HubSpot Will Never Work Right Out of the Box. Here’s Why That’s Actually Fine " Read More It looks ready. It isn’t. HubSpot will never work right out of the box — and that’s not a flaw. It’s a platform, not a pre-packaged solution. Every...
How to Understand HubSpot Reports " Read More The numbers aren’t wrong. They’re just answering a different questions. Your numbers are fine. You’re just asking different questions. Last week a client called me, clearly frustrated. Their HubSpot...
Make the Important Fields Required " Read More Nobody fills in fields they don’t have to. That’s not a criticism — it’s just human nature. When a sales rep is moving fast, they’re logging the call and moving on. When marketing is importing a...
What HubSpot Just Did to Meetings (And Why It Matters) " Read More HubSpot is moving fast. Like, really fast. Spot Check is a new weekly series that pulls out the updates worth paying attention to — so you don’t have to read every release note yourself. This...
Good, Cheap, Fast — Pick Two. " Read More The mistake most people make is optimizing for only one corner of the triangle. Or: Why I Finally Took My Car to the Local Guy There’s an old triangle in every service industry. Good. Cheap. Fast. Pick two. It’s...
Your CRM Has Duplicates. Here’s What That’s Actually Breaking. " Read More The longer it goes, the more expensive it gets. Your CRM has two of the same person in it right now. Probably more than two. Every time I run an audit for a new client I find...
