Matthew

B2B Professional Services Company – HubSpot CRM Migration & Sales Automation

B2B Rocket • Freelance

Dec 2025 - Dec 2025 • 0 mos

I helped a B2B professional services company migrate and restructure its customer data in HubSpot while automating its sales and client onboarding processes. WHAT I DID: 1. Migrated and cleaned contacts, companies, deals, and historical sales data into HubSpot. 2. Redesigned the CRM structure with custom properties, lifecycle stages, and segmentation. 3. Built separate pipelines for new business, existing clients, renewals, and upsell opportunities. 4. Automated lead assignment based on service type, company size, location, and lead source. 5. Created workflows for lead qualification, sales follow-ups, proposal reminders, and deal-stage progression. 6. Automated client onboarding tasks after a deal was marked Closed Won. 7. Created email sequences for prospects, inactive leads, and existing clients. 8. Set up automated reminders for contract renewals and follow-up opportunities. 9. Built dashboards tracking pipeline value, sales activity, conversion rates, revenue, and team performance. 10. Integrated HubSpot with the company's existing business tools to keep customer and sales information synchronized. The company moved from a fragmented CRM process to a centralized HubSpot system with cleaner data, automated sales activities, structured client onboarding, and improved visibility across the entire customer lifecycle.

HubSpot CRM & Revenue Operations Automation

SaaSflow

Nov 2025 - Nov 2025 • 0 mos

I helped a growing SaaS company redesign its HubSpot CRM to manage the complete customer journey from lead acquisition and product trials to sales conversion and customer retention. THE PROJECT I EXECUTED 1. HubSpot CRM & Revenue Operations Automation 2. Redesigned HubSpot CRM architecture for contacts, companies, deals, and customer accounts. 3. Built multiple sales pipelines for inbound sales, enterprise deals, renewals, and expansions. 4. Created custom properties for subscription plans, MRR, industry, company size, product usage, lead source, and customer status. 5. Implemented lead scoring based on company attributes, website activity, email engagement, demo requests, and product interactions. 6. Built automated workflows for lead qualification, routing, follow-ups, trial activation, and sales handoffs. 7. Automated lifecycle-stage progression from Lead → MQL → SQL → Opportunity → Customer. 8. Created automated nurture sequences for leads and trial users who were not ready to purchase. 9. Set up workflows for customer onboarding, renewal reminders, upselling, and cross-selling opportunities. 10. Connected marketing, sales, and customer-success processes within HubSpot. 11. Built custom dashboards for pipeline value, conversion rates, MRR, lead sources, sales performance, churn risk, and customer growth. 12. Cleaned, deduplicated, and standardized existing CRM data. 13. Created internal processes and documentation to ensure consistent CRM usage across teams. The company gained a centralized revenue operations system that automated major parts of its marketing, sales, and customer lifecycle processes, while giving management clearer visibility into pipeline performance, recurring revenue, customer activity, and growth opportunities.