🔵 HubSpot Marketing Practical Textbook — 2026 Edition
Chapter 1

△ Limited
Ditch the funnel and think in loops

In an era where 60% of Google searches are zero-click and answers are returned by AI, "funnels" no longer work. Understand the four stages of Loop Marketing proposed by HubSpot in 2025, and assemble the framework for a 2026 marketing strategy, including ICP definition, campaign design in Marketing Studio, and UTM management.

📖 Estimated reading time: 35 minutes
🎯 Target: MA beginners and strategic designers
📅 March 2026 edition

📋 Contents of this chapter

  1. 1-1Why did the funnel end? — Changes in marketing structure in the zero-click era
  2. 1-2Concept and implementation idea of ​​4 stages of loop (Express, Tailor, Amplify, Evolve)
  3. 1-3Define your ICP and buyer personas on HubSpot
  4. 1-4How to use Marketing Studio — design campaigns in the AI ​​workspace
  5. 1-5Campaign object design and naming conventions/UTM management
Section 1-1

Why did the funnel end? — Structural changes in the zero-click era

The funnel model of "awareness → interest → consideration → purchase" was the golden rule of inbound marketing in the 2010s.Rank your blog posts higher with SEO, capture leads with forms, and nurture them with emails.--This flow is now breaking down. Let's look at the numbers to see what's happening.

60%
Google search completes with zero clicks
(Directly answered by AI Overviews)
800M
ChatGPT weekly active users
(As of October 2025 / double compared to the previous year)
4.4x
A BtoB company where sales and marketing work together
Conversion rate (compared to previous model)

The numbers show thatIt is a platform consisting of. While each can be used independently, combining them creates a synergistic effect. In order to properly understand the positioning of Marketing Hub, let's understand the big picture.It's a paradox. Conversion rates improve because the AI ​​search tool performs “pre-research” before the visitor arrives. However, since the absolute number will decrease, there is a limit to the strategy of ``increasing traffic through SEO'' alone.

3 Structural Reasons Why Your Funnel Broke

❌ Limitations of funnel thinking

  • The assumption of awareness → site visit has collapsed (60% zero clicks)
  • Linear “one-way” design. Customers move non-linearly
  • There are too many channels to fit into the funnel (TikTok, Podcast, Reddit, etc.)
  • “Once the deal is made, it’s over” and repeat/referrals are not included in the design
  • The concept of “citation” in AI search does not exist

✅ Resolving loop thinking

  • Amplify has built-in content design that is “quoted” by AI
  • Since it is a circular structure, the customer after closing becomes the next resource to attract customers.
  • Design regardless of channel (SNS, email, advertising, conversational AI all)
  • Evolve stage returns data to all stages for continuous improvement
  • All HubSpot features are designed around four stages.
💡 “The funnel is dead” is not an exaggeration.

HubSpot itself officially declared "The funnel isn't flowing" at its INBOUND conference in September 2025.The company that invented inbound marketing pivoted itself.Therefore, this represents a structural shift in the marketing industry.

From “having people come” to “meeting them anywhere”

Loop marketing is premised on the following:Customers can interact with your brand without having to visit your websiteIt's about creating a state. HubSpot's name comes up when you ask ChatGPT, "What MA tool do you recommend?" Perplexity cites you in a competitive comparison article, a customer's colleague shares your content in a LinkedIn feed—intentionally designing these kinds of "off-site contacts" will be at the heart of marketing in 2026.

Section 1-2

4 Stages of the Loop — Concepts and HubSpot Features

Goal: To be clicked in search results Express → Tailor → Amplify → Evolve It is a framework that cycles through four stages. It's not the end once the loop is complete; the learnings gained from Evolve return to Express, strengthening the loop. HubSpot's Marketing Hub has a set of features that correspond to these four stages.

