**All AI generated, or copy-paste standard applications will be rejected. Please read the brief carefully before applying to be considered.** HubSpot Starter CRM Setup for Insurance Broker We are looking for a HubSpot specialist to assist with a HubSpot Starter onboarding for a small insurance brokerage. We normally work alongside HubSpot Platinum Partners, however we are short on capacity this month, so we are looking for an experienced freelancer to help deliver this smaller and relatively straightforward onboarding. For the right candidate, there will definitely be opportunities to work together again on future projects. The client currently has HubSpot Starter only, so there will be little to no automation involved. The work is mainly focused on setting up a clean CRM structure, importing historical data correctly, and ensuring the system is easy for the team to use. Experience with insurance broker CRM setups would be ideal, but similar CRM implementations will also be considered. Scope of Work The client has a small client list and historic email archive, which we want to use to populate the CRM. The project will likely include: • Importing contacts from a historic email library / archive • Ensuring contacts are cleaned, deduplicated, and structured correctly • Setting up basic sales pipelines • Creating useful views and filters for the team • Creating any required custom properties • Structuring the CRM so it is simple and practical for daily use As the client is on HubSpot Starter Suite (all Starter hubs), the focus is on good structure and usability rather than complex automation. What We Need From You Please include the ALL of following in your proposal: 1. Your proposed plan for the setup 2. Examples of similar HubSpot CRM setups you have completed 3. Your recommended approach 4. Estimated delivery timeframe 5. Your quote for the full project - REQUIRED We will review proposals and the most competitive quote with the clearest plan will win the project - any applications without the 5 above will be ignored if applications are high. **All GPT / AI generated and copy-paste applications will be rejected.**