FREE TOOL

HubSpot Setup Checklist

Is your HubSpot properly configured? Check 50 items across 10 categories.

No signup requiredResults in 60 secondsUsed by 500+ teams

Account & User Setup

0/5

Contact & Company Properties

0/5

Deal Pipeline & Stages

0/5

Marketing Hub Setup

0/5

Sales Hub Setup

0/5

Workflows & Automation

0/5

Reporting & Dashboards

0/5

Integrations

0/5

Data Quality

0/5

Compliance & Settings

0/5
0/ 100

🔴 Critical

0 of 50 items

Fix These First

Account & User Setup: User roles and permissions configured
Account & User Setup: Teams set up to match org structure
Account & User Setup: Two-factor authentication enabled
Account & User Setup: Email sending domains connected and authenticated
Account & User Setup: Company domain connected to HubSpot
Contact & Company Properties: Default required properties set for contacts
Contact & Company Properties: Custom properties created for business-specific data
Contact & Company Properties: Property naming conventions consistent
Contact & Company Properties: Lifecycle stages customised to match funnel
Contact & Company Properties: Lead status values match sales process
Account & User Setup0%
Contact & Company Properties0%
Deal Pipeline & Stages0%
Marketing Hub Setup0%
Sales Hub Setup0%
Workflows & Automation0%
Reporting & Dashboards0%
Integrations0%
Data Quality0%
Compliance & Settings0%

HOW IT WORKS

This checklist evaluates your HubSpot configuration across 10 categories covering everything from basic account setup to advanced automation and data quality. Each category contains 5 items based on HubSpot best practices observed across hundreds of implementations. Your score shows how well-configured your instance is, with prioritised recommendations for what to fix first.

FAQ

Frequently Asked Questions

ALPN Digital delivers full HubSpot implementations

We'll fix everything this checklist flagged, and more. Typical implementation: 6-8 weeks.

RELATED TOOLS

You Might Also Find These Useful

RevOps Health Score

Score your revenue operations in 2 minutes. Get benchmarks and recommendations.

Use Free Tool

HubSpot ROI Calculator

Calculate your expected ROI from HubSpot CRM with real benchmarks.

Use Free Tool

Sales Process Audit

Audit your sales process across 40 checkpoints.

Use Free Tool

GO DEEPER

Where this tool fits in the bigger picture

If this tool surfaced a real problem, here is the work that fixes it — and the perspectives that frame it.