The Bee Suite

Using BOSS Custom Properties

Understand and leverage Bee Suite assessment data in HubSpot

What Are BOSS Custom Properties?

When someone completes the BOSS Assessment, their results are automatically synced to HubSpot as custom properties. These properties give you deep insights into each lead's profile, readiness, and fit.

All BOSS properties are grouped under the "BOSS Assessment" property group in HubSpot for easy access.

Complete List of BOSS Properties

Lead Scoring & Prioritization

boss_lead_score0-100 (normalized score)
boss_lead_tierHIGH, MEDIUM, LOW, UNSURE

Archetype & Pathway

boss_archetypeArchitect, Catalyst, Craftsperson, Conductor
boss_top_pathwayFractional, Consulting, Corporate, Entrepreneurship

Readiness Metrics

boss_readiness_score0-100
boss_financial_score0-100
boss_risk_score0-100

Profile Information

boss_years_experience0-5, 5-10, 10-15, 15-20, 20+
boss_timelineImmediately, 1-3 months, 3-6 months, etc.
boss_company_sizeStartup, Small, Medium, Large, Enterprise
boss_biggest_challengeOpen text field

Standard HubSpot Properties (also populated)

phoneMobile phone with country code
industryIndustry/sector
jobtitleCurrent role level
How to Use BOSS Properties

1. Filter Views by Lead Tier

Create saved views for HIGH, MEDIUM, and LOW tier leads to prioritize outreach

2. Personalize Emails by Archetype

Use {{contact.boss_archetype}} in templates to customize messaging for Architects, Catalysts, etc.

3. Segment Sequences by Timeline

Enroll "Immediately" timeline leads in aggressive sequences, "Exploring" leads in long-term nurture

4. Prioritize Calls by Lead Score

Sort contacts by boss_lead_score descending to call highest-value leads first

5. Reference Biggest Challenge on Calls

Review boss_biggest_challenge before discovery calls to address their specific pain point

Viewing BOSS Properties on Contact Records

To view BOSS properties:

  1. Open any contact record in HubSpot
  2. Scroll down to the "About this contact" section
  3. Click View all properties
  4. Search for "BOSS" or scroll to the "BOSS Assessment" group
  5. All BOSS properties will be listed together

Pro Tip

Add BOSS properties to your contact record sidebar for quick access. Go to Settings → Objects → Contacts → Customize sidebar → Add BOSS properties.

Understanding Lead Tiers

HIGH (Tier 1) - Score ≥ 80

Financially ready, high readiness, clear pathway. Call within 24 hours.

MEDIUM (Tier 2) - Score 60-79

Qualified but needs nurturing. Enroll in 7-day sequence.

LOW (Tier 3) - Score 40-59

Long-term potential. Monthly educational content.

UNSURE (Tier 4) - Score < 40

Not ready yet. Add to newsletter only.

Learn More About HubSpot Properties
Next Steps