RevPartners

The Masters (of Revenue) starts with Hole 1: Tea Olive

Join Jim Atlantz as he and Brian Kreutz, Director of Playbooks at RevPartners, showcase the strategy a revops pro would use to start this tournament off on the right foot.

Did you know that HubSpot charges based on the number of marketing contacts in your account? 🤔 If you're not managing them properly, you could be wasting money on contacts that don’t need marketing emails! 📧

In this RevPartners HubSpot How-To, Shadab Khan will show you how to filter, manage, and optimize your marketing contacts—so you only pay for what you actually use.

✅ In this video, you’ll learn:

The difference between Marketing vs. Non-Marketing Contacts
How to filter and exclude unnecessary contacts
The best way to update contact status manually and automatically
Pro tips to keep your HubSpot costs low while maintaining a clean database
💡 Whether you're a HubSpot admin, RevOps leader, or marketer, this quick tutorial will help you cut costs and optimize your CRM.

Key Takeaways:
✅ Monitor Contact Growth: Review historical trends to track contact usage and ensure you stay within your tier limits.
✅ Automate Contact Management: Use workflows to automatically mark contacts as non-marketing based on specific criteria.
✅ Best Practices for Automation:
Email Hard Bounce or Unsubscribe: If a contact unsubscribes or their email bounces, mark them as non-marketing.
No Engagement: If they haven’t opened or clicked any emails in the last 6+ months, consider them non-marketing.
Opted Out of Marketing Emails: Respect contacts who explicitly opt out.
Unqualified Leads: If a lead is marked as unqualified, avoid sending marketing communications.

🏁 Final Tip:
If you're manually marking contacts as non-marketing, document your criteria and set up automation to handle it for you. This ensures efficiency and cost savings.

👉 Subscribe for more HubSpot & RevOps insights from RevPartners!