I’m looking for a HubSpot Solutions Partner to implement our initial setup so we can start using HubSpot without delay.
Our company: Specializes in consumer finance
Our HubSpot goals for the next 60–90 days are:
- Remove all existing contacts from “marketing” and design a compliant re‑opt‑in approach.
- Send opt‑in campaigns (emails/letters) to all relevant contact segments.
- Set up all necessary workflows/automations, including:
- Follow‑up sequences after opt‑in
- List/marketing status updates
- Any necessary internal notifications and tasks
- Use our existing website as the landing experience (install tracking code, add HubSpot forms/CTAs where needed).
- Configure automated responses to opt‑in confirmations.
- Connect and configure Outlook Calendar so contacts can book appointments directly.
Current context:
- Estimated number of contacts: [e.g., ~600+].
- Hubs/tiers we have: [e.g., Marketing Hub Starter, Sales Hub Starter, etc.].
- Target start date: [e.g., as soon as possible, ideally week of January 19, 2026].
- Target go‑live: [e.g., within 4–6 weeks].
I’m looking for a partner who can:
- Propose a clear implementation plan and timeline
- Do the hands‑on build in our portal
- Provide some light training so we can operate and adjust things afterward
Please share:
- A brief outline of how you would approach this
- An estimated timeline
- A price range or package option
- Who on your team would be involved