What are the recommended steps to set up HubSpot for a small business with less than 10 employees?

[Suheb]

How should a very small company (with fewer than 10 people) get started using HubSpot properly?

[TSburv]

Hello,

For a small team like yours, I’d recommend starting simple and focusing on what drives your business most.

Set up your Contacts and Companies properly. Make sure to import your existing customers and prospects cleanly, with key info like emails, phone numbers, and deal stages. Next, customize your deal pipeline to reflect your sales process, even if it’s just a few stages. Keep it lean to avoid confusion. Use Tasks and simple workflows to automate repetitive stuff like follow-up reminders.

Also, connect your email and calendar to track communications easily, this saves time and keeps your team aligned. Start using the free CRM features HubSpot offers, they’re quite powerful for small teams and grow with you. Lastly, focus on training your team on the basics, logging activities, updating deals, and using the dashboard for visibility. You can always add Marketing tools or deeper automation later, once the team’s comfortable.

[karstenkoehler · Accepted solution]

Hi @Suheb,

As a starting point, I would recommend this resource: https://knowledge.hubspot.com/get-started/set-up-your-account

After that, the free CRM course would be good for all stakeholders: https://academy.hubspot.com/courses/set-up-your-hubspot-crm-for-growth

After that, the steps really depend on the type of business, products/services, digital proficiency, and prospects/customers. If you want to share more context, I can elaborate.

Best regards