You will work closely with internal stakeholders and the client to design and deploy a scalable, well-governed HubSpot instance aligned to real GTM workflows.

Engagement Details

• Type: One-time contract

• Duration: Fixed-scope implementation

• Focus: Architecture, build, QA, and handoff (no ongoing admin required)

Scope of Work

• Architect HubSpot across all Hubs (CRM, Marketing, Sales, Service, Ops)

• Design data model, lifecycle stages, pipelines, and core objects

• Configure workflows, automation, lead routing, and scoring

• Implement and validate integrations with the client’s existing stack

• Support data migration, cleanup, and QA

• Build dashboards and reporting for operational and executive visibility

• Document system architecture and implementation decisions

• Deliver clean handoff of a production-ready HubSpot environment

Deliverables

• Fully configured HubSpot deployment

• Documented CRM architecture (objects, pipelines, lifecycle stages)

• Live automations, workflows, and routing logic

• Integrated external tools and validated data syncs

• Executive and operator dashboards

• Final QA, documentation, and handoff

Requirements

Must Have

• Proven experience leading end-to-end HubSpot implementations

• Strong HubSpot architecture and data modeling expertise

• Hands-on experience building workflows, automation, routing, and scoring

• Experience integrating HubSpot with external tools (native and/or middleware)

• Ability to manage data migration, cleanup, and QA

• Strong documentation and handoff discipline

• Excellent written and spoken English

• Client-facing delivery or consulting experience

Nice to Have

• HubSpot certifications

• RevOps or GTM operations background

• Experience with B2B, B2C, or hybrid sales motions

• Familiarity with automation/integration tools (e.g., Make, Zapier)

• Experience building executive-level reporting and dashboards