The Engagement

Exactly what happens from first contact to final delivery

No surprises. No scope creep. Every phase, every deliverable, every timeline — written out plainly before you commit to anything.

The process

Five phases, zero ambiguity

This is the exact sequence every Selumn engagement follows, from the moment you fill out a contact form to the moment you have a working portal.

01
Day 0
Intake and first response

You fill out the contact form. Someone at Selumn who has actually worked inside HubSpot portals reads it and responds — not a bot, not a sequence.

You receive a direct response within one business day
We may ask one or two clarifying questions about your portal situation
For most inquiries, we send a 20-minute scoping call invite

Note: What we need from you: A description of what is not working in your portal. The more specific, the faster we can route your inquiry.

02
Days 1–3
Scoping call and portal access

The scoping call is 20 minutes. We cover your portal's history, what is actively broken, and what you have tried. If the audit is the right starting point, we send an invoice and access instructions that day.

20-minute structured call — not a free consulting session
We assess whether an audit, fix package, or retainer is the most efficient starting point
Payment is collected before portal access is requested
Read-only HubSpot portal access is all we need to begin
03
Days 3–8 (Audit) / Weeks 1–8 (Fix Packages)
Active work inside your portal

For the $497 audit, we evaluate your portal across five domains in five business days. For fix packages, work begins within one week of access and follows a defined scope documented before work starts.

Audit: five domains, 25 criteria, 100-point scoring system
Signal package: 2 to 3 weeks
Current package: 4 to 6 weeks
Blueprint package: 6 to 8 weeks
You receive a written scope document before any fix work begins

Note: How communication works: You get a weekly written status update. We do not schedule recurring check-ins.

04
Delivery day
Review session and handoff

Every engagement ends with a live 30 to 45 minute walkthrough of what was done, what changed, and what to watch.

Live walkthrough of every deliverable — recorded for your team
Written handoff document covering decisions made and reasoning
Audit clients receive a prioritized action roadmap
Fix package clients receive configuration notes and a 30-day monitoring checklist
05
Post-delivery
30-day stability window

All fix package engagements include a 30-day window where we address any configuration drift or unexpected behavior at no additional cost.

30-day support window included in all fix packages
Audit clients can book fix package work within 60 days at a $250 discount
Retainer options available for ongoing portal management after project delivery
Ready to start

The audit is the right first move for almost every portal

$497. Five business days. A scored, prioritized report you can act on immediately — with or without our help.