The 101-Point
HubSpot Feature
Checklist.
Use this checklist to determine how effectively you’re using HubSpot’s features. The list covers every feature of HubSpot as laid out in the official documentation.
HubSpot · Feature checklist & audit tool
in 7 sectionsFree · no form
Built from official documentationPDF copy →
Every point is a feature HubSpot already gave you. Tick the ones you use; what’s left is your gap list.
Marketing Features
Are you using Conversational Bots to automate customer interactions and improve efficiency?
Create Engaging Chatbot Experiences to Automate Customer Interactions and Provide Instant Support. Build Bots to Answer FAQs, Book Appointments, or Qualify Leads. Improve Customer Satisfaction and Free Up Your Team’s Time.
Are you using Live Chat to engage with website visitors in real-time?
Engage with Your Website Visitors in Real-Time Using HubSpot’s Live Chat Feature. Answer Questions, Provide Support, and Guide Visitors through the Sales Funnel. Improve Customer Satisfaction and Drive Conversions with Personalized, Instant Communication.
For Starter Instances: Users Can Remove HubSpot Branding.
Are you using SEO Recommendations & Optimizations to improve your website's search engine ranking?
Enhance Your Website’s Visibility in Search Engine Results with HubSpot’s Built-In SEO Tools. Get Recommendations for Optimizing Your Content, Including Keyword Suggestions, Meta Descriptions, and Title Tags. Track Your Website’s Organic Search Performance and Make Data-Driven Improvements.
For Starter Instances: This is Limited to Basic Recommendations, One Page At a Time.
Are you using Forms to capture leads and gather valuable customer information?
Create Custom Forms to Capture Leads and Gather Valuable Information from Your Website Visitors. Customize Form Fields, Design Templates, and Integrate with Your Marketing Workflows. Use Forms to Collect Email Addresses, Survey Customer Feedback, or Qualify Leads.
For Starter Instances: Users Can Remove HubSpot Branding.
Are you using Email Automation to nurture leads and drive conversions?
Automate Your Email Marketing Workflows to Save Time and Increase Efficiency. Create Personalized Email Sequences Based on Specific Triggers, such as Website Visits or Form Submissions. Nurture Leads, Send Welcome Emails, and Follow Up with Potential Customers Automatically.
For Starter Instances: This is Limited to Up to 10 Automated Actions.
Are you using Form Automation to streamline your lead capture process?
Streamline Your Lead Capture Process with Form Automation. Automatically Route New Leads to the Right Teams, Assign Tasks, and Trigger Personalized Email Sequences. Save Time and Improve Your Lead Response Time with Automated Workflows.
For Starter Instances: This is Limited to Up to 10 Automated Actions.
Are you using Ad Retargeting to reach your target audience with personalized ads?
Show Targeted Ads to Website Visitors Who Haven’t Converted. Use HubSpot to Create Custom Audiences Based on their Browsing Behavior and Re-Engage Them with Relevant Ads on Platforms like Google Ads and Facebook Ads. Increase Brand Visibility and Drive Conversions.
For Starter Instances: This is Limited to 2 Audiences.
Are you using Email Marketing to engage your audience and drive conversions?
Create and Send Professional Email Campaigns to Nurture Leads, Engage Customers, and Drive Sales. Design Beautiful Email Templates, Personalize Your Messages, and Track Key Metrics like Open Rates and Click-Through Rates. With HubSpot’s Email Marketing Tools, You Can Effectively Reach Your Target Audience and Achieve Your Marketing Goals.
For Starter Instances: This is Limited to 5x Marketing Contact Tier Email Send Limit Per Calendar Month.
Are you using Ad Management to create and optimize your advertising campaigns?
Create and Manage Your Advertising Campaigns Directly within Hubspot. Design and Launch Ads on Various Platforms like Google Ads and Facebook Ads. Track Your Ad Performance, Optimize Your Campaigns, and Measure Your Return on Investment (ROI). Simplify Your Advertising Efforts and Achieve Better Results.
