Get Your HubSpot Portal Running Smoothly from Day One by Carrie HollandGet Your HubSpot Portal Running Smoothly from Day One by Carrie Holland

Get Your HubSpot Portal Running Smoothly from Day One

Carrie Holland

Starting at

1,600

About this service

Summary

Setting up HubSpot properly is key to making it work for you, not against you. I’ll configure your account, clean up your CRM, and automate essential processes so your team can focus on growth instead of manual tasks. With years of experience in marketing automation and CRM administration in HubSpot, I ensure a seamless setup that saves you time and maximizes efficiency.

What's included

HubSpot account setup OR in-depth portal audit
Configure your HubSpot account from scratch or audit your existing setup to ensure everything is optimized for efficiency.
Custom Workflows
Automate repetitive marketing, sales, or service processes to improve productivity and lead management.
CRM Data Cleanup & Organization
Remove duplicate records, standardize data, and structure your CRM for accurate reporting and seamless tracking.
Custom Dashboards & Reports
Build data-driven dashboards that provide clear insights into your marketing and sales performance.
One Recorded Training Session
A personalized walkthrough to help you and your team confidently navigate your newly optimized HubSpot portal.

Duration

2 weeks

Skills and tools

Sales Manager

Customer Success Manager

Account Manager

HubSpot

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