Your HubSpot Isn't Broken. It's Just Not Built for You (Yet)
If your portal feels like it was made for someone else’s business... it probably was.
So, you got HubSpot.
Logged in.
Poked around.
Maybe even ran a campaign or two.
But instead of feeling powerful, your portal feels… off.
Too many fields. Too few results.
Nothing connects. No one trusts the data.
And somehow you’re still exporting to Excel or Google Sheets.
Let’s fix that.
What Most People Get Wrong About HubSpot
They think it’s plug and play.
Reality? It’s more like plug and pray—unless you build it right.
HubSpot gives you the tools. But it doesn’t give you:
The structure
The strategy
The logic that fits your team
And if you skip that? You end up with a Franken-system no one wants to touch.
3 Signs Your HubSpot Wasn’t Set Up for You
You’ve got more lifecycle stages than leads.
Half your team doesn’t know what “Sales Qualified Lead” even means.
→ Fix: Rename lifecycle stages in plain English. Train your team on one slide.
Every contact looks the same.
No tags, no segmentation, no clue who’s who.
→ Fix: Add smart custom properties like:
Lead Type (Inbound / Outbound / Referral)
Persona
Intent Level
Reporting feels like a science project.
You’re pulling from 5 dashboards and still don’t trust the numbers.
→ Fix: Build 2 core dashboards:
Pipeline Health (by deal stage, owner, source)
Engagement Scoreboard (email opens, form fills, CTA clicks)
Here’s What “Built for You” Actually Looks Like
It’s not about making HubSpot “fancy.”
It’s about making it frictionless—for your business, your goals, your team.
Imagine this
Sales gets leads in real time, with context and a clear next step.
Marketing knows what content is converting and what’s noise.
Ops has dashboards that actually help with decisions.
Everyone speaks the same language.
That’s the difference between “using HubSpot” and owning it.
What to Do Right Now
Here’s a quick punch list that will clean up 80% of your HubSpot headache:
Archive unused properties
Add “Source Detail” to track where leads really came from
Simplify lifecycle stages to New → Working → Opportunity → Customer
Set up lead routing so Sales doesn’t have to ask who’s doing what
Create 1 smart list for high-intent contacts (visited pricing, opened 3+ emails, etc.)
You don’t need to overhaul everything.
You just need to start designing it around how your team actually works.
Wrap-Up: You’re Not Behind. You’re Just Not Customized Yet.
HubSpot isn’t failing you.
You’re just trying to use it out of the box—and your business doesn’t come in a box.
Let’s build it around you.
