Buyer Intent Setup Checklist: How to Turn Interest Into Revenue

This checklist breaks down the foundational steps for configuring buyer intent in HubSpot so sales and marketing teams can focus on the right accounts, at the right time, with the right message.

by | Feb 12, 2026

Buyer intent becomes powerful when it is set up with clarity and purpose. The right configuration helps teams understand which companies are actively researching solutions, how close they are to buying, and where to focus time and effort. This checklist outlines the core steps for setting up buyer intent in HubSpot so sales and marketing can turn interest into meaningful pipeline and revenue.

 

202601-AB-037 Infographic HubSpot Buyer Intent Setup Checklist_V1

 

About the author

Amber Kemmis

Amber Kemmis is an operations-driven sales and marketing leader with deep expertise in AI, MarTech, and remote culture. She’s managed teams of 50+ and optimized processes to drive revenue growth and exceptional customer experiences through HubSpot. Over the course of her career, she’s collaborated with three Elite HubSpot partners—across industries like healthcare, SaaS, eLearning, and manufacturing.

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