hubspot-setup
Installation
SKILL.md
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.
Authoritative Foundations
- HubSpot Knowledge Base — Lifecycle stages — Define entry criteria for each lifecycle stage and let stages move forward only, so funnel reporting stays trustworthy.
- HubSpot Academy — CRM setup — Configure objects, associations, properties, and pipelines before importing data or building workflows.
- Winning by Design — Revenue Architecture — Bowtie lifecycle model — align sales, marketing, and CS on stage-based outcomes.