Phoenix - Your AI AssistantHubSpot CRM Setup & Configuration
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5 days
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What you get with this Offer
This hourlie provides a professionally configured HubSpot CRM, tailored to your business processes and ready to support your growth from day one.
What’s Included
Initial Consultation
Understand your business goals and requirements
Review your current processes and identify opportunities for improvement with HubSpot
HubSpot Account Setup
Create and configure your HubSpot CRM account
Set up users, roles, and permissions
Data Migration
Import existing contacts, companies, deals, and related data
Ensure accurate data mapping and organization
CRM Customisation
Custom properties aligned with your business needs
Custom pipelines and deal stages
Email templates and snippets setup
Integrations & Automation
Integrate HubSpot with your existing tools (email, website, social platforms, etc.)
Configure workflows and automation to streamline operations
Dashboards & Reporting
Build custom dashboards to track key KPIs
Set up automated reports for ongoing performance insights
Training & Ongoing Support (Optional)
Hands-on training to help your team use HubSpot effectively
Continued support for questions, updates, or troubleshooting
What’s Included
Initial Consultation
Understand your business goals and requirements
Review your current processes and identify opportunities for improvement with HubSpot
HubSpot Account Setup
Create and configure your HubSpot CRM account
Set up users, roles, and permissions
Data Migration
Import existing contacts, companies, deals, and related data
Ensure accurate data mapping and organization
CRM Customisation
Custom properties aligned with your business needs
Custom pipelines and deal stages
Email templates and snippets setup
Integrations & Automation
Integrate HubSpot with your existing tools (email, website, social platforms, etc.)
Configure workflows and automation to streamline operations
Dashboards & Reporting
Build custom dashboards to track key KPIs
Set up automated reports for ongoing performance insights
Training & Ongoing Support (Optional)
Hands-on training to help your team use HubSpot effectively
Continued support for questions, updates, or troubleshooting
What the Freelancer needs to start the work
Once your purchase is complete, I’ll send you a link to the HubSpot CRM onboarding form along with a full checklist of the information required to begin the setup.
Let’s make your sales and marketing processes more efficient and scalable with HubSpot CRM.