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HubSpot CRM Setup: The Step-by-Step Guide for Startups">
HubSpot CRM Setup: The Step-by-Step Guide for Startups
Welcome to HubSpot Shortcuts — where I help you scale smarter, not harder.
Just opened a HubSpot account and wondering, “Now what?”
Or maybe your CRM’s been half-configured for months, gathering digital dust.
Either way — you're in the right place.
In this video, I walk you through the essential first steps to setting up your HubSpot CRM the right way — no fluff, just the real process we use with fast-growing startups.
What you'll learn:
– Set Your CRM Foundation (company info, roles & permissions)
– Customize Lifecycle Stages (automation, alignment, and reporting)
– Set Up Core Properties (qualifying fields, dropdown tips)
– Import Clean Data (avoiding CRM disasters)
– Connect Your Tools (email, calendar, ads, CMS)
– Set Up Your Sales Pipeline (custom deal stages & required fields)
– Build Your First Automations (start small, scale smart)
Whether you’re starting fresh or fixing a chaotic setup, this is your blueprint for a CRM that actually works.