Superior Marketing is seeking an experienced HubSpot specialist to configure our CRM and build our email campaigns as a defined, fixed-price project.
This is a technical implementation project. It does not include cold calling, daily outreach, prospect qualification, appointment setting or ongoing lead management.
Current Setup
Sales Hub Enterprise
Marketing Hub Starter
Fewer than 1,000 contacts
Only three contacts currently in HubSpot
Contacts are stored in our proprietary business software
We will provide a clean contact file with duplicates removed. Data cleanup and deduplication are not part of this project. Our software developer will handle any future integration between our proprietary system and HubSpot.
Project Scope
Audit our current HubSpot account and subscriptions
Recommend and configure the appropriate CRM structure
Create the necessary contact and company properties
Configure lifecycle stages, lead statuses and sales pipelines
Create segments for current clients, former clients, warm prospects, inactive prospects and new leads
Import the provided contact file
Associate contacts with the correct companies
Build up to seven email campaigns for different client and prospect categories
Write and format the campaign emails
Configure delays, triggers, follow-up actions and tasks
Determine when to use Marketing Hub emails versus Sales Hub sequences
Configure lists, workflows and reporting
Set up email tracking, unsubscribe handling and campaign attribution
Test the complete system
Provide written documentation, video walkthroughs and live training
All campaigns must remain in draft status until we provide written approval to activate them.
Applicant Requirements
The selected specialist must personally perform the work. No team member, agency employee or subcontractor may access our HubSpot account or contact database without prior written approval.
Please include the following in your proposal:
Your fixed price and completion timeline
Your current HubSpot certifications
Examples of HubSpot systems you personally configured
The specific properties, pipelines, workflows, sequences and reports you built
Whether your price includes writing and formatting all campaign emails
Confirmation that the proposed system will work with our current subscriptions
Any additional software or subscription costs
Your proposed project milestones
Interview Requirement
Finalists must attend a video interview and demonstrate a HubSpot system they personally built or managed. A permitted demonstration account or properly redacted client system is acceptable. Screenshots alone are not sufficient.
Please begin your proposal with the words “HubSpot Setup Only” so we know you have read the complete scope.
This project will be awarded at a fixed price using milestones. Final payment will be released after the system has been tested and the documentation and training have been completed.
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