The setup
Cayetano Development is a Texas-based real-estate company building affordable single-family communities. As operations scaled, the HubSpot stack β CRM, workflows, integrations with Microsoft Exchange and Calendar, the operational glue underneath the sales and marketing motion β needed someone owning it day-to-day.
But that someone didn't need to be a full-time RevOps hire. The work was real and continuous, just not 40 hours a week. The question wasn't "do we hire?" It was "can we get dedicated expertise without standing up a full headcount and the recruiting cycle that goes with it?"
What was actually getting in the way
The friction was the gap between "freelance on demand" and "full-time on payroll":
- Project-by-project consulting doesn't hold context. Every new engagement spends the first week relearning the stack.
- Freelancer rotation breaks continuity. Different people each quarter means workflows and conventions drift.
- A full-time hire is the wrong shape for the workload. Real, ongoing, but not full-time-real.
- Internal hiring + contractor admin is overhead. Standing up sourcing, validation, contracts, and payments for a single seat is a poor return on operational time.
The need was dedicated and continuous, but flexible in capacity β and operationally simple to maintain.
How the engagement actually ran
Diiirect set up Cayetano with a dedicated part-time HubSpot specialist on a monthly retainer. The specialist had already cleared Diiirect's validation stack β sourcing, AI-assisted first-stage screening, profile and credential verification, technical pre-qualification, and final human review β before Cayetano ever saw the profile. The conversation was about fit, not "are you who you say you are."
Once onboarded, the specialist embedded into Cayetano's workflows and ran a real surface area:
- HubSpot administration and CRM operational maintenance
- Microsoft Exchange and Calendar API integration work
- Workflow design and optimization
- Day-to-day technical troubleshooting
- Coordination with internal stakeholders and IT
Around the retainer, Diiirect ran the operational layer β talent management, contractor structure, contracts and payments, ongoing communication β so Cayetano's team kept its focus on the business rather than on staffing logistics.
What changed
- Dedicated expertise without a dedicated seat. Continuous HubSpot ownership on a part-time retainer, scaled to the actual workload.
- Continuity across the stack. One specialist who knows Cayetano's HubSpot conventions, workflows, and integrations β not a freelancer rotation.
- Predictable monthly model. No surprise project quotes, no ad-hoc sourcing for the next initiative.