HubSpot CRM & Social Media Setup
Budget: $8 – $15 USD
I am ready to move my real-estate workflow in Roatan onto HubSpot (free tier) but need a technically minded partner to get the foundations right. My top priority is a clean, intuitive lead-tracking pipeline that lets me see new buyer and seller enquiries at a glance, progress them through each stage, and keep everything searchable by location, price range, and timeline.
Once that pipeline is built, I also need the email marketing side configured so I can send a regular newsletter that automatically pulls in three elements I specify each month: current property listings, short market updates, and a rotating client testimonial. I will write the content; you just make sure the templates, lists, and scheduling rules are in place and easy for me to use without extra cost add-ons.
For transactions, a lightweight checklist or deal board inside HubSpot is enough—I simply want dates, documents, and reminders organised so nothing slips. Please avoid unnecessary complexity or paid extensions; the free version must do the job.
Alongside the CRM work, I would like you to keep my online presence ticking over. Using Photofy (my current tool) or a similar free scheduler, create and publish one branded post per week on Facebook and Instagram that highlights listings, island living tips, or small snippets from the newsletter. English is the language of almost all prospects in North America and Honduras. If you can repurpose the same creative for LinkedIn later, that’s a bonus, but not essential right now.
Deliverables
• HubSpot free account configured with a lead-tracking pipeline, basic transaction board, and email/newsletter module ready for property listings, market updates, and testimonials
• Step-by-step loom/video walkthrough and one-page cheat sheet so I can run everything solo after hand-off
• First newsletter template proof-tested and sent to my sample list without errors
• Four weeks of social posts scheduled, using Photofy or an agreed alternative, with graphics and copy supplied
Acceptance
I will consider the project complete when I can:
1. Add a new lead, move it through stages, and see automated follow-up tasks fire correctly.
2. Clone and send a newsletter without technical help.
3. View scheduled Facebook and Instagram posts inside the chosen tool.
If this sounds like a fit, please outline your approach and any similar HubSpot or real-estate projects you’ve handled.
Once that pipeline is built, I also need the email marketing side configured so I can send a regular newsletter that automatically pulls in three elements I specify each month: current property listings, short market updates, and a rotating client testimonial. I will write the content; you just make sure the templates, lists, and scheduling rules are in place and easy for me to use without extra cost add-ons.
For transactions, a lightweight checklist or deal board inside HubSpot is enough—I simply want dates, documents, and reminders organised so nothing slips. Please avoid unnecessary complexity or paid extensions; the free version must do the job.
Alongside the CRM work, I would like you to keep my online presence ticking over. Using Photofy (my current tool) or a similar free scheduler, create and publish one branded post per week on Facebook and Instagram that highlights listings, island living tips, or small snippets from the newsletter. English is the language of almost all prospects in North America and Honduras. If you can repurpose the same creative for LinkedIn later, that’s a bonus, but not essential right now.
Deliverables
• HubSpot free account configured with a lead-tracking pipeline, basic transaction board, and email/newsletter module ready for property listings, market updates, and testimonials
• Step-by-step loom/video walkthrough and one-page cheat sheet so I can run everything solo after hand-off
• First newsletter template proof-tested and sent to my sample list without errors
• Four weeks of social posts scheduled, using Photofy or an agreed alternative, with graphics and copy supplied
Acceptance
I will consider the project complete when I can:
1. Add a new lead, move it through stages, and see automated follow-up tasks fire correctly.
2. Clone and send a newsletter without technical help.
3. View scheduled Facebook and Instagram posts inside the chosen tool.
If this sounds like a fit, please outline your approach and any similar HubSpot or real-estate projects you’ve handled.