The slides from my talk at the Bristol HUG in November 2022

1. Bristol HUG November 2022
7 Signs Your HubSpot
Set Up Sucks

2. Agenda
1 Min Intro
Name, Job Function, Work Playlist
7 Signs
And some fixes
Q&A
Pop your Q’s in the chat as we go

3. Payne
Hello!
Jon

5. Campaigns
HubSpot
SEO

6. Dirty
Data
01

7. Dirty Data
• Duplicates
• Old data
• Legal compliance on contact collection
• Setting up HubSpot cookies compliantly and then hardcoding
Google Tag Manager into the website template

8. Dirty Data - Ops Hub Pro?

9. Dirty Data - Ops Hub Pro?

10. Dirty Data

11. Dirty Data

12. 02
Poor
Utilisation

13. Poor Utilisation
• No idea how much your org is using
• Team don’t use it (don’t know how to?)
• No reporting set up
• No segmentation

14. Poor Utilisation
• No idea how much your org is using
• Team don’t use it (don’t know how to?)
• No reporting set up
• No segmentation

15. Poor Utilisation

16. Poor Utilisation

17. Poor Utilisation

18. 03
Poor
Processes

19. Poor Processes
• User permissions not standardised in teams with high churn
• No naming conventions
• Manual lead assignment
• Emails go into spam

20. Poor Processes

21. Poor Processes

22. Poor Processes

23. Poor Processes

24. Bad
Reporting
04

25. Bad Reporting
• Tracking not on website
• Multiple form types / integrations
• Too many sales pipelines
• Too few (no cross sell / upsell / renewal)

26. Predictions for 2023
Tobacco Factory
Bristol
14th Dec - 3PM
Xmas drinks after

27. Q&A
05