☐ Map your unique sales process and define clear deal stages.
☐ Create stage-specific entry and exit criteria to maintain data consistency.
☐ Automate deal progression tasks (e.g., email notifications or task creation).
☐ Customize deal properties to capture relevant data at each stage.
☐ Test the pipeline with sample deals to ensure smooth workflows.

☐ Develop a lead scoring framework based on criteria like engagement, behavior, and firmographics.
☐ Configure lead scoring rules and thresholds in HubSpot.
☐ Automate lead assignment to sales reps based on territories, expertise, or workloads.
☐ Create workflows to notify reps when high-quality leads enter the pipeline.
☐ Continuously review and adjust scoring models based on results.

☐ Draft and design email templates tailored to your sales stages.
☐ Include placeholders for personalized fields (e.g., first name, company name).
☐ Build automated sequences for outreach, follow-ups, and nurturing campaigns.
☐ A/B test subject lines and email content to optimize performance.
☐ Monitor open and reply rates, and iterate based on analytics.

☐ Enable HubSpot’s meeting scheduling tool and connect it to team calendars.
☐ Set up custom meeting types (e.g., demos, consultations) with pre-defined durations.
☐ Embed meeting links in email templates and landing pages.
☐ Test booking functionality and sync with your CRM records.
☐ Automate reminders for meetings to reduce no-shows.

☐ Customize quote templates with your branding, pricing, and terms.
☐ Configure product libraries for quick and consistent quote creation.
☐ Automate deal property updates when quotes are sent or approved.
☐ Use e-signature integrations to streamline approvals.
☐ Track quote engagement metrics (e.g., views, signatures) in HubSpot.

☐ Identify repetitive deal-related tasks (e.g., follow-ups, stage updates).
☐ Build workflows to automate those tasks based on deal activity or inactivity.
☐ Set up automated alerts for stalled deals to ensure timely follow-ups.
☐ Create nurture workflows for deals lost to competitors.
☐ Continuously refine workflows to align with updated sales strategies.

☐ Define key sales KPIs (e.g., deal velocity, win rate, rep activity levels).
☐ Build dashboards with real-time visualizations for team tracking.
☐ Configure role-based access to ensure data privacy and relevance.
☐ Set up scheduled email reports for stakeholders.
☐ Regularly review reports to spot trends and identify areas for improvement.

☐ Set up task automation rules for deal follow-ups, contact outreach, or activity tracking.
☐ Configure reminders for important tasks, like contract renewals or post-sale check-ins.
☐ Link tasks to deals, contacts, or tickets for context-rich execution.
☐ Monitor task completion rates and coach team members as needed.
☐ Optimize task automation workflows to reduce manual workload.

☐ Develop detailed playbooks with scripts, objection-handling guides, and best practices.
☐ Organize playbooks by sales stage or customer persona.
☐ Train reps to access and use playbooks directly in HubSpot.
☐ Regularly update playbooks with insights from successful deals.
☐ Use feedback from reps to refine and expand playbook content.