You will get a HubSpot portal audit and custom recommendations
Top Rated
You will get a HubSpot portal audit and custom recommendations
Top Rated
Project details
In this project, I see what's up with your HubSpot. I'll assess overall portal health, do a feature-by-feature examination of how the tool is being implemented, look for what is or isn't working, call out best practice violations, and provide recommendations and tips to get your HubSpot setup into shape!
For all projects, after requirements are received, I will request that you add me to your HubSpot portal. Super Admin access is required.
The deliverables will be one audit video walk-through, a feature-by-feature spreadsheet with all audit findings and related recommendations, and a 1-hour follow-up call.
STARTER projects are for those who use HubSpot at only the free and/or Starter level.
STANDARD projects are for those who use HubSpot at the Professional level.
ADVANCED projects are for those who use HubSpot at the Enterprise level.
For all projects, after requirements are received, I will request that you add me to your HubSpot portal. Super Admin access is required.
The deliverables will be one audit video walk-through, a feature-by-feature spreadsheet with all audit findings and related recommendations, and a 1-hour follow-up call.
STARTER projects are for those who use HubSpot at only the free and/or Starter level.
STANDARD projects are for those who use HubSpot at the Professional level.
ADVANCED projects are for those who use HubSpot at the Enterprise level.
Project Type
Analytics, Email Automation, Marketing Automation, Marketing Strategy, Digital MarketingWhat's included
| Service Tiers |
Starter
$600
|
Standard
$1,200
|
Advanced
$2,500
|
|---|---|---|---|
| Delivery Time | 7 days | 10 days | 10 days |
Number of Revisions | 0 | 0 | 0 |
Optional add-ons
You can add these on the next page.
Deep-dive workflow audit
(+ 2 Days)
+$500
Deep-dive contact audit
(+ 1 Day)
+$1,200Frequently asked questions
17 reviews
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DK
David K.
Dec 20, 2024
Complete an audit of the Hubspot account for a KMG client
Jenny was fantastic to work with! Highly recommend her to anyone looking for a Hubspot expert.
JW
Jack W.
Oct 30, 2024
Marketing Operations Analyst
PI
Pasha I.
Jan 17, 2024
HubSpot expert needed to help build out workflows in Marketing & Sales hub.
Helped me with RevOps and HubSpot work – would hire again in a heartbeat.
BG
Brad G.
Oct 30, 2023
HubSpot Architect / Strategist
BG
Brad G.
Oct 25, 2023
HubSpot - Production
Jennifer did a great job! She is highly knowledgeable about HubSpot, professional, and dependable.
About Jennifer
HubSpot Admin | Helping Agencies & In-House Teams Maximize HubSpot
100%
Job Success
Sewickley, United States - 1:25 am local time
⭐ 12 years of HubSpot experience
✅ Over 4800 hours of Upwork projects
I'm a certified HubSpot expert specializing in fractional HubSpot support for agencies and in-house marketing and sales teams. As a Top Rated Plus freelancer on UpWork (top 3% of talent), I provide hands-on support to ensure your HubSpot platform runs efficiently—without the need for a full-time hire.
How I Can Help Your In-House Sales & Marketing Team:
✅ HubSpot Admin Support – Ongoing management, troubleshooting, and optimization
✅ Workflow Automation & Process Efficiency – Streamline lead management, nurturing, and sales handoffs
✅ Data Cleanup & CRM Hygiene – Keep your database organized and accurate
✅ Forms, Campaigns & Reporting – Build, deploy, and analyze marketing and sales initiatives
✅ HubSpot Audits & Best Practices – Ensure your setup aligns with industry standards and growth goals
How I Can Help Your Agency:
✅ White-Label HubSpot Services – Seamlessly integrate my HubSpot expertise into your agency's offerings, allowing you to provide top-tier HubSpot services under your brand without expanding your team.
✅ CRM Setup & Optimization – Customize and optimize HubSpot CRM to align with your clients' unique business processes, enhancing their sales and marketing efficiency.
✅ Data Migration & Integration – Facilitate seamless data migration and integration between HubSpot and other platforms, ensuring data integrity and consistency across systems.
✅ Workflow Automation – Implement advanced workflows to streamline operations, ensuring your clients benefit from increased productivity and reduced manual tasks.
With a deep understanding that no two HubSpot instances are the same, I customize solutions to fit your specific needs. Whether you're scaling, optimizing, or just need an extra set of hands, I offer flexible, reliable support to help your team stay focused on revenue-driving activities.
As a full-time freelancer, I can accommodate varying time zones and am ready to integrate seamlessly with your team.
Let’s make HubSpot work for you—without the overhead of a full-time hire! Message me to discuss how I can help.
✅ Certifications:
🧡 HubSpot Marketing Software
🧡 HubSpot Sales Software
🧡 HubSpot Service Software
🧡 HubSpot Revenue Operations
🧡 HubSpot Reporting
🧡 Salesforce Integration
🧡 Data Integrations
🧡 Objectives-Based Onboarding
Steps for completing your project
After purchasing the project, send requirements so Jennifer can start the project.
Delivery time starts when Jennifer receives requirements from you.
Jennifer works on your project following the steps below.
Revisions may occur after the delivery date.
Hand over the details.
Provide the requested information about your organization and HubSpot portal.
Knock, knock, let me in!
I'll send you my email address, and you'll need to add it to your HubSpot portal within 24 hours. Super Admin access is required.