Using HubSpot to Manage Your Job Search Part II

In part I of this series, I discussed the concept of using a CRM to manage your job search process, and laid out the deal stages that I customized to navigate the sales (or job search) process. Here is part II, we are going to take a closer look at an example from my search in 2019 and the features in HubSpot’s CRM that I was able to use to optimize my process.

Let’s dive in!

My Dashboard

So there are a few things going on here that I would like to point out. First, in the Team Activity section, your able to view a snapshot of some of the communication that was flowing between myself and a few of the companies that I was looking into working for. We’ll talk more about email tracking and the BIG advantage that gives you as a job seeker in the future.

The one other thing that I would like to point out here is that a job search, much like sales, is a numbers game. From my dashboard, I was very easily able to view my production levels and set some goals for myself on the numbers of contacts that I added to the CRM, as well as some activity based goals on the number of emails that I wanted to send, calls I wanted to make, tasks I wanted to complete, etc.

However, where I spent the majority of my time and attention during my search process was on the individual contacts associated with the companies and jobs that I was most interested in. I am going to take you through an interaction that I had with a company that ultimately I ended up not selecting, in a city (Austin, Texas) that I was strongly considering relocating to.

Ok there is a lot going on here, but as you might be able to surmise, I applied for an SDR Manager position with this company that I found on LinkedIn (pro tip: LinkedIn is the best source to locate jobs directly from companies). And not long after I applied, I was contacted by a recruiter at the company who wanted to speak with me. BOOM!

Whenever that happened, I created a new deal (or job) in the CRM and, once the interview was scheduled, I staged that job accordingly. That looked something like this:

You tracking with me so far? Awesome. Moving on…

One thing that I always did before an interview (or phone interview) was do some research on the person that I was going to speak with and add those as notes to the CRM. In addition to that, I added a linked to their LinkedIn profile incase I need to reference that again in the future.

Additionally, anytime that I had a conversation with a recruiter, I logged all of the important information associated with that position I learned during the call, as well as what the action step (or next step) was from there.

So there you have part II. We are now past the initial interview and into the portion of the process where things can really accelerate.

Coming up in part III, I’ll show you what I consider to be the most valuable feature in managing your job search through HubSpot, and how you can make some reasonable assumptions on the interest level of the company based upon the engagement and activity you are viewing with your emails.

Do you have any questions? Feel free to comment below or send me an email to I’d love to help!

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