I will set up your hubspot CRM, workflows, automation, data import

*Please message me before ordering so that I can understand your individual requirements*

I will help setup your HubSpot account to increase the efficiency of your sales processes. This spans from basic account set up to custom workflows and automations. Please select the option that is most suited to your needs. (Feel free to enquire if you have specific request or would like to work together in a different capacity.)

Basic

• Standard account setup
• Import contacts and map related fields

(Extras: Excel data clean up, initial consultation.)

Intermediate

• Create custom pipeline and deal stages
• Create custom fields
• Set up basic reports and dashboards
• Show and tell (tutorial on how to use a specified feature within HubSpot)
• Includes optional 1:1 call to talk through requirements

Premium

• Create custom workflows, automations
• Basic integrations
• Custom dashboards
• Help with email content structure and use of sequences
• Create and configure effective lead scoring system
• Includes 1:1 call to talk through requirements and further calls if needed

Please note I also offer 1:1 training sessions on how to use HubSpot effectively for your business.