• Full Account Set-Up

  When your HubSpot account is first opened, there are important settings that shape how everything works.

  I will:

  • Configure your account settings correctly from the start
  • Add your branding, email sending details and domain connections
  • Ensure GDPR and subscription settings are structured appropriately

  You will not be left guessing what each option means.

• Contacts and Data Clean-Up

  Most businesses begin with a spreadsheet. Often it contains duplicates, inconsistent formatting or missing information.

  I will:

  • Review and tidy your existing spreadsheet
  • Standardise key fields so they function properly inside HubSpot
  • Remove duplicates and organise your data clearly
  • Import your contacts correctly and safely

  This ensures you begin with clean, usable data rather than transferring confusion into a new system.

• Lead and Lifecycle Stage Structure

  HubSpot works best when contacts move through clearly defined stages.

  I will:

  • Configure your lead status stages so you can see where each enquiry sits
  • Set up lifecycle stages correctly, from subscriber to lead, opportunity and client
  • Align these stages with how you actually sell, not a generic template
  • Ensure movement between stages is easy to track

  This gives you clear visibility of your sales activity and helps you follow up with confidence.

• Meeting Scheduler

  To reduce unnecessary back-and-forth emails, I will:

  • Set up your meeting scheduler
  • Connect your calendar
  • Create booking links for use on your website, landing pages or email signatures

  This creates a smoother experience for both you and your clients.

• Sales Pipeline

  If you do not have a defined sales pipeline, it is difficult to understand where opportunities stand.

  I will:

  • Create a simple, realistic sales pipeline that reflects your sales process
  • Define deal stages clearly
  • Ensure you can see the value and progress of opportunities at a glance

  This allows you to manage your sales in a structured and intentional way.

• Contact Dashboard

  You should be able to open HubSpot and immediately understand what is happening in your business.

  I will:

  • Create a practical contacts dashboard tailored to your needs
  • Set up key views so you can quickly see new leads, active prospects and current clients
  • Ensure your dashboard supports day-to-day follow-up and longer-term relationship building

  No unnecessary complexity. Just clarity.

• Newsletter and Email Foundations

  If you want to grow your audience and communicate consistently, your email structure matters.

  I will:

  • Set up your newsletter template in line with your branding
  • Create essential email templates for enquiries and follow-up
  • Structure subscription types properly
  • Build landing pages for collecting new subscribers

  This means your list can grow in an organised way and your communication feels professional and consistent.

• Blog Set-Up

  If blogging is part of your marketing, I will:

  • Create your blog page within HubSpot
  • Ensure it is structured correctly
  • Connect it to your email list so subscribers can receive updates

  Your content, CRM and email marketing will work together rather than sitting separately.

• Segmented Lists

  Segmentation allows you to send the right message to the right people.

  I will:

  • Create the key segmented lists your business requires
  • Structure lists for prospects, clients, newsletter subscribers and other relevant groups
  • Label everything clearly so you understand how it works

  This ensures your communication remains thoughtful and relevant as your database grows.

Thanks to Jose for setting me up with HubSpot and compiling my email list.

Today’s the first day so I’m just finding my way around it but Jose has reassured me that she’s only a call away til I get up and running.

All of the communication has been slick and timely, your relaxed way of sharing information has been right at my level, thank you