Chad Papanier

Serves Queens, NY

35244

Not yet available

1 employee

6 years in business

$28/hour

3.0

This pro accepts payments via Apple Pay, PayPal, Venmo, and Zelle.

Next Service

Credentials

Background Check

Chad Papanier
Completed on 5/26/2025

Introduction

Client Communications & CRM Setup for Financial Professionals & Small Businesses With over 15 years in financial services and fintech sales, I specialize in enhancing client communications and CRM systems for financial advisors, real estate professionals, and other service-oriented businesses. I specialize in setting up and managing HubSpot for small businesses, sales teams, and solo professionals — so you can focus on growing your business instead of wrestling with tech setup. My Basic Setup Includes: ✅ HubSpot account setup ✅ Contact import (CSV or Excel) ✅ Deal pipeline creation with basic stages ✅ One custom property field ✅ Email integration (Gmail or Outlook) ✅ Basic dashboard & report configuration ✅ 1 training call or Zoom walkthrough video Whether you're a realtor, advisor, consultant, or small business owner — I’ll get your CRM up and running efficiently. Let’s make your HubSpot work for you — not the other way around. **I also provide unique email marketing templates for prospects and clients. I can craft these as a one-time service bundle or ongoing (monthly, quarterly, etc).

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

For an initial CRM setup, I usually charge $250-$500 per. For ongoing support, one-off cleanup projects, etc, I typically work on a negotiable rate we can discuss depending on specific needs.

What is your typical process for working with a new customer?

Initial FREE consultative call to learn about YOU and YOUR business. From there, I will tailor your setup based on your needs.

What education and/or training do you have that relates to your work?

Once setup is complete, I will schedule a 45-minute training session as a part of the basic package. If additional training is needed, we can discuss a fair price per session.

How did you get started doing this type of work?

I helped my previous employer source the market for CRMs that fit our business. From there, I helped setup our Hubspot instance based on our business needs.

What types of customers have you worked with?

Past employer in financial services as well as a few friends that own small businesses.

What advice would you give a customer looking to hire a provider in your area of work?

CRM tools are crucial for your long-term success. I suggest meeting with someone who will spend the time learn about your specific needs to ensure there is full alignment between your requirements and the services offered.