The Mark Lotse Customer Success Program - what's included?

Last updated: December 2025

The HubSpot Customer Success Program by Mark Lotse is an ongoing support framework for your HubSpot portal. Among other things, you will receive a free HubSpot Data Quality Audit, quarterly Q&A calls, regular updates on relevant HubSpot features, an annual license check, access to selected templates and one additional audit per year.

This allows you to use HubSpot in a more structured, data-driven and efficient way - without having to start a new project every time.

Why did we develop the HubSpot Customer Success Program?

We have been working with B2B companies that use HubSpot for years.

We see the same pattern almost everywhere:

• HubSpot is running, but it doesn't feel like a real growth driver.
• Many functions remain unused
• The portal has "grown" rather than being deliberately designed.

We put these experiences on the table in an internal workshop: What problems keep cropping up? Where do teams lose time and potential? What would our customers need to really make better use of HubSpot - without directly launching a major project?

The result is our HubSpot Customer Success Program.

Why do so many companies only use parts of HubSpot?

Most HubSpot portals are not "wrong", they have developed over time:

• Properties were created quickly when they were needed - without a clear data model.
• Workflows were added, expanded, copied - and at some point no one dared to use them.
• Reporting often does not reflect what management and sales really want to see.
• Licenses and hubs were booked once and have hardly been questioned since.
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• Data is unreliable.
• Dashboards are not taken seriously.
• Automations cost more nerves than they safe time.

What goals are we pursuing with the program - honestly?

We make no secret of what we want to achieve with the Customer Success Program.

Data quality, clean processes, better use - that is the technical basis. When your portal becomes more stable and clearer, everyone benefits.

You will experience our way of thinking, our priorities and our recommendations - in an ongoing exchange, not just in a pitch document.

If we know your setup and you trust us, later projects can be set up in a more targeted and efficient way.

We gain experience with new HubSpot features, setups, bugs and best practices month by month. The program gives us a structure to pass this knowledge on to you - filtered and practical.

In short: The Customer Success Program is not a bait-and-switch, but of course it is not an end in itself either. It is a framework in which both sides win.

Which services are free of charge in the HubSpot Customer Success Program?

Essentially, there are five modules that you can use free of charge.

1. HubSpot Data Quality Audit

The HubSpot Data Quality Audit is your introduction to the program. We take a look at your HubSpot instance with a focus on data:

• Data structure and property design
• Duplicate situation
• Central fields (e.g. lifecycle stage, lead status, industry, country)
• Basic HubSpot settings with a view to GDPR-relevant aspects in the system

You receive compact feedback with clear priorities: What do you need to tackle urgently? What are quick wins? What can wait for now?

2. Quarterly Q&A call

• Open questions about your HubSpot setup
• Ideas for new automations, processes or reports
• Assessment of what is worthwhile and what is not
• The Q&A call is your sparring session: not a glossy presentation, but an honest look at your portal and your next steps.

3. HubSpot-Feature Newsletter

HubSpot is constantly changing. New features, beta functions, changes to existing modules. Our feature newsletter filters:

• Which new functions are really relevant for B2B marketing and sales?
• Where do we see good results in other portals?
• Where is it worth taking a closer look - and where not?

4. Templates and Best Practices

You get access to selected templates and best practices, for example:

• Structure ideas for properties
• Samples for simple, robust workflows
• Orientation for segmentation and list logic

5. One Audit from our Paid Services per Year

Once a year, we carry out an additional audit from our paid portfolio for you - included in the program. Possible topics:

• Security
• Data quality
• SEO
• AEO
• License-Check
  

   

You choose the focus, we bring structure, questions and recommendations.

Why do we need access to your HubSpot portal?

Good recommendations are not made on the basis of assumptions. In order for us to really help you, we need insight into your real setup: What does your data situation look like? Which workflows are running in the background? How are pipelines, properties and lists organized?

That's why we work with partner access: under NDA, with a clear agreement on what we look at, no changes without your approval, with clean documentation.

This allows us to take responsibility - technically, but also in terms of implementation, if that's what you want.

For whom is the HubSpot Customer Success Program worthwhile?

The program makes particular sense if you:

• take HubSpot seriously as a central system for marketing, sales or service
• have the feeling that "there's more in it", but don't want to launch a major project
• want a sparring partner at eye level who really knows your setup
• prefer to optimize step by step and continuously rather than in large, one-off projects

If HubSpot is only running on the sidelines for you, the first step is probably a different one: then we should first talk about strategy, goals and the right setup for your digitalization.

How can you get started with the HubSpot Customer Success Program?

Getting started is deliberately kept simple:

• You find out about our HubSpot Free Services.
• You sign up for a free HubSpot Data Quality Audit.
• Based on the audit, we decide together which next steps make sense.

If you want to know how much potential there is in your HubSpot portal - and how we can help you to leverage this potential - then take a look at our HubSpot Free Services and start with a Data Quality Audit.
The rest will follow in conversation.

FAQ about the HubSpot Customer Success Program by Mark Lotse