Sales & Marketing Hub

Your complete resource center for converting leads and growing The Bee Suite

Core Playbook

The master guidebook for converting Bee Suite leads

Understanding the Customer

Target audience, pain points, and core needs

Lead Flow & Process

How leads enter, scoring system, and tier classification

30-Minute Phone Playbook

4-phase call script for discovery and conversion

Objection Handling

Scripts and role-playing scenarios

The Ask Book

Katie's book, marketing materials, and sales talking points

Book Overview

Book description, key concepts, and how to use it in sales conversations

Marketing Materials

Book graphics, cover images, quotes, and social media assets

Sales Talking Points

How to reference the book in discovery calls and presentations

HubSpot How-To Guide

Setup instructions, best practices, and tips

Getting Started

Account setup and configuration

Connect Mailbox & Phone

Gmail/Outlook and calling integration

Creating Views

Filter leads by tier, archetype, timeline

Creating Sequences

Automated email follow-up by tier

Creating Templates

Email templates for quick personalization

Using HubSpot Add-In

Chrome extension and Gmail/Outlook sidebar

Using Custom Properties

BOSS Assessment fields (lead score, archetype)

Best Practices

Lead management and reporting tips

Sales Materials Library

Email templates, scripts, presentations, and assets

Email Templates

By tier and archetype

Call Scripts

Discovery questions and objection handling

Presentations

One-pagers and pitch decks

Social Media Assets

Graphics and post templates

Brand Assets

Logos, colors, fonts, style guide