Chad Papanier

$28/hour

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Introduction

Client Communications & CRM Setup for Financial Professionals & Small Businesses With over 15 years in financial services and fintech sales, I specialize in enhancing client communications and CRM systems for financial advisors, real estate professionals, and other service-oriented businesses. I specialize in setting up and managing HubSpot for small businesses, sales teams, and solo professionals — so you can focus on growing your business instead of wrestling with tech setup. My Basic Setup Includes: ✅ HubSpot account setup ✅ Contact import (CSV or Excel) ✅ Deal pipeline creation with basic stages ✅ One custom property field ✅ Email integration (Gmail or Outlook) ✅ Basic dashboard & report configuration ✅ 1 training call or Zoom walkthrough video Whether you're a realtor, advisor, consultant, or small business owner — I’ll get your CRM up and running efficiently. Let’s make your HubSpot work for you — not the other way around. **I also provide unique email marketing templates for prospects and clients. I can craft these as a one-time service bundle or ongoing (monthly, quarterly, etc).

Overview

Serves Neptune, NJ

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1 employee

6 years in business

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This pro accepts payments via Apple Pay, PayPal, Venmo, and Zelle.

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Chad Papanier

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
For an initial CRM setup, I usually charge $250-$500 per. For ongoing support, one-off cleanup projects, etc, I typically work on a negotiable rate we can discuss depending on specific needs.
What is your typical process for working with a new customer?
Initial FREE consultative call to learn about YOU and YOUR business. From there, I will tailor your setup based on your needs.
What education and/or training do you have that relates to your work?
Once setup is complete, I will schedule a 45-minute training session as a part of the basic package. If additional training is needed, we can discuss a fair price per session.