Tools

Interactive assessments, calculators, and utilities you can use today.

5 tools · 4 in Playbook, 1 in Insider

The Portal Fit Score: Six Questions on Where Your Portal Should Live

Six questions about your client portal, and which of five homes fits it: HubSpot memberships, its support portal, app cards, your own app, or a stack you own.

Nov 1, 2026 · 3 min read

Tool The Playbook

The Builder Website Score: Six Questions for Home Builders

Score your home builder website on floor plans, available homes, photos, writing, AI visibility and how fast your team can change it. 6 to 30, in two minutes.

October 29, 2026 · 3 min read

Tool The Playbook

The WordPress Score: A Six-Factor Self-Assessment

Rate your WordPress stack across performance, cost, security, governance, talent, and content velocity. Get a 6 to 30 score, a verdict, and next steps.

October 19, 2026 · 3 min read

Tool The Playbook

The HubSpot TCO Calculator: Your Real Cost, From Your Actual Bill

Upload your HubSpot subscription and see your true total cost of ownership — committed vs. auto-renewal, licenses plus agency and admin overhead, projected 3 and 5 years at your own escalator. From the team that spent 16 years inside HubSpot.

July 3, 2026 · 3 min read

Tool The Insider

The Lock-In Score: A Five Locks Self-Assessment

Rate your organization across the Five Locks — code, data, logic, audience, dependency — and get an instant 5–25 lock-in score with a verdict and next steps. From the team that spent 16 years inside HubSpot.

July 2, 2026 · 3 min read

The Sunday Briefing.

One email a week. Strategic analysis, architectural teardowns, and insider intelligence for companies building outside legacy software.