HubSpot Implementation Consultant (Contract)

We are seeking an experienced HubSpot consultant to design, implement, integrate, and optimize HubSpot as the central platform for customer management, sales, marketing, automation, reporting, and customer intelligence.

The objective is not simply to configure HubSpot. The objective is to create a complete customer acquisition, retention, and growth engine that provides visibility across all customer touchpoints and sales channels.

Objective

Design and implement HubSpot as the central customer relationship management platform for AA Mint.

HubSpot should serve as the single source of truth for customers, prospects, sales activity, marketing performance, customer acquisition, customer retention, customer lifetime value, and business reporting.

The consultant will be responsible for creating a scalable CRM and marketing infrastructure capable of supporting significant future growth.

Key ResponsibilitiesCRM Architecture & Configuration

• Design overall HubSpot architecture
• Configure Contacts, Companies, Deals, and Tickets
• Create custom properties and fields
• Establish lifecycle stages
• Define lead statuses
• Develop customer data governance standards
• Build scalable CRM structure for future growth

Data Management & Migration

• Audit existing customer and prospect data
• Clean and normalize data
• Remove duplicates
• Import historical records
• Establish ongoing data quality procedures
• Create standards for future data management

Sales Process Implementation

• Design and implement sales pipelines
• Configure deal stages
• Create opportunity management workflows
• Configure task management and follow-up automation
• Build pipeline reporting and forecasting
• Establish sales activity tracking

Customer Segmentation

Design customer segmentation including:

• New Customers
• Repeat Customers
• VIP Collectors
• High-Value Customers
• Whatnot Customers
• eBay Customers
• Shopify Customers
• Card Show Customers
• Event Customers
• Break Participants
• Graded Card Buyers
• Sealed Product Buyers
• Inactive Customers
• Wholesale Customers
• Consignment Customers

Create workflows and reporting around each customer segment.

Marketing Automation

• Configure forms and lead capture processes
• Create customer onboarding workflows
• Create welcome campaigns
• Create re-engagement campaigns
• Create abandoned cart campaigns
• Create product launch campaigns
• Create VIP customer campaigns
• Create event follow-up campaigns
• Create customer retention campaigns
• Implement lead scoring and engagement tracking

Sales Channel Integration & Customer Attribution

The consultant will design HubSpot to serve as the central customer database across all sales channels.

Current and Future Sales Channels

• Shopify
• Whatnot
• eBay
• TikTok Shop
• Facebook Shop
• Instagram Shop
• Google Shopping
• Fanatics Collect (if applicable)
• TCGPlayer (if applicable)
• Card Shows and Trade Shows
• In-Person Sales
• Phone Orders
• Email Orders
• Future sales channels

Responsibilities include:

• Customer source tracking
• Revenue attribution by channel
• Customer acquisition tracking
• Customer lifetime value tracking
• Channel performance reporting
• Customer journey visibility
• Customer retention tracking
• Marketing attribution reporting

Systems Integration

Evaluate, recommend, and implement integration between HubSpot and:

• Shopify
• QuickBooks
• Email marketing platforms
• SMS marketing platforms
• Customer service platforms
• Marketplace tools where feasible
• Ecommerce reporting systems
• Future operational systems

The goal is to minimize manual work and create a connected ecosystem across customer acquisition, sales, marketing, service, and reporting.

Reporting & Dashboards

Build executive-level dashboards providing visibility into:

Customer Metrics

• Total customers
• New customers
• Repeat customers
• Customer lifetime value
• VIP customer activity
• Customer retention

Sales Metrics

• Revenue by channel
• Revenue by customer segment
• Pipeline activity
• Opportunities created
• Opportunities won

Marketing Metrics

• Lead generation
• Lead conversion
• Campaign performance
• Email performance
• SMS performance
• Customer acquisition by source

Executive Metrics

• Revenue growth
• Customer growth
• Acquisition cost
• Customer lifetime value
• Channel profitability
• Business performance KPIs

Documentation & Training

• Develop standard operating procedures
• Create workflow documentation
• Train management and staff
• Create HubSpot administration procedures
• Establish governance and maintenance processes

DeliverablesPhase 1 - Discovery & Planning

• Current-state assessment
• CRM architecture plan
• Data migration plan
• Integration roadmap
• Reporting requirements

Phase 2 - Implementation

• HubSpot configuration
• Data migration
• Sales pipeline implementation
• Marketing automation implementation
• Integrations completed
• Dashboards completed

Phase 3 - Launch & Optimization

• Testing and validation
• Team training
• Documentation completion
• Launch support
• Optimization recommendations, * Successful HubSpot implementation
• Clean and accurate customer database
• Complete customer visibility across all channels
• Automated customer acquisition and retention workflows
• Accurate reporting and attribution
• Improved customer retention
• Improved repeat purchase activity
• Increased operational efficiency
• Executive visibility into customer and revenue performance

Engagement Structure

• Contract Consultant
• Estimated duration: 6-10 weeks
• Weekly project meetings
• Weekly milestone reporting
• Fixed-fee or milestone-based pricing preferred

Do you have experience in Systems integration?, * 5+ years HubSpot implementation experience

• Experience with HubSpot CRM, Marketing Hub, and Sales Hub
• CRM architecture expertise
• Marketing automation expertise
• Data migration experience
• Reporting and analytics experience
• Integration experience
• Strong project management skills

Preferred Qualifications

• Ecommerce experience
• Shopify integration experience
• QuickBooks integration experience
• Collectibles or enthusiast-market experience
• Customer lifecycle marketing expertise
• Revenue operations experience
• Experience supporting high-growth companies, Has personally led multiple HubSpot implementations from strategy through launch and understands how to build a CRM that drives revenue, customer retention, and operational efficiency. The ideal candidate can integrate HubSpot with ecommerce platforms, build meaningful automation and reporting, and create a scalable customer growth engine that supports AA Mint’s continued expansion across Shopify, Whatnot, eBay, social commerce, events, and future sales channels.

$100 - $150 an hour - Contract