Project Description
I’m brand-new to HubSpot and need someone to walk me through a clean, first-time setup of the CRM. The session will be live on Zoom with screen-sharing, conducted in English, and should last roughly 1–2 hours.
During the call I want to:
• Configure core contact-management settings
• Build at least one sales pipeline for deal tracking
• Create a few starter reports so I can monitor activity immediately
Because I’m starting from scratch—no data needs importing—we can focus entirely on getting the structure right and understanding best practices. By the end of the session I should have:
– A working contact database with key properties defined
– A usable pipeline that reflects my basic sales stages
– Simple dashboard reports showing contacts, deals, and pipeline value
Please be ready to share your screen, answer questions in real time, and leave me with enough confidence to manage the CRM on my own after our call.