Research & partnership interviews with HubSpot consultants, accountants, and SEO agencies only – Contract to Hire

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 tot his job Apply To this Job