Hubspot Implementation Expert

₹2500-10000 INR

Closed

Posted 8 days ago

₹2500-10000 INR

Paid on delivery

**Project Title** HubSpot Sales Hub Setup Guidance for Individual Sales Workflow, Sequences, Deal Management, Automation, and Dashboards **Project Description** I am a sales professional using HubSpot Sales Hub. My role is to identify target accounts, engage contacts, qualify opportunities, create deals, and close them. HubSpot is already installed and partially configured. I am not looking for someone to do a full HubSpot implementation from scratch. I need an expert to help me configure and organize HubSpot from **my own sales workflow point of view**, so I can use it properly every day. **Current HubSpot Setup** The following items already exist in HubSpot: - Companies are already uploaded - Contacts are already uploaded - Sales Hub license is available - Outreach sequencing tool is available - Sales pipeline is already created - Deal stages are already created: - Demo Scheduled - Demo Completed - Sales Qualified - Nurture - Opportunity - Pilot / POC - Proposal / Commercial Review - Closed Won - Closed Lost - Some prospecting activity types are already configured: - Cold Email - Email Follow-Up - LinkedIn Connection Request - LinkedIn Message - WhatsApp Outreach - Referral Request **Where I Need Help** I need the freelancer to start from the current setup and guide/configure HubSpot for my personal sales workflow. My workflow is: **Select target company → choose right contacts → enroll in sequence → track activities/replies → qualify lead/account → create deal → move deal through pipeline → close or nurture → track everything in dashboards** I do not need help with importing companies/contacts or creating the sales pipeline from scratch. **Scope Of Work** 1. **Review my current HubSpot setup** - Review companies, contacts, properties, activity types, sequences, and deal pipeline - Identify what is missing for my daily sales workflow 2. **Help me set up my sales activity process** - Define how I should use sequences - Clarify how activities should be tracked - Explain when activities should be linked to contact, company, and deal - Avoid duplicate manual tasks because sequences already create scheduled tasks 3. **Define lead/contact/account status process** - Define simple status values such as: - Not Started - Outreach Started - Connected - Discovery Scheduled - Discovery Completed - Qualified - Converted to Deal - Nurture - Disqualified - No Response - Explain when each status should be updated - Connect sequence outcomes to sales status 4. **Define lead qualification framework** - Help me define what makes a contact/account qualified - Suggest useful qualification fields - Define when I should create a deal 5. **Guide deal management setup** - Review my existing deal stages - Define what information should be captured at each stage - Suggest required deal fields - Explain when to move a deal from one stage to another 6. **Suggest simple automation/rules** - Suggest useful workflows only where needed - Avoid unnecessary automation - Avoid duplicate tasks because sequences already create tasks - Suggest alerts/reminders for stale deals, qualified leads, and important follow-ups 7. **Develop dashboards and train me to create dashboards** - This is a very important part of the project. - The freelancer must create useful dashboards for my personal sales workflow. - The freelancer must also teach me how to create, edit, and customize my own dashboards. Dashboards/reports should include: - My target accounts - My active sequences - Sequence performance - Contacts who replied - Meetings booked - Qualified leads/accounts - Deals created - Open deals by stage - Deals closing this month - Overdue tasks - Stale deals with no activity - Closed won deals - Closed lost deals - Activity performance - Pipeline value - Forecast visibility 8. **Provide simple training/SOP** - Explain the setup in simple terms - Provide a daily sales workflow SOP - Show me how to use dashboards for daily and weekly tracking **Expected Deliverables** - Review of my current HubSpot setup - Recommended personal sales workflow - Lead/contact/account status process - Qualification criteria - Deal creation rules - Deal stage movement rules - Basic useful workflows and rules, if needed - Fully developed personal sales dashboards - Dashboard training so I can create and modify my own dashboards - Simple written SOP for daily use **Important Note** This is not a company-wide HubSpot implementation project. I am a sales user trying to organize and configure HubSpot properly for my own sales process and pipeline management. Dashboards are a key part of this project. I need the freelancer not only to build dashboards for me, but also to teach me how to create my own dashboards in HubSpot. I need someone who can guide me practically, step by step, and explain things in a simple way. **Ideal Freelancer** - HubSpot Sales Hub expert - Experience with HubSpot sequences - Experience with B2B sales workflow - Experience with deal pipelines, lead qualification, automation, and dashboards - Able to explain clearly to a non-technical sales person. Note : Please note that you have to work on my system using teams. I can not share my credentials.

Hubspot

Apollo

Project ID: 40523551

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5 freelancers are bidding on average ₹8,900 INR for this job

@mobasherreza10

With years of sales expertise and comprehensive knowledge of the HubSpot Sales Hub, I am confident that I can leverage your existing HubSpot setup to align perfectly with your unique sales workflow. As a dedicated professional in the sales industry, my sole focus lies in driving qualified leads to closure, much like your vision. Fortifying your sequencing abilities and integrating them seamlessly with your sales activities, enabling efficient eligibility assessment for leads and suggesting automation aspects where required are all well within my skill set. I understand that building custom dashboards is a vital component in keeping a tab on the various activities and performance metrics that impact your sales targets. I will not only curate these tailor-made dashboards but also ensure you receive comprehensive training sessions so that you can confidently create, edit, and customize them moving forward. Hence, if efficiency and specific knowledge for steady sales progression are what you seek in a Hubspot implementation expert, I am undeniably the best choice for you!

₹9,250 INR in 2 days

2.6

(1 review)

2.1

@bondoc0526

༺❖༻ Dear Client ༺❖༻ Thanks for sharing your HubSpot Sales Hub workflow requirements. This matches exactly my experience working with CRM optimization and sales automation systems. I specialize in structuring HubSpot environments for individual and B2B sales workflows—especially sequences, deal pipelines, lead qualification, and performance dashboards. I will review your current setup and design a clean, practical workflow that eliminates duplicate tasks and aligns sequences, activities, and deal stages into one smooth system. I will also build clear dashboards for daily execution (leads, replies, meetings, deals, forecasts) and provide a simple SOP so you can manage everything independently. Additionally, I’ll guide you step-by-step via Teams and ensure full clarity in usage. Let’s connect and streamline your entire sales process into a high-efficiency system. Best regards, Glenn Bondoc

₹10,000 INR in 7 days

0.0

(0 reviews)

0.0

@lehmanj2

Hi, your workflow from account selection through sequence enrollment to deal creation is the kind of setup that breaks when activities get logged in random places, so I'd start there, mapping every activity to the right level, contact, company, or deal, so sequence tasks never duplicate manual ones. From that I'd define your status values, what makes a contact qualified, and exactly when a deal should get created instead of just nurtured. Since dashboards are the core deliverable here, I'd build pipeline value, deals by stage, stale deal alerts, sequence performance, and forecast views first, then walk you through editing and building your own afterward so you're not dependent on anyone. I can work directly inside your HubSpot account over Teams, no credentials needed on my side, and everything gets wrapped into a short SOP for daily use. Best regards

₹10,000 INR in 5 days

0.0

(0 reviews)

0.0

@NischayGowda

I have made and configured hubspot from scratch for a company called clayworks pvt ltd ...it was a very big project with 15+ pipeline stages and 100+ custom properties,, So I am sure that i can deliver your project easily ... contact me for work and enquire +917760520971.. Talk with me and we will configure and I ready to work offline ( with travelling and living charges to be provided)

₹9,000 INR in 3 days