John

HubSpot Sales Pipeline & Workflow Automation Consultant

Sep 2025 - Present • 1 yr 1 mo

I work independently with businesses and clients through Upwork, helping them build, organize, automate, and improve HubSpot CRM systems around their actual sales processes. My work includes HubSpot CRM setup, sales pipeline configuration, workflow automation, lead routing, lifecycle stages, custom properties, task automation, internal notifications, forms, lists, lead nurturing, reporting, CRM cleanup, and troubleshooting. I support both businesses implementing HubSpot for the first time and teams that already have an established CRM but need a more efficient setup. For new HubSpot accounts, I structure pipelines, deal stages, properties, workflows, lead assignment rules, follow-up processes, and notifications so the system is organized correctly from the beginning. For existing accounts, I audit the current setup to identify broken workflows, unnecessary manual processes, poor lead routing, duplicate data, inconsistent properties, pipeline issues, and other gaps that may be affecting sales operations. I also build and troubleshoot HubSpot automation for lead follow-up, contact segmentation, lifecycle updates, deal movement, sales tasks, notifications, lead assignment, and nurturing processes. When an existing workflow is not behaving correctly, I investigate the enrollment criteria, actions, properties, branches, and related CRM configuration to identify and resolve the issue. My focus is on creating practical HubSpot systems that reduce repetitive work, make follow-up more consistent, and give sales teams a clearer view of their leads, deals, and activities. Each setup is built around the client’s actual process rather than adding unnecessary automation or complexity. The goal is a HubSpot CRM that the team can understand, maintain, and use effectively every day.

CRM Systems & Workflow Automation Specialist

Mar 2023 - Present • 3 yrs 7 mos

As a CRM Systems & Workflow Automation Specialist on Upwork, I helped businesses build and improve CRM systems that made their sales, lead management, and customer operations more organized and efficient. I worked directly with clients to understand their existing processes, identify gaps, and create solutions tailored to how their businesses actually operated. My work covered CRM setup and optimization, sales pipelines, deal stages, contact and company management, custom properties, lead qualification, lifecycle stages, segmentation, forms, lists, task management, reporting, and dashboards. I structured each system to give clients better control and visibility over their leads, opportunities, customers, and internal activities. Workflow automation was a major part of my Upwork projects. I built automated processes for lead assignment, follow-ups, internal notifications, task creation, deal updates, form submissions, customer communication, record updates, and sales handoffs. These workflows helped reduce repetitive manual work and ensured important actions happened at the right stage of the customer journey. I also worked with CRM integrations, connecting systems with websites, forms, scheduling tools, project management platforms, Zapier, and other business applications to create smoother data flow between tools. For existing CRM accounts, I reviewed and improved poorly structured pipelines, inefficient workflows, duplicate data, inconsistent properties, reporting gaps, and unnecessary manual processes. From initial requirements and process mapping to configuration, testing, troubleshooting, and delivery, I managed projects with a strong focus on reliability and usability. My goal on Upwork was to provide clients with scalable CRM and automation systems that save time, improve data accuracy, and support better sales and customer management.

HubSpot Reporting & Revenue Operations Consultant

Feb 2021 - Present • 5 yrs 8 mos

I work with businesses that need better visibility into what is happening inside HubSpot, especially across sales activity, lead progression, website performance, and revenue reporting. My work includes building and organizing HubSpot dashboards, configuring custom reports, reviewing pipeline data, tracking lead movement, monitoring conversion activity, and creating reporting views that make it easier for teams to understand what is working and where opportunities are being lost. I help clients structure reports around practical business questions rather than filling dashboards with unnecessary metrics. This can include sales pipeline performance, deal stages, lead sources, lifecycle stages, website sessions, engagement metrics, traffic sources, campaign performance, activity tracking, and team productivity. I also review existing HubSpot reporting setups when the data is incomplete, inconsistent, or difficult to interpret. This includes checking properties, filters, attribution settings, date ranges, report logic, and dashboard structure so the information presented is useful and reliable. Beyond reporting, I support broader revenue operations work by improving how CRM data is captured and organized. This can involve custom properties, lifecycle management, pipeline structure, automation, lead routing, and workflow updates that improve data quality before it reaches the dashboard. My goal is to give businesses a clearer view of their sales and marketing activity so they can make decisions using organized CRM data instead of scattered spreadsheets or disconnected reports.