topic winning by design data model implementation in Tips, Tricks & Best Practices

winning by design data model implementation

JStenbæk — Mon, 07 Apr 2025 11:26:01 GMT

Hi any one that have successfully implemented the Winning by design data model in HS? any learnings that you could share? material etc?

Re: winning by design data model implementation

OJohnson9 — Mon, 07 Apr 2025 14:58:17 GMT

Yes I’ve worked on implementing the Winning by Design (WbD) data model in HubSpot (HS). It definitely helps to align your pipeline stages with the customer journey milestones WbD recommends.

Re: winning by design data model implementation

JayLove — Mon, 07 Apr 2025 19:16:08 GMT

I second this! Having implemented WbD in multiple HubSpot instances, my top advice is to clean your data first (remove duplicates and unused properties), then clearly define your metrics based on the bow tie model. Separating lead qualification from deal stages was the biggest game-changer for our reporting clarity. Use required fields strategically to maintain data integrity going forward.