Let's talk(847) 414-4272

Guides / 2–6 weeks

The HubSpot setup playbook.

The order we build HubSpot portals in, so the CRM supports sales instead of just storing names.

By Nick IrmoNick Irmo · 4 steps · 13 tasks

0 of 13 done
  1. 01

    Define before you build

    Agree on what words mean before anyone touches settings.

  2. 02

    Capture and attribute

    Every lead in one place, with its source protected.

  3. 03

    Route and respond

    Speed to lead is where revenue hides.

  4. 04

    Report and adopt

    A CRM nobody opens is a database.

Your checkmarks are saved in this browser only.

Want us to run this for you?

CRM Consulting

HubSpot and Salesforce, done right

Read more.

Cover illustration for the article “The 10 HubSpot Setup Mistakes We Fix Most Often”
Sales & CRM · 3 min read · Nick Irmo

The 10 HubSpot Setup Mistakes We Fix Most Often

HubSpot is powerful and easy to set up badly. Ten mistakes that quietly break reporting, routing and follow-up, and how to fix each one.

Cover illustration for the article “Lead Scoring for a Small Sales Team: A Simple Model That Works”
Sales & CRM · 3 min read · Nick Irmo

Lead Scoring for a Small Sales Team: A Simple Model That Works

Lead scoring does not need machine learning. A points model built on fit and intent, agreed with sales, that tells reps who to call first.

Cover illustration for the article “The Marketing-Sales SLA: Definitions, Handoffs and the Weekly Pipeline Review”
Sales & CRM · 3 min read · Nick Irmo

The Marketing-Sales SLA: Definitions, Handoffs and the Weekly Pipeline Review

Sales ignores the leads, marketing blames sales. A service-level agreement fixes it with shared definitions, response times and one weekly meeting.