Downloads & templates.
Useful spreadsheets, checklists and slide-ready frameworks you can copy — built for HubSpot, RevOps and GTM teams who like shipping with a head start.
Checklists
(4)HubSpot Marketing Onboarding Checklist
A 4-page checklist you can use to set up HubSpot Marketing Hub the right way — from domains and tracking to lists, workflows and reporting.
Get the templateHubSpot Sales Hub Onboarding Checklist
Everything to configure before reps log in: pipelines, deal stages, properties, sequences, meeting links and reporting.
Get the templateHubSpot Portal Setup Checklist (26 steps)
The 26 steps we run on every new portal to get the data model, permissions and tracking right from day one.
Get the templateHubSpot Migration Checklist
A phase-by-phase checklist for moving CRM data into HubSpot cleanly — audit, map, dedupe, validate and cut over.
Get the templateSpreadsheets & calculators
(4)HubSpot TCO Calculator
Model the true cost of HubSpot across seats, hubs, onboarding and integrations — and compare scenarios side by side.
Get the templateLead Scoring Model Template
A fit + engagement scoring framework with the A1–C3 grid, ready to drop into HubSpot lead scoring.
Get the templateRevOps Metrics Tracker
Track MRR, ARR, pipeline coverage, conversion rates and CAC in one tab — with formulas wired up.
Get the templateICP & Account Tiering Worksheet
Define your ideal customer profile and tier target accounts (1:1, 1:few, 1:many) for ABM in HubSpot.
Get the templateFrameworks & slides
(4)MEDDPICC Qualification Framework
A slide-ready MEDDPICC framework plus the HubSpot properties to operationalise it on every deal.
Get the templateSPICED Discovery Framework
The SPICED methodology mapped to discovery questions and HubSpot deal stages, ready to present and roll out.
Get the templateLifecycle Stage & Lead Status Map
A clear visual of lifecycle stages, lead statuses and the handoffs between marketing and sales.
Get the templateSales Process & Pipeline Blueprint
A template for designing pipeline stages, exit criteria and the activities that move deals forward.
Get the templateEmail & sequences
(3)Sales Follow-up Sequence Templates
Proven follow-up cadences and copy you can import as HubSpot sequences — first touch to break-up.
Get the templateMeeting No-show Follow-up Templates
Ready-to-send emails to re-book no-shows and lift your show-up rate, with timing guidance.
Get the templateRe-engagement Email Sequence
A win-back sequence to revive cold leads and clean your database before it hurts deliverability.
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Templates get you started. If you'd rather have HubSpot set up and run properly, talk to our team.