You will get HubSpot CRM set up for efficiency, accuracy, and results
Project details
You will get a fully optimized HubSpot setup tailored to streamline your team’s workflows and boost productivity. From task creation and assignment to priority rules and automated reminders, every detail is designed for efficiency and clarity. Your team will benefit from clear task types, structured pipelines, and dashboards that provide real-time visibility into progress and bottlenecks. This setup reduces errors, improves accountability, and ensures nothing falls through the cracks. Along with workflow optimization, you’ll receive documentation and guidance so your team can easily adopt and maintain the system. Unlike generic CRM setups, this project focuses on practical usability, customized reporting, and actionable insights, helping your team close deals faster, collaborate seamlessly, and stay organized at every stage.
Purpose
BusinessLanguage
EnglishWhat's included
| Service Tiers |
Starter
$150
|
Standard
$450
|
Advanced
$700
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 3 | 4 |
Number of Hours of Work | 4 | 6 | 8 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | |||
Travel Planning |
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$10Frequently asked questions
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MC
Mark C.
Apr 12, 2026
Customer Success Email Framework Specialist (HubSpot/Gainsight/ChurnZero)
I've been on Upwork for a long time and this is one of the best freelancers I've ever worked with. Really looking forward to the next engagement.
About Mary Christine
CRM & Automation Specialist | GoHighLevel | HubSpot | Zapier | Make
Nairobi, Kenya - 1:41 pm local time
I help founders and growing teams streamline operations by building and maintaining CRM systems, automating workflows, and creating reliable processes that improve lead management, follow-up consistency, and day-to-day efficiency.
With 5+ years of experience supporting fast-paced businesses, I combine operational support with CRM and automation expertise to help teams stay organized, responsive, and focused on growth.
How I Can Help
✔ GoHighLevel CRM setup, maintenance, and workflow automation
✔ HubSpot CRM organization, cleanup, and lead management
✔ Lead capture, tracking, and follow-up systems
✔ Pipeline management and CRM optimization
✔ Workflow automation using Zapier, Make, and n8n
✔ Appointment scheduling and calendar management
✔ Inbox management and customer communication
✔ Reporting, documentation, and process improvement
✔ Project and task coordination across teams
✔ Administrative and operational support
Recent Results
✔ Built GoHighLevel workflows that automated lead follow-up, pipeline updates, and administrative processes, saving 3–5 hours per week in manual work
✔ Cleaned and organized CRM records in HubSpot and Airtable, improving lead tracking accuracy and follow-up consistency by 30–40%
✔ Managed high-volume inboxes and maintained zero backlog through structured follow-up systems and process management
✔ Supported founders and teams for 5+ years, improving operational efficiency, accountability, and task completion across daily workflows
Tools & Platforms
CRM & Databases: GoHighLevel, HubSpot, Airtable
Automation: Zapier, Make, ChatGPT, Claude
Project Management: ClickUp, Asana, Notion, Trello
Communication: Gmail, Slack, Microsoft Teams
Productivity: Google Workspace, Microsoft Office Suite
If you're looking for someone who can keep your CRM organized, automate repetitive tasks, improve follow-up processes, and support your operations with reliability and attention to detail, I'd be happy to discuss your project.
Steps for completing your project
After purchasing the project, send requirements so Mary Christine can start the project.
Delivery time starts when Mary Christine receives requirements from you.
Mary Christine works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Consultation
I begin by reviewing your current sales and lead management processes. We define your primary goals, key performance indicators, and the specific data structure needed to support your business operations.
Audit and Data Preparation
I perform a deep clean audit of your existing data. This includes identifying duplicates, purging outdated records, and standardizing naming conventions to ensure your database is accurate and ready for migration.