HUBSPOT FOR MARKETING TEAMS

360 DIGITAL ACADEMY | FREE STARTER WORKSHEET

Time: 45 minutes

Outcome: A shared operating plan for one marketing process.

Name / team: ____________________  Date: ____________________

1. UNDERSTAND AND ASSESS

Choose one process, such as a campaign launch or inquiry follow-up. Complete this with the people who create records, run campaigns, and use the reports. Focus on your current tools and available account features.

Key idea: A record stores information about a person or business. Properties hold individual facts. An agreed process explains who changes those facts, when, and why. Document the process before adding automation.

Example: A webinar inquiry has a campaign source, a named owner, and a documented next step. Marketing checks registration data; sales owns requested consultations. Success means each consultation request has an owner and a recorded follow-up.

Which process will we improve, and who experiences the problem?

Your response: __________________________________________________

What measurable result should change within 30 days? Record the baseline and target.

Your response: __________________________________________________

Which tools hold the same information? Identify the source of truth and any manual copying.

Your response: __________________________________________________

2. BUILD YOUR WORKING PLAN

Map the operating process

For each row, name one accountable person or role, the required fields, and proof that the step is complete. Add a deadline wherever another person depends on the work.

Step / trigger | Tool or record | Accountable owner | Required evidence

Capture inquiry | __________________ | __________________ | __________________

Validate information | __________________ | __________________ | __________________

Assign next action | __________________ | __________________ | __________________

Complete follow-up | __________________ | __________________ | __________________

Review outcome | __________________ | __________________ | __________________

Which fields must be complete before the next step?

Your response: __________________________________________________

Who covers absences and handles unassigned records?

Your response: __________________________________________________

Where will the team find the process guide and training example?

Your response: __________________________________________________

3. VALIDATE AND TAKE ACTION

[ ] Each step has an owner and a clear completion condition.

[ ] Required information has a documented meaning and source.

[ ] One teammate can follow the guide without verbal instructions.

[ ] A sample record passes through the process with no lost handoff.

[ ] A review date and measurable 30-day result are agreed.

Measure what changes: Example measure: inquiries with an assigned owner / total eligible inquiries. Use the same reporting period for both counts.

Our baseline / target / source / review date: ______________________

Suggested implementation rhythm

Week 1: observe the process and agree definitions.

Week 2: document and test with sample records.

Weeks 3 and 4: train the team, review exceptions, and compare results.

First action / owner / due date: __________________________________

Open issue / decision / approver: _________________________________

Practical education by 360 Marketing Solutions | 360digitalacademy.us