Hubspot Playbooks

Reach your top revenue potential with playbooks and guided conversations in HubSpot.

Top go-to-market teams use shared playbooks, guided workflows and continuous learning to grow faster and align the entire buyer to customer journey.

Go-To-Market Playbooks


Build one source of truth for team messaging with HubSpot playbooks.

  • Prospecting playbooks
  • Discovery playbooks
  • Deal velocity playbooks
  • Closing & expansion playbook
  • Pipeline progression playbook

Guided Conversations


Engage each buyer in the right sales conversation at the right time.

  • Tailor messaging and content for each conversation
  • Right discovery
  • Right follow up email
  • Right sales deck
  • Right expansion plays

Team-Based Learning


Regularly capture, update and share best discovery and messaging practices.

  • Monthly learning sessions rotate through playbooks
  • Sales, SDR, success teams or mixed team session
  • Regular playbook refresh and GTM strategy innovation

1-on-1 Skills Coaching


Build faster revenue growth with professional a coaching.

  • Objective, 3rd party “force multiples” frontline manager
  • New team members reach top performance 40% faster
  • Middle performers have 15%-20% average gains

Request a Demo

Let us show you how Winalytics playbooks and guided workflows in HubSpot can help your teams have the right conversations, with the right content, tailored to each of your buyer’s goals, every time.