Complete HubSpot Sales Setup
Budget: $15 – $25 USD
I’ve just opened a brand-new HubSpot Sales Hub and want it fully production-ready for a three-person, strictly B2B team. Before you touch a setting, I’d like you to interview me, map our current process, and translate it into a clean, scalable pipeline.
Core items I need in place
• Custom deal stages that mirror our real-world milestones
• Lead-scoring logic so reps instantly know whom to call first
• Workflow rules that automate task creation, hand-offs and notifications
Our phone outreach already runs through another VoIP platform. I need that system integrated natively (or via Zapier/HubSpot calling SDK if an out-of-the-box app doesn’t exist) so all call data, recordings and activities appear on the contact record.
Once the setup is finished, each of my three agents should be able to log in and start selling—deals, tasks, call logging, dashboards and reports all working with zero manual workarounds. Please include a brief hand-over call or loom video so the team can maintain what you build.
Core items I need in place
• Custom deal stages that mirror our real-world milestones
• Lead-scoring logic so reps instantly know whom to call first
• Workflow rules that automate task creation, hand-offs and notifications
Our phone outreach already runs through another VoIP platform. I need that system integrated natively (or via Zapier/HubSpot calling SDK if an out-of-the-box app doesn’t exist) so all call data, recordings and activities appear on the contact record.
Once the setup is finished, each of my three agents should be able to log in and start selling—deals, tasks, call logging, dashboards and reports all working with zero manual workarounds. Please include a brief hand-over call or loom video so the team can maintain what you build.
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PHP
CRM
VoIP
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B2B Marketing