Are you ready to learn how to set up and use HubSpot CRM? We will focus on the tools available in the HubSpot Free Plan - track your leads, close more deals, and save you hours every week.
In this Free CRM challenge you will learn how to:
Organize your contacts and pipeline
Create tasks and follow-ups
Use email templates & tracking
Build your daily CRM routine
This is Great For:
- Sales agents
- Consultants
- And anyone who is tired of losing track of their leads
What’s Included:
- You will receive 7 daily emails with short actionable steps
- Tips and checklists to work with
- Easy-to-follow instructions for beginners
Wishing you success,
https://sleek.bio/workingsmart
Working Smart
Welcome!
My name is Angela - I’m a HubSpot Specialist. I work behind the scenes to bring organization to workflows — assisting insurance Consultants and Agents who are new to using CRM systems. While assisting you with streamlining operations, you will be able to stay focused on your clients.
My naturally introverted nature, allows me to focus and ensure that your data is clean, accurate, and purposeful. Being licensed in insurance gives me a better understanding of how data can impact your business. CRM systems allow me to blend my strengths with your goals, helping you better serve your clients and grow your business.
My role is simple but powerful: I bring organization and calmness to the backend processes so you can bring attention and care to your clients.
Outside of work, I’m a proud mom, a lifelong learner, and someone who’s learning to love her mini stepper (slowly but surely!). Being an advocate of Severe Mental Illness (SMI) is dear to me. I’m always seeking out new things to learn — whether it’s about people, systems, or how to better assist Consultants and Agents like you.
Are you ready to see how CRM systems can bring more growth to your business?
Contact me to see how we can work together.
Wishing you success!
