Our thinking about HubSpot, AI, & removing silo'ed data

Updated 2 June 2026 A HubSpot audit is a structured review of your HubSpot portal - account defaults, users and teams, data quality, custom properties, workflows, integrations, permissions, marketing assets, and contact tier usage - that surfaces the gaps slowing your team down and inflating your bill. Every growing HubSpot portal drifts into chaos over time: thousands of records, dozens of workflows, overlapping properties, integrations failing silently, Super Admins multiplying. Auditing is how you arrest that drift. This guide walks

Updated 28 May 2026 HubSpot onboarding is the structured setup process that takes you from a blank portal to a configured, data-loaded CRM your team can actually use. HubSpot requires onboarding for its Professional and Enterprise plans, and how well you prepare for it is the single biggest factor in how quickly you reach value. Onboarding can be done directly with HubSpot or with a HubSpot Solutions Partner. There are advantages to both. HubSpot offers a well-worn, standardised onboarding process; it does not stray from

Updated May 2026 to reflect HubSpot's January 2026 program changes, the Deal-Based Tiers model launched November 2025, and the upcoming July 2026 threshold adjustments. As CEO of MO Agency, a HubSpot Elite Partner, I've seen first-hand how the HubSpot Partner Tier system shapes what clients can expect from their partner. Each tier, from untiered Solutions Partner up to Elite, reflects scale, customer retention performance, and sustained delivery within the HubSpot ecosystem. Whether you're evaluating partners in North America,

Updated April 2026 The short answer: HubSpot's free CRM is genuinely free forever, but in 2026 it's far more restrictive than the "1 million contacts, unlimited users" plan many older guides describe. Free accounts are now capped at 1,000 contacts, 2 users, 1 deal pipeline, 10 custom properties, and 2,000 marketing emails per month, and every email, landing page, meeting link and chat widget carries HubSpot branding. You still get a real CRM - contacts, deals,

What Does “None Met” Mean in HubSpot Workflows? Most HubSpot users ignore “none met” until the day a workflow breaks. Then suddenly it becomes very important. I recently came across this exact question on Reddit. Someone asked, “Can someone explain ‘None met’ to me like I’m a toddler?” I jumped into the comments to help clarify. But it got me thinking. If this many people are unsure about what “none met” does, it is probably a commonly misunderstood condition

Bad HubSpot Property Design Will Ruin Your Automations Most HubSpot automations don’t break because you built a “bad workflow”. They break because the data underneath it is… dodgy. Not always wrong, just unreliable enough that you can’t trust it. And if you can’t trust the data, your automation is basically guessing. And the quickest way to create that kind of mess in HubSpot is sloppy property design. Not “sloppy” like someone did something insane. Sloppy like: you needed to ship something, everyone was busy, nobody wanted to start a

HubSpot has multiple solutions to a vast number of business problems. Depending on your situation, you would need to consider which is the best option for your organisation and the teams within it. When it comes to choosing the correct solution to host multiple entities under one HubSpot roof, you have two main ways to approach this. These two ways would be to purchase additional brands under your existing HubSpot or, more recently, connect your HubSpot portal to already existing HubSpot instances. Who is the new multi-account for?

Introduction I created this page for HubSpot customers looking for help and information on choosing a HubSpot agency in the UK. I run one of them; we've specialised in the HubSpot platform for over fifteen years, so I have a few good ideas about what makes a HubSpot agency tick and how to choose one that is best suited to you. About MO Agency MO Agency is a HubSpot Elite Solutions Partner founded in 2011. We have over 35 full-time staff across offices in London, Johannesburg, and Cape Town — a full-stack team of strategists, designers, developers, and data analysts

What are the best HubSpot partner agencies in the USA? Summary HubSpot is an incredible CRM system that can transform your business and slingshot you ahead of your competition. But getting started with the system and optimising it can be challenging. That's where a HubSpot partner comes in. A HubSpot partner is an agency or consultant that has extensive experience with the platform and can provide guidance and support to help businesses make the most of HubSpot's features. They're like