The SMART Spark
You Bought a System. What you needed was a plan.
May 12, 2025 HubSpot doesn’t fail — it just reflects the strategy (or lack of one) behind it. Let me guess: you signed up for a tool like HubSpot with big plans. Maybe it was during a growth spurt.Maybe your marketing team was ready to scale.Or maybe someone on the...
Know Exactly When a Lead Becomes an Opportunity
How to Define the Trigger, Automate the Hand-Off, and End the Guesswork Every sales team says they “qualify leads.” But if you ask when a lead officially becomes an...
12 Rules to Clean Up Your Dashboards and Drive Better Decisions
April 22, 2025 Reports without context are just charts. Smarter HubSpot Reporting HubSpot makes it easy to build reports—but that doesn’t mean they’ll be useful. If you’ve ever opened a cluttered dashboard filled with outdated metrics, confusing charts, or missing...
The Secret Superpower in HubSpot
If your team is sending the same phrases again and again, HubSpot snippets are your secret weapon. You're Probably Not Using these (But Should Be) Every now and then, a seemingly tiny tool ends up making a huge impact. That’s exactly what happened during a recent call...
How to Add a Reminder to Every Sequence (and Why It Works)
Why This Fix Matters Sequences are powerful — but they’re not magic. Once the final email fires, HubSpot marks the sequence complete and moves on. If there’s no reminder...
The Most Dangerous HubSpot Setting? Ignoring It.
An audit of one company’s CRM showed what happens when no one owns the system. Ever wonder if your HubSpot portal is really working for you, or if it’s just become another digital junk drawer? I recently audited a company using Marketing Hub Pro, Sales Hub Pro, and...
Your Website Called—It Wants to Talk to HubSpot
HubSpot delivers more when your website’s connected—no matter where it’s built. Let’s talk about something I see all the time: businesses investing in HubSpot but not fully integrating it with their website—just because their site isn’t hosted on HubSpot. Here’s the...
How to Spot Gaps in Your HubSpot Lifecycle
Your Lifecycle Stage property tells a story — how a contact moves from Subscriber → Lead → MQL → SQL → Customer → Evangelist (or however your business defines it). The...
Why Your “Customers” Might Not Actually Be Customers
When your Lifecycle Stages are a mystery, your CRM stops being a growth tool—and starts being a guessing game. This weekend, I was elbow-deep in a HubSpot audit for one of my largest clients. I’m talking hundreds of thousands of contacts. And you know what shocked me?...
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