HubSpot CRM Setup for Small Business

About Role

Configure HubSpot CRM for a small sales team that needs a simple, consistent process for capturing and following up with leads. The setup should reflect the team's real workflow, avoid unnecessary complexity, and give managers useful visibility into pipeline activity and follow-up performance. The successful freelancer will be expected to work independently, share progress at agreed checkpoints, and raise questions early when a requirement needs clarification. All submitted work should be original, well organized, and ready for practical use after reasonable review.

Requirements

• Review lead sources, sales stages, and current follow-up practices.
• Configure contacts, companies, deals, properties, and pipeline stages.
• Set up basic forms, notifications, tasks, and email templates.
• Import and clean an agreed set of existing records.
• Create simple pipeline and activity reports.
• Train the team and provide a short administration guide.