Hubspot   1.  Setup lead qualification and Hubspot scoring   2. Setup segmented lists for personal   3. Create Winback Campaigns  - Automate and Elevate Don't forget about contacts or deals that have fallen off the radar.  You can retarget these leads with standout offers and deals. Remember to always assign Emails to a specific campaign and set your goals      

A full Hubspot Audit Check List to help you establish a more organized contact database, easier segmentation, cleaner data for analysis and better overall performance. Our ultimate Hubspot audit checklist will help you review, analyse and build your marketing and sales pipeline and adopt practices for a well oiled Hubspot CRM. While every portal is different and audits are not 100% one-size-fits-all, there are certain areas that, from a starting point, we always inspect when we’re taking a look under the hood. If you’re looking to audit your HubSpot portal, feel free to use this checklist to make sure you’re covering all your bases. 1.  Contact & Company Clean up Regularly cleaning up your contacts and companies will improve reporting accuracy, minimize graymail and optimize email deliverability.  It will also ensure your reporting is as accurate as possible. Check for duplicate contacts and purge duplicates. Use a list to manage hard bounces.  Purge the list. Are your contacts accurately tagged with their current lifecycle? (Subscriber, lead, MQL, SQL etc.?) Have all leads been assigned owners? Is there a standard set of filter/views to manage your contacts efficiently   2.  Buyer Persona Implementation If you're not using Buyer personas and segmenting...

Learn the five steps for building and executing an ABM strategy. Inbound and ABM complement each other really well.

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