I will build hubspot workflows, dashboards and reports


About this gig
Hello,
I build HubSpot systems that show you what's working and automate what slows you down. If your team is drowning in manual tasks or flying blind on sales performance, I fix both.
WORKFLOWS I BUILD:
- Lead routing & round-robin assignment
- Automated follow-ups & task creation
- Deal stage progression alerts
- Email sequences & nurture campaigns
- Renewal & churn prevention triggers
- Data hygiene & property updates
DASHBOARDS I CREATE:
- Executive revenue summaries
- Individual rep performance
- Pipeline health & forecasting
- Marketing attribution
- Customer lifecycle tracking
WHY ME:
- HubSpot Reporting & Workflow certified
- 100+ workflows built, zero broken automations
- Dashboards that executives actually read
- Clean handoff with documentation & training
Send me your current pain point, I'll tell you exactly what to fix.
Get to know Henry Smith
HubSpot CRM expert, Setup, automation and integrations
- FromUnited Kingdom
- Member sinceMay 2026
- Avg. response time4 hours
Languages
English, Spanish, French, German
FAQ
Do I need a paid HubSpot plan?
Starter works on free/professional. Standard needs Professional+. Premium requires Enterprise for advanced reporting and calculated properties.
What access do you need?
Admin or super admin access to your HubSpot portal. I can work with view-only initially for scoping.
Can you fix broken workflows?
Yes, I audit and rebuild existing workflows as part of any package. No extra charge for troubleshooting.
Can you connect external data to HubSpot reports?
Premium includes API-connected reporting. Standard covers native HubSpot data only.
How do you handle sensitive data?
I sign NDAs on request. I work in your live portal but never export or share contact data.
Do you build dashboards for non-sales teams?
Yes, marketing, service, and ops dashboards are all in scope. Just specify during onboarding.

