Why Every HubSpot Client

Needs An Assist

HubSpot does a fantastic job of selling itself as a Revenue Generator in a box.

And it CAN do all the sales, marketing, and service things you want it to; it just isn't as easy as you think.

The thing is, there are layers to HubSpot. Taken out of the box it's fairly easy to get most things up and running, like adding forms to your website or launching an email. 

The next layer down things get a bit more technical. This is where you need to begin customizing the CRM, integrating your other tools, building automations, ensuring GDPR compliance, and things that don't come with an easy-to-follow manual.

Forget the technical aspects, though. Anyone can learn how to build and refine things in HubSpot (though it takes a lot of time). 

The hardest part of it all? The people and their processes.

Chances are your HubSpot is problematic because of a lack of clarity and process. And those aren't tool issues, those are people issues. 

Those are due to sales and marketing living in different worlds, even components of the marketing team not working together, or sales being unable to hand an account over to a CS team, etc.

And always build things in such a way that they can be reported on.

It's a big enchilada. Here's how I approach it:

First, complexity should only come incrementally. Build your essentials in their most basic form, then increment and customize.

That includes a properly-segmented CRM, consistent branding, reporting structures and lifecycles, and operational processes that ensure critical needs are met (think things like MQL definitions and inbound lead rotation). 

Second, I want to teach you to fish. You shouldn't have to be dependent upon agencies. The more responsibility and expertise you can develop in-house, your internal capabilities will expand and you'll save a lot of money long-term.

Having managed HubSpot in an agency setting for many clients, as well as in-house, I know that the best professionals are well-trained AND have access to another brain and set of eyes. 

Third, I want to help you collaborate. Marketing and sales are nothing without each other, and each has a duty to customer retention. Revenue is a co-dependent process. 

For example, marketing can decide on a definition for an MQL, but if sales isn't aligned with it, those MQLs will never turn into opportunities. 

Finally, I build for architecture and not just randomness. Everything should fit within a process architecture that's predictable and well-documented, so there's no mystery in the system or rogue processes that are conflicting with each other.

In short: I want you to settle in with HubSpot for the long-term, which means incremental scaling, team-wide collaboration, internal knowledge, and building an operational architecture. 

Simple, right?