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Our systematic approach to optimizing your HubSpot

Our HubSpot process in 5 steps

  1. 1. Identify primary KPI – Determine the key metric that matters most (e.g., revenue, opportunities, or sales-ready leads).
  2. 2. Build KPI reporting – Create dashboards that clearly show how you’re tracking against that KPI.
  3. 3. Define core processes – Pinpoint the essential HubSpot processes that directly impact your KPI.
  4. 4. Establish core process reporting – Set up metrics and dashboards to reveal weaknesses and opportunities within each core process.
  5. 5. Implement & optimize core processes – Configure, automate, and continuously refine each process to improve performance.

Head of marketing

 

Head of business development

 

Head of sales

 

Head of customer service

Jumpstart your journey to a fully optimized HubSpot environment with our free strategy call.