HubSpot Freelancer
Hi, my current company is looking for HubSpot contract work.
Project Objectives
• Establish a unified view of pipeline activity across all business units
• Improve CRM data quality and governance
• Standardize lead, opportunity, and customer lifecycle management
• Increase adoption and consistency among business development users
• Integrate HubSpot with NetSuite and other critical systems
• Build reporting and dashboards that improve visibility into commercial performance
• Create a scalable CRM framework that can accommodate future acquisitions and growth initiatives
• Develop a consistent methodology for identifying, tracking, and reporting recurring versus project-based revenue
Success Looks Like
• A single, enterprise-wide pipeline view that provides leadership with clear visibility into opportunities, forecast, activity, and performance across all business units
• Standardized dashboard package deployed for executive leadership, business development, and marketing teams, including reporting by business unit, service line, and salesperson
• HubSpot-NetSuite integration implemented and operational, providing reliable synchronization of customer, opportunity, and financial data
• Successful migration and consolidation of the existing Salesforce instance into HubSpot with minimal disruption and preservation of historical data
• Clear identification and reporting of recurring, project-based, and hybrid revenue opportunities across the organization
• Executive visibility into recurring revenue growth, project revenue, expansion opportunities, and revenue mix by business unit and service line
• 95%+ active adoption by business development and marketing users, measured through CRM activity, opportunity management, and reporting utilization
• Documented sales process and stage definitions with consistent qualification criteria and forecasting methodology across the organization
• Improved CRM data quality and governance, including duplicate management, required field compliance, and ownership accountability
• A repeatable acquisition onboarding framework that allows future businesses to be integrated into HubSpot quickly and consistently
Initial Scope of Work
Assessment and Recommendations
• Evaluate the current HubSpot environment
• Review existing data structures, workflows, pipelines, properties, and reporting
• Identify gaps, redundancies, and opportunities for improvement
• Deliver a prioritized roadmap for implementation
CRM Architecture and Standardization
• Define standardized lifecycle stages and opportunity stages
• Establish data governance standards
• Design a scalable CRM architecture supporting multiple business units and service lines
• Create processes for onboarding future acquisitions into the CRM environment
Revenue Model Design
• Define recurring, project-based, and hybrid revenue classifications
• Create standardized opportunity structures and required fields
• Develop reporting that distinguishes recurring revenue, project revenue, expansion revenue, and revenue at risk
• Establish governance standards to ensure consistent classification across business units
Data Quality and Governance
• Audit and clean existing records
• Resolve duplicate and inconsistent data
• Define ownership rules and required fields
• Establish ongoing governance processes
Revenue Operations and Reporting
• Develop executive dashboards and KPI reporting
• Improve forecasting capabilities
• Create visibility into pipeline generation, progression, conversion, and revenue outcomes
• Support business development activity tracking and performance measurement
Systems Integration
• Design and implement integration between HubSpot and NetSuite
• Improve visibility between commercial, operational, and financial systems
• Ensure data integrity across platforms
Adoption and Change Management
• Develop user training materials and SOPs
• Conduct stakeholder training sessions
• Support rollout and adoption across business units
• Recommend long-term governance and ownership structure