Same savings-calculation worksheet I use to scope automation and retainer engagements. If you already run HubSpot but can't put a number on what it's worth — this is the template.
Five chapters. One savings worksheet. Built for teams who already use HubSpot and need a defensible number for the next quarter's roadmap.
Time-on-task assumptions are usually optimistic by 2-3x. Hidden ops costs (maintenance, training, ticket handling) get ignored. Attribution gaps mean late-stage pipeline credit is lost. Why your gut number is probably wrong.
Current-state benchmark, target-state automation map, savings model, break-even analysis, and prioritised roadmap. Each section has prompts, inputs, and a simple formula — no spreadsheets required.
Deals, workflows, tickets, and time-in-stage all live in HubSpot already. The worksheet pulls directly from those sources — no net-new data collection, no analyst ramp-up, no six-week instrumentation detour.
The Audit deliverable ($1.5K–$2.5K) is the done-for-you version of this worksheet — five working days, a finalised savings model, and a prioritised automation roadmap. Same framework, fully filled in and stress-tested.
Five trigger questions: do you have an internal owner, do you trust your workflow data, is leadership aligned on the savings metric, can you act on the roadmap in 30 days, and is the number material to next quarter? If two or more answers are "no," book the call.
Drop your email and I'll send the 5-page PDF straight to your inbox — usually within 60 seconds.
The template is the self-serve path — fill it in yourself over a long weekend. The $1.5K–$2.5K Audit deliverable is the done-for-you path: five working days, a finalised savings model, and a prioritised automation roadmap delivered as a working doc. Same framework, just fully filled in. Or skip the worksheet and book a 30-minute call.
If your team is mid-migration into HubSpot (from Salesforce, Mailchimp, or spreadsheets), the matching capture is the 12-page pre-migration audit checklist — same format, earlier in the funnel.
Get the migration checklist →