Resources
Tools to tidy, plan and grow your HubSpot system.
Checklists, templates and guides you can use today—whether you work with us or not.
Checklist01
HubSpot portal health checklist
Twenty quick checks to find data, workflow and reporting problems in an existing portal.
- Duplicate contacts and companies under 2%
- Every active workflow has an owner and description
- Lifecycle stages have written entry criteria
- Original source populated on new contacts
- No deals with close dates in the past still open
- Unused properties archived or hidden
- Users have role-appropriate permissions
- Key dashboards reviewed in the last 30 days
Template02
CRM migration planning template
A structured outline for mapping objects, fields, owners and cutover steps.
- Source system inventory and record counts
- Field mapping with business definitions
- Association rules between objects
- Test migration and reconciliation log
- Cutover timeline and freeze window
- Post-migration validation checklist
Template03
Lifecycle stage definitions worksheet
Align marketing and sales on what every stage means and who owns the next step.
- Stage name and one-sentence definition
- Entry criteria and data signals
- Owner and expected response time
- Exit criteria and next stage
- Report that tracks conversion
Guide04
RevOps maturity guide
Assess where your revenue operations stand today across process, data, systems and reporting.
- Process: documented handoffs and SLAs
- Data: single system of record
- Systems: owned and integrated stack
- Reporting: shared metrics and forecast cadence
- People: enablement and governance rhythm
Glossary
HubSpot and RevOps terms, in plain English.
- Lifecycle stage
- A HubSpot property describing where a contact or company sits in the relationship—subscriber, lead, MQL, SQL, opportunity, customer and so on.
- MQL
- Marketing qualified lead: a contact whose behaviour and fit suggest they are ready for sales attention, based on criteria both teams agree on.
- SQL
- Sales qualified lead: a lead that sales has reviewed and accepted as worth pursuing.
- RevOps
- Revenue operations—the practice of aligning process, data and systems across marketing, sales and customer success.
- Pipeline velocity
- How quickly deals move through your pipeline, usually combining deal count, value, win rate and cycle length.
- Lead scoring
- A points-based model ranking leads by fit and engagement so teams can prioritise follow-up.
- Custom object
- A HubSpot object you define for business data that does not fit contacts, companies, deals or tickets.
- Data sync
- A two-way or one-way connection that keeps records consistent between HubSpot and another system.
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