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Checklist for Maximizing Your HubSpot Investment and ROI  

When running a business, making the most of your HubSpot investment is essential. But when was the last time you checked to see if you’re making the most from your HubSpot investment? If your answer is “It’s been a while” or “never,” this checklist is for you. 

You may also be wondering how to assess your HubSpot to measure whether you’re getting the most out of it in the first place. HubSpot is a robust system with many features and settings, so it may leave you feeling overwhelmed. 

Our checklist covers how to tell if you’re getting the most from it and whether your business is reaping the benefits. Here’s what you need to understand about maximizing your HubSpot investment. 

Your HubSpot Checklist

Assess Your Business Goals

Before you do anything in HubSpot, ask yourself whether it’s been a while since you last analyzed or reassessed your business goals. 

Take a look at your historical data and performance. Do your current goals feel realistic and achievable? Are they aligned with the business? 

Review your key business goals that pertain to sales, nurturing leads, and even ensuring your marketing and sales aren’t siloed. Also, it’s important to have shared goals within sales and marketing so you can work as a team. 

When you know what you’re working towards, you can better understand how to set your overall processes, including automating your email drips and other sales and marketing efforts. 

Create ‘Properties’ ASAP

Take some time to think about the data you need to track and report on, and then create the properties you need to collect that data.

Define and create your “properties,” which refers to the data stored on HubSpot, and includes things like a prospect’s First Name, Last Name, and Deal Name.  

If you haven’t set up your properties yet, ask yourself what data is most crucial to your business in segmenting your email lists and targeting prospects more efficiently. Maybe it’s company size, industry, or job title. Or perhaps it’s lead stage or purchase history. 

  • What deal data do you need to report on?
  • Which contact data do you need to segment your marketing lists?

Properties inform everything in your HubSpot portal, from marketing segmentation to reporting. 

Get the Details of Your HubSpot Plan

Go to your Account to see the details of your plan and what it’s costing you in relation to the total number of leads and customers you’re tracking. 

Under “Products & Add-ons,” you can see the details of your subscriptions, renewal date, email, and contact usage, and paid “seats” or users on your team with access to the account.

This step helps you understand if you’re overpaying or need a more robust plan.

Update Your Contacts

Your leads and customers constantly change—from unsubscribes to new leads to keep track of. Keep a pulse on this by syncing your contacts and cleaning out old, unengaged contacts from your company. 

This helps you keep an organized contact list by removing duplicates of old records and contacts no longer relevant to your current goals. You can then feel good about creating segments that target your leads more efficiently, increase your email marketing reach, and better identify your ideal buyers. 

Ensure new contacts are associated with a company name from the Data Management tab.  Then, differentiate and categorize your contact lists by objectives to make your future client conversations relevant and meaningful. 

Utilize Automation 

HubSpot helps you let go of the manual processes and use automation. You can save time to work on the more significant projects that move the needle for your organization. 

Workflow automation can automate everything from lead nurturing to closing sales. One way to do this is to set precise specifications for lead qualification and establish a handing-off process from leads to sales. 

Create the following automation:

If you have old or unused workflows, use this time to clean them out or delete them completely. 

Set Up Templates 

Leverage templates, forms, chatbot conversations, and other lead-capture tools and customize them to your needs. For example, you can utilize email templates for nurturing your leads and head over to the HubSpot Asset Marketplace to build a theme and template for your website. 

HubSpot has templates for setting up your sales and marketing workflows, called Workflow Recipes. These are pre-built into HubSpot. It’s an instant way to build a workflow if you need help figuring out how to start.

HubSpot also provides recommendations to help you quickly optimize your content, social media, CTAs, and forms. 

You can see these in the Health tab of HubSpot. These quick changes can improve your site’s SEO performance and landing pages. 

Customize Your Reporting

HubSpot’s reporting tools can help you better understand your customers and campaigns that were successful or fell flat. You can monitor your campaigns in real-time, assess the results through reports, and optimize where you see fit.

When you have the data to track and measure your efforts, you pinpoint the marketing activities driving the most impact. Then, you can build a better strategy, make decisions more confidently, and work more efficiently in the most relevant areas. 

HubSpot has visualization capabilities that you can customize or choose from templates. Visualization tools make it easier for people across your organization to gain a better grasp of campaign results. 

Get Personalized Help for Your HubSpot Needs

If you want to work smarter with HubSpot but can’t seem to dedicate the energy and time, it might be best to team up with an agency. 

At The Automation Company, we’re a certified HubSpot Solutions partner. We’re a team of HubSpot pros comprising marketing, design, and website experts. We can help with strategies to scale your business. With our guidance, identify areas for improvement and gain a deeper visibility of where to optimize. 

A partnership is also a great way to leave the HubSpot software onboarding process, training, and implementation to us. 

Let’s talk HubSpot—reach out to our team today. In the meantime, we hope our checklist helps you stay accountable to ensure you get the most out of it. 

Your Cheat Sheet for Achieving HubSpot ROI

Here’s a quicker version for you to reference: 

  • Examine, reassess, or get clear on your business goals.
  • Set up your ‘Properties’ in HubSpot, which informs everything in your HubSpot portal, such as the data you need to track and collect.
  • Go to your Account and get the details of your plan so you’re not overpaying or underutilizing HubSpot based on your business needs.
  • Update your contacts and clean out unengaged customers and prospects. 
  • Utilize automation, like creating triggers that put new leads into email drips.
  • Set up HubSpot-recommended templates such as lead forms, email copy, workflows, and chatbots.
  • Customize your reporting and utilize visualization capabilities.
  • Get personalized HubSpot support with a certified agency and leave the software onboarding process, such as training and implementation, to a team of experts.

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