How to Run the Build Phase for a Marketo → HubSpot Migration (Ep. 3).

Episode 3 dives into the Build Phase. Sam lays out a three-step framework: set up the process infrastructure, execute in weekly sprints using a PM tool like ClickUp, and assign/track tasks with clear ownership.

He details how to inventory programs → assets (LPs, workflows, forms), name and template them, and map everything in a tracker (e.g., Google Sheets) so weekly progress is visible. Use the time estimates from discovery, break work into sprints, collaborate with a developer/technologist, and manage changes via task comments and notifications. Finish with a pragmatic QA: compare the original in Marketo vs the HubSpot preview, note gaps, and choose per-task or batch QA.

Key takeaways

- step framework: process infra → sprints in ClickUp → task ownership.
- Asset inventory: program name/type, asset type/name, template, tracking.
- Execution rhythm: use discovery estimates to plan sprint capacity.
- QA that matters: side-by-side Marketo vs HubSpot; per-task or batch.

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Видео How to Run the Build Phase for a Marketo → HubSpot Migration (Ep. 3). канала RevPartners - RevOps + GTM Engineering on HubSpot