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HubSpot strategy & optimisation documents

HubSpot Process Optimisation

Lead flow automation, business model analysis, vertical deep-dives, properties & data strategy, AI agents, and phased roadmap.

High-level map of the current HubSpot setup: forms, workflows, pipelines, integrations, automations, and opportunities.

Cost comparison, consolidation opportunity, and migration plan. Recommendation: migrate to Make (~$461/yr saving).