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December 3, 2024 19 mins

Transform your messy HubSpot database into an organized powerhouse that helps your sales team instantly find the right contacts to follow up with. In this tactical episode of HubSpot Hacks for Home Builders, Jeff Schneider, a 13-year HubSpot certified partner, reveals how to implement and leverage the Contact Type property to boost your team's efficiency and marketing effectiveness.

Key takeaways:

  • Set up the Contact Type property in just 15 minutes
  • Properly segment contacts for targeted communications
  • Prevent embarrassing email marketing mistakes
  • Streamline your sales team's follow-up process
  • Create automated workflows for contact organization

Whether you're struggling with contact management, database organization, or simply want to improve your team's efficiency, this episode provides actionable steps to enhance your HubSpot implementation.

Ready to stop wasting time digging through messy contact lists? 

Download our free Contact Type Setup Guide and transform your database today: velocity23.com/hsct

Want to maximize your HubSpot investment?

Our comprehensive HubSpot Audit includes a 60+ point inspection of your portal to unlock its full potential. Visit velocity23.com/hubspot-audit to learn more.

Connect with Jeff Schneider on LinkedIn.

Ready to take your home builder marketing to the next level?

Here are 3 ways to connect with us:

  1. Visit buildermarketinggrowthshow.com for full episode listings and free marketing resources
  2. Book a complimentary 1-hour strategy session at velocity23.com/schedule to discuss your marketing goals and challenges
  3. Explore velocity23.com for in-depth marketing strategies, tools, and guidance for home builders

Topics explored in this episode: HubSpot contact properties, contact management, HubSpot database, lead status property, sales efficiency, contact segmentation, email marketing, contact organization, home builder CRM, marketing automation, HubSpot workflows, contact lists, real estate marketing, database organization

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