HubSpot CRM & Email Automation Setup

We are looking for a HubSpot expert to fully configure our CRM and email automation system from the ground up. Nothing is set up yet — this is a full foundational build to prepare our digital marketing system for growth.

While we don’t yet have finalized lead magnets (like PDFs or demo forms), we want everything structured using placeholders and best practices so we can easily plug these in later without rebuilding.

Scope of Work:
HubSpot Setup:
Set up CRM: contact properties, deal stages, lifecycle stages, etc.

Create segmented contact lists (e.g. “Engaged Leads,” “Cold Leads,” “Demo Requested”)

Build 2–3 automated workflows (PDF follow-up, general nurture, etc.) using placeholder triggers

Create 2–3 branded email templates for marketing automation

Integrations:
Connect Squarespace forms to HubSpot (even basic contact form)

Set up tracking for form submissions and future lead magnet downloads

Integrate Google Analytics 4 (GA4) and Meta Pixel for lead attribution

Set placeholder tracking for key events (e.g. PDF clicks or demo requests)

Testing & Documentation:
Test entire flow using dummy entries and links

Deliver a Google Doc summarizing all configurations

Include screenshots or screen recordings showing test completions

What We Provide:
HubSpot login (Marketing Starter tier)

Squarespace site access

Branding elements (logo, colors, sample copy)

Action plan with intended lead magnet structure and automation goals

You Should Be:
Experienced in HubSpot (please show examples)

Comfortable setting up clean, testable systems from scratch

Able to clearly document and walk through your work for a non-technical founder

Timeline & Budget:
Target timeline: 5–7 days

Budget: $200–$300 (fixed price preferred)

To Apply:
Please reply with:

Examples of similar HubSpot work

A short message on how you’ll handle the “placeholder” parts

Any questions or suggestions you have to improve the setup