Top 10 HubSpot Tips Every Marketer Should Know to Maximize ROI
Let me guess—you signed up for HubSpot because it promised to be your marketing team’s all-in-one savior. The ultimate CRM, email automation tool, social scheduler, and analytics powerhouse wrapped into one shiny package. And sure, it is all of those things…but only if you actually know how to use it.
Most organizations barely scratch the surface of HubSpot’s potential. They stick to the basics—sending out newsletters, tracking leads, maybe a few automation workflows—and leave the real power on the table. That’s wasted ROI, my friend.
But not you.
I’ve pulled together the top 10 HubSpot tips every marketer needs to know to unlock its full potential. Whether you’re a newbie or a seasoned user looking for a refresh, these tricks will help you squeeze every last drop of value out of HubSpot—and see that ROI needle skyrocket. For each, I've linked the HubSpot docs page so you can implement what it is useful to you.
1. Master Your HubSpot Dashboard
Your dashboard is your marketing HQ. If it’s not custom-tailored to your needs, you’re working harder, not smarter. Spend some time creating dashboards that align with your goals. Want a quick view of lead generation efforts? Set up widgets for landing page performance, email CTRs, and campaign sources. Focusing on sales enablement? Add deal pipelines and lead status updates.
Make it a habit to check these dashboards daily, or get them automatically in your inbox—because what gets measured gets managed.
Learn More: Customize Your HubSpot Dashboard
2. Use Lead Scoring to Focus on the Right Prospects
Not all leads are created equal, and your sales team will thank you for figuring that out. HubSpot’s lead scoring system helps you separate the hot leads from the time-wasters. Assign scores based on actions like email opens, page visits, or demo requests, and prioritize follow-ups for the highest scorers. The result? Shorter sales cycles and a happier sales team.
Learn More: Understand the Lead Scoring Tool
3. Personalize Everything with Smart Content
Here’s the secret sauce to conversion: personalization. HubSpot’s Smart Content feature lets you serve tailored messages to your audience based on their lifecycle stage, location, or even device type.
Imagine this: a first-time visitor to your site sees an intro offer, while a returning customer gets an upsell tailored to their previous purchases. That’s next-level marketing, and your customers will notice the difference.
Learn More: Create and Manage Smart Content Tools
4. Automate to Scale Your Efforts
HubSpot’s workflow automation can handle everything from abandoned cart follow-ups to internal notifications for your sales team. We think about the workflows that should be triggered at each stage of the journey — inbound, re-engagement, referral, closing, churn, etc.
One killer workflow? Set up an automation to nurture leads who downloaded a lead magnet. Over the next few weeks, they’ll receive value-packed emails leading them to book a demo—without you lifting a finger.
Learn More: Use Automation with Emails
5. Optimize Your Email Campaigns
Email isn’t dead; boring email is. HubSpot’s A/B testing tools let you experiment with subject lines, CTAs, and even email layouts to find what works best. Dive into analytics to track open rates, click-throughs, and conversions—and don’t just set it and forget it.
Pro tip: Pay close attention to mobile performance. A broken email on mobile can cost you more leads than you’d like to admit.
Learn More: Email Automation—How to Setup Automated Workflows
6. Use SEO Recommendations to Boost Organic Traffic
HubSpot’s SEO tools are a hidden gem. They’ll give you keyword recommendations, help you structure pillar pages, and even guide you on building topic clusters for better content organization. Want to really move the needle? Use HubSpot’s suggestions while drafting your blog posts. It’s like having an SEO expert whispering over your shoulder as you write.
Learn More: View SEO Recommendations in HubSpot
7. Streamline Your Social Media Strategy
Stop hopping between platforms to post content. HubSpot’s social media management tools let you schedule posts, track engagement, and analyze results—all in one place. You can even compare which channels drive the most conversions and focus your energy where it counts.
Learn More: Manage Your Socials in HubSpot
8. Monitor the Entire Customer Journey
Ever wonder exactly which marketing campaign drove that sale? HubSpot’s attribution reporting has you covered. From first-touch to last-touch, you’ll know which emails, ads, or landing pages helped seal the deal. This is the data you need to justify your marketing budget—and make smarter investments moving forward.
Learn More: Create Attribution Reports
9. Regularly Audit Your HubSpot Database
A cluttered database is like trying to drive a race car with the parking brake on. Take time to clean up duplicates, remove unengaged contacts, and segment your lists.
This isn’t just about being tidy—it’s about better targeting. The sharper your lists, the better your results.
Learn More: Deduplicate Records in HubSpot
10. Train Your Team to Be HubSpot Pros
HubSpot is constantly rolling out new features, and if you’re not keeping up, you’re missing out. HubSpot Academy offers free certifications and training to make sure your team stays ahead of the curve. Invest in your team’s skills, and they’ll turn HubSpot into a growth-driving machine.
Stop Leaving ROI on the Table
HubSpot is an incredibly powerful tool, but you’ve got to put in the effort to make it work for you. By implementing even a few of these tips, you’ll see your campaigns get sharper, your leads get warmer, and your ROI climb higher.
Ready to take action? Start with one tip today—maybe set up your first lead scoring system or clean up your database—and watch the results roll in.
Want us to handle it for you? Call me: https://meetings.hubspot.com/jameson/intro
