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HubSpot Readiness Self-Assessment Checklist
Discover how ready your organisation is for HubSpot implementation
1 Strategy & Business Goals
We have defined key business growth metrics (revenue, leads, pipeline, retention) that HubSpot can support.
- Revenue targets - 3 years
- Lead targets per month currently
- Average timeframe to close deal
- Average Customer Lifetime Value
- Average Client Lifespan
- Average Deal Size
- Average number of decision makers to close the deal (categorise the titles and roles each individual plays)
We have defined which Hubs (Marketing, Sales, Service, CMS, Ops) we need and why
We have defined our ROI based on a) leads per month b) paid media media support per month c) revenue converted from leads - to measure success.
List examples of use cases per stakeholder (e.g. lead nurturing, pipeline tracking, reporting).
2 Data & Systems
Our customer/contact data is clean, deduplicated, and centrally accessible
- How many data sets do you have that will be imported into Hubspot
- Do you need help to map where all data sources live (CRM, ERP, spreadsheets, marketing tools)
We have defined each data integrations needed (email, website, finance, support, social media, paid ads)
We have defined - data governance (ownership, processes, permissions)
3 People & Skills
We have defined internal owners (CRM manager, marketing ops, sales leader) for HubSpot
Our team has the time and skills to learn and use HubSpot
Our senior leadership is aligned and committed to adopting Hubspot
We have a plan for ongoing training and change management
4 Processes
We have a defined sales process documented (stages, definitions, owners, handoffs).
Marketing has a lead management process (MQL/SQL definitions, nurture paths).
We have a service/support processes documented (tickets, feedback loops).
Our existing reporting is clearly defined (dashboards, KPIs, attribution).
5 Technology & Infrastructure
Our website and forms are technically able to connect to HubSpot.
We know how to manage domains, DNS, and tracking codes.
We can integrate HubSpot with email, calendar, and comms tools.
We have defined how we would look to migrate data from legacy CRMs or other marketing tools to Hubspot
6 Change Readiness & ROI Drivers
We have defined budget Hubspot budget for both, Implementation, onboarding and ongoing support.
We have determined milestones to measure ROI by efficiency gains, pipeline growth, or revenue impact.
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Current Score
100
Maximum Score
0%
Completed
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90-100
Very Ready
Strong foundation. HubSpot will deliver ROI quickly.
70–89
Moderately Ready
Some gaps; focus on data cleanup, process clarity, or training.
50–69
Needs Preparation
Risks of poor adoption/ROI. Address gaps before investing heavily.
Below 50
Not Ready
Significant foundational work needed before HubSpot can succeed.