Resource Hubs: Overview & Getting Started

Resource Hubs are interactive, trackable content spaces you share with prospects, customers, or partners. Instead of sending scattered attachments or links, you give recipients a single, branded destination — organized into stages and steps — where they can explore materials, leave comments, and move through your process at their own pace.

You can use Resource Hubs for:

Sales outreach: Send a personalized hub instead of a cluttered email with attachments
Client onboarding: Guide new customers step-by-step through setup and training
Fundraising: Share financial materials, pitch decks, and due diligence documents in a controlled space
Customer success: Deliver product tutorials and knowledge resources in a structured format

On the free plan, you can create up to 3 Resource Hubs. Upgrade to a Teams or higher plan for unlimited hubs.

Creating a Resource Hub

From a Template

Templates are the fastest way to get started. meetergo includes 7 professionally structured templates across different use cases.

Navigate to Resource Hubs in the left sidebar
Click New Resource Hub
In the template picker, browse categories:
- All — see every available template
- Sales — cold outreach, SMB deals, mid-market deals
- Onboarding — client onboarding, product tutorials
- Customer Success — ongoing engagement resources
- Fundraising — investor materials and due diligence
Click any template card to preview its stage structure
Click Use Template

meetergo will create the hub with pre-built stages and placeholder steps ready to be filled with your content.

Available Templates

Template	Best For	Stages
Company Introduction	General outreach	Welcome → Why us → Pricing & FAQ → Next steps
Cold Outreach	First-touch prospecting	Welcome → Why choose us → Possible questions → Next steps
Selling to SMBs	Small business deals	Welcome → Meeting materials → Next steps → Book a meeting
Selling to Mid-Market	Larger deals	Welcome → Intro meeting → Commercials → POC → FAQ
Client Onboarding	New customer setup	Welcome → Kickoff → Integrations → POC → FAQ
Product Tutorial & Onboarding	Feature education	Welcome → Basics → How others use it → Upgrading → FAQ
Fundraising	Investor relations	Welcome → Materials → Financials → Next steps

The Fundraising template includes a locked "Financials" stage by default — visitors can see it exists but cannot access it until you explicitly unlock it. This is useful for sensitive materials you want to reveal at the right moment.

Saving Your Own Templates

If you build a hub structure you want to reuse:

Open the hub you want to save
Click the ··· menu (top right)
Select Save as template

Your template appears under My Templates in the template picker for all future hubs.

Starting from Scratch

Click New Resource Hub
Select Start blank
Give the hub a name
Add stages and steps manually (see Managing Stages & Steps)

Hub Settings

After creating a hub, configure it from the Settings panel:

Basic Info

Setting	Description
Name	The hub title shown to visitors
Description	Optional intro text displayed at the top
Owner	Assign a team member as the primary contact
Customer company	Link the hub to a specific company in your CRM
Internal notes	Private notes for your team — never visible to external visitors

Custom URL (Slug)

Give your hub a memorable, shareable URL path:

Open hub Settings
Under Custom URL, enter a slug (e.g., acme-onboarding)
Slugs must be 3–80 characters using lowercase letters, numbers, and hyphens
Click Save

Your hub is then accessible at app.meetergo.com/hubs/acme-onboarding.

Slugs are unique within your account. If another hub already uses the same slug, you'll be prompted to choose a different one.

Access Control

Control who can view the hub:

Require email: Visitors must enter their email before accessing the hub. This populates your analytics with real identities.
Password protection: Set a password that visitors must enter. Useful for sensitive materials.

See Sharing & Access Control for full details.

Managing Your Hubs

All Resource Hubs are listed in the Resource Hubs section. From the list view you can see:

Hub name and creation date
Linked customer company
30-day engagement summary (views, unique visitors, ratings, comments)
Quick actions: open, duplicate, delete

Assigning a Hub to a Deal Space

Resource Hubs can be linked to Deal Spaces so your sales team has full context alongside CRM data:

Open a Deal Space
Go to the Resources tab
Click Add Resource Hub
Select an existing hub or create a new one

Plan Limits

Plan	Resource Hubs
Basic / Free	3 hubs
Essentials	3 hubs
Growth	3 hubs
Teams	Unlimited
Enterprise	Unlimited

When you reach the limit, meetergo shows an upgrade prompt. Upgrading to Teams immediately removes the restriction.