What's the very first thing we should fix in our messy HubSpot portal?

Start with your data properties. Go to your settings and archive any custom properties that are unused or duplicates. Then, standardise the options in critical fields like 'Lead Source' using locked dropdown menus. A clean data foundation is essential for trustworthy reporting and automation.

We're only a 20-person company, isn't this kind of process overkill for us?

No, it's the perfect time to act. It is far easier and cheaper to build good data habits and a clean system for a team of 20 than it is to untangle a complete mess for a team of 50. Think of it as preventative maintenance for your entire sales and marketing process. It will pay for itself within months.

How can we get our team to actually use HubSpot properly after we clean it up?

Make HubSpot the easiest path to success. Use automation to remove their boring admin tasks. Build reports and dashboards that directly help them hit their targets. Finally, provide simple, role-specific training focused on their day-to-day tasks. If the tool makes their life easier and helps them earn more, they will adopt it.

Your Business Grew. Did Your HubSpot Grow With It?