The HubShots Framework 

A 5-Stage Plan for Getting the Most Out of Your HubSpot Portal

Download Your 5-Stage Plan


The HubShots Framework A3 PDF can be used digitally or printed out. 

On this page we'll guide you through the HubShots Framework and how it can help you get the most out of HubSpot.


Download an A3 PDF Poster of the HubShots Framework

The HubShots Framework

The 5-Stage Plan

 

Overview

The five stages take you from basic survival to an approach of continuous improvement in HubSpot

Stage 1: Foundation
Stage 1: Foundation

A focus on:
Basics

Setup your portal and make sure the basics are in place and everyone has access.

Stage 2: Enablement
Stage 2: Enablement

A focus on:
Activity

Track all the key interactions including page views, email opens, ad clicks, social media engagements, sales activities and support conversations.

hubshots-framework-icon_3-automation
Stage 3: Efficiency

A focus on:
Automation

Get all your key marketing, sales and service processes automated, with the right people notified and your contacts nurtured.

Stage 4: Effectiveness
Stage 4: Effectiveness

A focus on:
Attribution

Be able to confidently identify what is working and why.

Stage 5: Empowerment
Stage 5: Empowerment

A focus on:
Continuous Improvement

You are freed up to proactively use the latest tools and grow your business results.

The Problem

We find most businesses lack the time and expertise to get real value out of their HubSpot investment

 

What this means is

  • They're only using a subset of the features of HubSpot
  • They're not using them particularly well
  • They tend to spend a lot of time recreating assets from scratch
We find most businesses lack the time and expertise to get real value out of their HubSpot investment
The Solution

The HubShots Framework

 

The Framework enables you to

  • Get value out of all of the tools in HubSpot
  • With best practices in place
  • And an approach of reuse (ie not recreation)
The HubShots Framework
The Result

The result is efficiency (doing things better) and effectiveness (doing the right things).

You are freed up to focus on strategy and innovation.

Which in turn results in business growth.

That's how you get the most out of HubSpot.

Let's Look at the 5-Stage Plan In Detail:

 

 

Download an A3 PDF Poster of the HubShots Framework

Stage 1: Foundations

Stage 1:
Foundation

  • A focus on the basics

  • Basic website tracking

  • Simple assets in place (website form)

  • Simple HubSpot settings (timezone and default currencies)

  • Making sure that personal things aren't logged in HubSpot

  • Training your team on the basics of how to use Contacts and Deals and maybe Tickets


Stage 2: Enablement

Stage 2:
Enablement

  • Making sure things are done right and  freeing up time

  • Assets belong to Campaigns for better reporting

  • Advanced sales and automation workflows in place (automatically assign new lead to rep based on lead score or logic)

  • Automations for following up leads with sales nurtures, and marketing nurtures.

  • Automations for following up cold leads

  • Automations for cross-selling and up-selling

  • The right people are notified

  • Security protocols and settings are in place

  • Content and segmentation strategy

  • Team trained up on automation tools


Stage 3: Efficiency

Stage 3:
Efficiency

  • Making sure things are done right and  freeing up time

  • Assets belong to Campaigns for better reporting

  • Advanced sales and automation workflows in place (automatically assign new lead to rep based on lead score or logic)

  • Automations for following up leads with sales nurtures, and marketing nurtures.

  • Automations for following up cold leads

  • Automations for cross-selling and up-selling

  • The right people are notified

  • Security protocols and settings are in place

  • Content and segmentation strategy

  • Team trained up on automation tools


Stage 4: Effectiveness

Stage 4:
Effectiveness

  • Doing the right things

  • You have reliable data to analyze in order to work out what's actually working

  • Start looking at proper attribution reports

  • Advanced settings (attribution settings)


Stage 5: Empowerment

Stage 5:
Empowerment

  • Where the real value of HubSpot lies

  • Focusing on relationships with your contacts and customers across Sales, Marketing and Service

  • Building helpful assets that provide high value to your audience

  • Archiving processes and assets that didn't work

  • A/B testing emails and pages

  • using smart content in emails and pages

  • Everything you do is proactive instead of reactive

Download an A3 PDF Poster of the HubShots Framework

The 5-Stage Plan

 

Outcomes

Each stage has a specific focus area which guides you to the relevant areas in HubSpot

The 5-Stage Plan Outcomes

 

Detailed Items

In each stage and focus area are specific HubSpot items that need to be completed

The 5-Stage Plan Detailed Items

Frequently Asked Questions

 

Download the HubShots Framework A3 PDF


Start getting the most out of HubSpot

 

Download an A3 PDF Poster of the HubShots Framework