Hubspot Implementation Expert
Budget: ₹2,500 – ₹10,000 INR
**Project Title**
HubSpot Sales Hub Setup Guidance for Individual Sales Workflow, Sequences, Deal Management, Automation, and Dashboards
**Project Description**
I am a sales professional using HubSpot Sales Hub. My role is to identify target accounts, engage contacts, qualify opportunities, create deals, and close them.
HubSpot is already installed and partially configured. I am not looking for someone to do a full HubSpot implementation from scratch. I need an expert to help me configure and organize HubSpot from **my own sales workflow point of view**, so I can use it properly every day.
**Current HubSpot Setup**
The following items already exist in HubSpot:
- Companies are already uploaded
- Contacts are already uploaded
- Sales Hub license is available
- Outreach sequencing tool is available
- Sales pipeline is already created
- Deal stages are already created:
- Demo Scheduled
- Demo Completed
- Sales Qualified
- Nurture
- Opportunity
- Pilot / POC
- Proposal / Commercial Review
- Closed Won
- Closed Lost
- Some prospecting activity types are already configured:
- Cold Email
- Email Follow-Up
- LinkedIn Connection Request
- LinkedIn Message
- WhatsApp Outreach
- Referral Request
**Where I Need Help**
I need the freelancer to start from the current setup and guide/configure HubSpot for my personal sales workflow.
My workflow is:
**Select target company → choose right contacts → enroll in sequence → track activities/replies → qualify lead/account → create deal → move deal through pipeline → close or nurture → track everything in dashboards**
I do not need help with importing companies/contacts or creating the sales pipeline from scratch.
**Scope Of Work**
1. **Review my current HubSpot setup**
- Review companies, contacts, properties, activity types, sequences, and deal pipeline
- Identify what is missing for my daily sales workflow
2. **Help me set up my sales activity process**
- Define how I should use sequences
- Clarify how activities should be tracked
- Explain when activities should be linked to contact, company, and deal
- Avoid duplicate manual tasks because sequences already create scheduled tasks
3. **Define lead/contact/account status process**
- Define simple status values such as:
- Not Started
- Outreach Started
- Connected
- Discovery Scheduled
- Discovery Completed
- Qualified
- Converted to Deal
- Nurture
- Disqualified
- No Response
- Explain when each status should be updated
- Connect sequence outcomes to sales status
4. **Define lead qualification framework**
- Help me define what makes a contact/account qualified
- Suggest useful qualification fields
- Define when I should create a deal
5. **Guide deal management setup**
- Review my existing deal stages
- Define what information should be captured at each stage
- Suggest required deal fields
- Explain when to move a deal from one stage to another
6. **Suggest simple automation/rules**
- Suggest useful workflows only where needed
- Avoid unnecessary automation
- Avoid duplicate tasks because sequences already create tasks
- Suggest alerts/reminders for stale deals, qualified leads, and important follow-ups
7. **Develop dashboards and train me to create dashboards**
- This is a very important part of the project.
- The freelancer must create useful dashboards for my personal sales workflow.
- The freelancer must also teach me how to create, edit, and customize my own dashboards.
Dashboards/reports should include:
- My target accounts
- My active sequences
- Sequence performance
- Contacts who replied
- Meetings booked
- Qualified leads/accounts
- Deals created
- Open deals by stage
- Deals closing this month
- Overdue tasks
- Stale deals with no activity
- Closed won deals
- Closed lost deals
- Activity performance
- Pipeline value
- Forecast visibility
8. **Provide simple training/SOP**
- Explain the setup in simple terms
- Provide a daily sales workflow SOP
- Show me how to use dashboards for daily and weekly tracking
**Expected Deliverables**
- Review of my current HubSpot setup
- Recommended personal sales workflow
- Lead/contact/account status process
- Qualification criteria
- Deal creation rules
- Deal stage movement rules
- Basic useful workflows and rules, if needed
- Fully developed personal sales dashboards
- Dashboard training so I can create and modify my own dashboards
- Simple written SOP for daily use
**Important Note**
This is not a company-wide HubSpot implementation project. I am a sales user trying to organize and configure HubSpot properly for my own sales process and pipeline management.
Dashboards are a key part of this project. I need the freelancer not only to build dashboards for me, but also to teach me how to create my own dashboards in HubSpot.
I need someone who can guide me practically, step by step, and explain things in a simple way.
**Ideal Freelancer**
- HubSpot Sales Hub expert
- Experience with HubSpot sequences
- Experience with B2B sales workflow
- Experience with deal pipelines, lead qualification, automation, and dashboards
- Able to explain clearly to a non-technical sales person.
