HubSpot

HubSpot Marketing & CRM Hub Guidance

HubSpot is one of the most powerful tools for growing your business—but only if it’s set up and used the right way. Too often, teams sign up for HubSpot and end up feeling overwhelmed, undertrained, or stuck using just a fraction of its features.

That’s where expert guidance comes in. With the right advice and support, you can:

• Get it right the first time: Avoid wasted time and messy data with a clean, strategic setup that supports your growth goals.
• See ROI faster: Start using HubSpot’s automation, reporting, and CRM features to save time, nurture leads, and close deals—without trial and error.
• Connect sales & marketing: Make sure your teams work together seamlessly with one system, one source of truth, and a clear process.
• Focus on growth, not guesswork: Instead of figuring things out as you go, lean on proven best practices and expert recommendations.
• Unlock the full power of HubSpot: From smarter workflows to personalized campaigns, expert guidance helps you tap into everything HubSpot offers.

With the right guidance and support, HubSpot becomes more than just software—it becomes a true growth engine for your business.

Phase 1: Kick-Off

• Goal setting and deliverables
• Portal review (subscription level, integrations, users, email accounts, subscriptions, social media accounts, campaigns, web and landing pages, emails, forms, and workflows...)
  

Phase 2: Data Best Practices

• Define lifecycle stages (Marketing & Sales agreement )
  
• Create basic lead scoring model
• Review contact record
• Review and create properties
• Review standard property value formats
• How to import contacts efficiently
• How to merge duplicate contacts
• Build basic lists (bounced, unsubscribed, unengaged...) and contact views
• Review and manage "marketing contacts"

Phase 3: Automation

• Set up forms
• Create call-to-action (CTAs)
• Web and landing pages
• Emails and deliverability
• Build automated workflows

Phase 4: Review

• Establish processes
• Leverage campaigns
  
• Folders and consistent naming conventions
  
• Next steps