Simple HubSpot CRM Setup for Transportation Business -- 2

Job Title
HubSpot CRM Setup & Simple Database Configuration (Non-Technical Business Owner)
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Job Description
I am a small business owner in the tourism & private transportation industry and I need help setting up HubSpot CRM in a very simple, easy-to-use way.
I am not tech-savvy, and HubSpot feels confusing and frustrating to me right now. My goal is to have a clean, organized database that helps me track inquiries, bookings, and follow-ups — without overcomplicating anything.
I am looking for someone who:
• Is patient and clear
• Can explain things in plain English
• Understands small service-based businesses
• Can set this up for me, not just tell me what to do
Must be familiar with Hubspot - I have account just need help setting up.
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What I Need My Database to Do
1. Contact Management
I need HubSpot set up so I can easily store and view:
• Name
• Email
• Phone number
• City / State
• How they found us (website, phone, OTA, referral, etc.)
• Type of service they inquired about (Tour / Transportation)
I want everything in one place, clean and easy to view.
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2. Lead Tracking (Very Simple)
I want to know:
• Who contacted us
• Who booked
• Who did NOT book and needs follow-up
•
I need help setting up simple lead stages, such as:
• New Inquiry
• Contacted
• Booked
• Did Not Book
• Follow-Up Needed
• Completed Trip
Nothing complicated — just clear and visual.
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3. Booking & Service Info
I would like custom fields for:
• Type of service (Scenic Sedona Tour, Grand Canyon Tour, Airport Transfer, Wedding, Corporate, etc.)
• Date of service
• Number of guests
• What we quoted for booking
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4. Follow-Ups & Reminders
This is very important to me.
I want HubSpot to help me:
• Remember to follow up with inquiries who did not book
• Send a “Thank you for traveling with us” email after the trip
• Send a review request email (TripAdvisor / Google)
Automation should be very light and simple, or even just reminders if automation is too complex.
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5. Email Templates
I need help creating or setting up:
• Inquiry follow-up email
• Booking confirmation email (basic)
• Post-trip thank you / review request email
I want these saved inside HubSpot so I can reuse them easily.
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6. Simple Dashboard
I would love a very basic dashboard showing:
• New inquiries this week
• Bookings this month
• Follow-ups needed
No complex reports — just a quick snapshot.
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7. Training / Handoff
Once set up, I need:
• A short walkthrough (Zoom or Loom video preferred)
• Very simple written instructions or checklist
• Something I can also give to staff later
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What I Do NOT Want
• Over-engineered systems
• Complicated automations
• Enterprise-level setups
• Technical jargon without explanation
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My Budget
Open to fair pricing — please quote based on:
• Initial setup
• Templates
• Training / walkthrough
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Bonus (Not Required)
• Experience with tour companies, transportation, or hospitality
• Experience simplifying HubSpot for non-technical users
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How to Apply
Please include:
1. Your experience with HubSpot
2. Examples of similar CRM setups (simple ones preferred)
3. How you typically help non-technical clients
4. Estimated timeline