Virtual Assistant (HubSpot + Automation + Social Media)

Tech & Automation Virtual Assistant
???? About Us

Get The Boys A Lift (GTBAL) is a UK mental health charity that runs a coffee shop and counselling services. We’re building an automation system to raise awareness, grow fundraising, and streamline supporter engagement.

???? Project Scope (Phase 1)

We want to start small and grow in phases. For this stage, you will:

1. HubSpot Setup

Configure HubSpot CRM (contacts, lists, custom properties).

Create segments for Supporters, Donors, Fundraisers, Volunteers.

2. Social Media Integration

Connect HubSpot with Buffer (or Meta Business Suite).

Set up automation so new blog posts/content in HubSpot ? social posts (Facebook, Instagram, LinkedIn, X).

Enable scheduling for daily posting.

3. Content Engine (with AI support)

Build workflow:

Blog/story input ? ChatGPT generates 5–6 captions in English & Welsh + hashtags.

Auto-schedule into Buffer.

Ensure GTBAL team can approve posts before publishing.

4. Lead Capture Forms

Add simple HubSpot forms to website:

“Support GTBAL”

“Fundraise for Us”

“Stay Updated”

Route submissions into HubSpot with tags.

Trigger a welcome email (ChatGPT drafted, reviewed by GTBAL team).

???? Skills Required

HubSpot CRM setup & workflows

Zapier/Make integration

Social scheduling (Buffer/Meta Suite)

Website forms (WordPress/Webflow) ? HubSpot

Comfortable using AI tools (ChatGPT/OpenAI)

Excellent English communication

Bonus (not essential now): Shopify/WooCommerce, Stripe/JustGiving, Looker Studio dashboards.

???? Timeline & Deliverables

Estimated time: 15–20 hours over 2 weeks.

Deliverables:

HubSpot CRM fully configured

Social automation working with 1 week of scheduled posts

3 lead capture forms tested & working

SOP (Google Doc + Loom video) explaining setup

???? Screening Questions (please answer in your proposal)

Have you connected HubSpot with Zapier or Buffer before? Share an example.

How would you automate blog ? HubSpot ? Buffer social posts?

Have you set up HubSpot forms on WordPress/Webflow?

Can you provide a Loom/video walkthrough of an automation you’ve built?