Introduction

This HubSpot Account Checklist is designed to guide you through the comprehensive process of setting up and optimizing your HubSpot account. Whether you are using a Free, Starter, Professional, or Enterprise account, this checklist ensures that you complete all necessary steps for a successful setup. The purpose of this checklist is to help you organize your data, configure your account settings, and utilize HubSpot's tools effectively to meet your business needs.

HubSpot Account Setup Checklist for Free, Starter, Professional, and Enterprise Accounts

Setting up your HubSpot account correctly from the beginning can save you time and ensure that your data and processes are well organized. Below is a detailed checklist for setting up HubSpot accounts at various subscription levels: Free, Starter, Professional, and Enterprise.

HubSpot CRM Free Account Setup Checklist

• [ ] Create and Verify Your HubSpot Account
  • [ ] Sign up at HubSpot's website.
  • [ ] Verify your email.
• [ ] Set Up Basic Company Information
  • [ ] Company name.
  • [ ] Website URL.
  • [ ] Industry.
• [ ] Configure User Accounts
  • [ ] Add up to 5 users.
  • [ ] Set user roles and permissions.
• [ ] Customize Properties
  • [ ] Set up custom properties for contacts, companies, deals, and tickets.
• [ ] Create Email Signatures
  • [ ] Standardize email signatures for uniformity.
• [ ] Configure Default Settings
  • [ ] Set time zone, language, and currency.
  • [ ] Choose home screen and dashboard settings.
• [ ] Connect Email and Calendar
  • [ ] Integrate with Gmail or Outlook.
• [ ] Import Data
  • [ ] Import contacts, companies, deals, and tickets using CSV files.
• [ ] Set Up Pipelines
  • [ ] Customize deal stages.
• [ ] Configure Notifications
  • [ ] Set up email and in-app notifications.
• [ ] Install HubSpot Tracking Code
  • [ ] Add the tracking code to your website.

HubSpot CRM Starter Account Setup Checklist