Hey HubSpot Community,

Quick question: How much time does your sales team spend searching for the right proposal template, case study, or playbook in HubSpot?

Our team used to spend over 30 minutes per deal just trying to find the right materials. New reps couldn’t locate anything, and customer service struggled to grab the documents they needed for support cases.

Here’s what we did to fix it:

• Organized sales assets by deal stage: prospecting, demo, proposal, closing

• Grouped case studies by industry instead of using random file names

• Sorted support documents by issue type: onboarding, technical, billing

• Filed templates by use case: follow-up, objection handling, renewals

The results:

• Sales prep time dropped from 30 minutes to 5 minutes per deal

• New reps became productive in 2 days instead of 2 weeks

• Support tickets were resolved 40% faster

I created a short demo showing exactly how we organized our folders. You can check it out here:

See Our HubSpot Organization Strategy

Bottom line: Spending 2 hours reorganizing saved our team over 10 hours every week.

What’s your biggest challenge when it comes to finding stuff in HubSpot? Got any organization tips that actually work?