Free Resources and Tools
Free GuideThe Nonprofit CRM Buyer's Guide
An honest comparison of six CRMs, with dated prices, real limits and a fill-in scorecard. Use it to pick the tool that fits the job that's breaking: recording the gift, or building the relationship.
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Free ToolkitEvery First-Time Guest Should Hear From a Real Human This Week
The First-Time Guest Follow-Up Kit gives your church a printable 7-day system, from the welcome on Sunday to noticing who comes back the next Sunday. It includes the scripts, the templates and an honest guide to running it in Planning Center and HubSpot.
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Free TemplateOne Plan for Every Message, Plus a Giving Tuesday 2026 Sequence Ready to Send
A fill-in communication plan, three newsletter templates and a seven-email Giving Tuesday sequence for churches and nonprofits that carries you from December 1 to December 31. It also includes HubSpot build notes that show which tier each step needs.
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Free Guide502 Marketers Graded Their Own Marketing. It Came Back a C-Minus.
When nobody was watching and no prize was on the line, the room gave itself 68.5 out of 125. This free report shows you what that number is hiding, and where almost everyone breaks.
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Free GuideMake the CRM Decision With Confidence
A structured evaluation framework with 15 weighted criteria to compare HubSpot against Salesforce, Zoho, Pipedrive, and any other CRM.
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Free ChecklistStop Guessing What HubSpot Costs
Every hub. Every tier. Every hidden cost. One page you can actually use in budget conversations.
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Free ChecklistThe HubSpot Portal Audit Checklist Your Team's Been Missing
70+ items. Every hub. Print it, share it, fix what's broken.
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Free BundleMaster Every HubSpot Object, Setting, and Feature
Two essential guides that'll turn you into the HubSpot expert your team needs. 16 pages of pure, actionable knowledge.
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Which HubSpot Hubs Do You Actually Need?
Answer a few questions about your business and get a personalized recommendation for which hubs match your stage and goals.
Try It FreeScore Your Portal Health in 5 Minutes
A quick assessment that identifies what's working, what's broken, and what you're missing in your HubSpot setup.
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Score Your CRM Data Quality
10 questions across 5 dimensions. Find out if your data is helping your team or silently holding them back.
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What's Your Potential HubSpot Return?
Plug in your numbers and see the projected impact of getting HubSpot right. Built from real client data.
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Know Where You Are Before You Add AI Speed
Rate where you are, set where you're going, and sort which work humans own and where AI actually helps. About ten minutes.
Try It FreeWhy We Give This Stuff Away
We genuinely believe that educated humans make better decisions. Whether you work with us or not, you deserve real clarity on the tools, strategies, and investments that shape your business.
Every resource on this page is built from our decade of hands-on experience as a HubSpot Platinum Partner. No fluff. No recycled blog posts repackaged as "guides." Just the practical, honest insights we wish someone had given us when we started.
Frequently Asked Questions
Are these really free?
100% free. No credit card, no hidden trial, no catch. We build these resources because educated humans make better decisions, and better decisions lead to better partnerships. That's the long game we're playing.
Will I get spammed after downloading?
No. Your info goes to our CRM so we know who downloaded what. That's it. We don't do sneaky nurture sequences or surprise email blasts. If you want to hear from us, you can subscribe separately.
Who are these resources built for?
Marketing leaders, sales managers, RevOps humans, and business owners who use HubSpot (or are thinking about it). Whether you're evaluating HubSpot for the first time or trying to get more out of what you already have, there's something here for you.
Can I share these with my team?
Please do. That's exactly what they're for. Share the links, forward the PDFs, print them out and pin them to the wall. The more humans who understand their tools, the better everyone performs.
