It's Not Techy
All articles
Email & CRM

The HubSpot Setup We Deploy for Every B2B Client

Kavya Mehra 3 min readJune 23, 2024

Lifecycle stage definitions

Every company uses these differently and it creates reporting chaos. Our defaults: Subscriber, Lead, MQL, SQL, Opportunity, Customer, Evangelist. Write the definition for each and protect it.

Lead scoring that isn't fake

Weight behavioral signals (pricing page visit, demo request, high-intent content consumed) higher than demographic ones. Most lead scores fail because they weight the easy-to-measure over the high-signal.

Sales handoff hygiene

SLA: SQLs must be contacted within 30 minutes during business hours. If sales misses, MQL goes back to marketing nurture. Measure and report this weekly or the handoff rots.

Reports that matter

Source-to-SQL conversion, MQL→SQL conversion by source, SQL→customer conversion by AE, and deal velocity. Four reports. Everything else is noise.

Keep reading — Email & CRM

Need this applied to your business?

Our team ships email & crm programs every week. Book a free consult — we'll tell you what would move the needle for your brand.