Details: Audience Segmentation

Created: 2/12/24

Responsible department: Sales, Marketing, Operations

Version number: V1.0

Next review: 3/12/24

Index

Purpose

Scope: Define a standardized process for segmenting contact within HubSpot.

Start and End Point: From the initial creation of a contact in HubSpot and this process should be used for the lifetime of the contact record.

Key Objectives: Ensure consistency and quality control when capturing and segmenting contact data inside of HubSpot.

Other Relevant Documents

1. N/A

Tools

1. HubSpot
2. Miro

Terminologies

Roles & responsibilities

Departments: Anyone that uses HubSpot

Roles: All HubSpot users