Plain answers to the questions owners ask us
Short guides on HubSpot, paid ads, email and operations. Written by the people who do the work.
How to connect HubSpot to your ERP
When HubSpot and your ERP share data, reps can see what customers ordered and each order gets entered once. This guide shows how to plan the link so the two systems don't overwrite each other.
Read the guide 5 min readHow to measure ad results when customers return products
Ad platforms count a sale the moment it happens. They never see the return three weeks later. If your store has a lot of returns, that gap can make weak campaigns look strong.
Read the guide 5 min readPerformance Max for Shopify stores: what works now
Performance Max can find new customers for a Shopify store. It can also take credit for sales you'd have made anyway. This guide covers the setup and settings that decide which one you get.
Read the guide 5 min readSalesforce to HubSpot migration checklist
Moving from Salesforce to HubSpot is mostly a data project. This checklist covers each step in order, from the first look at what you have to the day you turn Salesforce off.
Read the guide 6 min readThe HubSpot setup order and checklist for manufacturers
Manufacturers sell through quotes, distributors and reps, so HubSpot's default setup rarely fits. This checklist gives the order to set things up in, why each step comes where it does, and what to tick off before moving on.
Read the guide 5 min readWhat a fractional COO does for a growing company
A fractional COO is a part-time operations leader. This guide covers what the role does week to week, which companies it fits, and what to ask before you hire one.
Read the guide 6 min readWhat a HubSpot implementation includes and how pricing works
HubSpot costs come in two parts. There's what you pay HubSpot, and there's what you pay someone to set it up. This guide explains both, so you can budget before you talk to anyone.
Read the guide 5 min readWhat is a process audit (and what is a Friction Point Analysis)?
A process audit finds where work slows down inside a company and what that costs. This guide covers what a good one looks at, what you should walk away with, and how to tell if you need one.
Read the guideFind where leads, orders and hours get stuck.
Free, 30 minutes, and you'll leave with at least one clear next step.