Setup New Hubspot Instance Correctly!
Chris Arden
5
Starting at
$
175
/hrAbout this service
Summary
What's included
Account Setup & Configuration
• HubSpot account creation and initial setup • Configuration of core settings (time zone, language, permissions) • User role creation and permission assignment based on team needs • Integration of email domains and initial branding setup (logo, colors)
CRM & Contact Management Setup
• Customization of contact properties and lead scoring • Data import (contacts, companies, deals, and tickets) • Segmentation of contact lists for targeted communication • Setup of lifecycle stages to track lead progression
Pipeline & Deal Stages Customization
• Custom pipeline creation for sales and service processes • Definition of deal stages and requirements at each stage • Setup of automated notifications for deal and task assignments • Creation of custom views and dashboards for deal tracking
Marketing Automation & Email Setup
• Creation of automated workflows for lead nurturing and follow-up • Email template setup (newsletters, drip campaigns, sales outreach) • Lead scoring and segmentation for targeted automation • Integration of email tracking and analytics
Form & Landing Page Configuration
• Custom form creation with tailored field properties • Integration of forms on website landing pages • Design and setup of HubSpot landing pages for lead capture • A/B testing setup for forms and landing pages
Analytics & Reporting Setup
• Custom dashboard creation for real-time insights • Setup of key performance indicators (KPIs) and goals tracking • Sales and marketing analytics integration • Creation of custom reports on metrics like lead sources, conversion rates, and ROI
Recommendations
(5.0)
Client • Nov 14, 2024
Recommended
Chris is a pleasure to work with. He's a great communicator and makes sure that the scope is understood and project goals are met. Chris approaches challenges with enthusiasm, and works seamlessly with distributed cross-functional teams. His positive attitude and willingness to share his expertise and knowledge helped to raise the overall bar for our team.
Client • Nov 13, 2024
Recommended
I’ve had the pleasure of working with Chris for several years, and he has consistently been an invaluable resource and professional contact. His wealth of knowledge, excellent communication skills, and ability to set clear timelines and goals make him stand out. Chris is always willing to jump on a quick call to provide clarification and offers insightful, constructive feedback. He delivers high-quality results that drive meaningful impact and is a true asset to any team.
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