Gideon.B

HubSpot CRM Setup for a Dental Brokerage firm

ptsmile • Freelance

Aug 2026 - Aug 2026 • 0 mos

14 Point Custom Data Model & Left Sidebar Layout: Engineered 14 custom contact properties (Dentist Type, Dental Specialty, Time Licensed, Years as Associate/Owner, Preferred Buying Location, Looking To, Buyer Timeline, Buyer Readiness, Liquidity Available, Current Annual Income, Monthly Debt Liabilities, Lenders Contacted, Professional Network, Referral Source) and pinned them to the left sidebar of contact records for fast telephone intake. 1-Click Buyer to-Listing Saved Views: Configured custom search views and table columns (Prequalified Buyers) on the main Contacts dashboard to let brokers filter buyers by state, readiness, and liquid capital in under 10 seconds. 6 Stage Practice Acquisition Pipeline: Structured a custom M&A deal pipeline (Lead/Info Gathering $\rightarrow$ Underwriting/Financial Review $\rightarrow$ Pre-Approved $\rightarrow$ Matched to Listing $\rightarrow$ Offer/LOI Submitted $\rightarrow$ Closed Won) to isolate active transactions from routine database contacts. Dental Buyer Intake Form: Created and published a 14 field standalone intake form for live call logging or direct email self qualification by prospective buyers. 30-Day Cold Buyer Re-Engagement Automation: Built a custom workflow that monitors prequalified/searching buyers and automatically generates high priority follow up tasks for contact owners if no activity is logged for over 30 days. SOP User Manual & Documentation: Authored and delivered a complete PDF System Implementation Manual detailing property definitions, pipeline win probabilities, and operational protocols.