Remote Position
HubSpot implementation
🌍 Remote · United States
💼 Full-time
HubSpot CRM Implementation for 9-Person Sales Team (Promotional Products) We are a Dallas-based promotional products distributor (nearly 30 years in business, ~$8M revenue) looking for a certified HubSpot consultant to implement a production-ready HubSpot Starter environment for our sales team. WHAT MAKES THIS PROJECT UNIQUE: We have completed extensive pre-work that eliminates the typical discovery/strategy phase:
- 40+ page Sales Process & Operations Playbook with 12 sections
- 7-stage deal pipeline with entry/exit criteria and win probabilities
- Custom property specifications (10 properties fully defined)
- Team selling architecture (primary owner + custom properties for ERP bridge)
- Email marketing playbook with 5 automated sequences
- Claude AI connector rollout guide with prompt libraries WHAT WE NEED: 1. Data migration & cleanup (from ERP, Outlook, Google Drive, Smart Sheets) 2. CRM configuration (pipeline, properties, required fields per our specs) 3. Integrations (MS 365, Google Drive, Claude connector, Zapier/Power BI) 4. Email marketing setup (domain auth, templates, segmented lists, basic automation) 5. User accounts & permissions (9 paid seats) 6. Dashboards (Sales Manager + Individual Rep) 7. Role-specific training (sales team, manager, marketing, Claude walkthrough) REQUIREMENTS:
- HubSpot certification (Solutions Partner preferred)
- Experience with teams under 15 users
- Experience with first-time CRM adoption / change management
- Familiarity with Claude AI connector (preferred, not required)
- Comfortable working from pre-built specifications rather than starting from scratch BUDGET: $2,000–$6,000 (given pre-work completed). We have a detailed RFP with full specs to send to qualified candidates. TIMELINE: 3–6 weeks from engagement to go-live. Please include in your response:
- Number of HubSpot implementations completed
- Experience with Starter vs. Professional tier
- Your estimated hours and pricing model
- A reference from a similar-sized project - Detailed RFP available upon request. Apply tot his job