Templates & Playbooks

HubSpot publishes this guide / toolkit for How to Spot $100M+ Product Ideas [MFM]. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this guide / toolkit for Space Makers: Real Talk on Rising in Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for AI Content for Marketers: From Idea to Publish with Jasper. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Loop Marketing Landscape Report. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Andrew Wilkinson's Business Model Tier List [MFM]. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this guide / toolkit for MATG AI Search Stack [SEO vs AEO]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Your Guide to Reddit for B2B Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for The $500 Branding Stunt Playbook. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for The AI Adoption in Email Marketing Report. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Wealth Guide: 35+ Insights from Top Investors. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.

HubSpot publishes this guide / toolkit for How 50+ Newsletters Got Their First 1000 Subscribers. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for How to Build a Custom Marketing Agent in Perplexity Computer. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for YouTube SEO Masterclass. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for 20+ AI Tools to 10x Your Productivity. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this guide / toolkit for Mobile App Onboarding Guide. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this guide / toolkit for AI Content Team. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for AI Sales Playbook. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for Zero-Budget GTM Toolkit. Use it to make business assumptions explicit and compare them with your own operating evidence.

HubSpot publishes this guide / toolkit for Build Your Personal AI Wiki. Use it to organize customer evidence before deciding what to build or how to describe it.

HubSpot publishes this guide / toolkit for Hiring Sales Leaders Playbook. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for Operation Automation: Practical AI Workflows for Growing GTM Teams. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for CRM Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this template for SOP Template. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for Monthly Sales Dashboard Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for The Three See's Personal Brand Framework [Masters in Marketing]. Use it to organize customer evidence before deciding what to build or how to describe it.

HubSpot publishes this guide / toolkit for 10 AI Prompts for Customer Intelligence + Live AI Interview Demo [MATG]. Use it to organize customer evidence before deciding what to build or how to describe it.

HubSpot publishes this guide / toolkit for SMB Leader's AI Adoption Playbook. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for AI-Powered Modern Marketer's Career Kit [Masters in Marketing]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Anti-Cringe Marketing Checklist [Masters in Marketing]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Marketing Against the Grain’s AI Marketing Playbook for 2025. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for 3-Video SaaS Marketing Stack [Masters in Marketing]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Loop Marketing Prompt Library. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Business Case Template. Use it to make business assumptions explicit and compare them with your own operating evidence.

HubSpot publishes this template for Lead Tracker Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this template for One Page Business Plan Template. Use it to make business assumptions explicit and compare them with your own operating evidence.

HubSpot publishes this guide / toolkit for Market Research Kit. Use it to organize customer evidence before deciding what to build or how to describe it.

HubSpot publishes this template for Marketing Dashboard Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Marketing Proposal Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Business Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this template for Product Launch Plan Template. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this template for Social Media Report Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Project Schedule Template. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for Startup Business Plan Template. Use it to make business assumptions explicit and compare them with your own operating evidence.

HubSpot publishes this guide / toolkit for How to Start a Successful Blog. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Ultimate Product Marketing Kit. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this template for Social Media Audit Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Website Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for Email Marketing Kit for Startups. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Risk assessment Template. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for Investment Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for How to Build a Brand. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for 37 Tips for Social Selling on LinkedIn. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Project Plan Template. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for Project Charter Template. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for Project Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for How to Run an SEO Audit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for How to Create Effective Brand Guidelines. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for The Ultimate Guide to Influencer Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Consulting Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for Advertising Plan Kit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Process Map Template. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this guide / toolkit for 50 AI Tools to 2x Your Productivity. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this guide / toolkit for A Modern Playbook For Successful Sales Reps. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this template for Advertising Proposal Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for AI Marketing Toolkit [Mindstream]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for AI Prompts to Build & Automate Any Sales Funnel. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for An Introduction to Lead Generation. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for An Introduction to Marketing Psychology. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for The Final Sprint: 5 Strategic Moves to Finish 2025 Strong. Use it to make business assumptions explicit and compare them with your own operating evidence.

