Welcome to SmartBug on Tap. In this episode, "Setting Up HubSpot for AgeTech Organizations," SmartBug's Senior Sales Executive Tonia Speir and Director of HubSpot Strategy John Suarez explore how to build a rock-solid HubSpot foundation from day one—especially for companies with complex buyer journeys, multiple locations, and sensitive data. Unpack real-world strategies for CRM architecture, clean data practices, and persona-driven marketing—all tailored to the unique needs of AgeTech businesses.
📚 What You’ll Learn:
- How to map your business process before building in HubSpot
- Why parent/child relationships and contact associations matter in AgeTech
- How to use HubSpot's custom objects, business units, and persona properties
- Tips for clean data management and deduplication
- When to consider HubSpot Ops Hub (and when it’s overkill)
- Reporting and automation best practices for multiple buyer journeys
💡 Key Highlights and Moments
[00:14] Why AgeTech companies need a solid HubSpot setup from the start
[02:32] How clean CRM data leads to better decisions and smarter automation
[04:15] What happens when segmentation fails—real customer story
[08:30] Managing adult child and senior buyer personas with association labels
[11:22] Tracking physician referrals using custom objects
[13:00] Multi-location management: When to use business units vs. custom properties
[15:47] Process mapping tools (Whimsical, Miro) and why they matter
[20:30] A step-by-step approach to testing workflows before launch
[24:40] Avoiding over-engineered systems by asking: “What business decision does this solve?”
[30:20] Setting up personas and deal pipelines for distinct buying journeys
[34:49] John’s favorite HubSpot feature for AgeTech: Association Labels
🚀 Ready to Scale Your AgeTech Company?
👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us
👉 Contact Tonia: tspeir@smartbugmedia.com
👉 Contact John: jsuarez@smartbugmedia.com
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