HubSpot CRM Setup for Consultancy: Pipeline, Deal Tracking, Email Campaigns & LinkedIn Automation
StratEdge Advisory Group is a growing consulting firm looking for an experienced HubSpot CRM specialist to help us properly set up and structure our HubSpot account.
We want to implement HubSpot as our primary system for pipeline management, deal tracking, forecasting, and targeted outreach. We are looking for someone who understands how to configure HubSpot specifically for small consulting firms and professional service businesses.
The right freelancer will help us build a clean, scalable CRM structure that supports sales visibility and outreach campaigns.
Key Responsibilities
The consultant will help us configure HubSpot to achieve the following priorities:
1. CRM Setup & Pipeline Management
Capture and manage contact details, pipeline stage, and deal information
Structure sales pipelines and deal stages
Ensure contacts, companies, and deals are properly associated
2. Deal Forecasting & Reporting
Create deal forecasting reports and dashboards
Configure reporting for revenue projections and pipeline performance
3. Company Database Management
Build and organize our addressable market database (~250 companies)
Create structured company records and segmentation
4. Data Enrichment
Enrich company profiles with useful information such as:
Key contacts
Company size
Industry information
Decision-makers
5. Outreach Automation
Setup or recommend tools for LinkedIn connection automation
Integrate LinkedIn outreach with CRM where possible
6. Email Marketing Campaigns
Configure HubSpot email campaigns
Setup basic email templates and contact segmentation
Ensure campaign tracking and analytics are properly configured
Required Skills
Proven experience with HubSpot CRM setup
Experience implementing HubSpot for consultancies, SMEs, or professional services
Knowledge of sales pipelines, CRM workflows, and deal reporting
Familiarity with LinkedIn automation tools
Experience with HubSpot email marketing and campaign setup
Excellent communication and strong English proficiency
Time Zone Requirement
Applicants must be available within GMT to GMT+3 time zones for collaboration.
Apply Now
Apply Now
We want to implement HubSpot as our primary system for pipeline management, deal tracking, forecasting, and targeted outreach. We are looking for someone who understands how to configure HubSpot specifically for small consulting firms and professional service businesses.
The right freelancer will help us build a clean, scalable CRM structure that supports sales visibility and outreach campaigns.
Key Responsibilities
The consultant will help us configure HubSpot to achieve the following priorities:
1. CRM Setup & Pipeline Management
Capture and manage contact details, pipeline stage, and deal information
Structure sales pipelines and deal stages
Ensure contacts, companies, and deals are properly associated
2. Deal Forecasting & Reporting
Create deal forecasting reports and dashboards
Configure reporting for revenue projections and pipeline performance
3. Company Database Management
Build and organize our addressable market database (~250 companies)
Create structured company records and segmentation
4. Data Enrichment
Enrich company profiles with useful information such as:
Key contacts
Company size
Industry information
Decision-makers
5. Outreach Automation
Setup or recommend tools for LinkedIn connection automation
Integrate LinkedIn outreach with CRM where possible
6. Email Marketing Campaigns
Configure HubSpot email campaigns
Setup basic email templates and contact segmentation
Ensure campaign tracking and analytics are properly configured
Required Skills
Proven experience with HubSpot CRM setup
Experience implementing HubSpot for consultancies, SMEs, or professional services
Knowledge of sales pipelines, CRM workflows, and deal reporting
Familiarity with LinkedIn automation tools
Experience with HubSpot email marketing and campaign setup
Excellent communication and strong English proficiency
Time Zone Requirement
Applicants must be available within GMT to GMT+3 time zones for collaboration.
Apply Now
Apply Now