HubSpot CRM Setup & Training

I need an experienced HubSpot specialist to get our construction company up and running quickly with minimal hand-holding. Your main focus will be the initial setup and configuration, but the end goal is a fully functioning system that guides us cleanly through our four internal stages—Initial Contact Collection, Onsite Meetings, Pre-construction, and Final Contract—while giving us smooth, easy-to-use email marketing capabilities.

Here is what I expect:

• Configure contact management and segmentation so new leads flow automatically into the correct stage.
• Build a clear pipeline with deal stages that mirror the four phases above, complete with task reminders and automated status changes.
• Set up email marketing: templates, lists, and basic automations that let us nurture prospects without extra clicks.
• Import our existing data—contact lists, historical email marketing metrics, and current pipeline/deal information—without loss or duplication.
• Provide short, practical training sessions (video or live screenshare) so my team can confidently add contacts, run campaigns, and track deals on day one.

You should already know HubSpot’s best practices for construction or project-based workflows, be comfortable mapping data fields, and have a knack for explaining tech in plain language. Once the system is live and my team is comfortable, ongoing help may be discussed, but the priority is a rock-solid launch.