HubSpot CRM & Automation: Full Setup & Customization
Starting at
$
2,500
About this service
Summary
FAQs
What does your HubSpot CRM setup and automation service include?
This service covers end-to-end CRM configuration, automation, and optimization. It includes customizing deal pipelines, automating lead management, setting up email sequences, integrating third-party tools (Zapier, Customer.io, Braze), and creating performance dashboards to track sales and marketing success.
How do you ensure a smooth migration from an existing CRM to HubSpot?
I follow a structured migration process that includes data cleanup, deduplication, field mapping, and compliance checks to ensure a seamless transition. Additionally, I conduct system validation and testing to confirm data integrity and automation accuracy before full implementation.
What kind of automation workflows do you build?
I create lead nurturing sequences, automated follow-ups, sales pipeline automation, behavioral email triggers, lead scoring models, and data segmentation workflows. These automations reduce manual work, improve engagement, and enhance lead conversion efficiency.
How do you measure the success of CRM automation?
I track conversion rates, lead-to-customer progression, engagement metrics, email performance (open rates, CTR), and sales cycle efficiency using custom HubSpot dashboards and reports. Regular A/B testing and workflow optimizations ensure continuous improvement.
How long does it take to implement a full HubSpot CRM and marketing automation setup?
The timeline depends on complexity, but most projects take between 4-8 weeks, including setup, automation, testing, and training. I also offer ongoing support and optimization to refine workflows as business needs evolve.
What's included
1ļøā£ HubSpot CRM Setup & Customization
š Scope of Work: - Structuring custom properties, deal pipelines, and segmentation lists to align with business objectives. - Integrating HubSpot with tools such as Zapier, Customer.io, and Mailchimp for enhanced automation. - Establishing data governance practices to maintain CRM integrity. š Business Impact: ā Improves CRM organization and usability for marketing and sales teams. ā Enhances data accuracy and reporting, facilitating strategic decision-making.
2ļøā£ Automated Lead Management & Scoring
š Scope of Work: - Implementing lead scoring models based on behavioral triggers, engagement, and firmographics. - Automating lead qualification and segmentation to streamline prospect prioritization. - Developing workflows for lead routing, follow-ups, and nurturing sequences. š Business Impact: ā Optimizes resource allocation by directing sales efforts toward high-intent leads. ā Improves conversion rates through structured lead nurturing.
3ļøā£ Marketing Automation & Email Sequences
š Scope of Work: - Designing behavior-based email campaigns for onboarding, lead nurturing, and retention. - Automating multi-touchpoint engagement across email, SMS, and CRM integrations. - Conducting A/B testing on subject lines, content, and CTAs for performance optimization. š Business Impact: ā Increases customer engagement and retention through targeted automation. ā Reduces manual workload while maintaining consistent communication with leads.
4ļøā£ Sales Pipeline Automation & Reporting
š Scope of Work: - Automating deal tracking, sales pipeline updates, and follow-up reminders. - Developing real-time performance dashboards to monitor sales metrics and forecasting. š Business Impact: ā Improves sales team efficiency by reducing administrative overhead. ā Provides data-driven insights for revenue growth and process optimization.
5ļøā£ CRM Data Migration & Cleanup
š Scope of Work: - Migrating existing CRM data (contacts, deals, historical interactions) into HubSpot. - Cleaning and structuring data to improve segmentation and reporting accuracy. - Implementing data compliance measures to align with GDPR and privacy standards. š Business Impact: ā Ensures data integrity and seamless transition to HubSpot. ā Reduces errors and redundancy in CRM records.
6ļøā£ Training & Knowledge Transfer
š Scope of Work: - Delivering hands-on training for internal teams on HubSpot best practices. - Providing documentation on CRM workflows, automation processes, and reporting. - Offering ongoing support for troubleshooting and system enhancements. š Business Impact: ā Empowers internal teams to efficiently use HubSpot post-implementation. ā Minimizes reliance on external support, ensuring long-term sustainability.
Example projects
Duration
6 weeks
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