How To Setup HubSpot For Success: Get Your Data Right

Your HubSpot portal is only as good as the data inside it.

Bad data isn't just an inconvenience. it costs businesses money, time, and missed opportunities. From broken automations to inaccurate reporting, the symptoms of poor data setup haunt HubSpot portals long after configuration.

Join HubSpot expert Casey Hawkins and AccountScout founder Stuart Balcombe for a tactical 45-minute session on the foundation of every successful HubSpot implementation.

Clean, enriched, and properly structured data.

What You'll Learn:

• The hidden cost of messy data and why it's the #1 reason HubSpot implementations fail
• The 5-step framework for setting up your HubSpot data correctly from day one:

1. Install a data enrichment tool that automatically populates company information
2. Create a free domain list to filter out low-quality leads
3. Standardize location data with dropdowns to prevent reporting chaos
4. Customize properties that actually drive business decisions
5. Import existing data without creating a duplicate nightmare

• Step-by-step walkthroughs of each process inside HubSpot
• Common pitfalls that even experienced admins make when setting up properties and data structures

Plus, you'll get:

• Casey's HubSpot Data Setup Checklist
• Access to the "30 Minutes of HubSpot for 30 Days" program with daily assignments
• A walkthrough of how AccountScout can automatically enrich your company data (no more manual research!)

Whether you're just starting with HubSpot or looking to clean up an existing portal, you'll leave with a clear roadmap to create a data foundation that enables real business results.

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Available on-demand starting Wednesday, March 26th at 10:30 AM Eastern. Register now to get immediate access when released.