HubSpot Certified CRM & Marketing Automation Consultant Project Overview We are a digital agency seeking an experienced HubSpot Certified Consultant to partner with our team on the implementation and optimization of HubSpot for a luxury real estate development. Our agency will lead the overall digital strategy, website integration, buyer journey, AI concierge strategy, paid media, and marketing automation. We are looking for a technical HubSpot expert to advise on best practices and execute platform configuration. This is initially a project-based engagement with the opportunity for ongoing consulting support. Scope of Work The consultant will work alongside our agency to configure and optimize HubSpot, including: CRM Architecture Configure CRM structure and best practices Create custom properties Configure contact records Import and organize existing contacts Ensure scalability for future growth Lifecycle Stages Define and configure lifecycle stages Map buyer journeys Configure lifecycle automation Ensure proper movement between stages Deal Pipeline Configure sales pipeline(s) Define deal stages Configure deal properties Pipeline automation and notifications Lead Management Configure lead scoring Buyer segmentation Lists and smart lists Lead qualification workflows Marketing Automation Build workflows Configure email automation Internal notifications Lead routing Task automation Forms & Integrations Website form integration CRM synchronization Landing page integration GA4 and tracking considerations Third-party integrations as needed Reporting Configure dashboards Marketing reporting Sales reporting Attribution reporting Executive dashboards AI & HubSpot Breeze Experience with HubSpot Breeze (or similar AI capabilities) is highly desirable, including: AI chatbot/concierge configuration Knowledge base setup Lead qualification Conversational routing CRM integration Best practices Ideal Experience We're looking for someone who has: Current HubSpot Certifications (please specify) 5+ years implementing HubSpot CRM Experience with Marketing Hub and Sales Hub Professional or Enterprise Experience designing CRM architecture and automation Strong understanding of lead scoring and lifecycle management Experience integrating websites with HubSpot Experience building reporting dashboards Experience with luxury real estate, hospitality, or high-value sales funnels is a plus Experience with HubSpot Breeze is a strong plus Deliverables HubSpot implementation recommendations CRM configuration Pipeline setup Lifecycle stages Lead scoring model Workflow automation Dashboard configuration QA and testing Documentation and recommendations Please Include in Your Proposal Brief overview of your HubSpot experience HubSpot certifications Years of experience Examples of similar CRM implementations Experience with HubSpot Breeze or AI-enabled chat solutions Your hourly rate Estimated availability over the next 60 days Engagement Initial project: approximately 30–50 hours Remote Flexible schedule Opportunity for ongoing consulting as additional phases are implemented

Looking to automate a deal pipeline a little better and then do some email automations if possible.

We are a national nonprofit housing support organization building out HubSpot Marketing Hub Starter from scratch. We have a clean contact list, brand guidelines, and detailed specifications ready to go. No discovery needed -- you execute against a defined brief. Scope: Configure HubSpot Starter instance (under 1,000 contacts) Import ~850 NeverBounce-validated contacts with custom property mapping (approximately 15 custom fields) Build 9 contact segments (active and static lists) Build 2 email templates: one newsletter (5 named content modules) and four pre-inspection ramp emails Build 1 automated 4-touch drip workflow triggered by a date field (no Salesforce integration required -- manual date entry) Build 1 embedded contact form with submission notification routing Build 1 reporting dashboard (8 native HubSpot report widgets) Deliver a one-page non-technical user guide and a 30-minute orientation call What we provide: validated contact import CSV, complete custom property list, brand palette and typography specs, email body copy, segment enrollment logic, workflow trigger and delay specs, and dashboard widget definitions. The brief is detailed -- you will not need to guess at requirements. What we do not need: Salesforce integration, copywriting, chatbot setup, or any Sales Hub configuration. Please include in your proposal: HubSpot certifications, 1-2 examples of comparable builds, fixed-fee price, and the name of the individual who will do the work.