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Love to learn? So do we. Scroll down for full access to our complete library of resources, from HubSpot checklists and guides to marketing ebooks and helpful templates you can take away and use today.

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Service

Scaling with Service: Your New Service Hub Playbook

Powered by HubSpot's Smart CRM and connected to marketing and sales, Service Hub delivers complete insights straight out of the box that you can use to unlock your customer service strategy.

CRM

Digital Maturity Assessment

In an age where the only thing certain is change, the digital world is forever evolving and changing, and the big question is, are you keeping up? Our guide is here to help you determine the things you are doing well and areas you could improve on.

CRM

HubSpot in Higher Education: Digital Transformation Checklist

Transform your institution digitally with HubSpot—download your checklist today!

CRM

The Definitive Guide to HubSpot Adoption

This guide takes you through our six-point UNLOCK HubSpot adoption framework. Whether you're implementing HubSpot for the first time or you already have it but need a plan to get more people using it, this guide gives you everything you need to know to build a successful adoption strategy.

CRM

HubSpot Health Check Checklist

Use this 45-point checklist to create a plan to take back control of your HubSpot portal. Covers everything from portal setup, conversions, email marketing, sales tools, service tools and more!

CRM

CRM Scoping Template

Identify the business requirements that matter when scoping your new CRM, spot potential roadblocks and challenges in implementing a new CRM before they happen, pinpoint the issues with your current CRM so you can make sure your new one is fit-for-purpose

CMS

HubSpot CMS Scoping Template

Use our CMS scoping template to provide your HubSpot CMS development partner with exactly what they need to know to build your new website.

Inbound Marketing

Conversion Optimisation Checklist

Getting traffic to your pages but no leads? Use our 11-point checklist to optimise conversions using HubSpot's powerful features.

Data

From Data to Insight to Action

Solve the data puzzle. Discover the steps you should follow to organise and analyse data to produce valuable insights. Learn how to collect meaningful data and get tips on how to analyse it to drive meaningful growth.

CRM

The HubSpot Administrator's Handbook

Learn how to approach your user permissions and team structure, keep your data clean and useful, and how to stay on top of changes to keep control of your portal.

Service

How to Build a Chatbot Checklist

A 12-point checklist to guide you through building your chatbot, Covering everything from objective setting, targeting, data requirements and more. Learn how to ensure your chatbot helps you, and your website visitors, decreasing admin for you and your team.

Inbound Marketing

What Should I Automate in Sales and Marketing?

Get your hands on 5 automation blueprints to help your sales and marketing operations grow better.

CRM

The SME's Guide to Choosing, Migrating and Rolling out a New CRM

This guide takes you through every step on your new CRM journey, from initial scoping, choosing the right CRM, to implementation and user adoption.

Data

3-Step Framework to Improve Your Data Management

Take a look at our mini guide to managing your data. This three-step guide includes how to find out what data your business needs, setting the foundations to manage data efficiently for everyone in the business, and how to collect the correct data from campaigns.

Inbound Marketing

How to Generate Leads That Close

HubSpot surveyed over 1,400 customer service leaders across the globe to uncover what challenges they’re facing, their goals, and how they leverage technology to deliver authentic service.

Content marketing

The Beginner's Guide to Content Strategy and Implementation

Define and strategise the perfect content plan using our free ebook.

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