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.
Download the templateHubSpot Sales Hub Onboarding Checklist
Everything to configure before reps log in: pipelines, deal stages, properties, sequences, meeting links and reporting.
Download 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.
Download the templateHubSpot Migration Checklist
A phase-by-phase checklist for moving CRM data into HubSpot cleanly — audit, map, dedupe, validate and cut over.
Download 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.
Download the templateLead Scoring Model Template
A fit + engagement scoring framework with the A1–C3 grid, ready to drop into HubSpot lead scoring.
Download the templateRevOps Metrics Tracker
Track MRR, ARR, pipeline coverage, conversion rates and CAC in one tab — with formulas wired up.
Download the templateICP & Account Tiering Worksheet
Define your ideal customer profile and tier target accounts (1:1, 1:few, 1:many) for ABM in HubSpot.
Download the templateFrameworks & slides
(4)MEDDPICC Qualification Framework
A slide-ready MEDDPICC framework plus the HubSpot properties to operationalise it on every deal.
Download the templateSPICED Discovery Framework
The SPICED methodology mapped to discovery questions and HubSpot deal stages, ready to present and roll out.
Download the templateLifecycle Stage & Lead Status Map
A clear visual of lifecycle stages, lead statuses and the handoffs between marketing and sales.
Download the templateSales Process & Pipeline Blueprint
A template for designing pipeline stages, exit criteria and the activities that move deals forward.
Download 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.
Download 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.
Download the templateRe-engagement Email Sequence
A win-back sequence to revive cold leads and clean your database before it hurts deliverability.
Download the templateGet the whole library, free
Drop in your email and we'll send you instant access to every template — plus the occasional practical HubSpot and RevOps tip. Unsubscribe anytime.
- Free — no payment, ever
- Built by working HubSpot specialists
- Copy, edit and ship in minutes
Send me the templates
Want it done for you, not DIY?
Templates get you started. If you'd rather have HubSpot set up and run properly, talk to our team.