Hubspot Expert to help set up Retention Workflow

$25.00
Hourly: $25.00 - $50.00

We have Hubspot Professional and need help setting it up for customer retention and upsell. Phase 1: Retention & Upsell Import customers - our data is in other databases, and we’re normalizing the data and pushing to Hubspot. Some data is in Hubspot, some still needs work. Import customer attributes - Plan - Revenue - Feature Usage - Industry - Onboarding Stage Send Email Communications - based on customer attributes (plan, stage, revenue etc), we’d like to send emails: - Customers by Plan (upsell from one product to another) - Customers by Revenue (VIP customers get more touchpoints) - Customers by Onboarding Stage (reminder to book next meeting) Looking forward to your bid.

Keyword: Email Automation

Price: $25.0

Marketing Automation HubSpot Customer Retention Strategy CRM Development

I want to apply

n8n Automation expert

Looking for an AI Automation expert with expertise in automating: - CRMs - Customer Onboarding - Customer Service Automation - Email Management Automation - Creating AI agents with n8n Must be an experienced AI Automation expert with off the cuff knowledge of what autom...

View Job

Systems & Operations Strategist

About Us We are a full suite online business management company that supports purpose-driven female entrepreneurs with operations oversight, systems management, creative and strategic growth initiatives. We’re passionate about helping our clients scale with intention an...

View Job

HubSpot Klaviyo Integration

Build an integration between HubSpot and Klaviyo that enrolls contacts in flows when specific triggers are met in HubSpot. This can be done through automation tools like Zapier, or as a standalone integration

View Job