Unified Support Solutions

For HubSpot practitioners · 1:1 with Ryan

You know HubSpot.
Now build on AI.

Four live working sessions to configure your workspace, build agents and skills, and connect HubSpot to the way you deliver. You build on your own machine, alongside Ryan.

$2,495Four 90-minute sessions · all materials
Buy the engagement Talk it through first

The working sessions

Build the stack.
Understand how to use it.

01

Your operating surface

Set up your workspace around how you already work.

  • Business folder hierarchy and consistent naming
  • Cursor and Claude Code configured for your workspace
  • CLAUDE.md context file and an introduction to /init
  • Private GitHub repository and first commit
02

Agents, skills & MCP

Build the pieces that make the stack useful for your practice.

  • Your first custom agent and skill
  • When to use Claude Code and Claude Desktop
  • An MCP connection in your environment
  • How context and instructions shape the work
03

HubSpot integration

Connect the workspace to a portal you are authorized to use.

  • HubSpot private app with appropriate scopes
  • API authentication and a first live read
  • Daeda MCP for local portal querying
  • Your first HubSpot Project scaffold
04

From transcript to working example

Bring the workflow together and make it maintainable.

  • A transcript-to-implementation working example
  • Memory structure and a practitioner tips library
  • Environment diagnostic and case-study capture
  • Your next 90 days mapped out

Included in the engagement

The workspace stays
with you.

Configuration, recordings and reusable materials you can continue to work with.

  • Pre-session calibration intake and a 15-minute call
  • Your configured environment and private practitioner repository
  • Agent and skill templates; documented HubSpot connection
  • Memory scaffold, environment diagnostic and case-study capture
  • Recordings of all four sessions
  • Dedicated Slack channel, opened before session one
  • Structured mid-engagement check-in and two weeks of channel access after session four

Before we begin

Bring your laptop
and your practice.

This engagement is for people with existing HubSpot administration experience who want to build and use the stack themselves.

  • Admin access to a real HubSpot portal, with permission
  • A suitable Claude subscription
  • Mac or Linux preferred; Windows may require additional setup
  • Willingness to use the terminal; prior terminal experience is not required
  • About 30 minutes of pre-work after the calibration call

Ryan sends a preparation checklist 48 hours before the first session. Any separate software subscriptions are arranged as part of your setup.

Four sessions · One working foundation

Ready to build on AI?

$2,495 for the existing four-session engagement. Buy now to arrange the sessions, or have a conversation first.

Buy the engagement