48
B2B AI Strategy | Sales & Marketing AI Consultant (HubSpot Focus)
UpworkAUNot specifiedexpert
Sales & MarketingHubSpotBusiness DevelopmentMarketing StrategyArtificial Intelligence
Sales & Marketing AI Consultant (HubSpot Focus)
Contract / Project-Based
We are seeking an experienced Sales & Marketing AI Consultant to help design and implement an AI-enabled revenue workflow, from prospect identification through to deal close.
This role will focus on applying AI to improve prospecting, lead qualification, sales workflows, and marketing automation, with HubSpot as the central platform.
The goal is to develop a practical, scalable strategy that integrates HubSpot’s AI capabilities with complementary AI tools to streamline revenue operations and improve conversion.
About Us
We are a HubSpot Partner consultancy specialising in HubSpot implementations, CRM optimisation, and marketing automation for B2B organisations. We work across a variety of industries and are looking to embed AI more deeply into our sales and marketing processes.
Scope of Work
The consultant will work with us to design and recommend an AI-supported go-to-market workflow, including:
1. Prospect Identification
AI-assisted ideal customer profile (ICP) refinement
Identifying companies and contacts that match target criteria
Recommendations for tools and workflows to support AI-powered prospect discovery
Integration with HubSpot where relevant
2. Lead Qualification & Enrichment
AI-assisted enrichment of company and contact data
Automating lead qualification signals
Scoring and prioritisation models
Data quality and enrichment strategies
3. Outreach & Engagement
AI-assisted personalised outreach workflows
Use of HubSpot AI tools for email, content and messaging
Recommendations for additional tools to support prospecting and engagement
4. Sales Pipeline Optimisation
AI-supported pipeline management
Deal qualification frameworks
Sales workflow automation
5. Tooling & Architecture
Evaluate and recommend complementary tools that integrate with HubSpot
Document the recommended AI stack
Provide a clear implementation roadmap
Deliverables
Recommended AI-enabled sales and marketing workflow
Tool stack recommendations and integration approach
Documentation outlining workflows and automation opportunities
Strategic guidance on implementing AI within HubSpot
Required Experience
Strong experience with HubSpot CRM
Familiarity with HubSpot AI tools (Content Assistant, ChatSpot, AI email generation, etc.)
Experience implementing AI workflows in sales or marketing operations
Understanding of B2B prospecting and pipeline management
Ability to recommend and evaluate complementary AI tools
Ideal Experience
Experience with tools such as Apollo, Clay, Instantly, Smartlead, or similar prospecting platforms
Familiarity with AI enrichment and research workflows
Experience designing AI-assisted sales processes
Previous work with HubSpot partner agencies or RevOps teams
Engagement
Initial strategy engagement (short-term project)
Potential for ongoing advisory or implementation work
If interested, please include:
Examples of AI-driven sales or marketing workflows you have designed
Tools you have implemented alongside HubSpot
A short overview of how you approach AI-enabled prospecting and pipeline management
Unlock AI intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/moClient
Spent: $8,665.46Rating: 5.0Verified