The FranDev Lab Report

The FranDev Lab Report

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Don’t Schedule Meetings Like This
You should know that there is a wrong way to book a meeting in HubSpot and it's messing up your data.
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(Joshua) Oakes
Meetings Are Not A KPI
Measuring meetings is not the visibility you need into pipeline performance.
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(Joshua) Oakes
Better Discovery Calls with HubSpot Playbooks
A good Playbook makes sure you’re covering all the critical points and collecting useful information for lead scoring, nurturing, and analysis.
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(Joshua) Oakes

June 2025

3 Bridges between Conversion and Intro Call
Build better bridges between lead conversions and your Intro Call
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(Joshua) Oakes
6 Quick Tests–is your CRM doing what you need right now?
6 Quick Tests to help you gauge whether HubSpot is serving your franchise marketing and sales process well.
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(Joshua) Oakes
Highlight Deals with Active Prospects
Prospects go Inactive long before they ghost you. You need to spot it to prevent it.
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(Joshua) Oakes

May 2025

3 Custom Properties for Attributing FranDev Leads
In this Lab Report:
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(Joshua) Oakes
Video Playbook: Territories, Households and Fees in your Sales Pipeline
Use HubSpot to the track and report on Territories in your Sales Pipeline
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(Joshua) Oakes
The Right HubSpot Plan for Your Stage of Growth
Executive Brief: Some rules of thumb to make sure you have the right plans.
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(Joshua) Oakes
3 HubSpot Reports for Multi-Territory Sales Visibility
If you have goals for—or even just interest in—multi-territory sales, you need to see how it's going.
 • 
(Joshua) Oakes

April 2025

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