Job Title HubSpot CRM Setup & Simple Database Configuration (Non-Technical Business Owner) ________________________________________ Job Description I am a small business owner in the tourism & private transportation industry and I need help setting up HubSpot CRM in a very simple, easy-to-use way. I am not tech-savvy, and HubSpot feels confusing and frustrating to me right now. My goal is to have a clean, organized database that helps me track inquiries, bookings, and follow-ups — without overcomplicating anything. I am looking for someone who: • Is patient and clear • Can explain things in plain English • Understands small service-based businesses • Can set this up for me, not just tell me what to do Must be familiar with Hubspot - I have account just need help setting up. ________________________________________ What I Need My Database to Do 1. Contact Management I need HubSpot set up so I can easily store and view: • Name • Email • Phone number • City / State • How they found us (website, phone, OTA, referral, etc.) • Type of service they inquired about (Tour / Transportation) I want everything in one place, clean and easy to view. ________________________________________ 2. Lead Tracking (Very Simple) I want to know: • Who contacted us • Who booked • Who did NOT book and needs follow-up • I need help setting up simple lead stages, such as: • New Inquiry • Contacted • Booked • Did Not Book • Follow-Up Needed • Completed Trip Nothing complicated — just clear and visual. ________________________________________ 3. Booking & Service Info I would like custom fields for: • Type of service (Scenic Sedona Tour, Grand Canyon Tour, Airport Transfer, Wedding, Corporate, etc.) • Date of service • Number of guests • What we quoted for booking ________________________________________ 4. Follow-Ups & Reminders This is very important to me. I want HubSpot to help me: • Remember to follow up with inquiries who did not book • Send a “Thank you for traveling with us” email after the trip • Send a review request email (TripAdvisor / Google) Automation should be very light and simple, or even just reminders if automation is too complex. ________________________________________ 5. Email Templates I need help creating or setting up: • Inquiry follow-up email • Booking confirmation email (basic) • Post-trip thank you / review request email I want these saved inside HubSpot so I can reuse them easily. ________________________________________ 6. Simple Dashboard I would love a very basic dashboard showing: • New inquiries this week • Bookings this month • Follow-ups needed No complex reports — just a quick snapshot. ________________________________________ 7. Training / Handoff Once set up, I need: • A short walkthrough (Zoom or Loom video preferred) • Very simple written instructions or checklist • Something I can also give to staff later ________________________________________ What I Do NOT Want • Over-engineered systems • Complicated automations • Enterprise-level setups • Technical jargon without explanation ________________________________________ My Budget Open to fair pricing — please quote based on: • Initial setup • Templates • Training / walkthrough ________________________________________ Bonus (Not Required) • Experience with tour companies, transportation, or hospitality • Experience simplifying HubSpot for non-technical users ________________________________________ How to Apply Please include: 1. Your experience with HubSpot 2. Examples of similar CRM setups (simple ones preferred) 3. How you typically help non-technical clients 4. Estimated timeline