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HubSpot Health Checklist: does your setup grow with you?

A checklist with 60 questions to judge whether your HubSpot setup is keeping up with your organisation.

HubSpot Health ChecklistPDF, 6 sections of 10 questions each. The file is in Dutch.

Download the checklist (PDF, Dutch)
File language

This page is in English. The PDF itself is still the Dutch file. There is no separate English PDF.

What is this checklist for?

With this checklist you judge whether your HubSpot setup is keeping up with your organisation. You walk through six parts and see, for each part, where things are tight. That shows you where to start.

Who is it for?

For B2B SaaS and IT teams that use HubSpot for marketing and sales and notice that the setup is lagging behind growth. The checklist is written with teams of about 10 to 100 people in mind.

What is in it?

The checklist contains 60 questions, split across six sections of 10 questions each:

  1. Data model and architecture
  2. List hygiene and segmentation
  3. Workflow automation
  4. Content and campaign structure
  5. Lead management and handoff
  6. Reporting and insight

How do you use it?

  1. Answer each question with yes, no or partly.
  2. Count the yes answers per section.
  3. Use the interpretation in the checklist to see which section has priority.
  4. Start with your lowest-scoring section and make a concrete action plan for it.
Rules of thumb, not standards

Some questions include indicative figures, such as a maximum number of active workflows. Treat those as rules of thumb to start the conversation. What fits depends on your organisation, your subscription and your processes.