Job Description
Project Description: We have just completed our full CRM migration from ACT! to HubSpot (data cleanup, enrichment, 80,000+ verified contacts, master TAM database of 16,000+ U.S. plastics manufacturers, decision-maker enrichment, and Clay integration all done via Curious About Sales). We now need an experienced HubSpot Consultant / RevOps specialist to finalize the platform and prepare it for full live activation with our national sales team in the next 2–4 weeks. Scope of Work (deliverables): •Build and customize all executive + territory dashboards in HubSpot (and Google Looker Studio where specified) matching our 2026 Execution Funnel and sales goals: o Pipeline health, campaign performance, territory performance, outbound ROI, lead-to-meeting-to-customer funnel o Midwest Territory dashboard (tabs/views: Territory 2026, Lost Customers, New Customers, Top 50, Samples Sent, Top 25 Prospects) o Lost-customer alerts, at-risk customer tracking, new-customer tracking • Create and optimize all outbound email + LinkedIn sequences in HubSpot (cold sequences targeting 40k–50k+ contacts, reply-rate tracking, meeting booking workflows, AI personalization & lead scoring) • Set up automated reporting: o Monthly growth & pipeline report (meetings booked, new customers, outbound ROI, lead conversion trends) o Weekly dashboard updates o 20% website lead conversion tracking (purgexonline.com form submissions) • Implement AI-assisted lead scoring, routing rules, lead handoff SLAs, and playbooks • Configure all activity logging, deal stages, custom properties, and workflows needed for our sales team to hit 2026 targets (Jason Bishop – $1.124M Midwest goal + 40 new customers; national goal of 169 new direct customers) • Final data integrity audit (100% accuracy & completeness across all objects) • Knowledge transfer / short training session for sales leadership and Nick Haag (Growth & Revenue Operations Lead) Ideal Consultant: • 5+ years hands-on HubSpot experience (Sales Hub + Marketing Hub + Operations Hub) • Proven track record building sales dashboards and high-volume outbound sequences for B2B manufacturing/industrial companies • Experience with Clay + HubSpot integrations and Looker Studio a big plus Timeline: 2–4 weeks (we are ready to start immediately) Budget: Fixed-price or hourly (please quote both) Start Date: ASAP Please include in your proposal: • Your HubSpot certification level and years of experience • Examples of similar dashboards/sequences you’ve built (screenshots or links welcome) • Availability to start this week We’re looking for a true HubSpot power user who can hit the ground running and deliver a polished, ready-to-go system so our sales team can execute our aggressive 2026 growth plan ($10.5M run-rate target). Looking forward to your proposals! Apply tot his job
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