Using HubSpot Playbooks to Level Up Your Sales Game

HubSpot Playbooks give you a simple way to build consistency in your sales process, and improve your team's ability to establish trust with leads. Playbooks take the thinking out of your sales process, so your sales reps can act quickly and appropriately in each sales situation, without needing to discuss. Plus, they're now available in BOTH HubSpot sales hub professional as well as enterprise.
In this video we’ll cover:
- How HubSpot Playbooks work, and why your sales team may want to start using them
- How you can use HubSpot Playbooks to guide your sales team, allowing them save time and improve close rates
- Quick demos with tips, advice, and examples to make sure you’re getting the most out of HubSpot Playbooks
Jump to a specific section in the video to learn:
0:00 Introduction
1:07 Where to find Playbooks in HubSpot
1:52 How to use Playbooks with a prospect
3:35 HubSpot Playbooks + Call Types
5:15 How to create your first Playbook
8:49 Tips for using video in your Playbooks
11:43 Use cases for Playbooks
_______________
📚ADDITIONAL RESOURCES:
Get the free HubSpot Hacks Newsletter: hubs.ly/Q016Xfn-0
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: hubs.ly/Q016XfN60
_______________
🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZbin series hosted by Diamond HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼‍♀️Ali Schwanke ( / alischwanke )
🙎🏼‍♂️ Tyler Sprunk ( / getsprunk )
_______________
💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit hubs.ly/Q016XfN60
#hubspot #hubspottutorial #hubspotsales

[@HubSpotHacks]

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

[@omarmkhateeb]

Awesome video Ali. Im implementing this asap!

[@HubSpotHacks]

FANTASTIC! So glad you were able to get value from this. Best of luck 🧡

[@steverdms]

Pure AWESOMENESS!!!

[@HubSpotHacks]

Hi Steven, thanks for checking out HubSpot Hacks! We're glad you enjoyed the video! Make sure you like and subscribe for all the latest and greatest HubSpot Hacks!

[@joshhickock7271]

Thanks for posting this! I've been doing a lot of extra work during calls! Do you know if there's any way to create a form off of a playbook if you wanted to ask these questions before the call as a way to weed out prospects that aren't a fit before they can book a call?

[@HubSpotHacks]

Josh, thanks for commenting! It is fairly common that companies use forms to gather information before scheduling calls. There is not a quick/direct way to take a playbook and create a form. Since you can use playbooks to update properties, you can manually create a form to match the same property fields.

[@alexandragebhardt]

Thank you for your informative video! Do you know if it's possible to import data from prior calls and map those fields to a playbook? If you are building your playbook with fields for segmentation, and data is in the fields before you created the playbook - will it open up already filled in with the information you've already gathered?

[@HubSpotHacks]

Hi Alexandra! Thanks for watching. We are thrilled you got good information from it. You can import deals or data to update deals. If the field already has a value before you open the playbook, it will fill it in automatically. You can always update the property field if needed, but the current value will show in the playbook.

[@alexandragebhardt]

@@HubSpotHacks Thanks for replying! It looks like HubSpot removed the update / custom field function from Playbooks - we have a Sales Professional account and it's saying only Enterprise can access.

[@kcvideos260]

Is there a way to send the information gathered by a playbook to another user? I want to create a workflow that takes the information gathered via the playbook and sends an internal email once the call is logged.

[@HubSpotHacks]

There is not any workflow options based on playbooks but if you are using playbooks to update properties, you could send that information via internal email based on some other actions like deal stage or something that aligns with the playbook.

[@teresamolter1904]

I have my team log a meeting for each discovery call. So if I set up my playbook correctly, you are saying that will show up as a meeting?

[@HubSpotHacks]

Hi Teresa! Yes, if you set the playbook up correcting they will log as a meeting in HubSpot!