SmartDev

Consultant

• Configure the new HubSpot instance using default, out-of-the-box settings as much as possible to ensure stability and avoid legacy logic issues.
• Collaborate with the Business Analyst (BA) to design basic operational processes for various teams, including SDR, BDM, AM, and Marketing.
• Define standard triggers and rules for creating and managing Contacts, Companies, Leads, Deals, and Tickets.
• Create a centralized "Single Source of Truth" by documenting all agreed operational processes and implementation references.
• Develop role-based training materials and design rigorous examinations to validate user understanding.
• Conduct training sessions where all users must pass the exam as a prerequisite for system access.
• Define clear onboarding and offboarding processes per role, including handover rules and record ownership transfer.
• Provide technical support during the final data migration phase, ensuring only the "Master Filtered" relevant dataset is transitioned.

SmartDev

HUBSPOT CONSULTANT

HubSpot Consultant – 1-month contract