HubSpot Lead Tracking Implementation

Project Objective

Set up HubSpot as an internal lead tracking and follow-up system, focused on:

Email activity tracking

Silence detection (no activity from sales + no reply from client)

Automated reminders & follow-ups

Clear dashboards for tracking & expectations

No customer service, no chatbots, no marketing automation required.
Scope of Work
HubSpot Structure & Interface

Configure Deals as Leads

Design a simple and clean Deal record interface

Define required properties (lead status, follow-up flags, activity dates, etc.)

Optimize layout for daily sales usage

Pipelines & Stages

Build a clear Email-based Lead Pipeline

Stages such as:

New / Waiting for reply

Follow-up

Engaged

Qualified / Internal handoff

Closed (No response / Converted)

Workflows & Automation (No-Code)

Silence-based reminders:

Trigger follow-up if no activity from sales AND no client reply

Reset logic when activity occurs

Escalation rules after multiple follow-ups

Task creation & internal notifications

Dashboards & Reporting

Team dashboard:

Leads with no activity

Overdue follow-ups

Average response time

Individual dashboards per sales user

Simple, actionable KPIs (not marketing metrics)

Email Integration

Outlook integration

Automatic email logging

Validation of activity tracking logic

Required Skills

Strong experience with HubSpot CRM (Deals, Workflows, Dashboards)

Solid understanding of sales operations & follow-up logic

Experience designing clean CRM interfaces

Ability to translate business rules into HubSpot workflows