Freelance HubSpot Workflow & Automation Specialist

Posted last month

Worldwide

Summary

Freelance HubSpot Workflow & Automation Specialist We are looking for an experienced HubSpot freelancer to help us build, structure and manage HubSpot for a fundraising platform used for birthdays, farewells and everyday life moments. Current status: we currently have HubSpot but almost nothing is set up yet. We are starting from scratch. The goal is to delegate HubSpot management to someone who can build workflows, automations and create a clean setup that scales with the company. Scope * Structure and manage HubSpot from scratch * Create and improve workflows and automations * Define customer journeys, segmentation and stages * Create dashboards and reporting * Set up acquisition workflows * Connect marketing activities with HubSpot workflows and automations * Collaborate with external marketing agencies when needed * Document changes and keep HubSpot organized * ⁠Newsletter automation Requirements * Strong HubSpot experience (HubSpot expert only) * Experience building HubSpot setups from scratch * Experience creating workflows and automations * Ability to understand business needs and translate them into workflows * Fluent English Please apply with * Relevant projects / experience * Hourly or day rate * Availability * Your suggested scope / approach for this project * Your rough budget estimate for such a project Short exercise (max 20 min) Imagine you join tomorrow. Context: * Users create money pools * Contributors participate * Beneficiaries receive payouts * Some users create multiple money pools * We have customer support requests * We work with external marketing agencies * HubSpot is almost empty today Please answer: 1. How would you organize our users and customers inside HubSpot? 2. We only have time to build 3 workflows during the first month. Which 3 would you prioritize and why? 3. A user creates a money pool but receives zero contributions after 7 days. What would you automate? 4. What information would you need from us before starting? 5. Based on the information above, what scope, timeline and budget range would you roughly suggest? Please keep answers concise (maximum 1 page).

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
CRM Automation
Lead Management Automation
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 days ago
  • Interviewing:
    6
  • Invites sent:
    3
  • Unanswered invites:
    0
About the client
Member since Jan 22, 2024
  • CHE
    Zürich2:00 AM
  • $1.5K total spent
    3 hires, 1 active
  • 17 hours

Explore similar jobs on Upwork

Email Automation
A/B Testing
Campaign Management
Marketing Campaign Setup & Implementation
Marketing Automation
B2B Marketing
Email Marketing
Lead Generation
Salesforce CRM
HubSpot Expert for Sales and MarketingHourly‐ Posted 1 month ago
HubSpot
Marketing Automation
Internet Marketing
Email Marketing

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo