HubSpot Projects

Projects are step by step guides to help you quickly reach your goals using multiple HubSpot Tools. Like any good teacher, they'll provide extra help when you need it, and basic instructions when you don't.

Stay up to date with all things HubSpot Projects!

Get notifications when new HubSpot Projects are in development and go live.

Subscribe for HubSpot Project Updates
Projects
Filter by goal:
Analyzing your HubSpot Portal Results
This project will walk you through an assessment of your current marketing efforts in HubSpot and help you identify what is working well and what can be tweaked to achieve better results.
Report Your Results
Attribution Reporting
REQUIRES HUBSPOT PROFESSIONAL/ENTERPRISE
Learn how to use the Attribution Report. The attribution report will create reports to understand the journey a visitor takes from the first time they set foot on your website to the time they become a customer. 
Convert More Leads
Behavioral Email
Requires HubSpot Enterprise
This project will help you leverage HubSpot Enterprise reporting features to develop a behavioral email strategy. 
Attract More Visitors
Blog Optimization

This project will walk you through optimizing your blog in HubSpot, in order to increase visits, better target your personas and generate leads.

Create Better Content
Blog Post Ideas
This project will walk you through planning and researching blog topics so that you never feel writer's block again.
Blog Setup and Publish
This project will walk you through setting up your HubSpot Blog and getting your first post published--and get you on the path to increasing traffic to your website!
Create Better Content
Buyer Personas
This project includes steps on how to create a buyer persona so you can create more targeted content. 
Completing your HubSpot Portal SetUp

This project will help you complete the essential setup tasks in your portal so you can successfully begin using the software to implement your Inbound Marketing Strategy. 

Close More Sales
Contact Re-Engagement

This project will help you identify the dormant contacts in your database, select a compelling offer to entice them toward activity and how to write a clear and compelling email to drive engagement.

Get started
Build a Campaign
Content Offer Campaign
This project includes steps to effectively launch a content offer campaign. Steps include building out a conversion process and promoting the content offer to help generate qualified visitors and leads.
Convert More Leads
Conversion Optimization

This project will walk through how to optimize your content offer and drive the conversion process. 

Suggested Prerequisite: Content Offer Campaign

Delight More Customers
Create a Survey

This project will walk through the steps to create a survey and set up an integration with SurveyMonkey. A survey can allow you to: gain insights about your industry, collect statistics and receive feedback on your products and services.

Build a Campaign
Create and Sending an Email in HubSpot
Creating and sending an email from the HubSpot tool? Become acquainted with the email tool's specific functionalities. Follow this project to make extra-sure you've updated all the email settings while following best practices for a personalized inbound email!
Database Clean Up Single-line Text Properties
This project will help you clean up your contact properties within HubSpot. Find and delete duplicate properties without losing contact information.
Create Better Content
Email Newsletter
This project will teach you how to write an effective newsletter that people will look forward to reading. If done right, newsletters ensure a guaranteed audience that can help accomplish business goals by leveraging existing content.
Convert More Leads
Form Optimization

This project will walk you through optimizing a specific form in HubSpot. If done right, you wil be able to convert more leads, provide context to the visitors viewing the form and build a more robust lead/customer profile.

Convert More Leads
Generate Leads with a Conversion Process
This project will walk you through the steps necessary to setup a conversion path on your website to begin generating leads from your website pages and blog posts.
Get started
Convert More Leads
Generate Leads with LinkedIn
Requires HubSpot Ads Add-On
This project will help you create and launch a paid Linkedin Ads campaign that will reach a larger audience and generate more leads. 
Get started
Attract More Visitors
Google Adwords PPC
This project will help you set up a Google Adwords Pay-Per-Click campaign to promote an offer in paid search and gain fresh qualified leads.
Create Better Content
How to Reverse Engineer Content
Think of a content offer like a puzzle; there are multiple parts when put together equal a bigger picture. This project will teach you how to efficiently create a content offer.
Report Your Results
How to Set an MQL Target
Requires HubSpot Reporting Add-On
This project will walk you through how to create a marketing qualified lead goal for your company and how to configure the reports you’ll need to track your progress towards it over time.
Get started
Close More Sales
How to Set Up Lead Scoring
This project will help you set up lead scoring rules to determine which leads to engage with in order of priority. Lead Scoring is a critical component of an effective lead management strategy. 
Attract More Visitors
Increase Website Traffic

Learn how to use the sources tool to increase traffic to your website. 

