My HubSpot portal has outgrown the time I can personally dedicate to it, so I’m bringing in a specialist to keep everything organised and performing at its best. Here is what I need taken off my plate right away: CRM management • Data entry & cleanup: scrub duplicates, enforce naming conventions, and keep properties tidy. • Lead & deal management: ensure every contact is in the right lifecycle stage, deals move smoothly through pipelines, and follow-up tasks are auto-assigned. • Reporting & analytics: build clear dashboards that surface pipeline health, email performance, and workflow efficiency. Email marketing • Creating reusable, on-brand email templates. • Setting up segmented campaigns, including A/B tests and scheduling. • Analysing campaign performance so we can iterate quickly. Workflow automation • Map and build new automated workflows that reduce manual touchpoints for sales and marketing. • Optimise existing workflows to eliminate redundancies and prevent trigger conflicts. Acceptance criteria 1. All CRM records are clean, deduplicated, and properly segmented. 2. Email templates render flawlessly across major clients and devices. 3. Campaign reports and deal dashboards provide real-time, actionable insights. 4. Workflows run error-free and cut manual effort by at least 30 %. You’ll work directly in HubSpot, so familiarity with its CRM, Marketing Hub, Lists, Workflows, and Reporting tools is essential. I’ll supply portal access, brand assets, and current process docs; you bring the expertise to streamline, automate, and make the data tell its story.