HubSpot Sales Automation Overhaul

Customer: AI | Published: 13.11.2025
Бюджет: 1500 $

My current HubSpot portal has grown messy and manual to the point where reliable insights are almost impossible. I need it rebuilt from the ground up so every revenue-related action is captured, reported, and—wherever practical—triggered automatically. Priority one is Sales tracking. I want clear visibility into sales-performance metrics, quota attainment, and sales-team analytics, all surfaced through easy-to-read dashboards and forecasting views. From there we will extend the same clean architecture to pipeline tracking, automated sequences, commission calculations, trade-show ROI attribution, and even basic inventory snapshots. Automated follow-up reminders and task-deadline nudges must fire at the right time in the seller’s workflow, reducing missed touches without burying the team in noise. To get there, I need an expert who can audit the existing data model, streamline properties, map lifecycle stages, and then build the workflows, reports, and sequences that turn HubSpot into a single source of truth. Expect to: • Redesign pipelines and deal stages to fit our process • Create custom properties for quotas, commissions, and inventory counts • Build performance, quota, and analytics dashboards (HubSpot Reports, custom objects where needed) • Automate reminders and nurture sequences using HubSpot Workflows and Sequences • Document the new setup so it’s easy for my team to maintain If you have deep HubSpot experience and can hand back a portal that feels intuitive, reliable, and largely self-driving, let’s talk.