Hubspot set up
- or -
Post a project like this2148
£250(approx. $313)
- Posted:
- Proposals: 3
- Remote
- #2013094
- OPPORTUNITY
- Awarded
Description
Experience Level: Intermediate
Help to set up HS to make my life easier to include the following:
Link up email
Capture leads directly into HS from FB, email and website and call answer service
Consult on website, process and how to integrate diary maybe (although Acuity is free and working well). Can we link Acuity instead?
Look at pinch points
Set up correct categories from lead coming in to client win and linking to Xero for accounting purposes (my accountant will help with this)
Liaise with web developer on WP site to ensure that all is optimised for conversion and well as company running FB campaign maybe
I want everything set up on HB so at a glance I can see all for clients, forecasting, leads, who to chase etc
I would also like it so that I can manage clients once on through the 3 stage divorce with reminders of what needs doing/sending when etc so I can see at a glance what action is next for each client.
Everything else is stage 2.
Link up email
Capture leads directly into HS from FB, email and website and call answer service
Consult on website, process and how to integrate diary maybe (although Acuity is free and working well). Can we link Acuity instead?
Look at pinch points
Set up correct categories from lead coming in to client win and linking to Xero for accounting purposes (my accountant will help with this)
Liaise with web developer on WP site to ensure that all is optimised for conversion and well as company running FB campaign maybe
I want everything set up on HB so at a glance I can see all for clients, forecasting, leads, who to chase etc
I would also like it so that I can manage clients once on through the 3 stage divorce with reminders of what needs doing/sending when etc so I can see at a glance what action is next for each client.
Everything else is stage 2.
Carol F.
99% (27)Projects Completed
25
Freelancers worked with
19
Projects awarded
11%
Last project
19 Apr 2024
United Kingdom
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