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We are a small, dedicated team of three looking for an experienced HubSpot Sales Hub specialist to help us configure our portal properly and train us on practical, everyday use. We recently committed to a two-year Sales Hub plan, but our initial onboarding partner fell short. We need someone who is not only technically proficient in Sales Hub, but is also a patient, clear, and effective educator.
We are ready to start immediately. This is an open-ended, hourly engagement that will continue until our team is completely comfortable, confident, and self-sufficient on the platform.
1. System Audit & Setup
We currently have company records imported into HubSpot, but little else has been configured. We need you to assess our current state and handle the core configuration:
User Setup & Integrations: Setting up user roles and permissions, integrating MS Outlook and calendars, and connecting standard/native marketplace apps.
Customization: Creating custom properties tailored to our specific business workflow.
Automations & AI: Setting up standard sales automations and enabling basic HubSpot AI features.
Workspace & Views: Configuring the Sales Workspace, building views and segments to streamline daily task prioritization, and setting up reporting dashboards.
2. Hands-On Team Training & Documentation
Technical setup is only half the requirement. We need interactive, practical training for all three team members to establish solid daily habits and workflows.
Recorded Sessions Required: All live training sessions must be recorded (either recorded and provided by you, or recorded on our end) so our team can retain them as a permanent internal reference and onboarding library.
Qualifications:
Deep, demonstrable expertise exclusively in HubSpot Sales Hub.
A proven track record of successfully training teams with varying technical comfort levels.
Willingness to have all training sessions recorded for our internal reference.
Immediate availability for an open-ended, hourly project.
Mandatory Applicant Screening Questions:
HubSpot Sales Hub Experience & Training: Please describe your direct experience implementing and training teams specifically on HubSpot Sales Hub. How do you structure your sessions so that a non-technical team becomes self-sufficient?
Portal Assessment: When stepping into an existing HubSpot portal with minimal setup, what are the first three steps you take to assess the system and structure the team's training?
Session Recording: Are you comfortable having all live training sessions recorded for our internal reference library?
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