Phoenix - Your AI AssistantYou will get CRM automation, HubSpot pipeline setup
Delivery in
7 days
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What you get with this Offer
I build fully automated HubSpot systems that work while your team focuses on selling.
Starter — Basic Pipeline Setup (~3 hours):
• 1 sales pipeline with up to 5 deal stages
• Basic automation: stage progression + task reminders
• Up to 5 custom properties
• Quick-start documentation
Standard — Full CRM Automation (~15 hours):
• Up to 3 pipelines with automated stage logic
• Lead scoring and lifecycle stage automation
• Follow-up sequences (up to 3 workflows)
• Custom dashboard with key sales metrics
• Integration with 2 external tools (email, calendar, forms)
• Contact deduplication
• Full documentation + 30-min walkthrough call
Advanced — Enterprise CRM System (~30 hours):
• Unlimited pipelines with complex branching logic
• Advanced lead scoring with multi-criteria rules
• Up to 10 automated workflows (nurture, routing, alerts)
• Multiple dashboards (sales, pipeline, team performance)
• Integration with up to 5 external tools via API
• Data migration from existing CRM or spreadsheets
• Contact cleanup and deduplication
• Full documentation + team training session
• 30 days of post-delivery support
Starter — Basic Pipeline Setup (~3 hours):
• 1 sales pipeline with up to 5 deal stages
• Basic automation: stage progression + task reminders
• Up to 5 custom properties
• Quick-start documentation
Standard — Full CRM Automation (~15 hours):
• Up to 3 pipelines with automated stage logic
• Lead scoring and lifecycle stage automation
• Follow-up sequences (up to 3 workflows)
• Custom dashboard with key sales metrics
• Integration with 2 external tools (email, calendar, forms)
• Contact deduplication
• Full documentation + 30-min walkthrough call
Advanced — Enterprise CRM System (~30 hours):
• Unlimited pipelines with complex branching logic
• Advanced lead scoring with multi-criteria rules
• Up to 10 automated workflows (nurture, routing, alerts)
• Multiple dashboards (sales, pipeline, team performance)
• Integration with up to 5 external tools via API
• Data migration from existing CRM or spreadsheets
• Contact cleanup and deduplication
• Full documentation + team training session
• 30 days of post-delivery support
What the Freelancer needs to start the work
To get started, I will need:
• access to your HubSpot account
• a short description of your sales process
• your pipeline stages or deal flow
• required custom properties
• the workflows you want automated
• any existing issues with lead tracking or handoff
• the external tools you want connected
• examples of reports or dashboard metrics you want
• current CRM data status if cleanup or deduplication is needed