Project Title: CRM Setup and Marketing Automation for a Small Tech Company.
Objectives: To gain hands-on experience using HubSpot CRM tools including contact management, marketing campaigns, email automation, deal pipelines, and reporting.
Project Resources
– How to create Deals on HubSpot – Click here
– How to create and send email Campaigns – Click here
– How to create Landing Pages – Click here
Step 1.
I, Created a fictional company I manage in HubSpot.
company services include: Cybersecurity Consulting
Network Security Audits
Cloud Security Setup
Security Awareness Training
Step 2:
Set Up HubSpot CRM: these include company information(Company name, Website, Industry and Number of employees.
Step3:
Create a Deal Pipeline: Set up a sales pipeline with stages such as:
Lead generated, Contacted, Meeting scheduled, Proposal sent, Negotiation, Closed Won / Closed Lost.
Add 5 deals with different values.
Deal Value
Network Security Audit($5,000), Cloud Security Setup($8,000), Security Awareness Training($3,000).
Step4:
Create a Marketing Email
Use HubSpot Marketing Email Tool to Create a campaign email:
Subject: Protect Your Business from Cyber Threats.
Content idea:
Introduce your cybersecurity services Offer Free Security Assessment
Include a Call-to-Action button. Thereafter, one of the contact was mailed.
Step5:
Create a Landing Page: Create a landing page for the campaign.
Title: Free Cybersecurity Risk Assessment
Include:(Contact form, Name, Email, Company and Phone number)
This was aimed to helps capture new leads automatically into HubSpot CRM.
Step6:
Build a Simple Automation Workflow, Create a workflow:
Trigger: When someone submits the form
Actions:
Send thank-you email
skills learned during the project includes:
✅ CRM management
✅ Lead generation
✅ Sales pipeline management
✅ Email marketing
✅ Marketing automation
✅ Reporting and analytics
Deadline: 8th April 2026
Submission Link: Click here to submit