Azend’s HubSpot playbooks cover implementation, sales, marketing and service. Each one is a sequence of numbered steps with owners, a visual model, the HubSpot features involved and a checklist your team can use from day one.
Four playbooks.
HubSpot implementation
Six phases from Understand to Adopt, each closed by an exit gate.
Read the playbook
HubSpot sales
ICP to forecast, with entry and exit criteria for every deal stage.
Read the playbook
HubSpot marketing
Context, agents, scoring and attribution, from demand to revenue.
Read the playbook
HubSpot service
Messaging-first service, Customer Agent handoff, SLAs and customer health.
Read the playbookOne playbook per leader.
Each playbook opens with a box for the leadership team: what it means for each role and the metric to watch.
How to use these.
Read them in order if you are starting out. Jump to one if you are fixing one.
Start with implementation
The other three assume its data model and stages are in place.
Use the checklists
Each playbook ends with one. Mark what is true today.
Treat models as templates
Stages, phases and criteria are set with your team, then enforced in HubSpot.
Run the playbook with us.
A strategy call places you in the playbooks and names the first step worth taking.