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Value-First Measurement

Unified Views Wizard Walkthrough with Danielle Urban

February 2, 2026

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Chris unveils a new tool—the Unified View Prototype Wizard—designed to help organizations identify fragmentation pain points and prioritize which unified view to build first. Danielle walks through the wizard live with a real client scenario, sparking discussion about data migrations, the power of proximity in HubSpot, and why executive buy-in is easier when you focus on customers and revenue instead of "using HubSpot."

Chapters

  1. 00:00Introduction & New Tool Reveal
  2. 03:45Danielle's Client Migration Story
  3. 06:26HubSpot Object Explosion & Data Mapping
  4. 09:53Walking Through the Wizard
  5. 15:36The Power of Data Proximity
  6. 21:19Back Office Data & Asset Records
  7. 25:58Readiness Assessment & Executive Buy-in
  8. 31:22Wrap-up & Next Steps

Transcript

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