Implementation
Build your Customer Value Platform with interactive tools, object configurations, and step-by-step guides.
Record Builder
Configure any HubSpot object with Value-First properties. See exactly how to set up each object for unified customer intelligence, then export your configuration.
- 18+ HubSpot objects with Value-First configuration
- Interactive property configuration
- Four Views context for each property
- Export configuration to HubSpot
Quick Start — Build Your First Record
Choose an object to configure with the interactive builder
All HubSpot Objects
Configure any object with the interactive Record Builder
Core Business Objects
Engagement Objects
Revenue Objects
Use Case Guides
Step-by-step implementation patterns for common business needs
Track Service Delivery
Configure Projects, Deliverables, and Services to track value delivery.
Manage Commercial Flow
Set up Deals, Quotes, Orders, and Invoices for complete revenue tracking.
Understand Engagement
Track Signals, Calls, Meetings, and Emails to see the full picture.
Organize Content
Use Listings, Courses, and Marketing Events for content intelligence.
Measure Relationships
Connect Contacts, Companies, and Signals for relationship visibility.
Role-Based Configuration
What each team needs to see and do