You will get Hubspot CRM Setup & Onboarding Service for Marketing Sales Starter Package

Matteo M.
Matteo M. Matteo M.
4.7
Top Rated Plus

Let a pro handle the details

Buy Email Platform Support services from Matteo, priced and ready to go.

You will get Hubspot CRM Setup & Onboarding Service for Marketing Sales Starter Package

Matteo M.
Matteo M. Matteo M.
4.7
Top Rated Plus

Select service tier

Walkthrough

3 video call sessions of 1 hour each to show how to set up hubspot accurately

  • Delivery Time 3 days
  • Number of Revisions 2
    • Account Settings Review

3 days delivery — Jun 19, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Matteo gets paid once you are satisfied with the work.

Let a pro handle the details

Buy Email Platform Support services from Matteo, priced and ready to go.

Project details

Complete HubSpot CRM Setup and Onboarding Service: I offer comprehensive configuration and optimization to ensure the smooth day-to-day management of all your operational activities.

Please Note: This service is specifically tailored for HubSpot Free or Starter Packages.

Special Bonus: FREE Coaching Session
In addition to setting up and configuring your HubSpot account, I provide guidance on how to transform your free or starter HubSpot CRM into a fully automated machine.

By implementing just a few lines of code, you can easily overcome the limited automation functionalities of the basic HubSpot plan and enjoy the following benefits:
 • Email automation sequences
 • Automated sales pipeline and deal dashboard
 • Predictive lead scoring system

For a detailed list of everything included in the HubSpot CRM Setup, please contact me. Unfortunately, the description is too long and exceeds the character limit for this overview.

When you buy Starter $15 package you will have to complete the settings on your own. I will accurately show you all the "how-to" step by step during our video call. I will also send you all the video recordings so that you can easily follow the instruction
Email Platform
HubSpot
What's included
Service Tiers Starter
$15
Standard
$99
Advanced
$139
Delivery Time 3 days 5 days 15 days
Number of Revisions
222
Account Settings Review
Analytics & Tracking Setup
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Campaign Optimization
-
-
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Customer Lifecycle Messaging
-
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Marketing Action Plan
-
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Marketing Analytics Report
-
Subscriber Form Setup
-
Optional add-ons You can add these on the next page.
Fast Delivery
+$5 - $59
Subscriber Form Setup
+$5
Custom Active Lists
+$5
Default Marketing Automation
+$5
Default Sales Automation
+$5

Frequently asked questions

4.7
84 reviews
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Rating breakdown
Availability
4.8
Deadlines
4.7
Skills
4.8
Quality
4.7
Cooperation
4.8
Communication
4.7

SB

Sammy B.
5.00
Oct 19, 2023
Great job!
Matteo M.

About Matteo

Matteo M.
Automation Marketing Developer | Hubspot and CRMs Expert
100% Job Success
4.7  (84 reviews)
Salerno, Italy - 8:17 pm local time
I am Specialized in Marketing Automation!

When you have a clear understanding of CRM Architecture, then you can set up Marketing Automation on any CRM software.

I prefer Hubspot because of its lovely user interface, but I have long experience with many other CRM and Automation Marketing software.

Fully proficient in software and system integration whether using native plugins or 3rd parties such as Zapier and Google Apps Script.

My strength?
I formerly worked as a digital marketing strategist so I have a deeper understanding of the automation you want! I can also help you with your business process optimization.

Find below what I can do for you with Hubspot and any other CRM or Automation Marketing software:
- General Hubspot Onboarding
- Marketing Hub: deeper Campaign setting (including tracking links and UTM parameters), progressive qualification forms, chatbot.
- Sales Hub: Sales Pipeline Customization + Follow up tasks assignment + Playbook setting
- Service Hub: multi-channel setting; ticket assignment automation
- Automation: sales pipeline stage updates, recurrent tasks assignment, multi-path sequences behavioral based, lead scoring, custom automation, email sequence automation
- Reports: custom reports, multiple objects association, pivot tables
- Operation Hub: custom objects development

Automation Marketing Certification Achieved:
- Hubspot Inbound Marketing
- Hubspot Sales Enablement Management
- Hubspot Software

Steps for completing your project

After purchasing the project, send requirements so Matteo can start the project.

Delivery time starts when Matteo receives requirements from you.

Matteo works on your project following the steps below.

Revisions may occur after the delivery date.

Audit & Consulting

1) Business goals: expected achievements by using the Hubspot CRM 2) Map out current operation processes 3) Discuss optimizations of the current process based on Hubspot best practices 4) Define business goals and KPIs

General Settings

1) Account Setup 2) Data Management 3) Tools

Review the work, release payment, and leave feedback to Matteo.