Reorganise

Getting organised is at the heart of HubSpot - from structuring the database, to naming convention of emails/lists and workflows, all the way through to naming of your website pages and URLs. Once you have this in place it will make it so much easier to optimise each business area, one step at a time.

• How disciplined are you on how you name your email templates, lists, workflows, campaign elements etc?
• If an expert from outside your business was to look at your HubSpot portal, would they be able to understand how you’ve structured it?
  (use ‘naming conventions’ and document your processes)
• Optimisation may be more fun, but what steps can you take today to get better organised?