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Supercharging HubSpot for the New Year: A Cleanup Guide

Tue, Feb 6, 2024

HubSpot Inbound Marketing

Gear Stick with Red Text Maintenance Time on Black Background. Close Up View. Selective Focus. Control Concept.As the new year unfolds, it's the perfect time to give your HubSpot account a fresh start. Just like a high-performance Ferrari requires regular tune-ups to maintain its excellence, your HubSpot system needs a thorough cleanup to ensure it runs at its optimal best. This guide will walk you through merging contacts and companies, decluttering old lists and workflows, and revamping your lead scoring and lifecycle stages to mirror your company's current standing.

Merging Contacts and Companies: Streamlining for Efficiency

Begin by merging duplicate contacts and companies. Duplication can clutter your database and lead to inefficiencies in your marketing and sales efforts.

Example: Imagine having multiple entries for 'John Doe' from 'ABC Corp.' By merging these, you ensure that all communication and history are centralized, providing a clearer view of your interactions with John and ABC Corp.

Cleaning Up Old Lists and Workflows: Ensuring Relevance

Old lists and workflows might be based on outdated criteria or objectives. Review them to ensure they still align with your current marketing strategies.

Example: A workflow created for a 2022 summer campaign is no longer relevant in 2024. By removing or updating it, you make room for more current and effective strategies.

Updating Lead Scoring and Lifecycle Stages: Reflecting Current Realities

Your lead scoring model and lifecycle stages should reflect your current business environment. What qualified a lead in 2022 might not be relevant in 2024.

Example: If your target audience or product line has evolved, adjust your lead scoring to prioritize leads that match your current ideal customer profile.

Revitalizing Content and SEO Strategies

Examine your content and SEO strategies within HubSpot. Update blog posts, landing pages, and other content pieces to ensure they are still effective and SEO-friendly.

Example: Update a popular 2022 blog post on marketing trends by adding new insights and statistics for 2024, keeping it fresh and relevant.

Reassessing Integrations and Third-Party Tools

Ensure that all integrations and third-party tools used in your HubSpot ecosystem are still beneficial and up to date. Outdated integrations can slow down your system, much like unnecessary weight in a car.

Example: A social media tool integrated in 2022 might not support the latest platform features of 2024. Reassess and update these tools to maintain a streamlined, efficient system.

Enhancing Reporting and Analytics

Fine-tune your reporting and analytics to ensure they provide meaningful insights. This helps in making data-driven decisions for better results.

Example: Modify your dashboard to include new KPIs relevant to your 2024 objectives, enabling you to track progress more effectively.

Training and Development

Ensure your team is up to speed with the latest HubSpot features and best practices. A well-trained team can make the most out of the system.

Example: Conduct a training session on the latest HubSpot updates, ensuring your team is equipped to utilize all the new features effectively.

Transforming your HubSpot account for the new year is akin to tuning a Ferrari for peak performance. By meticulously merging contacts, cleaning up lists and workflows, updating scoring models, and reassessing content and integrations, you set the stage for a more streamlined, efficient, and effective inbound marketing strategy. Make 2024 the year your HubSpot account truly drives your business forward with precision and power.

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