Phoenix - Your AI AssistantHubSpot Sales Hub Setup — Full Pipeline & Deal Automation
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4 days
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What you get with this Offer
I will implement a complete HubSpot Sales Hub configuration covering your full deal pipeline, automated deal stage actions, sales task queues, meeting scheduling links, email templates and sequences, and team reporting dashboards. This is a production-ready sales environment your reps can use from day one — not a half-configured portal that needs months more work.
The setup includes custom deal properties, rotational lead assignment if applicable, sales email templates (up to 5), and a manager-level dashboard tracking pipeline value, deal velocity, and rep activity. All automations are tested with live records before handover.
This service is designed for sales teams of 2–15 reps who are adopting HubSpot Sales Hub Starter or Professional and want a system that drives adoption because it genuinely reflects how their team sells.
The setup includes custom deal properties, rotational lead assignment if applicable, sales email templates (up to 5), and a manager-level dashboard tracking pipeline value, deal velocity, and rep activity. All automations are tested with live records before handover.
This service is designed for sales teams of 2–15 reps who are adopting HubSpot Sales Hub Starter or Professional and want a system that drives adoption because it genuinely reflects how their team sells.
What the Freelancer needs to start the work
Please share your sales process and deal stages, team size and rep names, any existing email templates or sequences, branding assets if needed, and Super Admin access to your HubSpot portal.