HubSpot CRM Setup & Automation Expert Needed (Sales Hub + Marketing Hub)

We're looking for an experienced HubSpot expert to help us set up our HubSpot account correctly from the ground up. The ideal candidate has hands-on experience with both HubSpot Sales Hub and Marketing Hub and can build a streamlined CRM that automates repetitive tasks, improves follow-up consistency, and supports an efficient outside sales process. Our goal is to create a clean, organized system where no leads fall through the cracks and every opportunity is tracked effectively. Current HubSpot Subscription * HubSpot Marketing Hub Starter (1,000 Marketing Contacts) * HubSpot Sales Hub Starter Scope of Work The selected freelancer will be responsible for: * Setting up and configuring our HubSpot account according to best practices * Organizing contacts, companies, and deal records * Creating a clean and scalable sales pipeline * Building workflows to automate follow-ups and repetitive sales tasks * Setting up lead capture, assignment, and routing where appropriate * Configuring email templates and sequences (where supported by our plan) * Reducing manual work through CRM automation * Improving overall sales efficiency and lead management * Ensuring no leads or opportunities are lost due to process gaps * Providing clear training and documentation so the system can be managed independently after setup Required Qualifications We're looking for someone who: * Has proven experience implementing and configuring HubSpot CRM * Has successfully worked with both HubSpot Sales Hub and Marketing Hub * Understands CRM architecture, sales automation, and HubSpot best practices * Can recommend process improvements based on experience * Communicates clearly and explains technical concepts in a simple, practical way * Is detail-oriented and focused on building scalable systems Preferred Experience Experience with one or more of the following is a plus: * Sales process optimization * Lead scoring and qualification * CRM data organization and cleanup * Workflow automation * Email marketing automation * Pipeline design and reporting * CRM migration or onboarding projects Proposal Requirements Please include the following in your proposal: * A brief introduction about yourself * Your experience with HubSpot and CRM automation * Examples of similar HubSpot projects you've completed * Your proposed approach to setting up our HubSpot account * Your estimated timeline for completing the project * Any recommendations you believe would improve our sales process Project Details * Project Type: HubSpot CRM Setup & Automation * Experience Level: Intermediate to Expert * Start Date: As soon as possible * Potential for Ongoing Work: Yes, successful completion may lead to additional HubSpot projects. We look forward to working with a HubSpot professional who can build a reliable, automated CRM system that supports long-term sales growth.