Free Playbook
The HubSpot SMS Playbook
Templates, Workflows & Compliance
The HubSpot Power User's Guide to SMS Outreach
Everything your sales team needs to launch, optimize, and scale SMS outreach directly from HubSpot CRM.
Inside this guide:
- SMS templates that convert leads into conversations
- HubSpot workflow recipes for automated follow-ups
- TCPA compliance checklist to keep your team safe
- A/B testing framework for message optimization
- ROI calculator to prove value to leadership
What's Inside
Three chapters packed with actionable strategies, ready-to-use templates, and real-world examples.
Chapter 1: SMS Foundations
Set up your SMS infrastructure the right way. Phone number selection, 10DLC registration, opt-in collection, and HubSpot property mapping from day one.
Chapter 2: Workflow Recipes
Copy-paste HubSpot workflow blueprints for lead follow-up, deal stage nudges, meeting reminders, and post-call texts that actually get replies.
Chapter 3: Scale & Measure
A/B test your messages, track response rates in HubSpot dashboards, and use the ROI calculator to quantify impact for leadership reviews.
Related Reading
5 SMS Templates That Get Replies from Cold Leads
These five proven templates helped sales teams increase their SMS response rates by an average of 34%. Copy them directly into your HubSpot sequences.
Read moreTCPA Compliance: What Every HubSpot User Needs to Know
A plain-English breakdown of TCPA rules, 10DLC requirements, and how to set up compliant opt-in flows inside HubSpot without slowing down your team.
Read moreHow a Multi-Location MedSpa Generated $400K in EBITDA from 8,500 Texts
A PE-backed aesthetic group used HubSpot + YetiConnect to double outbound call volume, improve connection rates, and generate $400K in EBITDA from a single SMS campaign.
Read more