HubSpot CRM Setup Checklist
150+ steps across 8 phases — go live on HubSpot without missing a thing
Format
PDF Checklist
Size
8 phases, 150+ steps
Time to Value
< 1 hour to orient; full setup in 2–4 weeks with the checklist
One-time purchase
$49
Instant download · No subscription
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↓ Download Preview PDFWhat's included:
- 150+ step checklist across 8 implementation phases
- Account & portal setup phase (users, roles, branding)
- CRM data structure phase (custom properties, lifecycle stages)
- Pipeline & deal stages phase with probability settings
- Email & sequences setup phase
- Data import phase with deduplication guide
- Integrations phase (Slack, Zoom, LinkedIn, Stripe)
- Reporting & dashboards phase (manager + rep views)
- Training & go-live phase with adoption checklist
About this template
HubSpot is only as good as its setup. A misconfigured pipeline, missing required fields, or unconnected integrations means bad data, missed deals, and reps who don’t trust the CRM.
This 150+ step checklist covers every phase of a HubSpot implementation in sequential order — from portal creation through rep training and go-live. Each phase has a sign-off section so stakeholders can confirm it’s done before you move on.
Built for HubSpot Starter, Professional, and Enterprise — items requiring Professional or Enterprise are clearly marked [PRO] or [ENT].
Who this is for
RevOps managers, sales operations leads, and HubSpot admins setting up or auditing a CRM instance for a B2B sales team.
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