The HubSpot Setup Checklist for New Accounts
The 40 things to get right before your data gets messy and your reporting lies to you.
Most HubSpot accounts start the same way: someone clicks around, connects a few tools, and assumes the defaults are fine. They are not. Bad property setup, skipped lifecycle stages, and the wrong pipeline defaults will corrupt your reporting within weeks and cost you hours to untangle later. Work through this list before you import a single contact or run a single ad. Tick each item off in order. The sections build on each other.
- Account and Portal Basics
- Contact and Company Properties
- Lifecycle Stages and Lead Status
- Pipelines and Deal Stages
- Forms, Lists, and Segmentation
- Email, Sequences, and Automation Defaults
- Reporting, Dashboards, and the Defaults That Break Everything
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Once you've got the basics sorted, my roundup of practice management software for accountants is a sensible next read. Want a shortlist? Start with a short list of Scribe alternatives.
You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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