Step 1 of 3 · Business Type
What type of business are you?
Every business justifies HubSpot differently. Choose your model and the entire questionnaire adapts — surfacing the metrics, hubs, and ROI drivers that actually matter for your motion.
Bespoke
B2B — Account Based Marketing
Enterprise sales to a defined list of target accounts
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Bespoke
B2B — Inbound Lead Generation
Content, SEO, and paid drive qualified inbound demand
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Bespoke
B2C
High-volume consumer sales, lifecycle and loyalty
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Bespoke
B2B2C
Sell through partners, resellers, or distributors to end customers
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Bespoke
SaaS
Subscription software with recurring revenue, churn & expansion
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General
Marketplace
Two-sided platform connecting supply and demand
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General
Manufacturing
Industrial goods, distributors, complex sales
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General
Professional Services
Consulting, agencies, project-based revenue
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General
Healthcare
Providers, clinics, patient acquisition & retention
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General
Education
Schools, EdTech, enrollment and lifecycle
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General
Real Estate
Brokerage, PropTech, agent enablement
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General
Hospitality
Hotels, restaurants, guest lifecycle
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General
E-commerce
DTC and online retail, order lifecycle
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General
Non-profit
Donor acquisition, engagement, retention
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General
Financial Services
Banking, insurance, wealth, compliance-heavy
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General
Other
Something else — use the general framework
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Five bespoke decision trees are ready today (marked Bespoke). Other business types use the general framework and still produce a complete, editable executive report.