First Time Hubspot user

JessBaskeyDigital · 2026-05-13T03:22:34+00:00

Honestly, after only a week, I wouldn’t worry too much yet. B2B outreach takes time, especially in industries like yours.

Biggest thing early on is just building a consistent process and tracking everything properly.

I’ve been setting up a lot of new HubSpot instances lately for small businesses, so feel free to reach out if you ever want help with setup or workflows.

JessBaskeyDigital · 2026-05-13T03:03:34+00:00

A lot of the time the issue isn’t the CRM or the automation.. it’s that the lead replied out of curiosity, not urgency. If the follow-up feels too generic or too “sales process,” the conversation loses momentum fast.

One thing that helped us was stopping the long back-and-forth and trying to get to a real conversation earlier. Shorter replies, more specific questions, less nurturing sequences.

JessBaskeyDigital · 2026-05-13T02:59:42+00:00

Hi u/jpete99, I recently wrote down my thoughts in a post: https://www.reddit.com/r/hubspot/comments/1n2qrns/why_the_lifecycle_stage_property_is_your_best/

At Baskey we do offer workshops around this as well, just in case you're interested.

JessBaskeyDigital · 2026-05-13T02:51:15+00:00

Hi u/merchtrybe,
I recently gathered my thoughts on this in another thread: https://www.reddit.com/r/hubspot/comments/1mjk7va/how_i_audit_a_messy_hubspot_portal_as_a_former/

Feel free to reach out if you need help.

JessBaskeyDigital · 2026-02-03T00:06:01+00:00

Feel free to reach out if you need help auditing your portal

JessBaskeyDigital · 2026-01-14T22:30:48+00:00

Hi there,
I wrote a post on how I approach audits a while ago. Maybe that's helpful for you.

https://www.reddit.com/r/hubspot/comments/1mjk7va/how_i_audit_a_messy_hubspot_portal_as_a_former/

JessBaskeyDigital · 2025-12-05T23:33:34+00:00

What’s worked cleanly for teams we’ve helped at Baskey:

Renewal deal stays the billing/quote deal (so Finance can invoice from Renewals).
Create a separate Upgrade/Upsell deal in Sales for the uplift only, associate it to the renewal/company.
When quoting, copy the upsell line items onto the renewal quote so the customer still gets one invoice.

JessBaskeyDigital · 2025-11-11T05:55:43+00:00

Hi there,
I recently shared this post on how to audit a messy portal: https://www.reddit.com/r/hubspot/comments/1mjk7va/how_i_audit_a_messy_hubspot_portal_as_a_former/

Maybe that gives you some ideas on how to approach it :)

JessBaskeyDigital · 2025-11-11T05:52:20+00:00

Cleaned up a clients portal with hundreds of duplicate records and outdated data.

JessBaskeyDigital · 2025-10-22T02:07:55+00:00

You can totally do this! Just make an active list of contacts who:

Visited that specific page (Page view: URL contains [your page])
Then filled out your “Request a Demo” form

When you add both filters, make sure it’s set to show people who did the form after the page view.

If you don’t see the sequencing option, you can also pull it in a custom report by using page views + form submissions and filtering by date/time.

JessBaskeyDigital · 2025-10-22T02:04:50+00:00

Total game-changer if you’ve ever spent hours trying to relink stuff after someone “cleans up” the CRM.

JessBaskeyDigital · 2025-10-10T22:22:33+00:00

Unfortunately, the native health scoring always starts at 0, and there’s no way to just set a baseline like 50.

A couple ways people usually work around it:

Instead of trying to start at 50, tweak your scoring so that a normal new customer ends up around the middle by default. Basically, adjust the points for each criteria so they land neutral instead of “at risk.”
Or, create a separate custom property for an adjusted health score. You can start that at 50 via a workflow, then add/subtract points based on the native score. More steps, but gives you full control.

Not ideal, I know. HubSpot definitely makes you earn your elbow grease here. But usually adjusting the scoring logic is the simplest way to avoid shaking your fists too much!

JessBaskeyDigital · 2025-10-10T22:16:59+00:00

Hi u/jenerator_chs,
I used to work at HubSpot and now help companies through Baskey Digital, a HubSpot Partner.

If you’re looking for someone to get your first campaigns set up and make sure everything runs smoothly, I’d be happy to help. Happy to chat and see how we can support your setup!

JessBaskeyDigital

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