HubSpot Expert Needed: Sales Hub Starter Setup, Pipelines, Task Automation, and Training

Posted last month

Worldwide

Summary

I'm looking for a genuine HubSpot expert to configure a clean Sales Hub Starter instance for a small M&A advisory firm and train us on it. Must be a Hubspot expert. This is a quick job but could lead to future, more advanced, work HubSpot will be a pipeline and task manager only: no marketing emails, no outbound sends from HubSpot. Cold email runs on separate platforms, and multiple outside tools will be feeding leads into HubSpot automatically, so clean intake matters. We're currently on Notion, so there's a small one-time import which Claude can likely do. Deliverables: 1. Build 4 deal pipelines with stages 2. Set up pipeline stage automation so moving a record into certain stages auto-creates a follow-up task with the right assignee and due date (for example, enters "Attempted, no answer," task due in 3 days) 3. Set up two saved views: a task queue for my SDR and a pipeline overview for me 4. A 30 to 45 minute recorded screen-share training me on daily use This first project is fixed price and should take minimal hours for someone who knows the platform well. We're scaling our outbound operation, so there's real potential for ongoing HubSpot work as we grow: reporting buildouts, added automation, and an eventual Professional upgrade. Ready to start this week, fast 5-star review for clean work. To apply: two or three sentences on a hubspot setup you've done.

  • $60.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
HubSpot
Marketing Automation
Nice-to-have skills
Email Marketing
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:4 weeks ago
  • Interviewing:
    7
  • Invites sent:
    17
  • Unanswered invites:
    5
About the client
Member since Jul 3, 2026
  • United States
    Dublin2:14 AM
  • $4K total spent
    7 hires, 7 active

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