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The All-in-One Starter Stack: Fix Your Leaky Funnel

Are your online ads sending interested customers to a dead end? When potential clients click your ad only to face a generic contact form or a phone number to call, they often drop off. This high-friction step creates a 'leaky funnel' that wastes your ad spend and loses valuable leads who were ready to book an appointment.

This playbook provides a step-by-step guide to building a seamless lead capture and booking system using only HubSpot's powerful free tools. You will learn how to create a high-converting landing page where leads can instantly book a meeting directly in your calendar. As soon as they book, their data is automatically captured in your HubSpot CRM, creating a new contact and logging the meeting. No more manual data entry, no more lost leads—just a smooth, automated journey from ad click to booked appointment.

Expected Outcomes

  • Dramatically increase lead conversion rates from your online ads.
  • Maximize the ROI on your advertising budget by capturing more qualified appointments.
  • Eliminate manual data entry and reduce the risk of human error.
  • Provide a frictionless, professional booking experience for your potential customers.
  • Centralize all lead data for easy tracking, nurturing, and follow-up.

Core Tools in This Stack

HubSpot Marketing Hub

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Marketing automation software to help you attract the right audience, convert more visitors into customers, and run complete inbound marketing campaigns at scale, all powered by HubSpot's CRM platform.

Key Features
  • Marketing Automation
  • Lead Generation & Nurturing
  • Email Marketing
  • SEO Tools
  • Social Media Management
  • Content Management System (CMS)
  • Analytics & Reporting
  • Ad Management
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Freemium, Subscription

Tier: Mid

Ease of Use

User-Friendly

HubSpot Meetings

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A free meeting scheduler that syncs with your calendar and integrates with the HubSpot CRM, allowing prospects to book meetings effortlessly and eliminating back-and-forth emails.

Key Features
  • Shareable booking links
  • Embeddable calendar on website
  • Group and round-robin meeting links
  • Syncs with Google & Office 365 calendars
  • Automatic integration with HubSpot CRM
  • Automated confirmation and reminder emails
  • Customizable booking pages
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Freemium, Subscription

Tier: Free

Ease of Use

Beginner-Friendly

The Workflow

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Integration Logic

  • HubSpot Native Meetings

    This is a native, internal integration within the HubSpot ecosystem. When a prospect or customer schedules a meeting using a HubSpot Meetings link, the system automatically checks if a contact record with their email address exists in the HubSpot CRM. If it does, the meeting is logged as a timeline activity on that existing contact record. If not, a new contact record is created with the information provided in the meeting form, and the meeting is logged on the new record. This meeting event can then be used as an enrollment trigger or a branching criterion in HubSpot's marketing automation workflows, allowing for automated follow-up emails, lead scoring updates, and task creation for sales reps.

Fix Your Leaky Funnel for Free

Learn how to convert wasted ad clicks into automatically booked appointments.