Excel with HubSpot | HubSpot CRM Automation

Ashlyn Gardner

(0)

Starting at

/hr

About this service

Summary

I work on a minimum 3-month basis as I prefer to offer ongoing support to analyze and optimize results over time.

Having experience in the B2B space creating marketing automations has allowed me to understand the vital components of a buyer's journey. That understanding empowers me to create customized CRM structures and automation built for distinct audience types.

Process

Review of challenges and objectives

Audit of existing CRM and data functionality

Roadmap plan of needed automation and CRM changes that will need to be set up/implemented

Roadmap review and approval by client

SOW begin with regular collaboration with the client

What's included

Workflow & Property Creation & Enhancement
Fine-tune existing workflow and property systems to enhance overall functionality. Custom solutions across HubSpot tools addressing your unique communication strategies, optimizing your HubSpot instance for peak performance.
Customized HubSpot Workflows
HubSpot workflows tailored specifically to your business objectives. Automated processes that streamline tasks, external and internal communication, data updates, and more.
Multi-Hub HubSpot Data Management
Data managed across multiple HubSpot hubs for unified CRM data & automation. Internal automations created to unify Hubs and communicate across teams.

Example projects