Your Next Steps
From learning to action
You've learned the concepts. Now it's time to apply them. Here's how to continue your journey.
What You've Learned
Let's recap the key insights from this course:
The CVP Mindset
HubSpot is a Customer Value Platform — a unified system for recognizing, creating, delivering, and multiplying customer value
Four Unified Views
Customer, Revenue, Business Context, and Team Enablement provide complete visibility into every relationship
The Value Path
Eight stages from Audience to Champion that describe how relationships actually develop
Core Objects
Contacts, Companies, Deals, and Tickets are the building blocks, powered by associations and properties
These concepts form the foundation. What you do next depends on your role and your organization's current state.
If You're Just Getting Started
New to HubSpot or in the early stages of implementation:
Recommended Path
- 1. Audit your current setup — What objects are you using? What properties exist? How are things associated?
- 2. Map your Value Path stages — How do customers actually progress in relationship with you? Define your stage criteria.
- 3. Configure Lifecycle Stage — Update HubSpot's lifecycle stage property to reflect your Value Path stages.
- 4. Start with one view — Pick the unified view that would help most. Build that visibility first.
If You're Already Using HubSpot
Have an existing setup that could be improved:
Recommended Path
- 1. Assess your current views — How close are you to unified views today? Where are the biggest gaps?
- 2. Identify quick wins — What properties or associations could be added to immediately improve context?
- 3. Review team workflows — Where do handoffs break down? What context gets lost?
- 4. Plan phased improvements — You don't have to rebuild everything. Prioritize high-impact changes.
Resources in the Education Hub
Continue learning with these resources:
Foundation Path
Deep dives into each concept covered in this course:
HubSpot Objects Reference
Explore all 25+ HubSpot objects with Value-First configurations:
Interactive Experiences
Hands-on learning tools:
One Thing to Do Today
Learning without action fades quickly. Here's one thing you can do today:
Open one customer record in HubSpot. Ask yourself: "Can I understand the full relationship in 30 seconds?"
If yes, great — you have elements of unified views working.
If no, note what's missing. That's your starting point.
Stay Connected
The Value-First approach is always evolving. To stay current:
- Bookmark the Education Hub for new content
- Check back for advanced courses (coming soon)
- Share what you're learning with your team
Quick Check
You have finished the course. What is the single most important action to take next?
Scenario: Your First Action
The course is complete. What should you do first to apply what you have learned?
Complete the Course
Ready to prove what you've learned? The final assessment tests your understanding of key concepts. Pass to earn your completion badge.
Good luck — and welcome to the Customer Value Platform mindset.