HubSpot Expert Needed: Setup, Custom Dashboards, Reporting, Outbound Sequences
Project Description:
We have just completed our full CRM migration from ACT! to HubSpot (data cleanup, enrichment, 80,000+ verified contacts, master TAM database of 16,000+ U.S. plastics manufacturers, decision-maker enrichment, and Clay integration all done via Curious About Sales).
We now need an experienced HubSpot Consultant / RevOps specialist to finalize the platform and prepare it for full live activation with our national sales team in the next 2–4 weeks.
Scope of Work (deliverables):
•Build and customize all executive + territory dashboards in HubSpot (and Google Looker Studio where specified) matching our 2026 Execution Funnel and sales goals:
o Pipeline health, campaign performance, territory performance, outbound ROI, lead-to-meeting-to-customer funnel
o Midwest Territory dashboard (tabs/views: Territory 2026, Lost Customers, New Customers, Top 50, Samples Sent, Top 25 Prospects)
o Lost-customer alerts, at-risk customer tracking, new-customer tracking
• Create and optimize all outbound email + LinkedIn sequences in HubSpot (cold sequences targeting 40k–50k+ contacts, reply-rate tracking, meeting booking workflows, AI personalization & lead scoring)
• Set up automated reporting:
o Monthly growth & pipeline report (meetings booked, new customers, outbound ROI, lead conversion trends)
o Weekly dashboard updates
o 20% website lead conversion tracking (purgexonline.com form submissions)
• Implement AI-assisted lead scoring, routing rules, lead handoff SLAs, and playbooks
• Configure all activity logging, deal stages, custom properties, and workflows needed for our sales team to hit 2026 targets (Jason Bishop – $1.124M Midwest goal + 40 new customers; national goal of 169 new direct customers)
• Final data integrity audit (100% accuracy & completeness across all objects)
• Knowledge transfer / short training session for sales leadership and Nick Haag (Growth & Revenue Operations Lead)
Ideal Consultant:
• 5+ years hands-on HubSpot experience (Sales Hub + Marketing Hub + Operations Hub)
• Proven track record building sales dashboards and high-volume outbound sequences for B2B manufacturing/industrial companies
• Experience with Clay + HubSpot integrations and Looker Studio a big plus
Timeline: 2–4 weeks (we are ready to start immediately) Budget: Fixed-price or hourly (please quote both) Start Date: ASAP
Please include in your proposal:
• Your HubSpot certification level and years of experience
• Examples of similar dashboards/sequences you’ve built (screenshots or links welcome)
• Availability to start this week
We’re looking for a true HubSpot power user who can hit the ground running and deliver a polished, ready-to-go system so our sales team can execute our aggressive 2026 growth plan ($10.5M run-rate target).
Looking forward to your proposals!
Apply Now
Apply Now
We have just completed our full CRM migration from ACT! to HubSpot (data cleanup, enrichment, 80,000+ verified contacts, master TAM database of 16,000+ U.S. plastics manufacturers, decision-maker enrichment, and Clay integration all done via Curious About Sales).
We now need an experienced HubSpot Consultant / RevOps specialist to finalize the platform and prepare it for full live activation with our national sales team in the next 2–4 weeks.
Scope of Work (deliverables):
•Build and customize all executive + territory dashboards in HubSpot (and Google Looker Studio where specified) matching our 2026 Execution Funnel and sales goals:
o Pipeline health, campaign performance, territory performance, outbound ROI, lead-to-meeting-to-customer funnel
o Midwest Territory dashboard (tabs/views: Territory 2026, Lost Customers, New Customers, Top 50, Samples Sent, Top 25 Prospects)
o Lost-customer alerts, at-risk customer tracking, new-customer tracking
• Create and optimize all outbound email + LinkedIn sequences in HubSpot (cold sequences targeting 40k–50k+ contacts, reply-rate tracking, meeting booking workflows, AI personalization & lead scoring)
• Set up automated reporting:
o Monthly growth & pipeline report (meetings booked, new customers, outbound ROI, lead conversion trends)
o Weekly dashboard updates
o 20% website lead conversion tracking (purgexonline.com form submissions)
• Implement AI-assisted lead scoring, routing rules, lead handoff SLAs, and playbooks
• Configure all activity logging, deal stages, custom properties, and workflows needed for our sales team to hit 2026 targets (Jason Bishop – $1.124M Midwest goal + 40 new customers; national goal of 169 new direct customers)
• Final data integrity audit (100% accuracy & completeness across all objects)
• Knowledge transfer / short training session for sales leadership and Nick Haag (Growth & Revenue Operations Lead)
Ideal Consultant:
• 5+ years hands-on HubSpot experience (Sales Hub + Marketing Hub + Operations Hub)
• Proven track record building sales dashboards and high-volume outbound sequences for B2B manufacturing/industrial companies
• Experience with Clay + HubSpot integrations and Looker Studio a big plus
Timeline: 2–4 weeks (we are ready to start immediately) Budget: Fixed-price or hourly (please quote both) Start Date: ASAP
Please include in your proposal:
• Your HubSpot certification level and years of experience
• Examples of similar dashboards/sequences you’ve built (screenshots or links welcome)
• Availability to start this week
We’re looking for a true HubSpot power user who can hit the ground running and deliver a polished, ready-to-go system so our sales team can execute our aggressive 2026 growth plan ($10.5M run-rate target).
Looking forward to your proposals!
Apply Now
Apply Now