Note : Please note that you have to work on my system using teams. I can not share my credentials.
HubSpot Sales Hub Setup Guidance for Individual Sales Workflow, Sequences, Deal Management, Automation, and Dashboards
**Project Description**
I am a sales professional using HubSpot Sales Hub. My role is to identify target accounts, engage contacts, qualify opportunities, create deals, and close them.
HubSpot is already installed and partially configured. I am not looking for someone to do a full HubSpot implementation from scratch. I need an expert to help me configure and organize HubSpot from **my own sales workflow point of view**, so I can use it properly every day.
**Current HubSpot Setup**
The following items already exist in HubSpot:
- Companies are already uploaded
- Contacts are already uploaded
- Sales Hub license is available
- Outreach sequencing tool is available
- Sales pipeline is already created
- Deal stages are already created:
- Demo Scheduled
- Demo Completed
- Sales Qualified
- Nurture
- Opportunity
- Pilot / POC
- Proposal / Commercial Review
- Closed Won
- Closed Lost
- Some prospecting activity types are already configured:
- Cold Email
- Email Follow-Up
- LinkedIn Connection Request
- LinkedIn Message
- WhatsApp Outreach
- Referral Request
**Where I Need Help**
I need the freelancer to start from the current setup and guide/configure HubSpot for my personal sales workflow.
My workflow is:
**Select target company → choose right contacts → enroll in sequence → track activities/replies → qualify lead/account → create deal → move deal through pipeline → close or nurture → track everything in dashboards**
I do not need help with importing companies/contacts or creating the sales pipeline from scratch.
**Scope Of Work**
1. **Review my current HubSpot setup**
- Review companies, contacts, properties, activity types, sequences, and deal pipeline
- Identify what is missing for my daily sales workflow
2. **Help me set up my sales activity process**
- Define how I should use sequences
- Clarify how activities should be tracked
- Explain when activities should be linked to contact, company, and deal
- Avoid duplicate manual tasks because sequences already create scheduled tasks
3. **Define lead/contact/account status process**
- Define simple status values such as:
- Not Started
- Outreach Started
- Connected
- Discovery Scheduled
- Discovery Completed
- Qualified
- Converted to Deal
- Nurture
- Disqualified
- No Response
- Explain when each status should be updated
- Connect sequence outcomes to sales status
4. **Define lead qualification framework**
- Help me define what makes a contact/account qualified
- Suggest useful qualification fields
- Define when I should create a deal
5. **Guide deal management setup**
- Review my existing deal stages
- Define what information should be captured at each stage
- Suggest required deal fields
- Explain when to move a deal from one stage to another
6. **Suggest simple automation/rules**
- Suggest useful workflows only where needed
- Avoid unnecessary automation
- Avoid duplicate tasks because sequences already create tasks
- Suggest alerts/reminders for stale deals, qualified leads, and important follow-ups
7. **Develop dashboards and train me to create dashboards**
- This is a very important part of the project.
- The freelancer must create useful dashboards for my personal sales workflow.
- The freelancer must also teach me how to create, edit, and customize my own dashboards.
Dashboards/reports should include:
- My target accounts
- My active sequences
- Sequence performance
- Contacts who replied
- Meetings booked
- Qualified leads/accounts
- Deals created
- Open deals by stage
- Deals closing this month
- Overdue tasks
- Stale deals with no activity
- Closed won deals
- Closed lost deals
- Activity performance
- Pipeline value
- Forecast visibility
8. **Provide simple training/SOP**
- Explain the setup in simple terms
- Provide a daily sales workflow SOP
- Show me how to use dashboards for daily and weekly tracking
**Expected Deliverables**
- Review of my current HubSpot setup
- Recommended personal sales workflow
- Lead/contact/account status process
- Qualification criteria
- Deal creation rules
- Deal stage movement rules
- Basic useful workflows and rules, if needed
- Fully developed personal sales dashboards
- Dashboard training so I can create and modify my own dashboards
- Simple written SOP for daily use
**Important Note**
This is not a company-wide HubSpot implementation project. I am a sales user trying to organize and configure HubSpot properly for my own sales process and pipeline management.
Dashboards are a key part of this project. I need the freelancer not only to build dashboards for me, but also to teach me how to create my own dashboards in HubSpot.
I need someone who can guide me practically, step by step, and explain things in a simple way.
**Ideal Freelancer**
- HubSpot Sales Hub expert
- Experience with HubSpot sequences
- Experience with B2B sales workflow
- Experience with deal pipelines, lead qualification, automation, and dashboards
- Able to explain clearly to a non-technical sales person.
Note : Please note that you have to work on my system using teams. I can not share my credentials.