🔄 Loop Marketing — 4 stage detailed map (2026 edition)
Stage 1
🎙️
Express
Establish your brand's unique voice and express it consistently across all channels. Define your brand voice before AI speaks for you.
Marketing Studio Brand Identity Breeze Copilot ICP definition
Stage 2
🎯
Tailor
Optimize messages individually with segment x AI. We will move away from being the same for everyone and differentiate by industry, position, and life cycle.
Segments Personalization AI-Powered Email Smart CTAs
Stage 3
📡
Amplify
Maximize your reach with SEO, GEO (AI search optimization), SNS, advertising, and email. The key is to design content that will be “quoted” by AI.
SEO / GEO Grader Content Agent SNS management advertising management
Stage 4
📊
Evolve
Continuous improvement with real-time analysis and AI insights. Return the data to the previous stage and improve the accuracy of the loop.
campaign report Attribution Breeze Intelligence dashboard
Express Tailor Amplify Evolve Return to Express and the loop is strengthened

“Implementation considerations” for each stage

Express: Establishing your brand voice

Express is a "what to say" design. Many companies start with Tailor and Amplify, but without a defined brand voice, content becomes cluttered. HubSpot Brand Identity FeatureI want to use ABM, Journey Automation, and similar lists

⚡ Implementation Tip: Express Priority

The voice set in Brand Home will be automatically reflected in all content generated by Breeze (email, LP, blog, SNS).Setting up Brand Identity first improves the overall quality of AI-generated content.. When launching a new client portal, make setting up Brand Identity a top priority task.

Tailor: Segment × Personalization

Tailor is the design of ``who'' and ``what'' to deliver. From 2025 onwards, HubSpotSegments (dynamic segments)has become mainstream replacing Lists (static lists). Segments are "live audiences" that are updated in real time and include not only known contacts but also anonymous web visitors (see Chapter 4 for details).

Amplify: Diffusion design incorporating GEO

Amplify is a design for "where to deliver it." This is the stage where the biggest changes will occur as of 2026. In addition to SEO (search engine optimization),GEO (Generative Engine Optimization)——In other words, it is essential to create a state in which your company's content is "cited" in ChatGPT, Perplexity, and Google AI Overviews (see Chapter 2 for details).

Evolve: Bringing learning back to all stages

Evolve is more than just a report.Infrastructure that “brings learning back to the previous stage”is. What content is being cited in GEO, which email segments are converting? Power the loop by feeding these insights into your ICP definitions in Express and segment criteria in Tailor.

✅ Coexistence of loops and traditional workflows

``Switching to Loop'' doesn't mean you have to abandon your existing lead nurturing workflow or MQL auto-promotion system. those are Integrated as part of Tailor stagebe done. Loop is a "high-level strategic frame," and existing HubSpot initiatives will continue to be effective.

Section 1-3

Define your ICP and buyer personas on HubSpot

The first thing you should do in Loop Marketing's Express stage is:Definition of ICP (Ideal Customer Profile) and buyer personais. ICPs and personas are often confused, but they have different roles.

🏢 ICP (Ideal Customer Profile)

  • Define “what kind of company” is your ideal customer
  • Industry, number of employees, sales scale, technology stack, region
  • Primarily B2B account-level concepts
  • Basic data for ABM/Lookalike Lists
  • Example: IT industry, 50-300 employees, SaaS products, Tokyo/Osaka

👤 Buyer persona

  • Define “what kind of people” make and influence decisions
  • Setting conditions for object traversal is a little complicated
  • Contact level concepts (people within ICP companies)
  • The basis for messaging content design
  • Example: Marketing manager, 40s, ROI focused, information gathering on LinkedIn

How to implement ICP on HubSpot

ICP is not just defined as a concept, butIncorporate into HubSpot's data modelThat's important. Specifically, it is set as a property of the company object.

  1. Company property design: Create custom properties such as "ICP score", "Ideal customer flag (Yes/No)", "ICP segment (A/B/C)" from Settings → Properties → Company
  2. Automatically determine ICP conditions using workflow:Create a workflow that automatically updates company properties by combining conditions such as industry, number of employees, region, technology stack (Breeze Intelligence recommended)
  3. It is incorporated into the workflow and automatically sent when a contact action (form submission, page visit, score attainment, etc.) is triggered. Once set up, it continues to work completely automatically, making it essential for nurturing, onboarding, and reminders.: Create a segment that extracts contacts with "ICP flag = Yes" in real time and use them as targets for campaigns, advertisements, and ABM.
  4. Combined with Lookalike Lists (Enterprise): Utilize Lookalike Lists, where Breeze Intelligence automatically discovers similar companies based on ICP company data (detailed in Chapter 7)
💡 ICP Enhancement with Breeze Intelligence

Breeze Intelligence (Professional and above) automatically enriches your company's industry, size, and technology stack from over 200 million external databases.Even for “contacts with only a business card,” company information can be automatically completed and ICP can be determined.That's a big advantage. Enable the setting from "Settings → Data Management → Breeze Intelligence".