Get started
Attract More Visitors
Keyword Research
This project will walk you through doing keyword research in order to determine which topics to create content about.
Get started
Close More Sales
Lead Nurturing Workflow
Requires HubSpot Professional/Enterprise
This project will walk you through building out a lead nurturing workflow. Lead nurturing is a great way to build relationships with prospects automatically so you can save time, and generate more revenue.
Close More Sales
Lifecycle Stage
Lifecycle stage is a default HubSpot property that designates where contacts are in your marketing and sale cycle. This project will walk you through the necessary steps of setting up lifecycle stages in HubSpot. 
Attract More Visitors
Link Building Strategies
This project will walk you through how to build inbound links the right way in order to help your website rank higher on search engine results pages.
Attract More Visitors
Local SEO
This project will walk you through optimizing your website and other online assets to help you get found in local search.
Measure The Productivity Of Your Sales Team
This project will walk you through how to create a marketing qualified lead goal for your company and configure the reports you’ll need to track your progress towards it over time.
Improve Your Business
Net Promoter Score Survey
This project will help you execute a Net Promoter Score Survey. NPS is a simple, yet effective way to evaluate the loyalty of your customers towards your brand. 
Attract More Visitors
On-Page SEO Optimization
This project will walk you through optimizing your website for better on-page SEO.
Convert More Leads
Open House
This project will walk through how to have a successful open house for your school by using inbound marketing. 
Get started
Build a Campaign
Product Launch
Requires Websites Add-on

This project will walk you through the marketing strategy behind launching a new product. You'll learn how to promote a new product to generate awareness of the product and increase your website traffic.

Get started
Create Better Content
Refresh Settings

Refresh Settings Project is a collection of short projects designed to help you get a "refresh" of your HubSpot by ensuring all of your apps are up to date.

Get started
Attract More Visitors
Repurposing Content
Looking to increase exposure of your content (who isn't...)? This project will teach you how to identify additional content formats from existing content as well as how to best leverage them to increase exposure.
Report Your Results
Revenue Reporting
This project will walk you through how to report on the revenue generated by your marketing efforts.
Attract More Visitors
Social Publishing Strategy
This project will help you develop a social media publishing strategy that will help you distribute the content that you and your team spend so much time creating. 
Convert More Leads
Subscriber Re-Engagement
This project will help you identify the dormant blog subscribers in your database, select a blog post to entice them to visit your blog and explain how to write a clear and compelling email to drive their engagement.
Build a Campaign
Trade Show Campaign
Do you have a trade show or special event coming up? This project walks through how to have a successful trade show by using inbound marketing. It provides steps for building out an editorial calendar, monitoring social media for the event, and generating leads during the event.
Improve Your Business
Understand Your Portal
This project will walk through your company’s HubSpot portal so you can understand how your company is using HubSpot today and learn about the tools you can leverage to reach your marketing goals.
Close More Sales
Upsell and Cross Sell
This project will help you upsell additional products and/or services to your existing customers, using the data you have already collected and email nurturing.
Build a Campaign
Webinar Campaign
Thinking about hosting a webinar? This project has all of the necessary steps to plan, build and successfully execute a webinar campaign.
Design Better Pages
Website Redesign Strategy
Requires Websites add-on
This project focuses on the strategy behind planning and creating a redesigned website for your content hosted on the HubSpot COS. If you are a marketer with little to no design experience, this will help you with all but the design work itself.