Project 4c: CRM Setup and Marketing Automation for a Small Tech Company

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.

Step 3:

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).

Step 4:

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.

Step 5:

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.

Step 6:

Build a Simple Automation Workflow, Create a workflow:
Trigger: When someone submits the form

Actions:
Send thank-you email

You are to compile screenshots from everything you achieved in steps 1 – 6!
Compile your screenshots into a Google Drive and submit the link using the submission link below

skills learned during the project includes:

✅ CRM management
✅ Lead generation
✅ Sales pipeline management
✅ Email marketing
✅ Marketing automation
✅ Reporting and analytics

 

Deadline: 24th August 2026

Submission  Link: Click here to submit