Research & Partnership interviews for HubSpot consultants, accountants, and SEO agencies only - Contract to Hire

Summary

We’re building a new solution for growth-focused businesses and want to speak directly with the people who advise them every day. I’m looking to interview and potentially collaborate with:

• HubSpot / CRM / Marketing Ops consultants & agencies
• Accountants / CPA firms who work with small–mid sized businesses or DTC/eCommerce brands
• SEO-only agencies (content/technical/link-building), NOT doing PPC / paid ads

This is not a typical “execution” project. Think of it as a paid research + partnership exploration call. If there’s a fit, there may be follow-on work. - Who we’re specifically looking for Please only apply if you match at least one of these profiles: 1. HubSpot / CRM / Marketing Ops specialists

• You implement HubSpot or similar CRMs.
• You help clients with lifecycle, lead management, data hygiene, reporting.
• You are not the media buying agency (others usually handle paid ads).

2. Accountants / CPAs / Virtual CFOs

• You work with small–mid size businesses, DTC brands, or service businesses.
• You help them with financials, budgeting, forecasting, profitability.
• You are not running their Google/Facebook/TikTok ads.

3. Pure-play SEO agencies / consultants

• You focus on organic search: technical SEO, content, links, rankings.
• You do not manage paid media or act as the agency of record for ads.
• Your clients often ask you “who should we use for ads?” or “how do we scale paid?”

- What this project is (Phase 1) We will book 1–2 paid sessions with you initially (via Upwork):

• 30–60 minute Zoom/Meet/Teams call, recorded for internal notes only.
• We’ll ask about:
• Your service model & client profile
• What growth challenges you see your clients struggling with
• How you currently handle requests around paid ads / creative / performance marketing
• What an ideal partner or add-on service would look like for you

You’ll also have a chance to ask questions and share your perspective on:

• What you need from partners like us
• What would make a referral or white-label model worthwhile & safe for you
• Where you think this could fit in your current business

We’ll pay you for your time on Upwork for these research/consulting sessions, regardless of whether we decide to work together long-term. - What this might lead to (later phases) If there’s a strong alignment, we may explore:

• A structured partner / reseller / referral model
• Simple ways for you to offer additional services to your existing clients (e.g. performance creative, paid media audits, funnel builds)
• Joint offers where you stay the “trusted advisor” and we deliver a specialist component behind the scenes

Anything ongoing that happens via Upwork will be scoped & paid as separate contracts here. -

Requirements

• You do NOT currently operate as a media-buying agency of record (no “we run all their ads”).
• You have at least 3 active clients in your service line (HubSpot/CRM, accounting, or SEO).
• You’re comfortable discussing:
• your client mix (no names needed),
• typical budgets / problems,
• how you currently handle growth/marketing questions from them.
• Strong English communication (spoken) – we’ll be having live calls.

- Nice-to-have

• Experience collaborating with other agencies / vendors.
• You already receive inbound questions like “Can you recommend someone for ads / media / performance creative?”
• You are thinking about expanding your service portfolio without hiring a full internal ads team.

- What to include in your proposal Please answer these briefly: 1. Which profile are you? (HubSpot/CRM, Accountant/CPA, SEO agency/consultant) 2. Roughly how many active clients do you manage right now? 3. What industries do you mostly serve? 4. Do you currently run paid ads for clients in-house? (If yes, please explain – we are prioritizing those who don’t). 5. In 2–3 sentences: what do your clients struggle with most when it comes to growth/marketing? Apply tot his job Apply To this Job