
HubSpot Virtual Assistant
Make the most out of this modern tool with a HubSpot Virtual AssistantHubSpot Virtual Assistant
When it comes to customer relationship management (CRM) platforms, HubSpot is a top choice for businesses. It offers an all-in-one solution with features every business would need for marketing, sales, and customer service efforts. When used well, HubSpot can equip teams with the tools needed to attract leads, convert them into customers, and manage relationships throughout the customer lifecycle.
While HubSpot’s user-friendliness makes it easy to understand and navigate, you still need to invest time and energy into maximizing the platform. You need someone to operate this tool efficiently, including setting up workflows and analyzing data. This is where working with a HubSpot Virtual Assistant comes in.

What is a HubSpot Virtual Assistant?
A HubSpot Virtual Assistant or VA is a remote talent specializing in managing tasks on the HubSpot platform. They are skilled in using this multi-faceted tool to help boost their client’s marketing and sales efforts. Additionally, they can keep customer levels high by utilizing the tool’s customer service features.
Why Work with a HubSpot Virtual Assistant?

A HubSpot VA is a trained expert who helps you make the most out of the tool without breaking the bank.
Expertise
HubSpot can be useful, especially in skilled hands. A HubSpot VA has in-depth knowledge of the platform, ensuring your business can use its CRM, Marketing Hub, Sales Tools, and other features effectively. They’ll help you set up automated workflows, run email campaigns, and manage customer support tickets. They also keep themselves updated on HubSpot’s latest features, best practices, and system updates, so you can leverage the tool effectively.
Cost-Effective
Traditional hiring methods can be costly and time-consuming. The whole recruitment phase can take weeks, even months, from posting a job ad to onboarding a new hire. On top of that, full-time contracts can lock you into long-term commitments even when your business only needs part-time or project-based support.
VA staffing offers a more flexible and budget-friendly alternative. With a VA, you can avoid costs related to new hires, such as new equipment purchases and additional benefits.
Increased Focus
Taking on your HubSpot efforts can cause your plate to overflow. You’ll have to allocate a significant amount of your work week to running different campaigns and managing customer tickets. This can keep you and your team from focusing on high-level or core tasks.
When you have a HubSpot VA, you can delegate this important part of your marketing, customer service, and sales efforts. You can focus on your core responsibilities without worrying about whether you’re effectively tracking metrics or managing your workflows.
Flexibility
The business landscape is ever-evolving, meaning your needs can change just as rapidly. You will need flexible staffing solutions to keep up with your staffing requirements. A team complemented by virtual assistant solutions can ensure you can easily scale operations and adjust priorities to successfully run campaigns on HubSpot.
Hubspot VA Task List

HubSpot covers various areas of your business, including customer service, marketing, and sales. With a virtual assistant, HubSpot features can be maximized. Here are some of their key responsibilities:
CRM Management
- Database setup
- CRM database maintenance
- Contact list management
- Quality assurance
Marketing Support
- Email marketing
- Landing page design
- Form creation
- Automating marketing campaigns
Sales Support
- Lead management
- Sales pipeline monitoring
- Task assignment to salespeople
Content Management
- Publishing blog posts
- Creating and posting social media content
- Content calendar management
- Search Engine Optimization (SEO)
Analytics
- Report generation
- Campaign performance analytics
- Dashboard management
- Goal tracking
Qualities of a Good HubSpot Virtual Assistant
You need to find someone who’s the best fit for your needs and your team. It’s important to find someone who has the right technical skills to navigate your HubSpot as well as soft skills to collaborate effectively.
Tech-savvy
There’s no question that virtual assistants should be proficient in modern tools. However, HubSpot virtual assistants should be able to take things a step further by knowing how to confidently navigate more advanced tools like HubSpot, Google Analytics, etc. They need this ability to stay on top of your digital business needs.
Detail-oriented
HubSpot can also be a source of business intelligence. You need someone who works meticulously to ensure data accuracy and identify inconsistencies. Precision also matters when creating workflows. For example, an incorrect set-up trigger can lead to a wrong email sent to the wrong audience. A detail-oriented VA will diligently double-check various campaign elements and automation prompts to ensure the smooth execution of your efforts.
Strong Analytical Skills
You need someone who can help you make sense of the information you have. Your VA must be adept at analyzing data and generating actionable insights. They should be able to monitor your performance and point out trends to help you make better, data-driven decisions.
Excellent Communication Skills
A VA must effectively collaborate with you and your team to build successful campaigns on HubSpot. They must be able to understand instructions and know the importance of constant and clear feedback on project status.
It’s also crucial to have someone with good written skills to work on creating impactful campaigns and persuasive, on-brand communications. They will help you ensure your messages resonate with your target audience.
Adaptable
A great virtual assistant should be able to adapt to shifting priorities. A HubSpot VA must also be proactive in learning about the latest trends and features of HubSpot. By doing so, they help you make the most out of your investment in this modern tool.
Top-Notch Virtual Assistant Hubspot Services
A HubSpot VA on your team offers improvements all across the board. With the right virtual assistant, you can amplify your marketing efforts, boost customer engagement, and close more deals. However, finding the right fit doesn’t happen with a snap of a finger. That’s where our team at 20four7VA comes in.
Choose 20four7VA
20four7VA’s remote staffing experts have more than a decade of experience in providing cost-effective remote staffing solutions to businesses across the world. Our award-winning services have helped businesses grow without overshooting their labor costs. We have a global talent pool of pre-vetted virtual assistants ready to give you the support you need, from admin VAs to HubSpot experts.