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Guides & Templates

eBooks, Templates, Research Reports, Infographics
Cobbled Tech Stacks
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Why Sales Teams Suffer From Cobbled Tech Stacks

How do you set your team up for success? By taking a close look at what's holding you back

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Software Comparison Library
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HubSpot Software Comparison Library

Picking software to run your business is not an easy decision. Use these head-to-head tool comparisons to find the best features and setup for your needs

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Customer Service Metrics Calculator
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Customer Service Metrics Calculator

In this workbook, easily calculate and track ten crucial customer service metrics and KPIs in one place

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Marketing Planning Amid Economic Uncertainty
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Marketing Planning Amid Economic Uncertainty

Marketing is not expendable in economic turmoil.

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Driving Growth
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Driving Growth Through Strategic Channel Marketing

How to leverage the top marketing channels in legal tech.

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The Complete Guide to Sales Prospecting

Sales is changing - quickly. How you prospect will change the game.

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Creating Great Customer Experiences Starts With Onboarding
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Creating Great Customer Experiences Starts With Onboarding

Closing a sale is just a milestone in the customer journey.

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10 Tips for Converting 2021 Leads into 2022 Sales
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10 Tips for Converting Last Year’s Leads into This Year’s Sales

What do we do with our leads from last year now that we're in the new year?

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Why DIY Marketing Doesn't Work for Legal
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Why DIY Marketing Doesn't Work for Legal

In today’s market, few companies can evolve with DIY marketing alone.

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How Can a Legal Tech SME Help You Take Your Company to the Next Level?

What does a subject matter expert bring to the table?

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Introduction to HubSpot-2
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Must-Ask Questions When Interviewing SMEs

Questions for you to ask potential SME candidates

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Lead Generation Report

What tactics are legal tech companies using to generate leads, and what level of success are they having?

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Buyer Personas worksheetA simplified worksheet to walk you through identifying the right buyer personas for you.Read More
2-Dec-10-2021-03-48-24-28-PM
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How to Run a Demand Generating Email CampaignA 6 question checklist to ask yourself ahead of a demand-generating email campaign.Read More
3-Dec-10-2021-03-47-48-86-PM
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Monthly Content Calendar

This easy-to-use Excel template helps you plan your updates and posts month by month.

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SHINY PENNY INFOGRAPHICIt is valuable or not? 3 prompts to determine if you are facing a shiny penny or a genuine opportunity.Read More
3-Dec-30-2021-08-56-43-96-PM
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Introduction to HubSpot

Let us introduce you to HubSpot

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2-Dec-30-2021-08-56-37-18-PM
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Top 5 HubSpot Features

Our top 5 features to get started with HubSpot

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