HubSpot CRM Expert Needed for Consultation

We are looking for a HubSpot CRM expert for a consultation, review, and optimization project. Our HubSpot is already partially set up. We have created our pipeline, deal stages, contacts, companies, workflows, and part of our outreach process. We do not need a full setup from scratch, but we need an expert to review what we have, identify what should be improved, and help us configure the system properly. I am attaching illustrative screenshots of our current HubSpot setup so you can understand the current structure. Please note that the screenshots do not contain real client or database information. I created them based on our current HubSpot structure so we can show the setup without sharing confidential data. What we need from you at this stage is not a full free audit, but a clear proposed action plan. Please review the screenshots and tell us: - What you think should be improved - What may be missing or set up incorrectly - What workflows, properties, reports, automations, or pipeline changes you would recommend - What specific tasks you would include in the project - How you would approach the work step by step - Your fixed price for the initial consultation, review, and optimization work We want to choose a consultant based on practical ideas and a clear proposed scope, not just general experience. Please avoid generic responses like “I am a HubSpot expert.” We would like to understand what exactly you would do in our case. We need someone who can: 1. Review our current HubSpot setup 2. Understand our B2B outreach and sales process 3. Identify confusing, inefficient, or missing parts 4. Suggest practical improvements based on HubSpot best practices 5. Recommend useful workflows, properties, automations, reports, or deal stage improvements 6. Help us properly configure or improve the setup if needed, without rebuilding everything from scratch I speak English and Russian. If we like your proposed plan and approach, we will proceed with paid work.

Project ID: 40566505