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$
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I will set up and optimize your hubspot, workflows and automation
Head of RevOps Data
I'm a process builder, optimizer, and facilitator. In my day-to-day, I coordinate and take part in multiple interdepartmental and GTM team projects. Creating something new and seeing it grow and devel...
About this Gig
What I build:
- CRM structure, pipelines and properties mapped to how you sell
- Workflows and automation lead routing, follow-ups, lifecycle stages, notifications
- Forms wired to the workflows behind them
- Email campaigns and nurture sequences
- Dashboards and reporting your managers actually read
- Data cleanup and deduplication
Proof: 800+ workflows deployed across 60+ partner companies. On one engagement we deduplicated 100,000 records and rebuilt 60 forms from scratch.
How I work: I map your process first, then build automating an unmapped process just makes the wrong thing happen faster. You leave with documentation so the system grows with you, not a dependence on me.
One boundary: HubSpot won't fix an undefined sales process. If your stages are fuzzy, we define them first.
Message me before ordering so I can scope it properly.
Software:
HubSpot
Industry:
Business services & consulting
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FAQ
Which HubSpot Hub and plan do I need?
Depends on your goals. Sales Hub = pipeline & deals, Marketing Hub = campaigns & nurture, Service Hub = tickets. Most teams start on the free CRM, adding Starter or Professional only where automation's needed. On our call I map your process first, then recommend the leanest plan that fits.
Can you set me up on HubSpot's free plan?
Yes. HubSpot's CRM is free for unlimited users, and a lot of solid setup lives there. You only pay HubSpot once you need automation, sequences, custom reports or higher contact limits. I'll tell you honestly when free is enough and when it isn't - no pushing you to a tier you won't use.
Is the HubSpot subscription included in your price?
No. You pay HubSpot directly for the license; my fee covers the build, setup and training. I'll help you pick the right plan so you're not overpaying. Note HubSpot also charges its own onboarding fee on some Professional and Enterprise plans, separate from both of us.
I'm not sure what I actually need - can you help?
That's exactly what the intro call is for. I look at your whole revenue engine (marketing, sales and service together) not just the one piece you asked about, since a fix in one usually depends on the others. You leave the call with a clear recommendation either way.
Can you migrate data from my current CRM?
Yes. Pipedrive, Salesforce, Zoho, spreadsheets, or another HubSpot portal. Migration is included in Premium up to 2,000 records, and available as an extra beyond that. Deduplication and field mapping are part of the job, not an afterthought.
Will I lose data during migration?
No. I run a pilot on a sample first, validate it, then move everything and reconcile counts against your source. Your old system stays live until the numbers match. Migration moves what exists, though any gaps in the source data I'll flag, not quietly paper over.
Do you train my team?
Yes. Live sessions inside your own portal, recorded so people can rewatch, plus written docs they keep. Included in Premium, available as an extra on other tiers. A clean setup nobody knows how to use isn't a result, so handover is built in.
What do you need from me to start?
Admin access to your HubSpot portal (and your current CRM, if migrating), a short intro call, and a rough picture of how your team sells. I send a simple checklist right after you order so nothing stalls on day one.
Can you work in my existing HubSpot, or only fresh setups?
Both. For an existing portal I audit what's there first and grade everything keep, fix, delete, then optimise rather than rebuild blindly. Cleanup and reconfiguration is common work; the intro call tells me which path fits.
