Certified Expert in HubSpot, Segment, Klaviyo, Amplitude & More by Anish Kapoor

Certified Expert in HubSpot, Segment, Klaviyo, Amplitude & More by Anish KapoorCertified Expert in HubSpot, Segment, Klaviyo, Amplitude & More by Anish Kapoor

Certified Expert in HubSpot, Segment, Klaviyo, Amplitude & More

Anish Kapoor

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About this service

Summary

I offer end-to-end integration, setup, and optimization of CRM platforms like HubSpot, Klaviyo, CDP tools like Twilio Segment, and product analytics platforms such as Amplitude and Mixpanel. From crafting data tracking plans and building custom workflows to designing advanced dashboards and seamless third-party integrations, I ensure tailored solutions for your business needs. What sets me apart is my multi-platform expertise, proven track record with B2B and SaaS companies, and a 100% satisfaction guarantee.

What's included

Project Scope and Planning
-Define project objectives, deliverables, and timelines. -Create a Data Tracking Plan: Map events, define taxonomy, and provide developer implementation guidelines.
Platform Setup and Configuration
-Configure HubSpot CRM and customize tools like Twilio Segment, Amplitude, and Mixpanel. -Set up CDP pipelines and event tracking infrastructure
Marketing and Sales Automation
-Design workflows for lead nurturing, sales enablement, and customer journeys. -Implement email, push notifications, and lifecycle messaging in Klaviyo or Customer.io.
Custom Dashboards and Reporting
-Build dashboards in Mixpanel/Amplitude for KPI tracking and insights. -Create funnel, cohort, and campaign performance reports
Data Migration and Organization
-Migrate and clean historical data for CRM and analytics tools. -Establish proper tagging and segmentation for unified data flow
Training, Documentation & Ongoing Support
Provide user training, detailed documentation, performance monitoring, issue resolution, and ongoing optimization

Example projects