Are you using Cookie Management Tools to comply with data privacy regulations and enhance user experience?
Ensure Compliance with Data Privacy Regulations like GDPR and CCPA by Managing Cookies Effectively. Use HubSpot’s Cookie Management Tools to Control Cookie Usage, Obtain User Consent, and Provide Transparency About Data Collection Practices. Protect Your Website Visitors’ Privacy and Enhance Your Website’s User Experience.
Are you using Personalization Tokens to create targeted and engaging marketing content?
Create Highly Personalized Marketing Content by Using Dynamic Tokens to Insert Specific Information into Your Emails, Landing Pages, and Other Marketing Materials. Personalize Your Messages with Names, Company Names, Specific Product Recommendations, or Other Relevant Details. This Helps to Increase Engagement and Drive Better Results.
Are you using Simple Ad Automation to optimize your ad campaigns and maximize ROI?
Automate Your Ad Campaigns to Save Time and Improve Efficiency. Set Up Rules to Automatically Pause or Resume Ads Based on Specific Conditions, such as Budget Limits or Performance Metrics. This Helps You Optimize Your Ad Spend and Achieve Better Results.
For Starter Instances: This is Limited to 1 Simple Workflow Per Form, with Up to 10 Actions.
Are you using CTAs to guide your audience and drive conversions?
Create Compelling Calls-to-Action to Guide Your Website Visitors and Email Recipients to Take the Desired Action. Design Eye-Catching Buttons, Links, and Other Interactive Elements that Encourage Clicks and Conversions. Use Strong Action Verbs and Clear Messaging to Drive Engagement and Achieve Your Marketing Goals.
For Starter Instances: This does Not Include Custom Targeting by Device Type, Country, Referral Url, Etc.
Are you using Simple Marketing Automation to streamline your workflows and improve efficiency?
Automate Your Marketing Tasks and Workflows to Save Time and Improve Efficiency. Create Automated Email Sequences, Set Up Lead Scoring Rules, and Trigger Personalized Marketing Actions Based on Specific Criteria. Streamline Your Processes and Deliver a More Consistent Customer Experience.
Are you using the Landing Page Builder to create high-converting landing pages?
Create High-Converting Landing Pages without Needing to Code. Use HubSpot’s Drag-And-Drop Editor to Design Beautiful, Mobile-Responsive Landing Pages that Capture Leads and Drive Conversions.
Are you using Social Media to engage with your audience and build brand awareness?
Manage and Monitor Your Social Media Presence Directly from HubSpot. Schedule Posts, Track Engagement, and Measure the Impact of Your Social Media Campaigns. Easily Connect with Your Audience and Drive Traffic to Your Website.
Are you using Programmable Email (Beta) to create highly personalized email experiences?
Create Highly Personalized and Dynamic Email Content with HubSpot’s Programmable Email Feature. Leverage Powerful Templating Languages to Tailor Emails to Individual Recipients Based on their Specific Preferences, Behaviors, and Demographics. This Allows You to Deliver More Relevant and Engaging Email Experiences.
Are you using Smart Content for Marketing Emails to personalize your campaigns?
Create Highly Personalized Email Content by Dynamically Tailoring Your Messages to Specific Audience Segments. Use Smart Content to Display Different Text, Images, or Calls-to-Action Based on Recipient Properties like Demographics, Behavior, or Preferences. This Helps You Deliver More Relevant and Engaging Email Campaigns.
Are you using A/B Testing to optimize your marketing campaigns?
Test Different Versions of Your Marketing Content to Optimize Performance. With A/B Testing, You Can Compare Variations of Email Subject Lines, Landing Page Designs, and Call-To-Actions to Determine which Elements Resonate Best with Your Audience. This Helps You Make Data-Driven Decisions to Improve Your Marketing Results.
Are you using Campaign Management to plan, execute, and track your marketing campaigns?
