I will setup your hubspot starter account
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
I will set up your HubSpot CRM properly (import, properties, email, templates)
Youre new to HubSpot and the setup feels complicated. No worries Ill help you get everything ready so you can start right away.
HubSpot Starter Setup:
- Import your contacts and companies via Excel/CSV
- Set up key properties (custom fields) for contacts and companies
- Connect your email account
- Create an email signature
- Create up to 3 personalized email templates (you provide the text)
- 30-minute video call for handover and to answer open questions
Setup Details (Scope & Requirements)
- Perfect for beginners: Youll get a clean, ready-to-use HubSpot base so you can start selling immediately.
- What I need from you: HubSpot access (Admin), your Excel/CSV file, your preferred pipeline stages, and the email account to connect.
- Included: Basic import checks (formatting/columns) and clean naming for properties and stages.
Please contact me before placing a booking
Language:
German
Other Sales Services I Offer
FAQ
What do you need from me to start?
Admin access to HubSpot, your Excel/CSV file, your pipeline stages, and the email account you want to connect.
Which HubSpot plan do I need?
Free or Starter is enough for this setup (import, basic properties, email connection, templates).
Can you clean up my data before importing?
I do a basic import check (columns/formatting). Full data cleanup and deduplication is not included
Do you create the email template texts?
You provide the texts. I format them and set them up as HubSpot templates.
Can you create automations/workflows?
Not in this starter gig. this is simply about setting up your account to get started
Do you offer a handover/training?
Yes, a 30-minute video call is included to walk you through the setup and answer questions.
