The Build Kit: HubSpot edition
One weekend, one working CRM. The Build Kit is the files I start a HubSpot pipeline with, as files you import and follow rather than work I do.
What's inside:
01 The pipeline and properties: six stages with entry rules, deal properties and required-on-entry settings, as a spec with a ten-step walkthrough and a deal import template.
02 Follow-up sequences, written: five emails, two call scripts and one message for the silence after a proposal, day-numbered for a HubSpot sequence.
03 Automation recipes: the stale-deal alert, the sales-to-delivery handover trigger and lead routing by owner, drawn as diagrams and built step by step, with what breaks when you rename a stage.
04 The Monday 08:30 dashboard: five reports, each with its filters, thresholds and the question it answers.
05 Playbook skeleton: stage by stage, with the prompts a new hire needs.
06 New-hire day one: the first Monday, hour by hour.
$79 once, not monthly. Updates free for every v1.x release. One licence per business: share it with your team, not your competitor. Not a course: no videos, no community, no upsell inside the files.
Seven-day refund if it isn't what the page says: reply to your receipt. If you would rather it was done for you, every fix is priced at thepipelinefixer.com/pricing/