The primary goal is to move away from a cluttered legacy system by setting up a clean, "out-of-the-box" HubSpot production instance. The Consultant will ensure that the new setup supports data hygiene, standardized reporting, and future ICP-related analysis.
Scope of Work
- Configure the new HubSpot instance using default, out-of-the-box settings as much as possible to ensure stability and avoid legacy logic issues.
- Collaborate with the Business Analyst (BA) to design basic operational processes for various teams, including SDR, BDM, AM, and Marketing.
- Define standard triggers and rules for creating and managing Contacts, Companies, Leads, Deals, and Tickets.
- Create a centralized "Single Source of Truth" by documenting all agreed operational processes and implementation references.
- Develop role-based training materials and design rigorous examinations to validate user understanding.
- Conduct training sessions where all users must pass the exam as a prerequisite for system access.
- Define clear onboarding and offboarding processes per role, including handover rules and record ownership transfer.
- Provide technical support during the final data migration phase, ensuring only the "Master Filtered" relevant dataset is transitioned.