HubSpot CRM & Automation Builder (System Setup)

We are a bookkeeping/accounting firm building a structured client acquisition system.

We are looking for someone who can design and build a complete HubSpot system — not just execute tasks.

You will build a system that manages:

Lead ? Qualification ? Meeting ? Proposal ? Client Confirmation ? Pre-Acceptance ? Agreement

This includes:
• Pipeline setup
• CRM structure
• Workflows and automation
• Task tracking
• Basic email automation
???? WHAT YOU WILL DO
• Set up HubSpot pipeline (deal stages)
• Build workflows (lead handling, follow-ups, proposal flow)
• Create a system to track manual steps (credit check, AML, etc.)
• Ensure deals move correctly through the pipeline
• Suggest improvements to make the system simpler and scalable

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???? IMPORTANT
• This is a B2B service business (accounting firm)
• Some processes (compliance checks) are done manually
• Your job is to structure and track them in HubSpot

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???? WHAT WE ARE LOOKING FOR
• Experience with HubSpot CRM and workflows
• Experience with service-based businesses
• Ability to think in systems and processes
• Can work independently

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???? BONUS
• Experience with accounting or finance-related workflows

???? APPLICATION

Please answer:
1. Describe a HubSpot system you have built
2. How would you structure a lead ? agreement system?
3. How do you handle unclear requirements in a workflow?