Plan, Execute, and Track Your Marketing Campaigns from Start to Finish. Create Campaigns, Set Goals, and Monitor Performance Metrics. Easily Coordinate Multiple Marketing Efforts, such as Email Marketing, Social Media, and Content Marketing, to Achieve Your Business Objectives.
Are you using ABM Tools and Automation to target high-value accounts effectively?
Target High-Value Accounts with Precision Using HubSpot’s ABM Tools. Create Personalized Experiences, Track Engagement, and Collaborate Effectively with Your Sales Team. Automate Tasks, Streamline Workflows, and Measure the Impact of Your ABM Efforts.
Are you using Ad Conversion Events to measure the impact of your ad campaigns?
Track the Effectiveness of Your Advertising Campaigns by Measuring Conversions. Set Up Conversion Events to Monitor Specific Actions Taken by Users After Clicking on Your Ads, such as Form Submissions, Website Visits, or Product Purchases. This Data Helps You Optimize Your Ad Spend and Improve Your Return on Investment (ROI).
Are you using Lead Scoring to prioritize your hottest leads?
Prioritize Your Leads Based on their Potential Value. Assign Scores to Leads Based on their Behavior, Demographics, and Other Criteria. Focus on Your Most Qualified Leads and Automate Your Sales and Marketing Processes.
Are you using Logged-In Visitor Identification to personalize the user experience?
Identify and Personalize the Experience for Logged-In Visitors to Your Website. By Recognizing Returning Visitors, You Can Tailor Content, Offers, and Support Interactions to their Specific Needs. This Enhances User Experience, Boosts Engagement, and Drives Conversions.
Are you using Contact Create Attribution to understand the source of your leads?
Understand How Your Marketing Efforts Contribute to New Contact Creation. Track the Source and Medium of Incoming Leads, such as Email, Social Media, or Paid Advertising. This Helps You Identify Your Most Effective Channels and Allocate Resources Accordingly.
Are you using Omni-Channel Marketing Automation to deliver consistent customer experiences?
Create Seamless, Personalized Customer Journeys Across Multiple Channels. Automate Workflows, Trigger Personalized Emails, and Send Targeted Ads to Engage Your Audience At Every Touchpoint. With HubSpot’s Powerful Automation Tools, You Can Deliver Consistent Brand Experiences and Drive Conversions.
Are you using Dynamic Personalization to create tailored marketing experiences?
Create Highly Personalized Marketing Experiences by Tailoring Content to Individual Recipients. Use Dynamic Content to Display Personalized Messages, Product Recommendations, and Calls-to-Action Based on Specific Criteria like Demographics, Behavior, or Preferences. This Helps You Deliver More Relevant and Effective Marketing Campaigns.
Are you using Standard Contact Scoring to prioritize your highest-value leads?
Prioritize Your Leads Based on their Potential Value. Assign Scores to Contacts Based on their Behavior, Demographics, and Other Criteria. Focus on Your Most Qualified Leads and Automate Your Sales and Marketing Processes.
Are you using Marketing SMS to reach your audience directly and personally?
Reach Your Audience Directly through SMS. Send Personalized Text Messages to Promote Products, Announce Events, or Provide Timely Updates. Track Message Delivery, Open Rates, and Click-through Rates to Measure the Effectiveness of Your SMS Campaigns.
Are you using Deal and Company Scoring to prioritize your sales pipeline?
Prioritize Your Sales Pipeline by Assigning Scores to Deals and Companies Based on Specific Criteria. This Helps You Focus on the Most Promising Opportunities and Automate Your Sales Process. Use Deal and Company Scoring to Identify High-Value Deals, Segment Your Market, and Improve Your Sales Forecasting.
Are you using Target Accounts Home to focus on your highest-value accounts?
Centralize Your Account-Based Marketing Efforts with Target Accounts Home. Easily Manage Your Target Accounts, Track Engagement, and Collaborate with Your Sales Team. This Feature Helps You Focus on Your Most Valuable Accounts and Drive Revenue Growth.