HubSpot
Combines CRM, marketing, sales and customer service around a shared contact database with a free tier.
Playbooks that use it
- Improving the percentage of prospects who become customers. Small improvements here compound into major revenue gains.8 chaptersOpen playbook
- Managing your sales pipeline and revenue operations so deals don't fall through cracks. RevOps connects the two so forecasts hold up.27 chaptersOpen playbook
- Keep deals moving by following up consistently, staying visible and creating a plan the buyer commits to.9 chaptersOpen playbook
- Set up your product library, quote templates, and invoicing so quoting is fast, accurate, and professional.18 chaptersOpen playbook
- Set up email sending, campaign tracking, lead handoffs, and marketing dashboards so your hub turns activity into measurable pipeline.21 chaptersOpen playbook
- Going directly to prospects is often the fastest way to close early revenue. Outbound sales works best when you know who to call and why they should listen.64 chaptersOpen playbook
- Building relationships with complementary companies opens new channels to customers. Partner channels grow faster when there is something in it for both sides.2 chaptersOpen playbook
- A proposal or quote is the document that turns a conversation into a commitment. It needs to be clear, accurate and hard to say no to.27 chaptersOpen playbook
- A sales call is where deals happen. How you run them shapes your close rate and how fast you grow.9 chaptersOpen playbook
- Configure your sales team's HubSpot workspace so reps sell from one system: pipeline, meetings, sequences, quotes, and dashboards.19 chaptersOpen playbook
- Search engine optimisation (SEO) is getting found in search results without paying for ads. It is free in clicks but takes time and consistency to build.25 chaptersOpen playbook
- Measuring what works and following data to make better decisions. It tells you which changes are worth keeping and which to drop.22 chaptersOpen playbook
- Your website is your first impression and your sales team rolled into one. What it says and how it feels matters.46 chaptersOpen playbook
- Set up ticket pipelines, customer success workspace, and health scores so your team catches problems before customers churn.16 chaptersOpen playbook
- Choose one metric matched to your stage and business model to guide growth decisions, not vanity numbers.9 chaptersOpen playbook