The blog

Plain answers about HubSpot, from the people who fix it.

You're researching HubSpot and most of what's out there is either a sales pitch dressed up as advice, or so technical you'd need to know the answer already. We write the other kind: plain notes on what actually goes wrong, what to do about it, and what we'd tell you not to bother with. We give the first move away for free.

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The latest.

Straight answers to what people ask us on a first call. New posts land here on their own, newest first. If you'd rather have the answer for your own business than wait for the post, book a free consult and we'll just tell you.

Lifecycle stages

HubSpot lifecycle stages best practices: setup that doesn't break your reports

Lifecycle stage is the most-misused property in HubSpot.

Workflow re-evaluation

HubSpot Workflow Re-evaluation: The Misunderstood 30-Minute Cadence

You have probably watched a HubSpot workflow do nothing right after you built it, and assumed it was broken.

Calculation properties

HubSpot Calculation Properties: When, Why, How, and Where They Hit Their Limits

You've got a number that lives in a spreadsheet instead of on the record, recalculated by hand every time someone needs it.

Company hierarchies

HubSpot Company Hierarchies: How Parent, Child and Subsidiary Records Work

You have got more than one company record for what is, in the real world, one business.

Marketing hub

HubSpot Marketing Hub onboarding: what proper setup involves

Marketing Hub is not plug and play.

Progressive profiling

HubSpot Progressive Profiling: Queue Model vs Dependency Model

Two forms, same contact, two different approaches.

Active lists

HubSpot Active Lists vs Static Lists: The Operational Difference

Active lists update themselves.

Contact deduplication

HubSpot Contact Deduplication: How the Match Logic Works

HubSpot's native deduplication tool compares email address first, phone number second, and name plus company name third.

RevOps architecture

The HubSpot RevOps architecture

How HubSpot's objects, data flow, properties and reporting fit into one RevOps system that holds up.

Choosing a CRM

CRM for small business in Australia

What a CRM is, when you actually need one, the main tools compared, and what setup really costs.

Choosing a consultant

How to choose a HubSpot consultant

What a consultant actually does, whether you need one, and the seven things to check before you hire.

Speed to lead

Why the first reply usually wins

The research on lead response time, what the 100x stat really measures, and what slow follow-up costs you.

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