The HubSpot Team
Onboarding Kit is live.
Specialist HubSpot
modules are next.
Add-ons are extra HubSpot documents generated from your existing discovery, blueprint and runbook — no repeated interviews. The Team Onboarding Kit is bookable now. GTM, ABM, migration and the rest are on the roadmap.
Bookable now
Generated from your HubSpot blueprint and runbook, so it starts from everything discovery already knows about the business.
HubSpot Team Onboarding Kit
Role-based SOPs, daily and weekly checklists, a structured onboarding program per team, and native HubSpot Checklist tasks — so every seat is productive on the build you just designed.
Upcoming add-ons
Specialist documents and execution products, generated from the same discovery. Join the waitlist from your workspace.
HubSpot GTM Strategy
A go-to-market plan built on your ICP: positioning, channel mix, campaign sequencing and the HubSpot assets each motion needs.
HubSpot ABM Build-Out
Account-based marketing on HubSpot: target-account selection from your Green tier, plays per buying role, and the workflows and reports to run them.
HubSpot Lifecycle & Nurture
Full-funnel HubSpot nurture design: segments, email programs, lead-to-customer handoffs and the re-engagement logic for every lifecycle stage.
HubSpot Reporting & Attribution
The HubSpot measurement layer: KPI definitions, dashboard designs per role, attribution model selection and the properties reporting depends on.
HubSpot Data Migration
A HubSpot migration deep-dive beyond the blueprint's section: source-system field audits, cleansing rules, the full mapping workbook and import sequencing.
HubSpot GDPR / DACH Compliance Review
Consent architecture, lawful-basis mapping, double-opt-in flows and data-retention rules — designed for German-speaking markets' expectations.
Agentic Implementation
The HubSpot runbook, executed for you: an AI agent performs the build steps in your HubSpot portal — properties, pipelines, workflows — with human checkpoints at every phase gate and a full change log.
HubSpot Portal Audits & Monitoring
Continuous HubSpot portal health: scheduled audits against your blueprint, drift detection when someone changes what shouldn't change, and a quarterly review pack ready for stakeholders.
Grounded like everything else
Add-ons draw on the same 26 expert frameworks and the full HubSpot documentation index as the blueprint — and they're generated from your existing discovery, so you never answer the same question twice.
Read the full Team Onboarding Kit
The Ironwood Field Services onboarding kit, unedited — overview, roles, SOPs, native HubSpot Checklists, metrics and the 30/60/90 rollout.
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Generated from Ironwood’s blueprint and runbook. Included with Blueprint + Runbook.
Start with a free HubSpot discovery.
Keep the ICP either way.
The AI-led HubSpot discovery interview and your Ideal Customer Profile are free — no credit card, no sales call. Pay only if you want the HubSpot blueprint, or Blueprint + Runbook together. The runbook is not sold on its own.