HubSpot publishes this template for Bid Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this template for Budget Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for Complete SEO Starter Pack. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Decision Tree. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this guide / toolkit for Free Affiliate Marketing Kit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Free Content Planning Marketing Kit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Full Stack AI Marketing Toolkit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Getting Started With Co-Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for How to Expand Your Brand Across Multiple Channels: Lessons from The Hustle. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for How to Hire and Manage a Team of Freelancers. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this guide / toolkit for How to Launch a WordPress Website. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this guide / toolkit for Introduction to Marketing Analytics. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Meeting Agenda Template. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for Meeting Minutes. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for PR Proposal. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this template for Process Documentation Template. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this template for Product Roadmap. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this template for Project Budget Template. Use it to make business assumptions explicit and compare them with your own operating evidence.

HubSpot publishes this template for Project Report. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this guide / toolkit for Reddit Brand Survival Guide. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Risk Register. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this guide / toolkit for Sales Interview Kit [Free Download]. Use it to organize customer evidence before deciding what to build or how to describe it.

HubSpot publishes this template for Sales Receipt Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this template for Simple Business Plan Template. Use it to make business assumptions explicit and compare them with your own operating evidence.

HubSpot publishes this guide / toolkit for Small Brands Making Big Waves. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Social Media Diversification Checklist. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Social media marketing for beginners. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this guide / toolkit for Social Media Resource Vault. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Sponsorship Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for Startup Fundraising Kit. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.

HubSpot publishes this template for Strategic Planning. Use it to make business assumptions explicit and compare them with your own operating evidence.

HubSpot publishes this guide / toolkit for The Complete Project Management Kit. Use it to document ownership, decisions and follow-up in a small team.

HubSpot publishes this guide / toolkit for The Sales Closing Guide. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for The Ultimate Video Marketing Starter Pack. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

HubSpot publishes this template for Web Design Proposal Template. Use it to organize prospect or partner work and record the next agreed action.

HubSpot publishes this guide / toolkit for How to Be More Productive. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this guide / toolkit for How To Build a Productivity System Guide. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this guide / toolkit for Launch Your ABM Strategy: A 90-Day Plan. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

HubSpot publishes this guide / toolkit for Unlocking the Power of Email Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

Notion Marketplace publishes this template for Candidate Pipeline (Recruiting Tracker). Use it to organize prospect or partner work and record the next agreed action.

Notion Marketplace publishes this template for 1:1 Meeting Tracker for Managers. Use it to document ownership, decisions and follow-up in a small team.

Notion Marketplace publishes this template for Fundraising database. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.

Notion Marketplace publishes this template for Task Prioritizer. Use it to document ownership, decisions and follow-up in a small team.

Notion Marketplace publishes this template for Partnerships and Integrations Pipeline. Use it to organize prospect or partner work and record the next agreed action.

Notion Marketplace publishes this template for Project Tracker. Use it to document ownership, decisions and follow-up in a small team.

Notion Marketplace publishes this template for Value Proposition Canvas. Use it to organize customer evidence before deciding what to build or how to describe it.

Notion Marketplace publishes this template for Decision Library. Use it to document ownership, decisions and follow-up in a small team.

Notion Marketplace publishes this template for Influencer Collab Tracker. Use it to plan a focused marketing task and keep its audience, message and next action explicit.

Notion Marketplace publishes this template for BUSINESS FINANCIAL MANAGEMENT SYSTEM. Use it to make business assumptions explicit and compare them with your own operating evidence.

Notion Marketplace publishes this template for Data Room for Investors. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.

Miro publishes this template for Rapid Prototyping Flow. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Miro publishes this template for Destructuring a Prototype. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Miro publishes this template for AI Chatbot. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Miro publishes this template for AI Chatbot UI. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Miro publishes this template for Grand Prix Sprint Retro. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for 🎃 The Haunted Retro | Spooky Sprint. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Jack'o'lantern Icebreaker. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Website Development Project Gantt Chart. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Startup Task Prioritization. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Sticky Art Lab | Spooky Edition. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Measurement Onboarding. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Industrial Skid Project Planner. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Refine Your AHA Moment. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Purposeful Momentum Board. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Colorful Mind Map. Use it to document ownership, decisions and follow-up in a small team.

Miro publishes this template for Roadmap Planning AI Template. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Miro publishes this template for Stakeholder Power Map. Use it to make business assumptions explicit and compare them with your own operating evidence.

