Jul 25, 2025
🛠️ 5 Common HubSpot Mistakes (and How to Fix Them)
If you're a growing team using HubSpot, chances are you've inherited a bit of chaos. I see the same issues again and again — costing teams leads, clarity, and momentum. Here are the 5 most common mistakes, and how to clean them up fast.
1. No Central Lead Lifecycle Strategy
What’s going wrong: Leads enter the CRM with no clear lifecycle stage or path to conversion.
Fix it: Define and automate your funnel — Subscriber → MQL → SQL → Customer — using clear stage definitions, workflows, and criteria.
2. Disorganized or Redundant Workflows
What’s going wrong: Automations overlap or fire incorrectly. Nothing is predictable.
Fix it: Audit your automations, simplify triggers, and reduce overlap. Map everything visually. Use sandbox testing when you can.
3. Dirty Data & Poor Segmentation
What’s going wrong: Lists are messy, data is inconsistent, and Sales doesn’t trust what they see.
Fix it: Set rules for data entry, automate cleanup workflows, and build lists that reflect your actual ICPs — not just job titles.
4. Reporting That Doesn’t Tie to Revenue
What’s going wrong: You’re reporting on clicks and opens instead of pipeline or influenced revenue.
Fix it: Use campaign tracking, custom reports, and lifecycle attribution to show what’s really working.
5. No Ownership Across Teams
What’s going wrong: Marketing, Sales, and Ops all touch HubSpot — but no one owns the system.
Fix it: Define ownership by function and funnel stage. Use team permissions, naming conventions, and alignment docs to keep everyone in sync.
🎯 Want to fix these fast?
If even one of these issues sounds familiar, I can help you clean it up.
Book a free 1:1 consult and get a custom roadmap for your team.
