Have you ever accidentally reached out to a contact at a company where you already closed a deal? When using HubSpot sequences to engage with colder prospects, its important to keep your list simple and clean. Most people will have multiple contacts associated with a company. I created this workflow that changes the lead status to every associated contact with a company when we close a deal. Now all we focus on is the right prospects!

I have taken two clients through this process now. Most recently I spent two hours with an HR leader mapping out all of her tools and software and how they interact with HubSpot. Three key takeaways: HubSpot is always the book of truth Minor details can alter the entire flow of data This call was crucial to our planning for 2024 I might make this into a course here at Skool

Hi everyone, I created this group to share in the lessons I am learning while helping business owners build out their HubSpot systems. Looking forward to connecting with you all more regularly here.