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Signs Your HubSpot Set Up Sucks.pdf

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Signs Your HubSpot Set Up Sucks.pdf

  1. 1. Bristol HUG November 2022 7 Signs Your HubSpot Set Up Sucks
  2. 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. 3. Payne Hello! Jon
  4. 4. Campaigns HubSpot SEO
  5. 5. Dirty Data 01
  6. 6. 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
  7. 7. Dirty Data - Ops Hub Pro?
  8. 8. Dirty Data - Ops Hub Pro?
  9. 9. Dirty Data
  10. 10. Dirty Data
  11. 11. 02 Poor Utilisation
  12. 12. 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
  13. 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. 14. Poor Utilisation
  15. 15. Poor Utilisation
  16. 16. Poor Utilisation
  17. 17. 03 Poor Processes
  18. 18. Poor Processes • User permissions not standardised in teams with high churn • No naming conventions • Manual lead assignment • Emails go into spam
  19. 19. Poor Processes
  20. 20. Poor Processes
  21. 21. Poor Processes
  22. 22. Poor Processes
  23. 23. Bad Reporting 04
  24. 24. Bad Reporting • Tracking not on website • Multiple form types / integrations • Too many sales pipelines • Too few (no cross sell / upsell / renewal)
  25. 25. Predictions for 2023 Tobacco Factory Bristol 14th Dec - 3PM Xmas drinks after
  26. 26. Q&A 05

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