Navigating HubSpot Playbooks for Smart Sale 2.0

This document provides a streamlined process for utilizing HubSpot's Playbooks within Smart Sale 2.0. Playbooks serve as a practical tool to organize and gather information about a company, enhancing the company's records during sales interactions. This guide covers the steps involved in leveraging the Smart Sale 2.0 Legal Needs Analysis Playbook to document and enrich information obtained during sales calls.

Step 1

Examine the playbooks available within HubSpot for Smart Sale 2.0. These playbooks are strategies executed within a company or deal record that fits a specific category. In this instance, we are examining a law firm category company, identifiable by the "legal services" industry label on the left-hand side.

Step 2

Locate the playbook titled "Smart Sale 2.0" on the right-hand side and click it to open. Playbooks are excellent tools for organizing the types of information you wish to collect about a company. They prepare you to enhance the company record with insights gained from your sales interactions.

Step 3

Within the Smart Sale 2.0 Legal Needs Analysis Playbook, you will find a brief video on call preparation, direct links to Smart Sale 2.0 training, and fields to document information from your needs assessment. This documentation is useful for organizing your notes and involves various team members, from client experience to support, who can aid in your call.

Step 4

Finalize the information in the playbook and then log it as a call. Proceed by entering the relevant data.

Step 5

After entering the necessary information, you can log the interaction as a call or a meeting at the bottom of the playbook. This action will save all the details submitted within the playbook.

Step 6

By enabling the filter activity for calls, you can view all the logged calls in your playbook, complete with notes. This feature demonstrates that you have made a call within the category, collected needs analysis information, and documented it in the playbook.

Step 7

This method allows you to enrich company records and provides an opportunity to indicate when additional support is required to facilitate closing a business deal.