topic Re: New freelancer using Hubspot to manage clients in Tips, Tricks & Best Practices

New freelancer using Hubspot to manage clients

BennyB — Wed, 25 May 2022 13:29:48 GMT

Hi all,

I'm new here and I'm a freelance web designer.
I don't understand which one is the best Hubspot solution for me.
I want to create multiple websites for each client I have. Every client has a different business category (food, travel, landing page, agency, online store). Which will be the best Hubspot plan for me?

If you have any questions, let me know.

Many thanks.

Re: New freelancer using Hubspot to manage clients

kvlschaefer — Thu, 26 May 2022 20:09:00 GMT

Hi @BennyB,

Thanks for reaching out!

I'll add some of our top contributors to this conversation to see if they have any thoughts.

Hi @danmoyle, @Jnix284, @himanshurauthan, @GeorgeBThomas, @karstenkoehler, @Olivia_Bagnall - Do you have any advice for @BennyB?

Thank you!

Best,

Kristen

Re: New freelancer using Hubspot to manage clients

Jnix284 — Thu, 26 May 2022 20:20:47 GMT

Hi @BennyB , welcome to the HubSpot community, and HubSpot, too! It won't take long and you'll realize what a great choice it was!

For your own HubSpot account, you can definitely start with the free CRM, but if you think you want to be a Solutions Provider or Solutions Partner, you'll likely want to start with CMS Hub Starter or CMS Hub Pro for your own website (there are other Hub options that meet the criteria if you don't want to move your website right away).

You can also setup a free sandbox account for developers, which I highly recommend, even if you will be using themes and not doing your own dev. (wasn't sure if "web designer" meant design only or design & dev).

Also recommend taking the CMS for Marketers from HubSpot Academy as an intro to the platform.

I'm sure the others will have tons of advice and ideas, just wanted to kick things off and say hello!

Feel free to reach out if you have CMS, dev, or theme questions, I'm happy to help 🙂

Re: New freelancer using Hubspot to manage clients

danmoyle — Fri, 27 May 2022 11:34:40 GMT

Hi @BennyB and welcome to HubLandia! 😀

I'll mostly just second what @Jnix284 said. Start with Free CRM for you, and maybe CMS Starter so you can have a website. Then look at becoming a partner so you can sell HubSpot to your clients. Each site you build for your clients will be its own entity, and will either need its own HubSpot portal, or another CMS.

And I'll echo the Academy recommendation. A couple additional certifications I'd suggest are:

Inbound
HubSpot Marketing Software
HubSpot Sales Software

I hope that helps!

Re: New freelancer using Hubspot to manage clients

himanshurauthan — Fri, 27 May 2022 13:28:50 GMT

Hello @kvlschaefer,

Thank you for tagging me in.

So @BennyB, if you are thinking of developing a website, then you should go for the HubSpot CMS Hub Plans.

Also, for the CRM part, you can create the HubSpot Test account, and then you can choose your favorite software from Sales, Service, or Marketing.

You can learn How to create different Test accounts Here.

Also, if you want my team can help you in creating a website with HubSpot CMS and implementation of HubSpot.

Regards,

Re: New freelancer using Hubspot to manage clients

Olivia_Bagnall — Mon, 30 May 2022 21:15:56 GMT

@BennyB Generally your clients will have their own HubSpot's or CMS's and then add you as a user so you can work using their tools. You would be totally fine with a free account just for you 🙂

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

o.bagnall@baskey.eu

www.baskey.eu

Rheingasse 14, 50676 Köln

</br > </br > Leo Lehrbaß & Brian Mackey Baskey GbR, Rheingasse 14, 50676 Köln

Re: New freelancer using Hubspot to manage clients

BennyB — Mon, 06 Jun 2022 21:41:02 GMT

Many thanks for your help!