Value-First data model
How the Value-First Team sets up its own HubSpot portal, for HubSpot users.
Every sheet, in one PDF
The Value-First Data Model
How the Value-First Team sets up its own HubSpot portal, for HubSpot users.
43 object sheets
Value-First Account
Company in HubSpotEvery organization we have a relationship with has an Account record, apart from the people in it.
Value-First Appointment
Appointment in HubSpotOne record for each time people come together: why it is happening, who takes part and what came out of it.
Value-First Call
Call in HubSpotEach new Call holds one conversation and its notes, linked to the people in it.
Value-First Campaign
Campaign in HubSpotA Campaign gathers everything we publish for one effort, such as a show, a launch or an event.
Value-First Card
Our own custom object, not one of HubSpot’s CRM cardsEach Card record is one card we make: it marks where someone stands with us, or carries one of our ideas.
Value-First Cart
Cart in HubSpotA Cart holds the items a shopper chose in an online store, before they buy or leave.
Value-First Content Hub
Content in HubSpotEach Content Hub record stands for one page or post published with HubSpot’s website tools.
Value-First Contract
HubSpot’s own Contract objectOne Contract holds one agreement with a customer: what was agreed, for how long, and how it is billed.
Value-First Deliverable
Our own custom object in HubSpotA Deliverable record holds one thing we promised to hand over, and its path until it is received.
Value-First Documentation
Our own custom object in HubSpotEach Documentation record is one written record we keep in HubSpot, linked to what it is about.
Value-First Email
One-to-one email in HubSpotEach Email record is one message, sent or received, almost always between us and a Friend (a HubSpot contact).
Value-First Event
Our own custom object, now retiredAn Event record held one session from our workshop catalog: what it taught, who it was for, who taught it.
Value-First Friend
Contact in HubSpotEvery individual we have a relationship with has a Friend record, wherever they are on their path with us.
Value-First HubSpot Update
Our own custom object, an Enterprise featureEach HubSpot product update we follow has one record, kept current whenever it comes back on our show.
Value-First Interest
Our own custom object in HubSpotEach Interest follows one journey a person is on toward more of our work, and belongs to that person.
Value-First Investment
Our own custom object in HubSpotEach Investment record holds one commitment of money going out: what we committed to spend, to whom and why.
Value-First Invoice
Invoice in HubSpotEach Invoice is one bill: an amount asked of a named person or company, under something already agreed.
Value-First Line Item
HubSpot’s own Line item, under its own nameMost Line Items hold one product or service on one Opportunity, quote, order, invoice or subscription, as agreed.
Value-First Listing
Listing in HubSpotOur episodes, clips, recaps and articles, and many of our documents, are kept as Listings.
Value-First Marketing Email
Marketing email in HubSpotOne record holds a message we write once and send to many, with its results (opens, clicks, unsubscribes).
Value-First Marketing Event
Marketing event in HubSpotA Marketing Event record holds one event people register for, with who registered and who came.
Value-First Meeting
Meeting in HubSpotEach Meeting record is one calendar meeting: when it happens, what it is called, where, and who is invited.
Value-First Note
Note in HubSpotEvery note holds one piece of written context, kept on each record it is about.
Value-First Opportunity
Deal in HubSpotAn Opportunity record holds one possible partnership while we work it out together with someone.
Value-First Order
Order in HubSpotAn Order records one purchase from us once it is agreed, and how far it has got.
Value-First Partner Client
Partner Client in HubSpotHubSpot’s own record of a customer account it credits us with, as the partner who sold it or manages it.
Value-First Payment
Payment in HubSpotA Payment record holds one amount of money that reached us, from a named person, at one moment.
Value-First Price Book
Price book in HubSpotA HubSpot price book is a named set of prices, so one product can carry a different price per currency or group of buyers.
Value-First Product
Product in HubSpotA Product record holds one thing we offer, described before anyone has asked for it.
Value-First Project
Project in HubSpotA Project record holds one piece of work with an end, aligned to achieve one or more business goals.
Value-First Quote
Quote in HubSpotEach Quote record holds one written offer: what we propose, at what price and on what terms.
Value-First Segment
Segment in HubSpot, once called a listA Segment holds a group of records that belong together, by a rule or by someone’s choice.
Value-First Series
Our own custom object in HubSpotEach show or newsletter we publish has one Series record, and each episode or issue is linked to it.
Value-First Service
Service in HubSpotA Service record holds one ongoing engagement: the recurring work we deliver, for as long as it continues.
Value-First Subscription
Subscription in HubSpotA Subscription holds one arrangement that bills on a schedule: what, how often, and what is due next.
Value-First Survey Response
Survey response in HubSpotA Survey Response holds one person’s reply to one feedback survey: the rating and any words they added.
Value-First Ticket
Ticket in HubSpotA Ticket record follows a request or a test step until it is answered, fixed or declined.
Value-First User
User in HubSpotEach User record is one seat in the portal, with the access that comes with it.
Value-First Value Entry
Our own custom object in HubSpotA Value Entry is one recorded moment where value actually landed for someone.
Value-First Value Star
Our own record type on a custom object in HubSpotEach business goal we work toward has its own Value Star record, whether it is on our board or off it.
Value-First Value Task
Task in HubSpotA Value Task holds one piece of work someone has committed to do, and where it stands until it is finished.
Value-First Workflow
Workflow in HubSpotHubSpot stores each automation you build as a Workflow: its name, whether it is on, and what it enrolls.