u/Hot_Angle_270

https://www.chicagobusiness.com/opinion/editorials/ccb-affordable-housing-editorial-20261002/

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