The Solopreneur's CRM Playbook

How to Master HubSpot (Free Version)

$25.00

The Solopreneur's CRM Playbook: How to Master HubSpot (Free Version)

Created by entrepreneur and systems strategist Jacob Kelly, The Solopreneur's CRM Playbook is a no-fluff, real-world guide for freelancers, service providers, and solo founders ready to streamline their business and scale with structure—without spending a dime on software.

This manual shows you exactly how to set up and master the free version of HubSpot CRM. From organizing contacts and tracking deals to automating follow-ups and building lead forms, it covers everything a solopreneur needs to turn chaos into consistency.

Written by someone who’s lived the solo hustle, this book is built for execution—not theory. You’ll get hands-on strategies, pro tips, and simple checklists designed to save time and help you grow, even if you're a team of one.

Inside, you’ll learn how to:

  • Set up your HubSpot CRM in less than an hour

  • Manage leads and deals without missing a step

  • Use email templates, snippets, and tracking to save hours

  • Visualize your pipeline with drag-and-drop deal stages

  • Automate key tasks—without upgrading to a paid plan

  • Capture leads through forms and landing pages

  • Track your metrics and stay focused on growth

For solopreneurs, a CRM isn’t optional—it’s survival.

This playbook helps you build a simple, scalable system to manage your business like a pro—without the tech overwhelm.

Who This Book Is For:

  • Freelancers, coaches, and consultants

  • Solo founders who want to sell smarter

  • Creators tired of losing leads and forgetting follow-ups

  • Anyone who wants more clients, less clutter, and real systems

Get Organized. Stay Consistent. Grow with Confidence.

If you're ready to stop winging it and start working a real process, The Solopreneur's CRM Playbook gives you everything you need to master HubSpot and scale your business—solo.

DISCLAIMER: This guide is for educational purposes only and is not affiliated with or endorsed by HubSpot. Please consult a licensed professional for any legal or financial decisions related to your business.