Get in touch
Launch Web Chat
Get in touch

Embedded Process Documentation directly in HubSpot

Our powerful Google Chrome plugin overlays your work processes, guides and real-time contextual support directly in Hubspot, empowering your team to perform at their best.

For Sales, Marketing and RevOps leaders

Maximise the return on your Hubspot investment and increase revenue

Faster Hubspot ROI:

Just launch sidekick, our Google Chrome plugin and onboard new users easily:


  • Help your team learn faster, by accessing Project36’s expertise directly in your portal, at any time.
  • We set up your Hubspot portal and have it ready to be used by your team in days.
  • Implement custom portal setups specific to your industry, including properties, workflows, reports and dashboards. 

Give your team everything they need to succeed

Onboard new users with guided actions embedded right inside HubSpot:

  • Roll out your chosen sales playbook and enforce it with real-time prompts and automated rules
  • Create your own playbook based on your top-performing sales rep
  • Alert your team to at-risk deals due to missing actions or data 
  • Ensure your team is always up to speed with the latest best practices and Hubspot product updates 

Scale with momentum

  • Retain critical knowledge, when HubSpot super users leave, by documenting processes in directly inside your Hubspot portal
  • Keep all onboarding and process documentation directly in your Hubspot portal; providing in-app contextual support
  • Implement high-performing sales and marketing campaigns based on best practices, specific to you, your industry and ideal customer profile.
Learn More
Chimp

Maximise your impact on the business

Maintain best practices and data integrity, remove bottlenecks and increase efficiency

Chimp

Implement best practice

Implement Hubspot best practice, with the help of Project36 content, from the get-go, rather than learning through trial and error.

Chimp

Empower your users

Empower all users to build workflows, reports and dashboards to the very highest standards, so you can focus on driving results.

Chimp

Increase digital adoption

Increase the ROI on your company’s Hubspot investment by enhancing user adoption and upskilling.

Chimp

Embedded Process Documentation

Reduce the need for tickets, with contextual guidance directly in Hubspot.

Chimp

Consistently faster new user onboarding

Onboard new users quickly and efficiently, while ensuring every user gets the same onboarding experience.

Remove roadblocks

Speed up onboarding, remove roadblocks, and use your time more efficiently

Sidekick_Website_logo

 

START FREE TRIAL 7 days free - cancel anytime
Maximise your HubSpot investment

Enhance Digital Adoption of HubSpot

Real-Time Guidance

Get instant, in-context help directly within HubSpot.
Real-Time Guidance

Process Enforcement

Ensure adherence to sales processes with automated rules.
Process Enforcement

Embedded Cards

Contextual cards deliver tips and guidance at key workflow moments.
Embedded Cards

160+ Pre-Built HubSpot Cards

Immediate access to essential HubSpot guides and field explanations.
160+ Pre-Built HubSpot Cards

Data Accuracy

Prevent mistakes with real-time data validation and process rules.
Data Accuracy

Custom Process Creation

Tailor guides and process rules to your specific business needs.
Custom Process Creation

Ongoing Updates

Receive monthly updates and new features to keep your team on track.
Ongoing Updates

Team Scalability

Seamlessly add users as your team grows—Sidekick scales with you.
Team Scalability

Flexible User Segmentation

Deliver personalised guides and process rules to specific teams.
Flexible User Segmentation

Complete HubSpot Integration

No additional tabs or tools—Sidekick works directly within HubSpot.
Complete HubSpot Integration