Looking for a HubSpot consultant to walk us through the basics

Hey there,

We're pretty new to HubSpot and could use someone who knows it well to show us the ropes. We've used a CRM before, so we're not totally starting from zero, but HubSpot has a lot more going on and we want to make sure we're setting things up the right way instead of just poking around and hoping for the best.

What we're really after is someone who can walk us through how certain features and functionalities work, and give us insight on best practices for setting them up. Basically we learn best when someone can explain the "why" behind how things should be structured, not just the "how."

To be clear, we're not looking for you to build everything out for us. No implementation needed. This is more about helping us understand the platform so we can use it better ourselves going forward. Think of it like guided training sessions where we can ask questions and get pointed in the right direction.

A couple of the biggest things on our minds right now:

Attribution setup. We want to make sure attributions are tracking correctly between HubSpot and our ad platforms (Meta, Google Ads, Snapchat) along with organic, website, and direct traffic.

Another team set this up originally and honestly it feels all over the place, so we'd love help understanding how it should actually be structured and how to clean it up.

Campaign and automation setup. We want to understand how to build a campaign the right way from start to finish. That means everything from what triggers it, to how the automations flow, to how you split branches based on whether someone takes an action or doesn't respond, that kind of thing.

We want to get how the logic works so we can build these confidently on our own.

A few things that would be great:

- Solid hands-on HubSpot experience (bonus if you've onboarded teams before)

- Comfortable explaining things in plain English

- Patient and good at answering questions as they come up

If this sounds like something you'd enjoy, send us a quick note about your HubSpot background and how you usually approach this kind of thing. Looking forward to connecting!

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...