HubSpot
Based on a true story
Four portals and a different lead language in each. After the check: one portal, one language, and 3.2x pipeline into peak season.
Full case studyFree tools · Shani Wolf, HubSpot Solutions Partner
Your must have marketing tools built from the real day to day of a marketeer.
What HubSpot will cost your team under the pricing that took effect on October 1. HubSpot now charges differently: one edition for the whole portal, seats by role, credits for usage. If HubSpot was out of budget last year, the math looks different now.
3 minutes · estimate only*
a month for a team of two, in the worked example. Plus a one-page summary for management.
*Estimate only, based on HubSpot's published prices. The exact price comes from HubSpot.
What shape your portal is in, in eight questions about data, automations, integrations and reporting. You get a grade, the three things to fix first, and why. Teams about to implement, or facing a renewal, get a path of their own.
2 minutes · not gated! · a grade + 3 fixes
A few questions about data, automation, tools, and reporting. The score updates as you go, and at the end, you’ll see which layer is the problem and where to start. On your own, it will take you two minutes. With the team, in the Sheet, it’s about two hours of work once a quarter. You're welcome! :)
2 minutes · no email needed · Sheet to download
Tools
Budget, leads, AI and outbound. One of them is in Hebrew, it is marked.
Calculator
Growth target, company size and channel mix go in. A benchmark-based budget range and ROI per channel come out.
2 minutes
20 questions
How ready the marketing team is to work with AI: data, processes, tools, people and measurement. A score and three next steps.
4 minutes
2 minutes
The annual cost of the tools, where they overlap, and how much consolidating them would save. I send the three fixes personally.
Cost + savings
10 questions
How much of the marketing you actually run with your own hands, not just manage. A score and 30-day tips.
3 minutes
20 prompts
Twenty prompts to copy today: content, research, operations and outbound. Each with the context you give the model.
Copy and use
Template
Two scores instead of one: fit and behavior, in tables you copy and adapt. In HubSpot this week.
Google Doc
Hebrew
Guide + file
How to build an active list that grades leads A/B/C against your profile, step by step, with the scoring tool to download.
15-minute readThree projects that started with a tool, with the numbers.
HubSpot
Based on a true story
Four portals and a different lead language in each. After the check: one portal, one language, and 3.2x pipeline into peak season.
Full case study
CRM migration
Based on a true story
A full move to HubSpot during a rebrand, with Salesforce staying in sync across 40 countries. The check decided what moves as is and what gets rebuilt.
Full case study
MarTech & AI
Based on a true story
The review showed where the team was losing hours. A design tool chosen by goal, AI and integration: start with 25 users, grow to the whole group.
Full case studyPlaybooks
The playbooks behind what the tools check, and the file you take with you.
What to set up first, what to leave for later, and what a B2B SaaS portal looks like when it works.
Pairs with the check FrameworkThe five layers behind the 30 questions: find redundant tools, unused licenses and reporting waste.
Pairs with the review GuideWhich tools to cut first when the budget shrinks, and which cuts cost more than they save.
Pairs with the budget calculator Playbook · 2026How to structure content so AI assistants cite it, and what still works from classic SEO.
Before you publish DownloadThe same 30 questions with automatic scoring. Your own copy, once a quarter with the team.
Makes a copy
Built by
15+ years in B2B marketing, from global enterprises to high-growth startups. I have sat in your chair, I know what breaks, and I fix it myself. These tools are the questions of a first meeting, without the meeting.
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