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).See more
