Downloadable resources
Executive guides, templates and infographics ready to apply in RevOps, CRM, data and artificial intelligence operations. Download the material you need for free.
Back to the resources hub26 resources available
Maximize Your Sales Potential with HubSpot Sales Hub
Executive guide to maximizing HubSpot Sales Hub within your commercial operations. Explains how to configure pipelines, sequences, and reports that sustain a predictable sales process.
PDF · 24 pages · November 18, 2025
View executive summaryKey Sales KPIs to Track in HubSpot
A curated selection of sales metrics that truly explain team performance. Details how to build and monitor them within HubSpot.
PDF · 18 pages · October 22, 2025
View executive summaryPractical Guide to Sales Team Leadership and Management
A framework for leading sales teams with clear data and rituals. Covers coaching, goal setting, and on-the-ground support.
PDF · 20 pages · September 30, 2025
View executive summaryGuide to Interpreting and Improving NPS in HubSpot
How to measure, interpret, and act on the Net Promoter Score within HubSpot. Turn surveys into a continuous improvement process.
PDF · 16 pages · September 4, 2025
View executive summaryUsing AI and Chatbots in HubSpot: Implementation in Service Hub
Implementation roadmap for chatbots and artificial intelligence in customer service. Defines use cases, guardrails, and impact metrics.
PDF · 22 pages · August 12, 2025
View executive summaryKey Customer Service KPIs and How HubSpot Optimizes Performance
The key indicators for managing a support department with measurable standards. Demonstrates how to track them using HubSpot Service Hub.
PDF · 18 pages · July 25, 2025
View executive summaryGuide to AI Applications to Power Marketing Strategies
Concrete artificial intelligence applications across the marketing lifecycle. From content generation to predictive segmentation.
PDF · 20 pages · June 18, 2025
View executive summaryMarketing Automation Guide
Fundamentals and best practices for automating relationships with leads and customers. Explains how to transition from mass blasts to contextual communication.
PDF · 22 pages · May 27, 2025
View executive summaryTemplate for Building a Buyer Persona
Ready-to-use template to document your buyer profiles with evidence. Structure interviews, pain points, objections, and decision criteria.
PDF · 10 pages · May 6, 2025
View executive summaryNew Sales Hub features that will boost your sales
Executive summary of the latest Sales Hub features. Outlines which ones to activate first based on team size.
PDF · 14 pages · April 15, 2025
View executive summaryNew Content Hub Features
What changes in content management with Content Hub and how to leverage it. Focused on teams that produce content on a recurring basis.
PDF · 14 pages · March 20, 2025
View executive summaryHubSpot CRM Implementation Assessment
A visual checklist to determine if your organization is ready to implement HubSpot. Covers data, processes, team, and technology.
Infographic · 1 page · February 26, 2025
View executive summaryGuide to New Features in HubSpot Marketing Hub
A review of the latest Marketing Hub capabilities. Designed for teams looking to scale campaigns without adding complexity.
PDF · 16 pages · January 30, 2025
View executive summaryGuide: Power Your Real Estate Business with HubSpot
Applying HubSpot to the real estate business, from lead acquisition to after-sales. Includes the recommended data model for projects and units.
PDF · 20 pages · December 11, 2024
View executive summaryService Software Evaluation Guide: HubSpot vs Zendesk
An objective comparison between customer service platforms. Provides evaluation criteria and hidden costs to consider.
PDF · 18 pages · November 19, 2024
View executive summaryBefore and After: The Evolution of Customer Service with AI
A visual comparison of customer service before and after incorporating artificial intelligence. Illustrates the shift in response times, coverage, and customer satisfaction.
Infographic · 1 page · October 8, 2024
View executive summaryEvolution of Chatbots and Virtual Assistants
A journey through the evolution of conversational assistants to modern agents. Explains what changes for service and sales operations.
PDF · 26 pages · September 17, 2024
View executive summaryReal Estate Automation: Chatbots, HubSpot, and Awtana
How the real estate industry automates lead acquisition and prospect follow-up. Combines chatbots, CRM, and defined sales processes.
PDF · 22 pages · August 13, 2024
View executive summaryBoost Repeat Purchases for Your E-commerce
Strategies to increase purchase frequency in digital commerce. Focused on customer data, segmentation, and automation.
PDF · 20 pages · July 23, 2024
View executive summaryThe path to lead generation to drive your business
A methodology for building a sustainable demand generation engine. Connects content, paid channels, and lead qualification.
PDF · 24 pages · June 11, 2024
View executive summaryAI Trends Report Applied to Marketing, Sales, and Service
An overview of artificial intelligence adoption across revenue teams. It brings together trends, use cases, and maturity levels.
PDF · 28 pages · May 21, 2024
View executive summary10 Best Practices to Coordinate Sales and Marketing
Actionable practices to align marketing and sales around a single revenue goal. Includes shared agreements, metrics, and rituals.
PDF · 18 pages · April 16, 2024
View executive summaryMaster the Art of the SEO Audit and Maximize Your Visibility
Step-by-step methodology to audit your website's organic performance. Covers technical, content, and authority aspects.
PDF · 22 pages · March 12, 2024
View executive summaryHow to Create a Lead Scoring Strategy
The essential steps to build a lead scoring model. Summarizes demographic and behavioral criteria in a single view.
Infographic · 1 page · February 20, 2024
View executive summaryAutomotive Industry Horizons
Analysis of automotive buyer behavior and the role of the digital channel. Proposes an end-to-end connected commercial model.
PDF · 24 pages · January 23, 2024
View executive summarySteps to Design a Personal Data Protection Manual (GDPR)
Visual guide outlining the steps to document personal data processing. Designed for marketing and sales teams.
Infographic · 1 page · December 5, 2023
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