HubSpot
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Account foundations
Configure the core settings that affect everything else in HubSpot: timezone, currency, and default properties. Then connect your website and advertising platforms so data starts flowing into your CRM from day one.
Account setup for sales reps
Configure your personal workspace so HubSpot works for how you sell. Set working hours, notification preferences, connect your email and calendar, and set up snippets and templates you'll use daily.
Brand kit
Upload your visual identity so every email, quote, and document that leaves HubSpot looks consistent. Set default colours, fonts, and logo placement once, then let templates do the work.
Build a CRM health dashboard
Create a default dashboard that shows unenriched contacts, missing properties, duplicate records, and data quality over time. Keeps the foundation visible.
Build default reports
Use HubSpot's pre-built reports for email, landing pages, forms, social, and ads. Know what's working without building anything from scratch.
Build email templates and sequences
Write reusable templates with personalisation tokens. String them into multi-step sequences that mix automated emails with manual call and LinkedIn tasks.
Build quote templates
Design branded quote layouts with your logo, terms, and e-signature fields. Reps select a template, and the product library fills in the rest.
Build your deal pipeline
Map your sales process into stages with probabilities. Add conditional properties so reps capture the right information at every step.
Build your first email campaign
Create a marketing email from scratch: pick a template, write copy, add personalisation tokens, preview across devices, and send to a list. The core workflow you'll repeat every week.
Build your marketing dashboard
Pick the right template, add reports that answer your weekly questions, and arrange everything so performance is visible in 30 seconds.
Build your sales dashboard
Combine default reports, custom reports, and analytics (coach reps, forecast, pipeline health) into one view. Schedule weekly delivery to the team.
Configure calling
Register your number or generate a HubSpot number. Enable call recording and live transcription so every conversation is logged and searchable.
Configure invoices and subscriptions
Set up invoice templates, recurring billing for retainer clients, and automated payment reminders.
Configure lifecycle stage transitions
Automate the contact lifecycle from customer through onboarding, active, and renewal so the CRM always reflects where someone is in the journey.
Configure line items and pricing rules
Set up how products attach to deals: default quantities, discount rules, and recurring vs. one-time pricing. The structure that makes quoting fast and consistent.
Configure line items and quotes
Link products to deals, generate branded quotes with e-signature, and connect payment collection so you close deals without leaving the CRM.
Configure payments and e-signatures
Set up payment collection, e-signature flows, approval workflows, and post-signature automation so quotes convert to revenue without manual follow-up.
Connect your email sending domain
Authenticate your domain for marketing emails. Without this, emails land in spam and you can't send at scale.
Connect your tools
Link your email inbox, calendar, and key integrations (Slack, Google Workspace, accounting). One-time setup that makes everything downstream work.
Create and send quotes
Walk through the full quoting process: associate a deal, choose a template, add line items, customise sections, review, and share the quote as a link, email, or PDF.
Create custom and attribution reports
Combine multiple data sources to answer the questions defaults can't. Funnel reports and attribution reports that show where revenue actually comes from.
Create your custom properties
Define the fields your business actually needs on contacts, companies, and deals. Understand why the same-looking property on a contact and a company are separate objects with separate data.
Customise your CRM views
Build saved views, configure record sidebars, and set default properties so every team member sees what they need without clicking around.
Define your lifecycle stages before you touch a pipeline
Settle lifecycle stages before building any pipeline, because every conversion, velocity and leak report is measured against them.
Extend automation as processes mature
Identify manual steps your team still does by hand and build workflows to eliminate them one by one as your processes stabilise.
FAQs
Teams of five to fifty rarely need a RevOps hire, since a founder can build the data model, stages, automation and reports in a week or two.
Forecasting only works if the inputs are honest
Automate follow-ups with templates and sequences: when follow-ups are manual, they lose to every other task on the plate, and prospects fall through.
Get the tax setup right on day one, because retrofitting it is a nightmare
Let buyers sign and pay digitally in the same session: a quote that requires print, sign, scan, and email back adds days to your close.
Import and clean your data
Get your contacts, companies, and deals into HubSpot cleanly. Deduplicate, map properties, and set naming conventions before anything else touches the data.
Let the CRM trigger the work, and report the truth
Only a CRM that runs revenue does two things a filing cabinet cannot: it triggers the next action by itself and reports numbers the team steers by.
Model companies, contacts and deals as one revenue object
Reporting only works when companies, contacts and deals are properly linked and the few properties behind the numbers are filled reliably.
Pick the simplest stack that fits, then stop shopping
Choose the smallest CRM stack that runs your revenue, set it up well, then stop adding tools until that core becomes the real constraint.
Score with points, decide with thresholds
Score leads with points for the signals that predict a good customer, then let a set threshold decide what happens to each lead.
Set up campaign tracking
Use HubSpot's campaign tool to group emails, ads, social posts, and landing pages under one umbrella. Track how a full campaign performs, not just individual assets.
Set up the customer success workspace
Create a dedicated CS view with upcoming renewals, recent tickets, and account activity. One screen that tells your CS team who needs attention today.
Set up ticket pipelines and routing
Configure ticket stages and routing rules so every customer issue gets to the right person without manual triage.
Set up your product library
Create products with pricing tiers, billing frequencies, and descriptions. These feed into quotes, invoices, and line items across the CRM.
Set up your product library
Create your products and services with consistent pricing, billing frequency, and descriptions so every quote your team sends uses the same catalogue.