GES ENERGY HubSpot Implementation
Budget: $250 – $750 AUD
GES ENERGY is ready to roll out HubSpot across the CRM, Sales, Service, and Marketing Hubs, with a clear mission: enhance our sales processes from first touch to closed-won and beyond. All of our current prospect and customer records live in spreadsheets, so part of this engagement involves a clean, well-mapped import into HubSpot before any automation goes live.
The sales team has pinpointed three features that must be front-and-center:
• Lead tracking and management
• Sales pipeline automation
• Reporting and analytics
Project scope
1. HubSpot account configuration – branding settings, user permissions, inbox connection, and GDPR basics.
2. Data migration – transform and import spreadsheet data (contacts, companies, deals, tickets) with correct deduplication and property mapping.
3. Sales pipeline build – custom deal stages, lead status, task queues, and automated notifications aligned to our current workflow.
4. Workflow & email automation – nurture sequences, deal stage triggers, and internal hand-off alerts.
5. Dashboards & reports – real-time views for reps, managers, and executives covering velocity, conversion, and revenue forecasts.
6. Service & Marketing setup – ticket pipelines, knowledge base starter structure, and basic marketing lists with subscription types.
7. User onboarding – live walk-throughs plus concise SOPs so the team can hit the ground running.
Acceptance criteria
• All historical data visible in HubSpot with zero critical field loss.
• Pipeline automation accurately triggers tasks/emails 100 % of the time during UAT.
• Dashboards surface the same KPIs we currently track in Excel, but in real-time.
• Team members successfully complete a test deal from lead to close during training.
Collaboration will be through HubSpot’s sandbox, Slack, and weekly check-ins. Once the build is stable we will switch to production and schedule go-live within a single sprint.
The sales team has pinpointed three features that must be front-and-center:
• Lead tracking and management
• Sales pipeline automation
• Reporting and analytics
Project scope
1. HubSpot account configuration – branding settings, user permissions, inbox connection, and GDPR basics.
2. Data migration – transform and import spreadsheet data (contacts, companies, deals, tickets) with correct deduplication and property mapping.
3. Sales pipeline build – custom deal stages, lead status, task queues, and automated notifications aligned to our current workflow.
4. Workflow & email automation – nurture sequences, deal stage triggers, and internal hand-off alerts.
5. Dashboards & reports – real-time views for reps, managers, and executives covering velocity, conversion, and revenue forecasts.
6. Service & Marketing setup – ticket pipelines, knowledge base starter structure, and basic marketing lists with subscription types.
7. User onboarding – live walk-throughs plus concise SOPs so the team can hit the ground running.
Acceptance criteria
• All historical data visible in HubSpot with zero critical field loss.
• Pipeline automation accurately triggers tasks/emails 100 % of the time during UAT.
• Dashboards surface the same KPIs we currently track in Excel, but in real-time.
• Team members successfully complete a test deal from lead to close during training.
Collaboration will be through HubSpot’s sandbox, Slack, and weekly check-ins. Once the build is stable we will switch to production and schedule go-live within a single sprint.