hubspot-setup
Installation
SKILL.md
HubSpot Setup
Overview
HubSpot is the most popular CRM for SMB and mid-market B2B SaaS. Its strength is the unified platform: CRM, marketing, sales, and service in one system. Its weakness is that it's easy to configure poorly and hard to fix later. This skill covers setup for GTM teams: deal pipelines, lifecycle stages, marketing automation, reporting, and enrichment integration.
Authoritative Foundations
- HubSpot Smart CRM Framework — Lifecycle stages, object model, and workflow enrollment patterns.
- Lifecycle Stage Model — Startup operating cadence — default alive, talk to users, launch fast.
- HubSpot Academy — CRM Automation — Lifecycle stages, object model, and workflow enrollment patterns.