Expansion

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Amplitude

Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.

Fireflies.ai

Fireflies.ai transcribes meetings, extracts action items, and syncs notes to CRM with searchable meeting library for team collaboration.

Notion

Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.

A classic on leading expert teams. Balance sales, delivery and culture with numbers that keep the firm strong.

Use Pareto thinking to pick channels, ideas and customers. Cut the long tail and double down on what works.

This playbook is for sales and marketing managers who need to monitor team performance, set goals, track progress, and forecast revenue. Learn how to use HubSpot's reporting and dashboard capabilities to understand what your team is doing, whether they're hitting targets, and where coaching is needed. By the end of this playbook, you'll have executive-level visibility into your team's performance without micromanaging individual activities.

This playbook is for HubSpot administrators and account owners who are setting up a new HubSpot account or migrating from another platform.

Identify repetitive tasks draining time and build workflows that run without you. Use HubSpot and Zapier to automate lead routing, follow-ups, notifications, and data entry.

Set up and run the weekly 12-metric review across all four growth engines. Structure the meeting, assign ownership, use traffic lights, and escalate issues that need attention.