Are you an insurance consultant or agent still using spreadsheets? I can set up your HubSpot CRM. You will quickly track leads, follow up becomes easier, and you will close more deals.
What’s Included for $97
This package is designed with HubSpot CRM Free version in mind.
HubSpot CRM account setup
Import up to 100 contacts
Insurance sales pipeline
1 lead follow-up email template
Task reminders & basic dashboard
You will get a how-to video tour of the work completed
All this delivered in (3) business days
This package is perfect for:
- Independent insurance agents/consultants
- Agents new to using CRM systems
- Small teams
How It Works
- Book a time that works for you - Here
- Send me your contact list (CSV) - angela@workingsmart.info
- I’ll complete the full setup within (3) business days
- You get a ready-to-use CRM with a how-to video tour of the work completed
Wishing You Success!
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!). 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!
