Many HubSpot portals start with the vendor’s “out-of-the-box” settings or a cookie-cutter template....
Stop Building Before You’ve Mapped the Journey
Too many teams jump straight into building automations without a clear map.
But if you don’t know:
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What journey your customer is on
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Where the handoffs happen
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What the key touchpoints are
…then your HubSpot setup is just guesswork.
Start with the journey. Map it out. Then build automations that support, not confuse, that journey.
It sounds simple, but it’s often skipped – and the result is a disjointed experience both for your team and your customers.
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