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Get adoption first, then clean up the views

October 19, 2026

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Letting people treat HubSpot views like an Excel spreadsheet has a cost, and it's one you can now pay down.

I chose to "let people think it's like an Excel spreadsheet in the beginning." What I've realized is that they copy whatever view, because they don't feel comfortable changing it. That's not how you use spreadsheets. So you end up with copies of copies.

But "now that you can scale that back, you can get adoption first." You don't have to start with a strict approval process before anyone makes a view, and you can clean up afterward.

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The next step

That's the moment. Here is how you make it yours.

Build something realTake what you learned and build something concrete. valuefirstagent.com is where your build becomes a working agent.valuefirstagent.com(opens in a new tab)

And then, the rest of the path:

  1. Join the conversationainativehumans.org(opens in a new tab)
  2. Practice with peersvaluefirstcollective.com(opens in a new tab)
  3. Teach the next personthe Academy