I've used HubSpot in a previous role and have some skills but nowhere near enough to do what I want. I have set up some key fields and settings but need help with more difficult (to me) steps.
I know that I need:
finish setting up web page
connect PandaDoc to HubSpot
create templates linked to PandaDoc (or whatever works)
direct incoming enquiries to the right email address
set up workflow for sales person to follow up leads
Teach me how to do steps 3 and 4.
I have used CRM systems for many years and have an idea of what I want to be able to do. I would value input on other functions which would help my business so am looking for someone with excellent communication and social media marketing skills.
We are launching internationally and expect fast growth.
Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.