Can you help us build playbooks and standard operating procedures inside HubSpot?

Yes. Playbooks help teams be consistent and make coaching easier. They are feature of Sales Hub so the users will need a Sales seat to trigger them.

Besides that though, we can help you capture best practices and embed them into deal stages, tasks, and guidance so the process is repeatable.

The key is to make sure there are clear standards for how you are using the system, and then to train everyone properly in them.

Next step: If you'd like to talk through your situation, email us at contact@wellmeadow.co.uk, call +44 121 661 5364, or use our contact form: wellmeadow.co.uk/contact-us. If WhatsApp (+441743367671) or Facebook Messenger (@wellmeadow) is easier, just say so and we’ll happily use your preferred channel.