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CRM Optimization & Lead Generation Strategy Using HubSpot for Global Cleantech Directory

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Global Cleantech Directory
Global Cleantech Directory
Richmond Hill, Ontario, Canada
shohreh sabaghpour
shohreh sabaghpour
CEO & Founder
(3)
1
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Project
Academic experience
100 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Digital marketing Lead generation Marketing analytics Marketing strategy
Skills
hubspot crm growth strategies marketing automation sales funnel digital marketing branding custom fields sales pipelines marketing sql (programming language)
Details

Project Overview:

The Global Cleantech Directory is a growing B2B platform designed to connect cleantech companies, investors, and decision-makers worldwide. We are seeking a student team to help us strategically implement and optimize HubSpot for lead generation, CRM management, and email marketing automation to increase platform engagement and drive sales.


Project Goals:

  1. Set up or audit existing HubSpot CRM for improved user and lead tracking.
  2. Design and implement automated email workflows for onboarding, newsletter updates, and re-engagement.
  3. Develop lead generation strategies and conversion funnels to attract cleantech businesses.
  4. Create a scalable sales pipeline that can track listing owners, trial users, and paid subscribers.
  5. Integrate analytics and reporting to monitor CRM and marketing performance.



Deliverables

Deliverables:

  • HubSpot CRM setup/cleanup with key custom fields and segmentation.
  • Email workflow templates (onboarding, upsell, re-engagement).
  • Lead magnet ideas (e.g., downloadable reports, webinar invites, free resources).
  • Sales pipeline design in HubSpot.
  • Strategy document with process flowcharts and automation triggers.
  • Reporting dashboard examples (e.g., MQL/SQL conversion, open rates).


Ideal Skills:

  • Familiarity with HubSpot CRM or similar platforms
  • Digital marketing or business development background
  • Interest in clean technology, sustainability, or B2B platforms
  • Strong organizational and communication skills


Tools Provided:

  • HubSpot access (CRM + marketing tools)
  • Existing contact lists and user segments
  • Company branding and content assets
  • Platform overview and current lead process summary


Why This Project Matters:

This project supports the growth of a platform dedicated to accelerating cleantech adoption globally. Students will gain real-world experience working with CRM systems, marketing automation, and B2B growth strategies, while contributing to a mission-driven, sustainability-focused business.

Mentorship
Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Climate action

About the company

Company
https://globalcleantechdirectory.com/
Richmond Hill, Ontario, Canada
2 - 10 employees
Environment, It & computing, Technology, Trade & international business, Clean technology
Representation
Community-Focused Minority-Owned Small Business Sustainable/green Women-Owned

The Global Cleantech Directory is a transformative platform designed to connect cleantech businesses, investors, policymakers, and industry leaders on a global scale. By fostering collaboration, innovation, and market expansion, this directory plays a crucial role in building a sustainable economy while helping businesses navigate international trade challenges, including the ongoing trade war and US tariffs.

In an era where climate solutions and economic stability must go hand in hand, the Global Cleantech Directory empowers businesses to expand globally, secure funding opportunities, and strengthen their resilience against trade barriers. Through its commitment to inclusive diversity, the platform ensures that cleantech leaders from diverse backgrounds—from North America to the Asia Pacific and beyond—are connected, supported, and equipped to drive sustainability forward.

This project will migrate the existing WordPress website to a MERN-based platform, ensuring improved scalability, security, and user experience while reinforcing the Global Cleantech Directory’s mission: bridging businesses, driving clean technology innovation, and fostering a greener global economy.