Hubspot Implementation Plan

Phase 1 (all tasks independent of each other, can run in parallel)
  |
  v
Phase 2 (depends on Phase 1 completion)
  - enrich-company-name → enrich-industry (industry comes from company)
  - standardize-geo → backfill-geo (standardize first, then fill gaps)
  - fix-lifecycle-stages (independent)
  - assign-unowned-contacts (independent, but after deactivated owner reassignment)
  |
  v
Phase 3 (depends on Phase 2 completion)
  - create-icp-tiers → build-lead-scoring → build-smart-lists → create-segment-lists
  |
  v
Phase 4 (depends on Phase 3 for full effectiveness, but can start after Phase 2)
  - All workflow tasks are independent of each other
  |
  v
Phase 5 (starts after Phase 4, runs indefinitely)

# HubSpot CRM Implementation Plan

**Generated:** YYYY-MM-DD
**Based on audit:** hubspot-audit-YYYY-MM-DD.md

## Executive Summary

Based on the audit findings, this portal requires attention across X dimensions.
The most critical issues are:
1. [Top finding from audit]
2. [Second finding]
3. [Third finding]

**Total estimated effort:** XX-XX hours over 6-8 weeks

## Phase 1: Immediate Hygiene (Week 1-2)

**Goal:** Reduce billing costs and protect sender reputation.

### 1.1 Delete Contacts With No Email Address
- **Why:** Contacts without email cannot receive marketing — they are dead weight
  that inflates your contact tier billing.
- **Count from audit:** X,XXX contacts
- **Automation:** Fully scriptable
- **Skill:** `/delete-no-email-contacts`
- **Dependencies:** None
- **Estimated time:** 1 hour
- **Status:** [ ] Not started

### 1.2 Suppress Hard Bounced Contacts
- **Why:** Hard bounces damage sender reputation and deliverability scores.
  These contacts will never receive email again.
- **Count from audit:** X,XXX contacts
- **Automation:** Hybrid — API sets flag, workflow changes marketing status
- **Skill:** `/suppress-hard-bounced`
- **Dependencies:** Suppression workflow must be built in UI first
- **Estimated time:** 1-2 hours
- **Status:** [ ] Not started

### 1.3 Suppress Global Unsubscribes
- **Why:** Globally unsubscribed contacts count toward billing but cannot
  be emailed. Set as non-marketing to reduce costs.
- **Count from audit:** X,XXX contacts
- **Automation:** Hybrid — API sets flag, workflow changes marketing status
- **Skill:** `/suppress-global-unsubscribes`
- **Dependencies:** Suppression workflow must be built in UI first
- **Estimated time:** 1-2 hours
- **Status:** [ ] Not started

...continue for all tasks in all phases...

---

## Dependency Map

```text
[Phase 1] ──→ [Phase 2] ──→ [Phase 3] ──→ [Phase 4] ──→ [Phase 5]
                  │                │
                  ├─ company name  ├─ ICP tiers
                  │   └─→ industry │   └─→ lead scoring
                  ├─ geo std       │       └─→ smart lists
                  │   └─→ geo fill │
                  ├─ lifecycle     │
                  └─ assign owners │

### 6. Handle Gaps — Missing Skills

After mapping all audit findings to skills, check if any findings have **no matching skill**. This is expected — every HubSpot portal is different and some issues are unique.

For each unmapped finding:

1. **Flag it in the plan**: Add a section called "Custom Skills Needed" listing each gap.

2. **Offer to create the skill**:

3. **Ask about upstream contribution**:

4. If the user agrees, for each new skill:
- Create `skills/<name>/SKILL.md` with proper frontmatter and the 4-stage pattern
- Add it to the plan as a regular task
- After all skills are created, commit and push to the user's fork
- Open a PR to `tomgranot/hubspot-admin-skills` with a description of what each skill does

### 7. Contribution Quick-Start

If the user wants to help improve the skill set (whether they found gaps or not), provide these instructions:

```markdown
## Want to contribute?

1. **Fork**: `gh repo fork tomgranot/hubspot-admin-skills --clone`
2. **Branch**: `git checkout -b skill/your-skill-name`
3. **Create**: Add `skills/<your-skill>/SKILL.md` following the standard format:
- YAML frontmatter (name, description, license, metadata)
- 4-stage pattern: Plan → Before State → Execute → After State
- API code examples where applicable
- Safety mechanisms and rollback instructions
4. **Test**: Run the skill against a HubSpot sandbox portal
5. **PR**: `gh pr create --repo tomgranot/hubspot-admin-skills`

Your contribution helps every HubSpot admin who uses these skills.