You will get HubSpot Sales Setup & Optimization
Project details
Get your HubSpot Sales Hub configured, optimised, and working for your team. I specialise in sales pipeline setup, custom properties, workflow automation, reporting, and CRM best practices. Every project includes a discovery call to understand your business and define requirements before implementation begins.
Whether you're new to HubSpot or improving an existing portal, I'll help you create a scalable sales process that supports growth and improves visibility across your team. Templates are provided for pipelines and properties, and training, data migration, and advanced automation are available depending on your package.
Whether you're new to HubSpot or improving an existing portal, I'll help you create a scalable sales process that supports growth and improves visibility across your team. Templates are provided for pipelines and properties, and training, data migration, and advanced automation are available depending on your package.
What's included
| Service Tiers |
Starter
$499
|
Standard
$899
|
Advanced
$1,499
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Schema Diagram | - | - | - |
Permissions Setup | - | - | - |
Import/Export Data | - | - | - |
Admin Panel Setup | - | - | - |
Optional add-ons
You can add these on the next page.
Import/Export Data
(+ 3 Days)
+$500
Portal Audit
(+ 1 Day)
+$1About Danielle
HubSpot Onboarding Expert
Edinburgh, United Kingdom - 2:37 am local time
Over the past 3+ years, I've implemented HubSpot solutions for businesses of all sizes while working with an Elite HubSpot Solutions Partner. From CRM setup and pipeline design to workflow automation, reporting, and team training, helping businesses successfully adopt HubSpot is what I do every day.
I can help you with:
• Full HubSpot setup and onboarding
• CRM customization
• Workflow automation
• Reporting & dashboards
• List segmentation
• Clean data imports and migrations
• Sales and marketing alignment
• User training & Q&A sessions
If HubSpot feels overwhelming or you’re not sure where to start, I’ll guide you step-by-step through what needs to happen and in what order. My goal is to make your portal clean, efficient, and easy for your team to use — without any stress or guesswork.
Steps for completing your project
After purchasing the project, send requirements so Danielle can start the project.
Delivery time starts when Danielle receives requirements from you.
Danielle works on your project following the steps below.
Revisions may occur after the delivery date.
Complete Discovery Call
Jump on a virtual call with me to scope the project.
Approve the Scope of Work
After the discovery call, I will provide a documented scope of work and timeline for approval.