HubSpot setup

Hi Norbert,

A couple of quick questions to make sure I scope this correctly before submitting my proposal:

1. Are you starting from scratch or migrating from an existing CRM?
2. What is the primary goal; lead generation, email marketing, sales pipeline management, or a combination?
3. Do you have existing contacts or data that will need to be imported?

Happy to provide full details of my approach and relevant experience in my proposal once I have a clearer picture of your setup.

Hi, happy to help with HubSpot setup. To get started quickly, could you clarify: whether you’re starting fresh or already have a HubSpot account, what your main goal is (CRM setup, lead tracking, email marketing, automation, or all), and if you need help with data migration or integrations (website/forms, other tools)?

are you starting fresh with HubSpot or already using it and need cleanup + setup?

1/ How is your current sales or lead management process structured? Do you already have pipelines or is everything currently manual or scattered?

2/ Do you want automation for emails, follow-ups, or task assignments? If yes, what kind of actions should trigger these automations?

Are you looking for a standard technical configuration of the CRM, or do you need a custom-built solution with HubDB and tailored modules to mirror a specific internal business process?