Playbooks
Step-by-step guides for implementing the Value Path and Four Unified Views in HubSpot. Configure properties, set up associations, and automate workflows.
Value Path
Track natural customer progression
Configure HubSpot to recognize Value Path stages, track progression signals, and support customers at every stage of their natural journey.
Unified Customer View
Complete customer visibility
Build a 360-degree view of every customer relationship. Configure contact properties, company associations, and lifecycle tracking.
Unified Revenue View
Commercial health tracking
Create complete visibility into your revenue pipeline. Set up deal properties, pipeline stages, and revenue attribution.
Unified Business Context
Data intelligence layer
Transform raw data into actionable intelligence. Configure custom objects, calculated properties, and reporting dashboards.
Unified Team Enablement
Capability multiplication
Enable teams to work smarter together. Set up automation, templates, and knowledge base integration.
How Playbooks Work
Learn the Concepts
Each playbook starts with a presentation explaining the "why" behind the implementation.
Follow the Steps
Interactive checklists guide you through each configuration in your HubSpot portal.
Track Progress
Your progress is saved so you can pick up where you left off anytime.