hubspot-setuplisted

# HubSpot Setup ## Overview HubSpot is the most popular CRM for SMB and mid-market B2B SaaS. Its strength is the unified platform: CRM, marketing, sales, and service in one system. Its weakness is that it's easy to configure poorly and hard to fix later. This skill covers setup for GTM teams: deal pipelines, lifecycle stages, marketing automation, reporting, and enrichment integration. ## Frameworks Referenced This skill is grounded in public frameworks and source material relevant to the task: - **HubSpot Smart CRM Framework.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. - **Lifecycle Stage Model.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. - **HubSpot Academy — CRM Automation.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. ## When to Use - "Set up HubSpot for our sales team" - "Configure HubSpot deal pipelines" - "Set up HubSpot marketing automation" - "Build HubSpot reports and dashboards" - "Integrate enrichment with HubSpot" ## Step-by-Step Process ### Phase 1: CRM Foundation **Lifecycle stages:** Subscriber → Lead → MQL → SQL → Opportunity → Customer → Evangelist. Define clear criteria for stage advancement. Never use "Other." **Deal pipeline stages:** Customize per sales motion. Standard: New → Contact Made → Discovery → Demo → Pr