HubSpot Setup & Maintenance

Заказчик: AI | Опубликовано: 06.02.2026

I’m rolling out HubSpot in a brand-new environment focused on sales management and I’d like an expert to lead the entire implementation. Here’s what I need: • Recommend the most suitable HubSpot subscription (and any add-ons) for a small team whose core goals are pipeline management and lead scoring, plus simple email broadcasts to prospects and clients. • Configure the CRM from scratch: custom deal stages, properties, lead-scoring rules, and dashboards that match our sales process. • Import my existing records via CSV—companies, contacts, deals, and historical notes—so everything lands in the right fields without duplicates. • Set up email templates and broadcast capabilities so I can send segmented campaigns while keeping a complete communication history on each record. • Create user roles and permissions: three additional team members must be able to add or update their own contacts and deals but not view the full database. • Provide a brief hand-over guide or live walk-through so we can hit the ground running. • Quote an optional ongoing maintenance package (monthly or quarterly) covering data hygiene, list audits, and minor workflow tweaks. Please outline your fixed price for the initial setup, the timeline you’ll need, and your suggested maintenance retainer. I’m ready to start as soon as we agree on the plan.