Fintech Marketer: HubSpot Shouldn’t Be This Hard

Take The HubSpot Quiz

Is HubSpot helping you convert smarter?

Take this 2-minute quiz to see how you stack up

LP Fintech HubSpot

Do you track product-fit data in your CRM (e.g., segment, AUM, firm type)?(Required)

Not really
A little — we add notes manually
Yes — we use custom fields and segment everything

Are your marketing emails approved for compliance before launch?(Required)

Sometimes we skip review just to go faster
Yes, but at times, there can be bottlenecks
Yes — we have pre-approved templates + a smooth workflow

How well does your sales team follow up on leads from marketing?(Required)

Honestly? We’re not sure
They try, but sometimes leads fall through the cracks
Follow-up is automated + tracked with handoffs in HubSpot

Do you use lead scoring in your funnel?(Required)

No
We have one default score that doesn’t update much
Yes — it’s dynamic and customized by role + behavior

What describes your HubSpot reporting setup?(Required)

I rely on manual exports and spreadsheets
I use one or two dashboards
I have a full-funnel dashboard for attribution, MQLs, and close rates

Top Benefits

Discover what you’re doing right — and where you're wasting time.
Get instant tips tailored to your role and industry.
Learn how your results compare to other small marketing teams.
Claim a bonus HubSpot Fix-It Session with a Liger strategist.