HubSpot settings for buyer personas

HubSpot has a dedicated property for managing personas:hs_persona” exists as standard. It is used as a contact property and can be used as a condition for workflows and Segments.

propertiesPurposeSetting location
hs_persona Classification of personas (e.g. marketer, manager, engineer) Standard Properties / Collected in Form
jobtitle Title (obtained through form enrichment) standard properties
Custom: Persona details Detailed information on issues, budget authority, decision-making roles, etc. Create custom property
lifecycle_stage Stage management from lead to customer Automatic updates with standard properties/workflows
⚠️ Common mistake: creating too many personas

It is more important to design personas in numbers that can actually be used than to create elaborate personas. If you create more than 5 or 6 personas, content creation, email design, and workflow conditional branching will all become complicated.Start with 2-3 core personas and break them down as you accumulate data.It is incorporated into the workflow and automatically sent when a contact action (form submission, page visit, score attainment, etc.) is triggered. Once set up, it continues to work completely automatically, making it essential for nurturing, onboarding, and reminders.

Section 1-4

How to use Marketing Studio — Design campaigns with AI Workspace

Marketing Studio was officially announced at INBOUND 2025Campaign design hubis. Previously, ``email'', ``LP'', ``SNS'', and ``advertisement'' were managed from separate menus, but Marketing Studio allows for integrated design with the four stages of the loop in mind.

Marketing Studio screen layout

Marketing Studio — Configuring key areas
campaign canvas
List and manage all assets
Breeze Assistant panel
AI suggestion/copy generation
email
Bulk distribution/A/B test
landing page
LP/form collaboration
SNS post
Multichannel reservation
advertisement
Google/Meta cooperation
Marketing Events
Seminars/Webinars (from February 2026)
UTM Settings
Tracking settings
campaign report
Cross-asset analysis

Steps to create a new campaign

  1. Open Marketing Studio: Navigation → Marketing → Marketing Studio (or Content → Marketing Studio)
  2. Click “Create Campaign”: Enter the campaign name, goal, period, person in charge, and budget. Use the naming conventions below for names.
  3. Generate a campaign brief with Breeze: If you enter the prompt "Please tell me the goals and ICP of this campaign," Breeze will suggest a campaign overview, recommended channels, and message ideas.
  4. Add and link assets: Link assets such as emails, LPs, SNS posts, advertisements, etc. to campaigns. By linking, later attribution analysis becomes more accurate.
  5. Configure UTM: Set parameters from UTM Settings within the campaign (detailed in the next section)
  6. status management: Manage your team's progress with the following statuses: Planning → Executing → Completed

Breeze campaign usage patterns

What I want to doExample prompt to BreezeWhat is output
I want to decide on a campaign theme “Suggest three themes for an MQL acquisition campaign for the manufacturing industry.” content
I want A/B test candidates for email subject lines. “5 subject lines for webinar invitation emails for SaaS managers” Subject variations/estimated open rate comments
I want to write a copy of the LP. "ICP: IT company marketing manager, pain: ROI is difficult to prove, LP copy" Headline/subcopy/CTA text draft
I would like to discuss workflow design "Design a workflow to develop leads who have downloaded materials into MQL in 7 days" Workflow structure proposal/email sending timing
🆕 February 2026: Marketing Events can now be created within Studio

Previously, Marketing Events (seminars and webinars) had to be created in a separate menu and then linked to campaigns, but from the February 2026 update question answerNow you can. Webinar campaign design has become much simpler.

Section 1-5

Campaign object design and naming conventions/UTM management

No matter how well you design a campaign,If naming conventions and UTM are broken, later attribution analysis will be meaningless.. Especially when operating with multiple personnel and multiple channels, unifying the rules from the beginning will directly lead to long-term operational quality.

