HubSpot CRM Setup — Sequences, Workflows & Pipeline for B2B SaaS

Overview

I'm the founder of a B2B SaaS platform that sells to service directors and fixed ops directors at car dealerships. I need an experienced HubSpot specialist to set up our full outbound sales system from scratch. Everything is already designed and documented I just need someone to build it cleanly inside HubSpot.

This is a straightforward build for someone who knows HubSpot well. All content, email copy, workflow logic, and pipeline stages are already written. You're not designing anything you're executing a spec.

What needs to be built

A 7-step outbound email sequence (emails + manual call task reminders, pre-written copy provided) with correct enrollment settings, unenroll triggers, and sending windows

A second shorter sequence for warm/demo-scheduled leads (copy provided)

A deal pipeline with custom stages: New, Contacted, Demo Scheduled, Proposal Sent, Closed Won, Closed Lost

Custom contact properties (6) and custom deal properties (9) full list provided

Three workflow automations: lead assignment on enrollment, deal creation on demo booked, task creation on no-reply after 7 days

A lead status dropdown synced to pipeline stage

A simple dashboard with: emails sent, open rate, reply rate, demos booked, deals by stage

What I'll provide you

All email copy for both sequences (written and ready)

Full list of custom properties with field types

Pipeline stage names and definitions

Workflow logic written out step by step

Connected inbox (Google Workspace) already linked to HubSpot

What I'm looking for

Proven HubSpot experience please include examples of sequence or workflow builds you've done

Able to work from a written spec without hand-holding

Communicates clearly and asks good questions upfront rather than delivering something wrong

Can complete this within 3–5 business days?

Budget: $350 fixed price depending on experience

To apply: Tell me one HubSpot sequence or workflow you've built and what the outcome was. Applications without this will not be considered.