Hubspot Setup & Basic CRM Management
Budget: $10 – $30 USD
I've recently started my company and I'm seeking for a skilled freelancer to assist with setting up and managing our Hubspot CRM. The goal is to create an efficient system for managing leads, automating basic processes, and enhancing our sales and email marketing efforts.
Scope of Work:
1. CRM Setup & Management:
Configure the Hubspot CRM to suit our business needs.
Set up contact properties and custom fields for better lead organization.
2. Pipeline Setup:
Design a simple sales pipeline to track leads through various stages of our sales process.
3. Connecting Email to Hubspot:
Integrate our Hostinger-hosted company email with Hubspot for seamless communication.
Ensure proper DNS configurations (SPF, DKIM, DMARC) for reliable email delivery.
4. Email Marketing:
Set up templates and campaigns for email outreach and follow-ups.
Provide guidance on best practices for engaging potential clients.
5. Sales Assistance:
Suggest strategies for optimizing lead conversions.
Create a system for tracking and analyzing sales data.
6. Basic Automation:
Implement simple workflows to streamline tasks such as follow-up emails or reminders for lead status changes.
What We’re Looking For:
Experience with Hubspot CRM and email integrations.
Knowledge of email authentication protocols (SPF, DKIM, DMARC).
Strong understanding of sales pipeline creation and lead management.
Ability to set up and automate basic workflows in Hubspot.
Excellent communication skills and willingness to provide a brief training session.
Scope of Work:
1. CRM Setup & Management:
Configure the Hubspot CRM to suit our business needs.
Set up contact properties and custom fields for better lead organization.
2. Pipeline Setup:
Design a simple sales pipeline to track leads through various stages of our sales process.
3. Connecting Email to Hubspot:
Integrate our Hostinger-hosted company email with Hubspot for seamless communication.
Ensure proper DNS configurations (SPF, DKIM, DMARC) for reliable email delivery.
4. Email Marketing:
Set up templates and campaigns for email outreach and follow-ups.
Provide guidance on best practices for engaging potential clients.
5. Sales Assistance:
Suggest strategies for optimizing lead conversions.
Create a system for tracking and analyzing sales data.
6. Basic Automation:
Implement simple workflows to streamline tasks such as follow-up emails or reminders for lead status changes.
What We’re Looking For:
Experience with Hubspot CRM and email integrations.
Knowledge of email authentication protocols (SPF, DKIM, DMARC).
Strong understanding of sales pipeline creation and lead management.
Ability to set up and automate basic workflows in Hubspot.
Excellent communication skills and willingness to provide a brief training session.