HubSpot Active & Static Segment Setup

Service Scope

HubSpot Active & Static Segment Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and the contact data already available in the CRM.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Define the Segment Strategy

We review the business's audience definitions and available HubSpot properties to determine which groups should update automatically as active segments and which should remain fixed as static segments.

• Lifecycle and contact properties
• Subscription status
• Marketing-contact status
• Email engagement
• Form, source, and campaign data

Create Active and Static Segments

We create up to ten clearly named HubSpot segments using approved criteria and organize them for future marketing emails, workflows, reporting, or operational use.

• Up to 6 active segments
• Up to 4 static segments
• Consistent naming conventions
• Documented filter criteria
• Folder organization where available

Testing and Validation

We compare representative records and counts, confirm that active segments update from the intended criteria, and document how each segment should be used.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• 1 HubSpot audience review
• Up to 10 total segments
• Up to 6 active segments
• Up to 4 static segments
• Approved filter criteria
• Naming and organization structure
• Representative record validation
• Segment usage summary

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Written business definitions for the requested audiences
• Accurate HubSpot properties and representative contact records

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Creation or repair of large external datasets
• More than 10 segments
• Custom data enrichment
• Workflow or campaign creation
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue