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Marketing and sales templates to support lead definition

Download free templates for defining leads, buyer personas and lead scoring

We have put together a comprehensive package of templates to support the marketing and sales definition work in HubSpot. This is a package our own experts use to structure our customers' lead processes. The templates provide support for setting common goals, defining concepts and building a clear insight for both marketing and sales teams.

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You will find tools for working with the following:

  • Buyer personas:
    Structuring key customer profiles and mapping needs. Recording internal service levels according to persona.
  • Sitemap by buyer persona:
    Product / service targeting and content production plan.
  • Lead definition:
    Lead matrix and measures to be taken for sales and marketing teams.
  • Lead nurturing:
    What content is offered at different points on the buying path.
  • Lead scoring:
    Mapping attributes and defining a score model.

Download templates

This template package is designed to help you identify key buyer personas and create a plan how to treat and evaluate them at different stages on their buyer's journey.

Daniel José-Hänninen
Service Designer, Kaks.io Labs

Kaks.io Labs, your HubSpot-partner in growth

With us, marketing and sales always go hand in hand. Read more about our services. 
"We needed a partner with suitable mindset and capability in order to support our high growth company with ambitious targets in building data driven marketing and sales. So far Kaks.io has proven to be exactly what we needed: inspiring professionals with needed mindset and competence, flexibility to offer projects to meet our needs with high availability, agile way of working with focus on customer success. Warm recommendation!"
quote - Henna Benemen

Henna Rundgren
Benemen