B2B SaaS eBooks and Templates

b2b-saas-marketing-trends

2025 B2B SaaS Marketing Trends: What Founders and Executives Need to Know

With the SaaS industry evolving faster than ever and funding scarce, staying ahead is crucial. Written by Kalungi's CEO, Brian Graf, this eBook is packed with the agency's latest forecasts and predictions from growth work with over 100 software companies and VC organizations.

Free Download
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hubspot-crm-stage

Hubspot CRM Stage Definition Template

Harness the full selling power of Hubspot by standardizing your pipeline flow and triggering automations. This fully editable Google Sheets template makes it easy to understand the key differences and relationships between: Lifecycle Stages, Lead Statuses and Sales Pipeline Deal Stages

Free Download
marketing-roi-forecast

Marketing ROI Forecast & Estimation Template

Before you spend a single dollar on marketing, you need to know how much is “just right.” Where to point the effort? How quick to move? How far to go? Using this template for Google Sheets, you can plot your strategy with ease. Adjust your assumptions to generate KPI goals. Plan ahead with confidence for the MQL flow you'll require.

Free Download
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marketing-channel

Marketing Channel Reporting Template

Deliver a concise, accurate view of marketing results, channel by channel, for investors, boards of directors, and leadership of B2B SaaS companies. This fully editable Google Sheets template makes it easy to track key metrics like these, channel by channel: Ad spend, Cost per MQL, MQL value, Closed won deals, Close rate.

Free Download
b2b-saas-website

100pt B2B SaaS Website Optimization Template

Easily assess and collect reporting from your team on 100 critical optimizations that will make any B2B SaaS website better. This fully editable Google Sheets template makes it easy to track your website's overall health and project completion.

Free Download
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