HubSpot help for your CRM and workflows
I help set up HubSpot around the way your team works. We review contacts, sales stages and follow-up, then build the agreed improvements in your account.
- Practical work in your HubSpot account
- Agreed structure, testing and handover
- DKK 650/hour excl. VAT
CRM · Pipelines · Workflows
Jonas GoldbergHubSpot · CRM & automation
DKK 650/hour excl. VAT
View prepaid hours ↗hello@jonasgoldberg.dkHubSpot help
Make the next step clear for each enquiry
Where does a contact come from, who follows up, and when does it become a sales opportunity? We review an example from your business and use it to define fields, responsibilities and stages in HubSpot.
The task might involve adapting a pipeline, reviewing properties or connecting a website form to the CRM. I inspect the relevant setup and agree the changes with you before carrying them out.
Features and workflow actions depend on your HubSpot subscription. We check the account and HubSpot documentation before planning an upgrade or a solution that requires particular capabilities.
HubSpot tasks
Practical work in your HubSpot account
We agree on the deliverables based on your current setup and what you want to achieve.
CRM
Fields and sales stages
An agreed structure for contacts, companies and deals. Existing data and field usage are reviewed before changes.
Marketing
Forms and contact lists
We define the information a form needs and how contacts should be grouped and used in the next steps.
Workflows
Follow-up and internal tasks
Automatic actions follow agreed starting conditions, exceptions and stopping rules, within the account’s available features.
Integrations
Your website and other systems
We establish the data source and update process. Connections and reports are checked against concrete examples.
Working together
From your current account to agreed improvements
Understand the process
We review the workflow, data sources, subscription and people who will use the solution.
Agree the structure
We define relevant fields, stages, responsibilities and rules. Scope, estimate and external dependencies are agreed before the work.
Build and check
I configure the changes and check agreed examples. Automatic actions are reviewed before activation.
Hand over to the team
You receive a walkthrough, relevant notes and an outline of the tasks your team needs to maintain.
Benefits
A clear scope and direct collaboration
Practical
Work in your account
The agreed changes are made in the relevant tools and reviewed with you.
DKK 650
Transparent hourly rate
My work is estimated separately from software licences and other providers.
Handover
Your team knows the next step
We agree who maintains the setup and how changes or errors should be followed up.
Testimonials
What other businesses say
Prepaid hours
Hourly rate and prepaid hours
My rate is DKK 650/hour excl. VAT. Prepaid hours can be used for agreed tasks across my services.
2 hours
A focused review or minor adjustments
5 hours
Agreed configuration changes and checks
10 hours
A defined project phase with documentation and handover
We agree the task and estimate before starting. Prepaid hours cover working time; software and other providers are separate.
All prices exclude VAT. Hosting, platforms, licences and ad spend are included only when specified in the quote.
See prepaid options →Give sales and marketing a shared understanding
A stage or field needs a meaning that the team agrees on. We define when a contact is qualified, who owns the next task and which data the reports use.
I am based in Copenhagen and work with businesses across Denmark. Reviews, screen sharing and handover sessions can take place online. You keep your own account and agreement with HubSpot.
Questions about HubSpot help
Frequently asked questions
How much does your HubSpot help cost?
My rate is DKK 650/hour excl. VAT. You receive an estimate after we review the account and requirements. HubSpot licences, paid integrations and other external services are separate costs.
What can you help with?
CRM structure, properties, pipelines, forms, workflows, integrations and basic reporting. We choose tasks that fit your needs and the features available in your account.
Do I need to transfer my HubSpot agreement to you?
No. I work as an independent consultant. You keep your account, licence and agreement with HubSpot and provide the agreed access for the task.
Can you also work on WordPress and the website?
Yes. Forms and relevant connections between the website and HubSpot can be included. We define the information to transfer and check how it arrives in the CRM.
Does my subscription support every workflow?
We need to check. Features and actions vary by subscription. Required capabilities are confirmed in your account and HubSpot’s current documentation before they become part of the deliverable.
How do we avoid changing or contacting the wrong records?
We define the audience, review starting and stopping conditions and check examples before activation. Imports, merges and any outbound messages are agreed as specific actions.
How long will the task take?
This depends on the account setup, data quality and required functions. A small adjustment and a larger migration need different plans. Timing and milestones are agreed after the review.
Can you train my team on the changes?
Yes. A walkthrough of fields, workflows and reports can be part of the agreement. We also define who maintains the setup and follows up on errors.
Start with one workflow
Describe what should happen when a customer submits a form or a salesperson changes a deal stage. Tell me where the process gets stuck today.
We can then assess whether the first step is a data review, configuration change or integration. There is no need to include customer records in the contact form; account access and data review are arranged separately.
Tell me about your HubSpot setup
Let’s clarify the next step
Describe how you use HubSpot today and the process you want to improve.
Account access and data review are arranged separately. Mention any important deadline or other providers involved.
Direct contact · Agreed scope and estimate
What happens when you reach out?
- I usually reply within 2 hours
- You get a concrete proposal with a price or time estimate
- No commitment
I usually reply within 2 hours during weekday opening hours, 08:00–17:00.