Free Templates & Checklists

Free HubSpot templates. Sent to your inbox.

Pick whichever matches your team's stage — migration prep or ROI sizing — and I'll email the PDF straight over.

HubSpot ROI Audit

The 5-page HubSpot ROI audit template I run before quoting an engagement.

Same savings-calculation worksheet I use to scope automation and retainer engagements — five sections, prompts only, no spreadsheet gymnastics.

July 22, 2026 · 5 sections Get the template →
HubSpot Migration

The pre-migration audit checklist I use before touching a single HubSpot record.

The 12-page framework I send every team before a CRM migration — drafts, dedupe, field mapping, workflow port, and go-live QA.

May 12, 2026 · 12 pages Get the checklist →

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