u/Wrong-Mood9032

Hi community!!

Thanks for your support and advices. Deeply useful! I’’ happy to be here.

Today I have just 2 questions
- can I create a workflow or something to move a buyer intent to pipeline or somewhere? I’m new in Hubspot.
- the other is how can I create a LTV report? I tried following AI steps but I’m not working well.

Thanks again, guys!

Hello everyone!

I'm an email marketing expert, but I specialize in D2C ecommerce. Despite this, a B2B client has hired me (a marketing agency for B2B companies) to properly set up HubSpot, configure their pipelines, define their buyer intents, create automations and notifications based on the lifecycle stage, and then manage their newsletter and flows.

I'm currently at the setup and audit stage.

What I've found:

- There are no flows set up.

- The pipeline is poorly constructed and outdated.

- Buyer intents aren't being used.

- There are no coherent lists; there are lists based on email campaigns, and no segments.

- Lifecycles exist, but almost everything has ended up as leads, and I don't think there's anything automated to move them from lead to the next stage and so on.

There are many things to fix, and I'm a bit lost on how to implement it and at what steps.

I'm currently working on setting up a new pipeline where I'd like to include some automation, if possible, and then move on to the contact phase.

Who can advise me on how to do this?

What should a good pipeline include? Where can I learn about pipeline automation?

And what do you recommend for lifecycle stages? How can I automatically move them from one point to another?

Thanks a million!

Hello everyone!

I'm an email marketing expert, but I specialize in D2C ecommerce. Despite this, a B2B client has hired me (a marketing agency for B2B companies) to properly set up HubSpot, configure their pipelines, define their buyer intents, create automations and notifications based on the lifecycle stage, and then manage their newsletter and flows.

I'm currently at the setup and audit stage.

What I've found:

- There are no flows set up.

- The pipeline is poorly constructed and outdated.

- Buyer intents aren't being used.

- There are no coherent lists; there are lists based on email campaigns, and no segments.

- Lifecycles exist, but almost everything has ended up as leads, and I don't think there's anything automated to move them from lead to the next stage and so on.

There are many things to fix, and I'm a bit lost on how to implement it and at what steps.

I'm currently working on setting up a new pipeline where I'd like to include some automation, if possible, and then move on to the contact phase.

Who can advise me on how to do this?

What should a good pipeline include? Where can I learn about pipeline automation?

And what do you recommend for lifecycle stages? How can I automatically move them from one point to another?

Thanks a million!

Hello everyone!

I'm an email marketing expert, but I specialize in D2C ecommerce. Despite this, a B2B client has hired me (a marketing agency for B2B companies) to properly set up HubSpot, configure their pipelines, define their buyer intents, create automations and notifications based on the lifecycle stage, and then manage their newsletter and flows.

I'm currently at the setup and audit stage.

What I've found:

- There are no flows set up.

- The pipeline is poorly constructed and outdated.

- Buyer intents aren't being used.

- There are no coherent lists; there are lists based on email campaigns, and no segments.

- Lifecycles exist, but almost everything has ended up as leads, and I don't think there's anything automated to move them from lead to the next stage and so on.

There are many things to fix, and I'm a bit lost on how to implement it and at what steps.

I'm currently working on setting up a new pipeline where I'd like to include some automation, if possible, and then move on to the contact phase.

Who can advise me on how to do this?

What should a good pipeline include? Where can I learn about pipeline automation?

And what do you recommend for lifecycle stages? How can I automatically move them from one point to another?

Thanks a million!

Hey everyone,
My background is email marketing and CRM for D2C ecommerce, but I've recently taken on a B2B project — a Fractional CMO agency that sells retainers to B2B companies. They knew my profile and brought me in anyway, so here we are.
I'm currently in the audit phase, specifically reviewing their sales pipelines and properties in HubSpot. Here's what I'm working with:
Their setup: They have 3 pipelines:

1. Sales pipeline: deals are segmented by owner (each Fractional CMO has their own deals assigned to them). This means the pipeline structure mixes commercial logic with team structure, which feels off to me.
2. Talent acquisition pipeline: separate from sales, which makes sense for an agency that hires CMOs on an ongoing basis.
3. "HubSpot" pipeline: my assumption is this is tied to their Solutions Partner status, which in HubSpot means a dedicated deal registration pipeline for referred or co-sold business.

What I've already spotted:
~70% of active deals have no deal amount registered, making forecasting impossible
Several deals have past close dates and are still marked as open
Pipeline stages don't seem to have clear entry/exit criteria — they look like default HubSpot stages nobody customised
Properties are inconsistently filled across deals and contacts

What I'm trying to figure out before meeting the CEO tomorrow:
I want to come in with the right questions rather than just a list of fixes. Specifically:

- What questions should I ask her to understand whether the current pipeline stages actually reflect their real sales process — or if they were just set up and never revisited?
- How do you evaluate whether the existing properties are worth keeping vs. dead weight?
- For an agency where each Fractional CMO manages their own deals, does it make sense to have one shared pipeline segmented by owner, or would separate pipelines per CMO (or per client type) work better?
- The "shared with HubSpot" partner pipeline, has anyone worked with this setup? Is there a standard way to audit it or specific things to watch for?

The deeper question I keep coming back to: **is there any number in this CRM she actually trusts to make decisions?**My gut says no, which would give me a clear mandate but I want to ask it the right way without sounding like I'm criticising the previous setup.

Any frameworks, questions, or war stories from similar audits welcome.

Hey everyone,
My background is email marketing and CRM for D2C ecommerce, but I've recently taken on a B2B project — a Fractional CMO agency that sells retainers to B2B companies. They knew my profile and brought me in anyway, so here we are.
I'm currently in the audit phase, specifically reviewing their sales pipelines and properties in HubSpot. Here's what I'm working with:
Their setup: They have 3 pipelines:
1. Sales pipeline: deals are segmented by owner (each Fractional CMO has their own deals assigned to them). This means the pipeline structure mixes commercial logic with team structure, which feels off to me.
2. Talent acquisition pipeline: separate from sales, which makes sense for an agency that hires CMOs on an ongoing basis.
3. "HubSpot" pipeline: my assumption is this is tied to their Solutions Partner status, which in HubSpot means a dedicated deal registration pipeline for referred or co-sold business.

What I've already spotted:
~70% of active deals have no deal amount registered, making forecasting impossible
Several deals have past close dates and are still marked as open
Pipeline stages don't seem to have clear entry/exit criteria — they look like default HubSpot stages nobody customised
Properties are inconsistently filled across deals and contacts

What I'm trying to figure out before meeting the CEO tomorrow:
I want to come in with the right questions rather than just a list of fixes. Specifically:

- What questions should I ask her to understand whether the current pipeline stages actually reflect their real sales process — or if they were just set up and never revisited?
- How do you evaluate whether the existing properties are worth keeping vs. dead weight?
- For an agency where each Fractional CMO manages their own deals, does it make sense to have one shared pipeline segmented by owner, or would separate pipelines per CMO (or per client type) work better?
- The "shared with HubSpot" partner pipeline, has anyone worked with this setup? Is there a standard way to audit it or specific things to watch for?

The deeper question I keep coming back to: **is there any number in this CRM she actually trusts to make decisions?**My gut says no, which would give me a clear mandate but I want to ask it the right way without sounding like I'm criticising the previous setup.

Any frameworks, questions, or war stories from similar audits welcome.