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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