Roadmap Session gives you a clear plan, expert insight, and proposal range in 60 minutes. image: https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(29)-4.png --- # A Custom-Tailored   Approach Wins More Business Say goodbye to scattered outreach and disconnected tools. Hundreds of SMBs have improved their sales through a custom system designed for your specific goal so you can focus on what you do best while your pipeline works behind the scenes. [ Start With A Call ](https://meetings.hubspot.com/mronda/website-discovery-call) ![Group 1577708793 (5)](https://www.salessurgesolutions.com/hubfs/Group%201577708793%20(5).png) ![Untitled design (7)](https://www.salessurgesolutions.com/hs-fs/hubfs/Untitled%20design%20(7).png?width=412&height=125&name=Untitled%20design%20(7).png) ![png-trans-white](https://www.salessurgesolutions.com/hs-fs/hubfs/png-trans-white.png?width=225&height=51&name=png-trans-white.png) ![Untitled design (6)-1-1](https://www.salessurgesolutions.com/hs-fs/hubfs/Untitled%20design%20(6)-1-1.png?width=383&height=125&name=Untitled%20design%20(6)-1-1.png) ![](https://www.salessurgesolutions.com/hs-fs/hubfs/Group%204.png?width=223&height=68&name=Group%204.png) ![](https://www.salessurgesolutions.com/hs-fs/hubfs/Red-Panda-Logo04.png?width=192&height=88&name=Red-Panda-Logo04.png) ![Untitled design (26)-1](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(26)-1.png) ### [ Mathew James ](https://blog.hubspot.com/) CEO 8k Projects Done Build With Clarity – Not Guesswork ### $295 ## **HubSpot Strategic Planning Session** ###### **A focused 60-minute session to evaluate your goals, map your system, and create your HubSpot roadmap.** **You know you need a sales system that works.** You just want to *stop guessing* and *start building with purpose. *In this **HubSpot Strategic Planning Session**, we’ll dive deep into your business objectives, assess your current tools and processes, and outline a *custom-built path forward in HubSpot. .*By the end, you’ll have **clarity**, *a roadmap you believe in*, and **a high-level proposal range** so you can *budget confidently.*   **Get started straight away!** [ BOOK YOUR STRATEGIC PLANNING SESSION NOW ](https://payments-na1.hubspot.com/payments/hVnRSf9cqc?referrer=PAYMENT_LINK) - A pre-call preparation form to gather key context so we hit the ground running - A 60-minute live strategy session to explore your goals, bottlenecks, and system needs - A personalized roadmap document that outlines your optimized HubSpot setup and next-step priorities - A high-level proposal range tailored to your scope so you know your investment level from the start - Clear recommended next actions based on your specific business (whether you need setup, clean-up, or ongoing growth support) - 30-minute Roadmap Review Session Premium ### $1200 ###### Free Forever. As long as you hustle. No credit card required [ SIGN UP ](https://www.hubspot.com/) - We create amazing digital products. - We create amazing digital products. - We create amazing digital products. - We create amazing digital products. - We create amazing digital products. ## What **The People** Think About Us ![Allen Kim, Cofounder of iStructure](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(20)-1.png) Melissa Hubspot delivered an exceptional service with her remarkable professionalism and keen attention to detail. Her ability to interpret and present data was top-notch, making collaboration not just easy but enjoyable as she truly went above and beyond. Allen Kim, Cofounder of iStructure ![Major Bauknight, Owner & Managing Partner of CRDN](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(15).png) Melissa was amazing. Super helpful after we tried a few others and tried to get better training none of them worked but Melissa was absolutely excellent. We are going to work on a future project with her again. 10/10 recommend. I will be using no one else and suggest everyone who needs to learn HubSpot for their small business use her. Major Bauknight, Owner & Managing Partner of CRDN ![Bruce Schultz, Arizona Commercial Real Estate Agent ](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(14).png) Melissa truly EXCELLED in delivering my HubSpot Setup with exceptional quality, demonstrating remarkable professionalism in data interpretation and presentation. Her quick responsiveness and commitment to going the extra mile made collaboration a breeze, and her timely delivery impressed me throughout. I am eager to work with her again for future training needs—thank you, Melissa! 🙏 Bruce Schultz, Arizona Commercial Real Estate Agent ![David Morenfeld, Founder of National Gold Group](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(19)-1.png) This was great, we had a automation that we had been wanting to implement for a couple years but just never got around to it because we thought it was cumbersome. Melissa grabbed the reins and was able to knock it out in 36 hours. Thank you, Melissa you are absolutely the best! David Morenfeld, Founder of National Gold Group ![Scott Fischer, CEO of Fischer Technologies](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(17)-1.png) Melissa was an absolute pleasure to work with—her attention to detail and ability to EXCEED expectations were incredible! Her proactive communication and quick responsiveness made the process seamless. Truly a top-tier professional! Scott Fischer, CEO of Fischer Technologies ![Untitled design (16)](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(16).png) I’ve been working with Melissa at Sales Surge Solutions, and she has been an incredible partner in helping my company get the most out of HubSpot. She was a more affordable alternative to larger vendors, yet her expertise has exceeded our expectations. Her work on personalized email sequences has boosted our engagement with leads, and her automation setups have saved us valuable time. If you’re looking for expert, results-driven HubSpot support, they are the first place to start! Joe Rivkin, Founder of Technology Cycle ![John Mills, Marketing Director at Turn Medical](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(18)-1.png) When it comes to HubSpot integration, Melissa is an absolute gem! Not only is she extremely knowledgeable, but she is a consummate professional and an absolute pleasure to work with. If you are thinking about or in the process of implementing HubSpot as your CRM, I would wholeheartedly recommend Melissa and Sales Surge Solutions to maximize your ROI quickly! John Mills, Marketing Director at Turn Medical ![Neil Fullbrook Founder of Cadence](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(21)-1.png) I don't know where to begin. I can't recommend Melissa and her team more - I only had the option of five stars, but it should be ten at least. Melissa is open, honest and clearly a super user of HubSpot. Together we worked to sort out my rather messy HubSpot and put in place automations, landing pages, emails, lists, CRM - you name it we did it. I now have a superb database which is already saving me a huge amount of time. Melissa was super patient with me too while I grasped the concept of CRM. I will be using Melissa again for sure.Melissa is n absolute gem! Not only is she extremely knowledgeable, but she is a consummate professional and an absolute pleasure to work with. If you are thinking about or in the process of implementing HubSpot as your CRM, I would wholeheartedly recommend Melissa and Sales Surge Solutions to maximize your ROI quickly! Neil Fullbrook, Founder of Cadence ![Jennifer Hubbell, COO of Longevity Financial Partners](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(22)-1.png) Melissa has been critical in assisting us in building out HubSpot to suit our needs. She's an expert in all areas and extremely pleasant to work with. We love working with her and consider her part of our team! I highly recommend hiring her for your CRM needs. Jennifer Hubbell, COO of Longevity Financial Partners ![Scott Underwood, CEO of NexGen Technology Services](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(23)-1.png) Melissa has been critical in assisting us in building out HubSpot to suit our needs. She's an expert in all areas and extremely pleasant to work with. We love working with her and consider her part of our team! I highly recommend hiring her for your CRM needs. Scott Underwood, CEO of NexGen Technology Services ## Book A Complimentary **Consult With Melissa** To Help Us Understand Your Goals [ Complimentary Consultation ](https://meetings.hubspot.com/mronda/website-discovery-call) [ Our Services ](https://www.salessurgesolutions.com/how-we-work?hsLang=en)