How to do Strategy in HubSpot

Jun 18, 10:00 – 11:00 AM

Learn how to create a Sales and Marketing Strategy and plug it into HubSpot to keep you on the straight and narrow! Using Hubspot without a plan is a short cut to a tangled up CRM with little chance of getting people to use it for their regular jobs. Creating a strategy and building it into HubSpot is a great way to start to get the most out of the platform.

AdvancedCRMContent MarketingHUG

About this event

To factor a sales and marketing strategy into HubSpot, you can follow these steps:

1. Define your sales and marketing goals: Start by clearly identifying your business objectives, such as increasing brand awareness, generating leads, or driving revenue. Determine measurable targets for each goal to track your progress.

2. Identify target audience: Understand your target audience by creating buyer personas that represent your ideal customers. Define their demographics, pain points, goals, and preferred communication channels.

3. Content creation: Develop relevant and valuable content that aligns with the needs of your target audience at different stages of their buying journey (awareness, consideration, decision). This can include blog posts, ebooks, videos, webinars etc.

4. Implement lead generation strategies: Utilize HubSpot's tools like forms and landing pages to capture visitor information in exchange for valuable content or offers. Strategically place these forms on relevant parts of your website to maximize conversions.

5. Lead nurturing campaigns: Set up automated email workflows in HubSpot that send personalized messages based on user actions or specific triggers to nurture leads further along the sales funnel. Use targeted content and offers tailored to their interests and needs.

6. Sales enablement: Utilize the CRM capabilities in HubSpot to track lead interactions and manage customer relationships effectively. Equip the sales team with access to prospect information gathered from marketing efforts so they can have more meaningful conversations with potential customers.

7. Marketing automation: Leverage automation features in HubSpot like workflows and sequences to streamline repetitive tasks such as sending follow-up emails or scheduling social media posts based on predefined rules or triggers.

8. Analyse data & optimise strategy: Regularly review analytics provided by HubSpot's reporting tools to measure the performance of various campaigns against key metrics like traffic generated, conversion rates or revenue generated from marketing efforts.

9.Integrate with other tools: Integrate additional software tools into Hubspot if needed (such as social media management platforms)to ensure a cohesive approach across all channels.

10.Regularly update & optimise strategy : Continuously evaluate the effectiveness of each component within the strategy using available dataand make adjustments accordingly for better results over time


  • Tony Dowling

    Real Inbound


  • Chris Carolan

    Conveying Your Message LLC



  • Tony Dowling

    Real Inbound



  • Tony Dowling

    Real Inbound

    HUG Leader


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Real Inbound