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HubSpot + Aircall CRM Infrastructure
We’re looking for a HubSpot + Aircall expert to fully set up our CRM, sales pipeline, and outbound automation. This includes configuring custom fields and deal stages for our employer outreach workflow, integrating Aircall for call tracking and logging, and building 2–3 email sequences for follow-up and client conversion. The system should track calls, job orders, provider submissions, and paid upgrades — with dashboards to monitor performance. Bonus if you can also configure basic landing pages and email marketing for freemium clients. 1. HubSpot CRM Setup • Create custom Company, Contact, and Deal fields: o Practice Type, Subscription Status, Job Title, Pay Type, etc. • Build a custom pipeline for employer outreach and job order tracking: o Stages: Free Job Submitted → Provider Sent → Follow-Up → Upgraded to Paid → Hired / Closed • Set up task management for follow-ups (auto-reminders 3–5 days after submissions) ________________________________________ 2. Aircall Integration • Integrate Aircall with HubSpot o Enable click-to-dial, call logging, disposition tags, and notes • Make sure each call is tied to the right Contact and Company • Test to ensure call metrics (e.g., call count, call outcomes) are visible in reports ________________________________________ 3. Email Outreach Automation • Build 3 email sequences in HubSpot: 1. Cold outreach to employers 2. Follow-up after provider submission 3. Upgrade nudge to freemium clients • Configure tracking for opens, replies, and conversions • Auto-create tasks for manual follow-up if no reply after 2–3 days ________________________________________ 4. Dashboard & Reporting • Create a dashboard to monitor: o Calls made per rep o Job orders submitted o Provider submissions sent o Conversion to paid accounts • Bonus: Build a freemium → paid tracker by Contact or Company ________________________________________ Goal: Be fully operational in 5–7 days so we can begin making calls, logging jobs, submitting providers, and converting to paid clients with full visibility.