How to Write a Business Plan the Hubspot Way

A strong business plan is the roadmap for your company, and learning a simple, clear approach inspired by Hubspot can make the process easier and more strategic. In this guide, you will learn the key sections of an effective plan, what to include in each, and how to structure everything so it is useful for leaders, teams, and potential investors.

The steps below are based on time-tested business planning frameworks and align with guidance similar to what you would find in resources like the Hubspot business plan article. Follow them in order, and you will have a complete, professional document by the end.

Why a Structured Plan Matters in the Hubspot Approach

Before writing, it helps to understand why structure matters so much. A clear format makes your plan easier to read, evaluate, and update. The Hubspot-style approach emphasizes:

• Clarity: Plain language that non-experts can understand.
• Focus: Only the sections that actually help decisions and execution.
• Action: Concrete steps, not just abstract ideas.
• Measurement: Metrics tied to goals and performance.

With that in mind, let us walk through each essential section and build your plan step by step.

Step 1: Write an Executive Summary the Hubspot-Inspired Way

The executive summary is the short overview that appears first but is usually written last. It should give a quick snapshot of your entire business plan so a reader can understand the essentials in a minute or two.

What to include in your executive summary

• Business name and location – Who you are and where you operate.
• Mission statement – Why your company exists and whom it serves.
• Core products or services – What you sell in simple terms.
• Target market – The type of customers you focus on.
• Business model – How you make money.
• High-level financials – Revenue projections or key milestones.
• Funding needs – How much capital you are seeking, if any.

Keep this section to one page or less. A concise style, like the Hubspot method, makes it easier for busy readers to stay engaged.

Step 2: Describe Your Company and Strategy

This section gives readers context about who you are and how you plan to win in your market. It should be straightforward and free of jargon.

Key elements of your company description

• Legal structure – Sole proprietorship, partnership, LLC, corporation, etc.
• History – When and why the business started.
• Vision and mission – Long-term direction and purpose.
• Value proposition – The core reason customers choose you.
• Competitive advantages – What you can do better or differently.

A Hubspot-style company description focuses on how your strategy connects to your customers and market, not just on internal details.

Step 3: Conduct a Market Analysis Using a Hubspot-Like Framework

Market analysis proves you understand your industry, your customers, and your competitors. A structured approach, similar to what Hubspot often recommends, keeps this research focused and useful.

How to structure your market analysis

1. Industry overview
   • Market size and current trends.
   • Growth rates and forecasts.
   • Regulatory or technological shifts.
2. Target audience
   • Demographics: age, location, income, company size, etc.
   • Psychographics: motivations, pain points, goals.
   • Buyer personas: short profiles of ideal customers.
3. Competitive landscape
   • Direct competitors with similar offers.
   • Indirect competitors solving the same problem differently.
   • Your relative strengths and weaknesses.

Summarize your insights in clear, simple language. Charts and tables are helpful if you later format this plan in a document or presentation.

Step 4: Detail Your Organization and Management

This part explains who runs the business and how responsibilities are organized. Investors and partners will look closely at the people behind your strategy.

What to include in the organization section

• Organizational chart – A visual or written outline of roles.
• Leadership team bios – Backgrounds, experience, and expertise.
• Key hires – Roles you plan to fill in the near future.
• Advisors and partners – Mentors, agencies, or consultants that support you.

Similar to guidance from Hubspot resources, keep the focus on how each role supports your goals and how decision-making works.

Step 5: Define Your Products and Services

Now describe what you sell and why it matters to your customers. Keep it concise, benefits-driven, and easy to understand.

Outline your offering clearly

• Product or service descriptions – Short summaries of each main offer.
• Key features – What each offer includes.
• Benefits and outcomes – The results customers get.
• Pricing strategy – How you set prices and why.
• Roadmap – Planned improvements, upgrades, or new offers.

The Hubspot style encourages you to think in terms of customer value first and technical details second.

Step 6: Build a Hubspot-Style Marketing and Sales Plan

Your marketing and sales strategy shows how you will attract, convert, and retain customers. A modern, Hubspot-inspired plan connects your tactics directly to clear goals.

Marketing strategy essentials

• Positioning – How you want your brand to be perceived.
• Messaging – Key messages you want audiences to remember.
• Channels – Examples include:
  • Website and blog
  • Email marketing
  • Social media
  • Search engine optimization
  • Paid ads
• Content strategy – Types of content you will create to attract and educate buyers.

Sales strategy essentials

• Sales process – The stages from lead to closed customer.
• Sales tools – CRM systems, automation tools, and templates.
• Compensation and goals – How your team is measured and rewarded.

As you refine your plan, you can also use specialized marketing support from agencies like Consultevo to align campaigns with your overall strategy.

Step 7: Create an Operations and Logistics Plan

The operations section explains how your business actually delivers what it promises. A clear, practical structure is important to keep this from becoming overwhelming.

Points to cover in operations

• Location and facilities – Offices, warehouses, or remote structures.
• Suppliers and partners – Who helps you deliver your product or service.
• Production or delivery process – How you create and ship or provide services.
• Technology stack – Core software and tools that support operations.
• Quality control – How you ensure consistent, reliable outcomes.

Use simple flow descriptions or short bullet points, similar to how Hubspot materials break down processes into digestible steps.

Step 8: Develop a Financial Plan and Projections

The financial section shows whether your idea is viable and how you expect performance to evolve over time. It combines historical numbers (if you have them) and realistic projections.

Core components of your financial plan

• Revenue projections – Monthly or quarterly forecasts for at least three years.
• Expense budget – Fixed and variable costs, including staffing, tools, and marketing.
• Cash flow statement – Money coming in and going out over time.
• Profit and loss statement – Expected income, costs, and profit.
• Break-even analysis – When you expect revenues to cover all costs.

Align your assumptions with your market analysis, pricing, and sales plan. Investors will look for consistency across all sections of the plan.

Step 9: Add Supporting Documents and Appendices

Finish your business plan by attaching documents that support your story without cluttering the main sections.

Useful appendix materials

• Detailed market research data.
• Full resumes of founders and key staff.
• Product screenshots or diagrams.
• Partnership and supplier agreements.
• Legal documents and licenses.

Organize the appendix with clear labels so readers can find what they need quickly.

Final Tips for a Hubspot-Style Business Plan

As you review your document, keep these final best practices in mind, drawn from the concise, practical approach often used by Hubspot resources:

• Keep it reader-friendly – Use headings, bullet points, and short paragraphs.
• Use plain language – Avoid unnecessary jargon and complex sentences.
• Be realistic – Base projections on research, not wishful thinking.
• Update regularly – Treat the plan as a living document, not a one-time task.
• Align teams around it – Share the plan with stakeholders so everyone works toward the same goals.

By following these structured steps and best practices, you will end up with a complete business plan that is clear, actionable, and easy to refine as your company grows.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

Scale Hubspot

“`