Campaign object design principles

HubSpot's campaign object acts as an "umbrella for your initiatives." By linking multiple assets such as emails, LPs, forms, SNS posts, advertisements, etc. to one campaign,With one click, you can see how much this measure contributed to sales as a whole.You can create a state.

Designing naming conventions

Once a naming convention is decided, it is difficult to change it. Please use the format below as a reference and adapt it to suit your company.

// Campaign naming convention template
[Year/month]_[Channel]_[Measure type]_[Target persona or industry]_[Theme]
202604_email_nurture_saas-marketer_webinar-invite
202605_ads_abm_manufacturing_product-demo
// Do not use full-width spaces or Japanese characters / Only lowercase alphanumeric characters and hyphens are recommended

UTM parameter design and 2026 version management method

UTM is a parameter that tracks "where it came from." At HubSpot utm_source:The number of members is updated in real time each time a condition is added. If it is too wide or too narrow, adjust the conditions.utm_medium:The number of members is updated in real time each time a condition is added. If it is too wide or too narrow, adjust the conditions.utm_campaign:The number of members is updated in real time each time a condition is added. If it is too wide or too narrow, adjust the conditions.utm_content:The number of members is updated in real time each time a condition is added. If it is too wide or too narrow, adjust the conditions.utm_term can manage five things.

parametersmeaningExample value
utm_source Inflow source (which service it came from) hubspot-email / google-ads / linkedin / newsletter
utm_medium Media type (which method) email / cpc / social / organic
utm_campaign Campaign name (same naming convention as above) 202604_email_nurture_saas-marketer
utm_content Creative distinction (effective during A/B testing) cta-blue / hero-image-a / ps-link
utm_term Search keywords (mainly used in paid search ads) hubspot-ma-tool

How to use UTM Settings February 2026 version

The UTM management UI has been redesigned with the February 2026 update.マーケティング → キャンペーン → UTM Settings The following settings can be made from:

🤖 Content Agent — Standard flow for article mass production (2026 edition)
Visitor clicks on URL with UTM
HubSpot uses cookies
Record UTM
when submitting form
Automatic linking to contacts
campaign
Aggregate in report
⚡ Most common mistakes in UTM operations

mixed caseEmail and email are counted separately), ②Japanese/Use of spaces(The report is corrupted due to URL encoding), ③Write utm_campaign in a different format each time(Inconsistent naming conventions) - Preventing these three things will dramatically improve the accuracy of attribution analysis.Mechanism for sharing and enforcing naming convention documentation with your teamLet's make it.

Campaign design checklist

#Check itemscompletion
1ICP and target persona defined
2It is clear which campaign will play in Loop's 4 stages
3When setting the trigger,
4The campaign name is set according to naming conventions.
5Parameter rules are configured in UTM Settings
6All assets (emails, LPs, forms, etc.) are linked to campaigns.
7Target values ​​(number of leads, number of MQLs, sales) are set.
8: Target any HubSpot CMS page, blog, or LP (external CMS is not supported)

📌 Chapter 1 Summary

Why the funnel ended

60% Zero clicks, popularization of ChatGPT, and channel distribution. It is no longer possible to pursue customers with linear design.

4 stages of Loop

Express (brand establishment) → Tailor (individual optimization) → Amplify (diffusion including GEO) → Evolve (learning and improvement) is a cycle.

HubSpot implementation of ICP

Add custom fields to company properties and automatically judge and update them using Workflow + Breeze Intelligence.

Marketing Studio Role

A hub for campaign design. The starting point for creating copies and configurations in Breeze and centrally managing all assets.

Importance of naming conventions

The format of [year/month]_[channel]_[measure type]_[persona]_[theme] will be unified from the beginning. Difficult to change later.

3 major NGs of UTM

Mixed capital letters, Japanese usage, and inconsistent naming rules. By simply preventing these three things, attribution accuracy can be greatly improved.

Next chapter: Chapter 2 Customer attraction design (Amplify) — Create inflow with SEO, GEO, and content

Compare impressions, engagement rates, and clicks across platforms

Chapter 2 →