What’s the first step in a HubSpot CRM implementation?

Begin with mobilization—define team roles, project goals, and scope alignment.

Which posts support foundational setup best?

Use the posts on CRM setup, organization, and workflow best practices to configure your system.

How do I know when to scale with additional Hubs?

Scale when there's a clear functional need, as guided by the 'When & How to Scale With Hubs' post.

How often should I audit CRM health?

Run monthly audits using the dedicated checklist post, and perform deeper quarterly reviews.

How do I keep my team trained over time?

Use Academy training, internal enablement programs, and ongoing refresh sessions as outlined in the Team Enablement post.

31 Aug 2025 1 min read

From Setup to Strategy: A CRM Implementation Roadmap with HubSpot

This roadmap mirrors best-practice implementation flows and connects to your supporting cluster content.

Photo by Pawel Czerwinski / Unsplash

TL;DR

Start with setup, data organization, and automation workflows.
Define strategy with SMART goals, personas, and campaign planning.
Launch with dashboards and workflows, then monitor performance.
Scale by adding additional Hubs when justified.
Sustain via enablement training and regular CRM audits.

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Roadmap Overview

This roadmap mirrors best-practice implementation flows and connects to your supporting cluster content.

1) Mobilize — clarify roles & goals

Assign a project owner, sales lead, and operations steward. Define clear CRM implementation goals like improving pipeline visibility, reducing bottlenecks, or automating key workflows.

2) Foundation Setup

Use these cluster posts for execution:

Quick CRM setup in 10 minutes
Organizing CRM with lists, properties, and lead scoring
Workflow automation best practices

3) Strategy & Campaign Planning

Define buyer personas, set measurable goals, map content and campaign workflows. Base your approach on the inbound methodology and ensure it aligns with your setup.

4) Launch & Track

Deploy workflows and campaigns. Build role-specific dashboards to monitor:

Pipeline progression
Sales and support activity
Goal tracking and accountability

Refer to the Build and Optimize Dashboards cluster post for implementation steps.

5) Audit & Scale

Regularly audit your CRM health with the Monthly CRM Health Audit Checklist cluster article. Add Hubs when needs arise using the When & How to Scale with Hubs guide.

6) Enablement & Growth

Train teams via the Academy & Team Enablement cluster post. Reinforce learnings, support new feature rollouts, and document internal playbooks.

Get Started with HubSpot Free CRM →

Learn more

Supporting Cluster Links

Use this roadmap as the core navigation point. Related posts include: