
David Ocheofu
Hubspot Expert CRM Setup, Automation Workflow Special
Habilidades

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Porfolio
Experiencia laboral
Self-Employed
Freelance • 1 yr 6 mos
HubSpot CRM Administrator
Apr 2026 - Present • 5 mos
Promoted to full CRM administrator, taking ownership of HubSpot setup and maintenance across multiple client accounts simultaneously. Built and managed deal pipelines and lifecycle stages tailored to each client's sales process, moving several clients off spreadsheet-based tracking entirely. Configured lead assignment rules, rotation logic, and internal task automation that eliminated manual lead handoffs between sales reps. Designed and deployed HubSpot workflows for lead nurturing, re-engagement, and post-sale onboarding sequences, which contributed to measurable improvements in lead response time across client accounts. Regularly audited existing portals to identify unused properties, dead workflows, and reporting gaps, then presented cleanup recommendations directly to account managers and clients.
Senior HubSpot CRM & Automation Specialist
Apr 2026 - Present • 5 mos
Brought on as a contract specialist to lead automation-focused HubSpot projects for mid-sized B2B and B2C clients. Designed end-to-end automation systems covering lead capture, scoring, segmentation, and multi-step nurture sequences, reducing manual follow-up work for sales teams significantly. Led a notable engagement rebuilding a client's overloaded Lead object structure, shifting logic to cleaner Lead Statuses on Contacts, which resolved long-standing reporting confusion between sales and marketing. Implemented deal hygiene automations, including inactivity tagging and owner/manager alerts for stale deals, keeping pipelines accurate and actionable. Built role-based reporting dashboards so leadership teams could see real-time performance without relying on manually updated spreadsheets, directly improving stakeholder trust in CRM data.
HubSpot CRM Consultant
Jan 2026 - Present • 8 mos
Transitioned into independent consulting to work directly with small businesses, startups, coaches, and consultants needing HubSpot systems built from the ground up. Delivered full CRM setups covering contact/company/deal properties, pipeline configuration, and integration with existing business tools such as email platforms and payment systems. Specialized in diagnosing "already using HubSpot but nothing works" situations — auditing existing portals, identifying which workflows and automations were actually costing clients leads and time, then rebuilding the broken pieces. Delivered 40+ CRM projects over this period, with a strong repeat-client rate driven by transparent scoping calls before every engagement. Developed a reusable onboarding framework for new HubSpot clients that shortened average setup time while maintaining a fully customized, business-specific configuration.