*
*
*
*
Free Resource

HubSpot Holiday Prep Checklist

Keep your portal running smoothly while your team is out of office.

Protect your team's time off while ensuring relationships don't fall through the cracks.

Your Progress 0 of 29 complete
Download PDF

Remember: International organizations may still receive inquiries during U.S. holidays. Plan for continuity, not just coverage.

Before You Leave

Prepare your portal for smooth sailing

Team Coordination

Email & Marketing

Signal Routing

Relationship Messaging

During the Break

What to leave running vs. what to pause

Keep Running

  • + Resource downloads (PDFs, guides)
  • No need to pause immediate value delivery

Pause or Modify

  • ~ Nurture sequences and relationship follow-ups that expect a human response

Pro tip: If using the Global Workflow Partition Pattern (see advanced section below), ensure new contacts get set to "holiday" mode automatically.

When You Return

First thing Monday morning

Advanced

Global Workflow Partition Pattern

Instead of pausing multiple workflows individually, create a single control property that acts as a switch for your entire portal. One property controls holiday behavior across all your workflows — simpler to activate, harder to forget to reset.

1 Setup

  • 1

    Create a contact property "Portal Mode"

    Dropdown with options: Normal, Holiday

  • 2

    Add an if/then branch at the start of each affected workflow checking this property

  • 3

    Configure each branch:

    • Normal branch: Standard routing, emails, and timing
    • Holiday branch: Backup owner routing, modified messaging, adjusted SLAs

2 Activation

  • Before holiday:

    Select all contacts → Edit → Set "Portal Mode" to "Holiday"

  • During:

    Create a workflow to set new contacts to "Holiday" mode during the period

  • After holiday:

    Select all contacts → Edit → Set "Portal Mode" to "Normal"

Pro Tip: Automate the Switch

Create scheduled workflows that run at specific dates/times to switch modes automatically — set it once in early November and forget about it.

Share this resource with your team

Share on LinkedIn Share on X

From Sprocketeer's Weekly Power Hour with Casey Hawkins

Prepared by the Value-First Team

Need Help Getting Your Portal Ready?

Whether it's holiday prep, workflow optimization, or a full HubSpot strategy overhaul — we're here to help you put relationships first.

Start a Conversation