HUBSPOT CRM & SALES PLAYBOOK

Use this FREE playbook to keep your CRM and sales data in one place.

Why you need this:

• List your internal HubSpot access levels
  • Your whole team can easily see who to connect with when they need permission changes. Find an admin fast!
• Define lifecycle stages
  • Keep everyone on the same page by setting standards for SQLs and MQLs 
  • With this playbook, you can type it out, discuss it, and define it so the team is aligned perfectly
• Record custom properties for contacts, companies, and deals
  • Consolidate your custom properties in one place so the entire team can refer to them quickly
• Reference deals pipelines
  • Label each deal and establish criteria to move leads through the process. Set objective criteria and add them to the playbook so all your reps have them on hand
  • Spell out each rule in a process so everyone can track a prospect on the criteria in the playbook
• Locate automated workflows
  • Look up automated communications so the team can see what information a prospect already has or what they could be looking for. Linking them all in a playbook makes them easily accesible to the entire team