Hi!

2026 is here and now is a great time to get things moving with some less-production focused work.

One of the easiest ways to do this is to downshift and connect with a few partners. 

Clean up your CRM

So this doesn’t just apply to partners, but it’s really helpful in keeping you focused on the relationships that are most in line with your goals. 

Go through your lists in HubSpot, get rid of any contacts or companies that no longer align with your strategy, and add any notes or tasks you’ll need for a strong 2026. 

Megan

P.S. If you ever have any challenges with your freelance pipeline or getting started with HubSpot? Come over to the Discord.