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HubSpot Assets
Download our best practice HubSpot assets to supercharge your portal and save time. Everything from automation, dashboards and campaign templates straight to your HubSpot portal.
The Sidekick browser extension embeds information cards for each asset so you can get maximum benefit.
MQL Automation
Workflows to automatically identify high value prospects, tag them as MQLs and assign them. Adds functionality not available through lifecycle stages alone.
MEDDPIC Framework
Deal properties for the MEDDPICC framework as well as embedded info cards telling your sales team which questions to ask and when.
BANT Qualification
Lead & Deal properties for the BANT framework as well as embedded info cards telling your sales team which questions to ask and when.
Attribution Dashboard
18 pre-built reports, one powerful dashboard. Gain clear insights into marketing impact at every stage - contact, deal, and revenue generation. Each report comes with an info card explaining its purpose, importance, and how to leverage it for data-driven decisions.
Frequently asked questions
Each package comes in two elements. First the HubSpot assets such as reports and a dashboard, or flows and custom properties, these are downloaded directly to your portal. Second are info cards embedded through Sidekick which tell you how to get the most from the assets.
