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Some Recent Thoughts...
Juicy Tidbits Without the "Tech Speak"
A compilation of ramblings about everything from HubSpot CMS development to data architecture, integrations and all the tech stuff you never knew you needed to know.
memeify the blog!
Blogs Listing - UPDATE 2024 (Jordan)
Part 3: 4 More Questions to Ask Before You Buy HubSpot
What are some of the most important questions to ask yourself before you buy HubSpot? Check out our list here...
Part 2: 4 More Questions to Ask Before You Commit to HubSpot
Part 2! Here are 4 more questions to ask yourself before you purchase the HubSpot software.
4 Ways You’re Sabotaging Your Success with HubSpot
Maybe HubSpot isn't the problem after all? Here are some ways you might be sabotaging your success with HubSpot... and what you can do about it.
Why a Comprehensive HubSpot Implementation is like Running a Marathon
A comprehensive HubSpot implementation will prepare you for the long haul... here's how:
The very real cost of a mishandled HubSpot implementation: employees
Mishandled HubSpot implementations are more than headaches, they can annihilate productivity and cause very real issues...
Why you Might Hate your HubSpot Architect.
Feeling a little hatred towards your HubSpot Architect? Change isn't always easy, but it's always worth it.
Saving the most on HubSpot starts with a Technical Partner
If you want to save money on your HubSpot subscription, start with a technical HubSpot Partner.
Onboarding with HubSpot: Setup vs Implementation - what’s the difference?
The difference between HubSpot Setup and HubSpot Implementation is more than just budget - it's success.
Why clients are slashing budgets : here's why a HubSpot Architect can help.
Budget cuts suck for agencies. Here's why a HubSpot architect can help save your portfolio during a recession.
![\"37-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/37-1.png\")
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
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As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
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\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
![\"36-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/36-1.png\")
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
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Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
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We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
\n\n
![\"40-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/40-1.png\")
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n","rss_body":"
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
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Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
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Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
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So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
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You bailed on HubSpot Onboarding
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I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
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HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
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We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
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HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
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You aren't taking advantage of native integrations... or planning for custom ones.
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If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
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HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
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So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
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We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
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You bought before you did a tech stack audit or had internal buy in
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Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
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It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
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Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
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Check out our tech stack audit worksheet to help you along in this process.
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We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
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From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. ![\"hubspot](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/hubspot%20dashboard.png\")
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
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Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
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Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
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Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
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You’ll have a lot less collateral damage.
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You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","rss_summary":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","tag_ids":[78562833827,112891382022,114393817922,127941726788],"topic_ids":[78562833827,112891382022,114393817922,127941726788],"post_summary":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","postBodyRss":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","postEmailContent":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different.
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different.
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different.
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different.
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
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Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n![\"HubSpot](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/HubSpot%20is%20a%20pain%20in%20the%20assssss-1.jpg\")
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n","rss_body":"We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
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And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
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\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
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Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
![\"saving](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/saving%20money.jpeg\")
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
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You have a full on consultant at your disposal to help you hone in your budget.
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Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
![\"Comparing](\"https://d3gqasl9vmjfd8.cloudfront.net/876e36d9-3c32-4314-b945-9b37324947a6.png\")
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/undefined-1.png\")
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n","rss_body":"It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
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\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
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","postTemplate":"deckerdevs-theme/templates/blog-content.html","previewImageSrc":null,"previewKey":"MSQnCPXy","previousPostFeaturedImage":"https://d3gqasl9vmjfd8.cloudfront.net/876e36d9-3c32-4314-b945-9b37324947a6.png","previousPostFeaturedImageAltText":"","previousPostName":"Onboarding with HubSpot: Setup vs Implementation - what’s the difference?","previousPostSlug":"blogs/onboarding-with-hubspot-setup-vs-hubspot-implementation","processingStatus":"PUBLISHED","propertyForDynamicPageCanonicalUrl":null,"propertyForDynamicPageFeaturedImage":null,"propertyForDynamicPageMetaDescription":null,"propertyForDynamicPageSlug":null,"propertyForDynamicPageTitle":null,"publicAccessRules":[],"publicAccessRulesEnabled":false,"publishDate":1683297780000,"publishDateLocalTime":1683297780000,"publishDateLocalized":{"date":1683297780000,"format":"medium","language":null},"publishImmediately":true,"publishTimezoneOffset":null,"publishedAt":1692278558338,"publishedByEmail":null,"publishedById":27630257,"publishedByName":null,"publishedUrl":"https://deckerdevs.com/blogs/why-clients-are-slashing-budgets-heres-why-a-hubspot-architect-can-help","resolvedDomain":"deckerdevs.com","resolvedLanguage":null,"rssBody":"It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
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- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
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