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Prove Social Media ROI with HubSpot | Pedowitz Skip to content

How Do I Prove Social Media’s ROI to Executives Using HubSpot Marketing Hub?

Tie social programs to pipeline and revenue with HubSpot Social, Campaigns, Ads, and Attribution—plus clean UTMs, auto-associations, and one executive scorecard.

Talk to a HubSpot Reporting Expert Learn Multi-Touch Attribution

Use HubSpot Marketing Hub Social to attribute social to revenue. Standardize UTMs and Campaign IDs, connect social accounts and ads, and auto-associate contacts, activities, and forms to deals. Report both social-sourced and social-influenced outcomes with multi-touch attribution (e.g., time-decay or W-shaped). Publish a single executive scorecard—pipeline contribution, revenue, win rate, and velocity—so finance and leaders see auditable ROI.

Executive-Grade Social ROI in HubSpot

Lock definitions — Document social-sourced vs. social-influenced, MQL/SQL/SAO, and rejection codes.
Govern tracking — UTMs, Campaign IDs, “Original source,” buyer roles, and firmographics required.
Associate data — Connect Social & Ads; associate posts/ads to Campaigns; enable contact–deal auto-association.
Attribution & reports — Multi-touch models + Custom Report Builder for opportunity & revenue impact.
One scorecard & cadence — Weekly revenue council reviews; start/stop/scale decisions and SLA enforcement.

How to Make Social ROI Credible in HubSpot

Executives need defensible numbers, not click counts. This HubSpot setup turns social activity into board-ready revenue reporting.

5-Step HubSpot Social ROI Playbook

  • Define sourced vs. influenced: Sourced = first qualified touch from social that creates sales readiness. Influenced = any qualified social touch on contacts tied to a deal. Publish examples.
  • Harden tracking & taxonomy: Enforce UTMs and Campaign IDs; lock “Original source” rules; require ICP firmographics and buyer roles on key forms.
  • Connect channels & ads: Link brand accounts to HubSpot Social and connect LinkedIn/Meta/Google Ads. Always attach posts and ads to a HubSpot Campaign and use Tracking URLs.
  • Close the loop: Enable contact–deal auto-association so clicks, forms, and meetings roll up to opportunities. Standardize dispositions and recycle paths (SLAs) with Sales Hub.
  • Report once, consistently: Choose one executive attribution model (time-decay or W-shaped). Build dashboard tiles for sourced/influenced pipeline, revenue, velocity, and win rate by network and campaign.

Executive Report Pack (HubSpot Dashboard)

  • Lifecycle & conversion — Lead→MQL→SQL→SAO with time-in-stage to show acceleration from social.
  • Social-sourced vs. social-influenced — Pipeline and revenue by network and campaign.
  • Attribution to opportunity/revenue — Multi-touch model selected as system of record.
  • Efficiency — Win rate, velocity, and cost per opportunity for paid social vs. other channels.

Dark social coverage: add a “How did you hear about us?” field on key forms and tag responses for analysis alongside tracked UTMs.

Frequently Asked Questions

What counts as social-sourced revenue in HubSpot?
A deal where the first qualified touch creating sales readiness came from an owned social channel or paid social campaign under governance. Keep this definition documented and consistent.
How do we prove influence, not just first touch?
Use multi-touch attribution and ensure contacts are associated with deals. Any qualified social touch on those contacts counts as social-influenced.
How do we handle dark social (DMs, shares, Slack)?
Use self-reported attribution on forms, log context in activities, and analyze patterns alongside tracked UTMs and Campaign data.
Which attribution model should we adopt?
Pick one model as the executive system of record—time-decay or W-shaped are common. Use other models for analysis only to avoid dueling dashboards.
What prevents disputes with finance?
One taxonomy for UTMs/Campaign IDs/source rules, auto-associations, documented sourced vs. influenced definitions, and a weekly governance cadence with a single published scorecard.

Make Social a Proven Revenue Channel

The Pedowitz Group builds HubSpot reporting executives trust—clean tracking, campaign governance, and one scorecard tying social to pipeline and revenue.

Speak with The Pedowitz Group
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