FULLFACT Inc. has released a free practical guide (white paper) for implementing HubSpot, titled "HubSpot Implementation Decision-Making Guide." This guide serves as a manual for systematically understanding four critical points before contract signing: plan selection, contract terms, initial configuration, and operational launch. Background: HubSpot's Outcome Determined by Pre-Contract Order While HubSpot is a strong contender for CRM/SFA, many users encounter difficulties not with feature comparison or budget assessment, but with the order of initial decisions. Proceeding to contract before solidifying the four points—plan selection, contract terms, initial configuration, and operational launch—makes it difficult to make adjustments later. This guide is designed to help organize these four points in sequence. It outlines the key considerations and decision-making criteria to help avoid common pitfalls such as signing a full-feature contract only to have features go unused, getting stuck with the free version, or signing the contract but failing to launch operations. These issues can be mitigated through informed decisions made before signing. What You Will Learn from This Guide: - A framework for deciding on your company's HubSpot plan by using three axes: "Number of Users x Maturity x Scope of Application," along with the relationship between HubSpot's Hub structure and its four plan tiers (Free/Starter/Professional/Enterprise). - Articulation of five items to discuss with your vendor before signing the contract (migration, data integrity, custom field policy, user permissions, termination conditions). - How to determine the minimum set for initial configuration (properties, stages, one workflow, three reports). - A procedure for designing a combined operation for sales, marketing, and customer success that remains robust even with overlapping roles. - Three foundational elements to establish before utilizing AI features (Breeze). - How to construct a one-page su