HubSpot/Automation Advisor

Review our workflow, advise and help set up automation tools for better efficiency through Hubspot

HubSpot/Automation Advisor
健康
青年
精神健康

Posted 6 個月 ago. Application closed.

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義工服務詳情

我們需要
  • Join us for a 30 minute call to learn more about our objectives and our organisation, as well as processes that we hope to automate
  • Review our existing manual processes, including emails to attendees of our peer support groups, donor management, impact measurement via surveys, volunteer tracking
  • Advise us how to best optimise our Hubspot Platform
  • Assist us in setting up Hubspot properly
  • Experience with Hubspot CRM tool required
背景資料

We recently started using Hubspot and need advice and help to optimise our tool use. We need to use it to send emails to our service users, monitor volunteers, automate our impact management and for donor management.

我們可提供的資源

We will provide a detailed breakdown of the manual processes, and any access or resources you need.

對我們的意義

As a volunteer-led team, we'd love to explore how we can optimise Hubspot and automation tools to improve our efficiency and accuracy for our existing processes so we can free up time and resources for other tasks.

服務日期

01 Aug 2024 - 31 Aug 2024

服務地點

Remote with option of in person meetings

小組義工項目

您將會跟其他優秀的義工合作。

要求

服務時數

一共 10 小時

技能
  • 客戶關係管理系統
  • 業務流程改進
  • 數碼轉型
  • HubSpot
經驗等級
  • 一些經驗
語言
  • 英文
Age Range

No age requirement

關於機構

The New Normal Charity

https://www.thenewnormalcharityhk.org

服務範疇

健康
青年
精神健康
我們的工作

We provide free mental health peer support groups. Our groups are hosted by trained facilitators with lived experience. Peer-to-peer support is a format that The New Normal Charity has proudly adopted from inception. We feel that one of best forms of therapy is to talk to others with similar life experiences. We have been helping people through life’s difficult moments for over three years now- facilitating conversations between individuals who find themselves in very similar positions. Our mission is to make sure no one feels alone no matter what they are going through.

HubSpot/Automation Advisor

10 hours in total, 大約一個月

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