Ongoing HubSpot CRM Optimization
Budget: £18 – £36 GBP
My team uses HubSpot for both sales and marketing but we are not getting full value from it, we are looking for a dedicated manager to keep everything running smoothly and steadily improving. The immediate focus is threefold:
1. Refine our CRM set up so the pipeline, properties, and dashboards match the way we actually sell
2. Make sure every lead that enters the system is captured
3. Craft and schedule targeted email campaigns that nurture those leads through to conversion
This is an ongoing engagement, not a quick hand-off. I’m looking for someone comfortable at a solid mid-level—experienced enough to work independently and suggest best practices, yet flexible enough to adapt to our existing processes.
Key deliverables you’ll own:
• Lead management workflows, including lead scoring, lifecycle stages, and automated assignments
• Email marketing campaigns—template creation, A/B tests, performance tracking, and continuous optimisation
• CRM setup & customisation—pipeline configuration, custom properties, reports, and overall data hygiene
Familiarity with HubSpot’s automation tools, list segmentation, and reporting is essential, and you should be comfortable jumping into Marketing Hub and Sales Hub daily. If that sounds like your wheelhouse, let’s talk about next steps and establish our first performance milestones.
1. Refine our CRM set up so the pipeline, properties, and dashboards match the way we actually sell
2. Make sure every lead that enters the system is captured
3. Craft and schedule targeted email campaigns that nurture those leads through to conversion
This is an ongoing engagement, not a quick hand-off. I’m looking for someone comfortable at a solid mid-level—experienced enough to work independently and suggest best practices, yet flexible enough to adapt to our existing processes.
Key deliverables you’ll own:
• Lead management workflows, including lead scoring, lifecycle stages, and automated assignments
• Email marketing campaigns—template creation, A/B tests, performance tracking, and continuous optimisation
• CRM setup & customisation—pipeline configuration, custom properties, reports, and overall data hygiene
Familiarity with HubSpot’s automation tools, list segmentation, and reporting is essential, and you should be comfortable jumping into Marketing Hub and Sales Hub daily. If that sounds like your wheelhouse, let’s talk about next steps and establish our first performance milestones.
Related categories:
CRM
Email Marketing
Conversion Rate Optimization
Sales Management
Data Analysis
A/B Testing