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HubSpot Contact Management & Email Newsletters
Get organized, follow up consistently, and grow your business with ease and integrity — all in one simple system.
Most small businesses struggle to keep track of their list of contacts, leads, and follow-up tasks.
I get it. Things slip through the cracks. Your contacts live in one place, your notes in another, and your email list somewhere else… Follow-ups get lost, and newsletters become “something I’ll do someday.”
This service brings everything together into a single, easy-to-use system powered by HubSpot — and gives you the support to keep it running smoothly every month.
This will make managing your client list for your business simple, and I help you get it set up the right way from day one, with ongoing support so the system actually works for you long term.
Whether you’re brand new to CRM systems or ready to finally send regular newsletter emails, this done-with-you service gives you clarity, structure, and consistent outreach.
Why HubSpot?
A powerful CRM that’s free to start — with everything a small business needs.
HubSpot’s free or low-cost Starter plans include:
Contact management
Client notes & activity tracking
Task and follow-up reminders
Appointment tracking
Email tracking
Basic email marketing (perfect for newsletters)
Simple dashboards and reporting
Most clients stay on the free plan unless they want access to upgraded email marketing features. Your HubSpot subscription remains your responsibility (typically free or low-cost), and I’ll handle the setup, customization, and management on your behalf.
What’s Included in Setup:
Contact Organization & Cleanup
I’ll import your contacts, remove duplicates, and categorize everything for a clean, searchable database.
Custom Pipeline Setup
Your client or sales journey translated into a simple, visual workflow. No unnecessary complexity
Notes & Activity Tracking
Keep all client interactions in one place: emails, calls, sessions, messages, everything.
Task & Follow-Up System
A lightweight, intuitive task system that helps you stay on top of outreach and follow-ups.
Basic Email Marketing Setup
Email branding, templates, sender authentication, and support sending your first email inside HubSpot.
Personalized Training
You’ll get a walkthrough so you understand exactly how to use your CRM day-to-day — no jargon, no overwhelm.
Ongoing CRM & Email Marketing Management
Three Month Minimum Commitment, Then Month-to-Month.
Your CRM and email marketing only work if they remain consistent, organized, and aligned with your business goals. That’s why all clients begin with 3 months of ongoing support, ensuring your system becomes a true engine for growth — not a forgotten tool.
Here’s what’s included each month:
🟣 2-Hour Monthly Working Session (Newsletter + CRM Strategy)
This deep-dive session is where we plan, strategize, and execute your monthly communication and CRM updates together. It includes:
Email Newsletter Creation
Reviewing your current offers, classes, or events
Providing content strategy + topic suggestions
Drafting the outline and copy
Designing and formatting the newsletter
Preparing links, announcements, promotions
Scheduling or sending the final email inside HubSpot
Monthly Business + CRM Review
Reviewing your pipeline and client movement
Planning follow-ups for leads + clients
Reviewing email analytics and CRM insights
Making any needed updates to tags, lists, or categories
Identifying upcoming opportunities or priorities
This session ensures your CRM and email marketing work together to support your monthly goals.
If you need additional support to build out your campaigns (class calendar, special promotions, announcements, etc.), they can be covered within your extra monthly hours, or billed as extra time.
🟣 Slack Support - Have a quick question? Need direction? You get access to me on Slack for easy communication throughout the month.
🟣 Up to 3 Hours of CRM + Email Work
When needed, I can provide behind-the-scenes CRM work such as:
Contact cleanup + organization
Pipeline restructuring
Email template creation
Content strategy and creation
Integrations + tech troubleshooting
Workflow enhancements
Your systems remain clean, updated, and reliable, even when you’re busy serving clients.
🟣 Additional Hours as Needed
If you require more support, additional hours are available at $150/hr, billed only when used.
Frequently Asked Questions
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A CRM (Customer Relationship Management system) is a tool that helps you keep track of everyone you work with (clients, referrals, and prospects) all in one organized place.
Think of it as your business command center. With a CRM, you can easily:
Store and organize contact information
See past conversations and session notes
Track where someone is in your booking or sales process
Set reminders for follow-ups
Send email newsletters or announcements
View everything happening in your business at a glance
Instead of juggling spreadsheets, sticky notes, inbox folders, and your memory, a CRM keeps all your relationships and communication clean, structured, and easy to manage.
It’s one of the simplest tools that can make a massive difference in how smoothly your business runs.
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Not necessarily. Most of my clients use HubSpot’s free plan, which is usually enough for contact management, basic pipelines, and simple email marketing. If you ever want to upgrade for more advanced email tools, you can, but it’s not required to work with me.
Please note: Your HubSpot account and subscription (free or paid) are separate and stay fully in your control. My pricing covers setup, strategy, and ongoing management of your CRM and email marketing inside your account.
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The first 3 months are where:
We lay the foundation of your CRM
Clean up and organize your contacts
Build your monthly email rhythm
Refine your pipeline and follow-up flow
That window gives us enough time to create real momentum, fix anything that isn’t working, and make sure your system sticks. After that, you have full flexibility month-to-month.
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Yes. My whole approach is to make things simple and human-friendly. I walk you through your system in plain language, and you’ll have Slack access and regular calls so you’re never left alone to figure things out.
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That’s very common. In that case, the setup will focus more on:
Cleaning and restructuring your existing account
Fixing pipelines, lists, and properties
Simplifying what you already have instead of starting from scratch
You don’t need a brand new account unless you want one.
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Yes. If you have a VA, admin, or team member, they’re welcome to join our calls. I can also give them clear instructions on how to keep things updated between sessions.
Your Investment
CRM + Email Setup
- 60-minute setup call
- HubSpot CRM setup & customization
- Contact import + cleanup
- Pipeline + follow-up system
- Email marketing setup
- 60-minute training call
Monthly Management
3-month commitment, then month-to-month
- 2-hour monthly strategy + newsletter session
- Newsletter writing + design
- Pipeline review + CRM optimization
- Slack support
- Up to 2 hours/mo of admin work outside of working session
- Additional hours at $250/hr
Upfront Package Option (Best Value!) - 15% off when you pay for the Full 3-Month Package Upfront = $2,650 ($500 savings)
Upon completion, you can either purchase another 3-month package or move to the $900 month-to-month subscription.
Ready to get started?
A streamlined, organized CRM and a consistent email marketing plan are two of the most powerful assets a small business can have. This service is designed to give you both, without the overwhelm of trying to manage everything alone.