Miro publishes this template for AI Website Brief & Planning Board. Use it to make business assumptions explicit and compare them with your own operating evidence.

Atlassian publishes this template for Team Poster. Use it to document ownership, decisions and follow-up in a small team.

Atlassian publishes this template for Team Homepage. Use it to document ownership, decisions and follow-up in a small team.

Atlassian publishes this template for Design Sprint. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Atlassian publishes this template for Project Status. Use it to document ownership, decisions and follow-up in a small team.

Atlassian publishes this template for Brainstorming. Use it to document ownership, decisions and follow-up in a small team.

Atlassian publishes this template for Business Plan One Pager. Use it to make business assumptions explicit and compare them with your own operating evidence.

Atlassian publishes this template for Risk Assessment. Use it to document ownership, decisions and follow-up in a small team.

Y Combinator publishes this playbook / lesson for How to Start a Startup: Sales and Marketing; How to Talk to Investors. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.

Y Combinator publishes this playbook / lesson for How to Start a Startup: Legal and Accounting Basics for Startups. Use it to make business assumptions explicit and compare them with your own operating evidence.

Y Combinator publishes this playbook / lesson for How to Start a Startup: How to Design Hardware Products. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for How to Start a Startup: How to Manage. Use it to document ownership, decisions and follow-up in a small team.

Y Combinator publishes this playbook / lesson for How to Start a Startup: How to be a Great Founder. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for How to Start a Startup: Building for the Enterprise (Aaron Levie). Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for How to Start a Startup: How to Raise Money. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.

Y Combinator publishes this playbook / lesson for How to Start a Startup: Growth. Use it to make business assumptions explicit and compare them with your own operating evidence.

Y Combinator publishes this playbook / lesson for How to Start a Startup: Competition is for Losers. Use it to make business assumptions explicit and compare them with your own operating evidence.

Y Combinator publishes this playbook / lesson for How to Start a Startup: Building Product, Talking to Users, and Growing. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for How to Start a Startup: Team and Execution. Use it to document ownership, decisions and follow-up in a small team.

Y Combinator publishes this playbook / lesson for How to Start a Startup: Introduction. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for This AI Startup Is Taking Over Phone Sales. Use it to organize prospect or partner work and record the next agreed action.

Y Combinator publishes this playbook / lesson for How To Design In The Agent Era. Use it to document ownership, decisions and follow-up in a small team.

Y Combinator publishes this playbook / lesson for 8 Ways To Improve Your Outbound Sales. Use it to organize prospect or partner work and record the next agreed action.

Y Combinator publishes this playbook / lesson for YC's Head of Design Shows You How To Design With AI. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for Tokenmaxxing: How Top Builders Use AI To Do The Work Of 400 Engineers. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for How to Make Claude Code Your AI Engineering Team. Use it to document ownership, decisions and follow-up in a small team.

Y Combinator publishes this playbook / lesson for How To Get Your First Users. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for Inside The Startup Launching AI Data Centers Into Space. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for The Startup Playbook for Hiring Your First Engineers and AEs. Use it to organize prospect or partner work and record the next agreed action.

Y Combinator publishes this playbook / lesson for Startup Advice: AI GTM, Pivoting & How To Hire. Use it to document ownership, decisions and follow-up in a small team.

Y Combinator publishes this playbook / lesson for The Sales Playbook For Founders. Use it to organize prospect or partner work and record the next agreed action.

Y Combinator publishes this playbook / lesson for How To Design Better AI Apps. Use it to organize a product decision or launch task, then adapt the workflow to your own product.

Y Combinator publishes this playbook / lesson for How To Get The Most Out Of Vibe Coding. Use it to document ownership, decisions and follow-up in a small team.

Y Combinator publishes this playbook for Startup Playbook. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.

Prepare a customer interview, explore actual needs and capture evidence before deciding what to build. Follow the free source instructions and adapt the exercise to your product.

Frame the problem, record assumptions and define how to validate a project before committing to delivery. Follow the free source instructions and adapt the exercise to your product.

Identify possible project failures early and assign actions that reduce the risks before launch. Follow the free source instructions and adapt the exercise to your product.

Organize what a customer says, thinks, does and feels to expose gaps in your product assumptions. Follow the free source instructions and adapt the exercise to your product.