HubSpot Setup & Automation

I’m ready to get both of my consulting brands fully operational inside HubSpot without blending their data or workflows. Each business will remain independent, yet I’ll manage everything from a single login.

Here’s what I need:

• Separate pipelines and contact properties so that every incoming lead is automatically routed to the correct business based on its source—website or meta-ad campaign.
• Automated touch-points for each lead: personalised email sequences, WhatsApp follow-ups, and self-service meeting booking links.
• Two distinct meeting calendars that share my real-time availability, preventing double-booking across brands.
• Branded quote and invoice templates—each with its own logo, company details, and product line items—ready to send straight from HubSpot.
• Deal automations to track proposals, set reminders, and move opportunities through the stages without manual intervention.

If you have hands-on experience configuring HubSpot Marketing, Sales, and WhatsApp integrations, let’s talk. I’m looking for a clean build, clear documentation, and a short knowledge-transfer session so I can maintain everything myself once it’s live.