Expert HubSpot CRM Consultant
We’re a B2B SaaS company using HubSpot across marketing, sales, and customer success. HubSpot is actively used but messy, and we’re looking for an experienced HubSpot CRM freelancer to help us get more value out of what we already have.
This is not a rebuild. We need someone who can improve, govern, and optimize an existing HubSpot setup.
What we need help with
Improve and govern our existing CRM (Contacts, Companies, Deals)
Reduce duplicates and improve data hygiene
Fix and enforce lifecycle stages
Clean up and improve existing workflows
Co-design automations such as:
Lead routing
Lifecycle stage progression
Internal notifications
Task creation
Help build and explain reports and dashboards for:
Pipeline health
Conversion rates
Source attribution
Sales activity
Revenue forecasting
Act as a trusted HubSpot advisor for new initiatives and troubleshooting
Train our team and provide Loom walkthroughs where useful
HubSpot environment
CRM (core)
Marketing Hub (likely Pro)
Sales Hub (likely Pro)
Service Hub
CMS Hub
Integrations: Email, Ad platforms, Lusha
No planned HubSpot upgrades in the next 6–12 months
What success looks like
Within a few months:
A clean, reliable sales pipeline
Clear and enforced lifecycle stages
A working marketing → sales handover
Reports and dashboards we actually trust
Less manual work through smarter automation
Who this is for
You’re a strong fit if you:
Are a senior HubSpot CRM / RevOps specialist
Have solid B2B SaaS experience
Are comfortable working across marketing, sales, and customer success
Can explain HubSpot clearly to non-experts
Improve existing setups instead of rebuilding from scratch
Are confident challenging decisions when needed
Not a fit if you:
Want to start from scratch
Apply rigid “best practice” without context
Avoid ownership or accountability
Engagement details
Engagement: Retainer
Hours: To be agreed
Budget: Up to R1000/hour (lower rates possible for higher committed hours)
Time zone: Preference for close to South Africa (SAST)
NDA, security, and compliance required
Reports into: Marketing
To apply
Please include:
A brief summary of your HubSpot / RevOps experience
Examples of improving or cleaning up an existing HubSpot setup
Your availability and hourly rate
Apply Now
Apply Now
This is not a rebuild. We need someone who can improve, govern, and optimize an existing HubSpot setup.
What we need help with
Improve and govern our existing CRM (Contacts, Companies, Deals)
Reduce duplicates and improve data hygiene
Fix and enforce lifecycle stages
Clean up and improve existing workflows
Co-design automations such as:
Lead routing
Lifecycle stage progression
Internal notifications
Task creation
Help build and explain reports and dashboards for:
Pipeline health
Conversion rates
Source attribution
Sales activity
Revenue forecasting
Act as a trusted HubSpot advisor for new initiatives and troubleshooting
Train our team and provide Loom walkthroughs where useful
HubSpot environment
CRM (core)
Marketing Hub (likely Pro)
Sales Hub (likely Pro)
Service Hub
CMS Hub
Integrations: Email, Ad platforms, Lusha
No planned HubSpot upgrades in the next 6–12 months
What success looks like
Within a few months:
A clean, reliable sales pipeline
Clear and enforced lifecycle stages
A working marketing → sales handover
Reports and dashboards we actually trust
Less manual work through smarter automation
Who this is for
You’re a strong fit if you:
Are a senior HubSpot CRM / RevOps specialist
Have solid B2B SaaS experience
Are comfortable working across marketing, sales, and customer success
Can explain HubSpot clearly to non-experts
Improve existing setups instead of rebuilding from scratch
Are confident challenging decisions when needed
Not a fit if you:
Want to start from scratch
Apply rigid “best practice” without context
Avoid ownership or accountability
Engagement details
Engagement: Retainer
Hours: To be agreed
Budget: Up to R1000/hour (lower rates possible for higher committed hours)
Time zone: Preference for close to South Africa (SAST)
NDA, security, and compliance required
Reports into: Marketing
To apply
Please include:
A brief summary of your HubSpot / RevOps experience
Examples of improving or cleaning up an existing HubSpot setup
Your availability and hourly rate
Apply Now
Apply Now