How to Create Weighted Meeting Rotations in HubSpot

Overview

HubSpot's weighted meeting rotation feature enables users to distribute meetings among team members based on predefined percentages. This allows for a balanced allocation, giving more opportunities to top performers while also supporting new members as they grow into their roles.

Steps to Set Up Weighted Meeting Rotations

1. Access Meeting Rotations:

   • Log into your HubSpot account and navigate to Settings.
   • Click on Tools, then select Meetings.
   • Find and click on Meeting Rotations.

2. Choose Your Distribution Type:

   • Within the rotation settings, you can select between Evenly Distributed and Weighted Distribution.
   • For a weighted approach, input the percentage of meetings each team member should receive. For instance:
     • Team Member A: 65%
     • Team Member B: 35%

3. Reset Meeting Counts:

   • Please note that changing the distribution method will reset the meeting counts. This is necessary for the system to accurately reflect your new settings.

Use Cases for Weighted Meeting Rotations

• Top Performer Recognition: Use this feature to reward high achievers by assigning them a larger share of meetings, reflecting their performance.
• Gradual Onboarding: For new team members, you can start them on a smaller portion of meeting assignments, allowing them to ease into their responsibilities.

Important Considerations

• Regularly review and adjust the meeting percentages to adapt to changing team dynamics and individual performances.
• Communicate any changes in meeting allocations with your team to help manage expectations.

By implementing weighted meeting rotations, you can enhance your team’s performance and fine-tune meeting distributions effectively within HubSpot. For further assistance, please refer to HubSpot’s knowledge base.