This edition we dive into: - The Overwhelm Problem - Our new HubShots Community course - Our top HubSpot updates this year: • Buyer Intent Tool • HubSpot Meeting Recorder • Customer Agent • Company Research Agent • Deal Loss Agent • Smart Properties Full show notes available at: www.hubshots.com/episodes/episode-315 Recorded: Friday 17 October 2025 | Published: Friday 24 October 2025

This edition we dive into: - INBOUND 2025 Reflections - HubSpot’s Loop Marketing Playbook - What is it? And why? - Inbound Marketing versus the Funnel versus the Flywheel versus the Loop - The good parts - what to embrace - The bad parts - what to ignore - How to practically implement it in your business - The new Design Framework for Loop Marketing Full show notes available at: https://www.hubshots.com/episodes/episode-314 Recorded: Friday 26 September 2025 | Published: Friday 03 October 2025

Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: thinking through the types of content to create these days, given that AI chats and overviews will easily provide the answer to most top level questions For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 27 August 2025

Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: the Buyer Intent Tool in HubSpot - we like it! For full episode show notes and HubSpot related resources visit: https://www.hubshots.com See a quick walkthrough of the HubSpot Buyer Intent tool in our portal here: https://www.youtube.com/watch?v=Bqw0uQesoqQ Recorded: 16 May 2025 Published: 15 August 2025

Welcome to HubShots Episode 313! In this episode of HubShots, Ian and Craig walk through how to properly set up and use the HubSpot Ads tool. We also talk about connecting ad platforms like Facebook, Google, and LinkedIn, reporting on ROI, tracking ad interactions, and managing contact attribution. Also, we highlight some common mistakes to avoid and share tips on getting the most value from your ad spend using HubSpot’s reporting and automation tools. In this episode we’ll cover: 👉🏻 Connecting your ad accounts to HubSpot 👉🏻 Viewing ad performance and ROI inside HubSpot 👉🏻 Ways to track ad interactions throughout a contact’s journey 👉🏻 Using lists, views, and reporting for ad insights 👉🏻 Tips on using HubSpot campaigns, events, smart content, and audiences and more! Watch this episode on YouTube: https://www.youtube.com/watch?v=EWOb_F8SYDQ Links and Resources mentioned in the show: Show notes: https://www.hubshots.com/episodes/episode-313 HubShots Daily Tip: https://www.hubshots.com/dailytip/start HubShots Framework: https://www.hubshots.com/framework HubShots Community: https://www.hubshots.com/community Welcome to HubShots - https://www.hubshots.com/ HubShots = HubSpot in the real world Real world portals. No demo stuff.

Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: - the HubSpot Customer Success Workspace - how to measure customer satisfaction - NPS surveys as a product feedback process For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 29 July 2025

Welcome to a HubShots QuickShot - brief conversations Ian and Craig have in between regular, full length episodes. This shot we discuss: pros and pitfalls of all the AI tools that are popular with consumers, being used inside companies. For full episode show notes and HubSpot related resources visit: https://www.hubshots.com Recorded: 16 May 2025 Published: 24 July 2025

This edition we dive into: • Scenarios for HubSpot as a website (Good fit and Bad fit) • Pricing • Usability • Functionality • SEO & Performance • Reporting • Security & Hosting • Integrations & Plugins • Support • Migrating to HubSpot • Scalability • Final thoughts Full show notes available at: www.hubshots.com/episodes/episode-312 Recorded: Friday 14 March 2025 | Published: Friday 21 March 2025

This edition we dive into: • Deep Thoughts… • Should you build your website on HubSpot • Reporting on Form results • HubSpot’s improving the calendar add-ins • Filtering Workflows by Action types • Setting your website domain security settings • Using Quick filters in Help Desk views • AccountScout (tool of the week) • Exporting the list of labels on a property list • Did HubSpot botch the Breeze credits approach? • HubSpot training in our new Community Full show notes available at: www.hubshots.com/episodes/episode-311 Recorded: Tuesday 25 February 2025 | Published: Friday 28 February 2025

In this episode, we reflect on HubSpot's top features from 2024, including lead scoring, Breeze AI, and productivity tools. We also discuss the role of AI in customer experience, the importance of data accuracy, and our plans to launch a HubSpot-focused community in 2025. Plus, practical tips for workflows, accessibility, and more. Full show notes: https://www.hubshots.com/episodes/episode-310 In this episode we’ll cover: 👉🏻 A new version of the HubShots Framework 👉🏻 Our favourite HubSpot releases of 2024 👉🏻 Setting Association labels via workflows 👉🏻 List exclusions are so much easier now 👉🏻 Tips for using the new Lead Scoring tool 👉🏻 How to use associated objects in Deal lists HubShots = HubSpot in the real world Real world portals. No demo stuff.

This edition we dive into: • Quick Wins for new HubSpot Users • CRM fundamentals • Marketing Hub fundamentals to use • Sales Hub fundamentals to use • Key Settings to enable • AI tools to start with • Consider getting access to Enterprise features (at the cost of just a single seat) Full show notes available at: www.hubshots.com/episodes/episode-309 Recorded: Wednesday 11 September 2024 | Published: Friday 13 September 2024

This edition we dive into: • Back to Basics (Foundations) • Sending emails to other email addresses on a contact record • Sales Hub permissions improvements (Prospecting workspace) • Setting association labels via HubSpot workflows • What is the key foundation of a modern website? • Ticket lists • ChatSpot - now in the main menu • AI tools - Claude 3.5 Sonnet • The massive content opportunity - artisanal content? • Tracking former employees of companies in HubSpot (common use case) Full show notes available at: https://www.hubshots.com/episodes/episode-308 Recorded: Tuesday 16 July 2024 | Published: Friday 19 July 2024

In this episode we’ll cover: • What Content Hub is • What it replaces (ie CMS Hub) • The main features of Content Hub • Why it is a good choice for building websites • The current gaps • Pricing tiers and when to upgrade • How it compares to WordPress, and whether you should move from WordPress to HubSpot for your website • Final thoughts about the future of Content Hub Full show notes available at: https://www.hubshots.com/episodes/episode-307 Recorded: Sunday 31 March 2024 | Published: Thursday 04 April 2024

This edition we dive into: • Did you start fast in 2024? • 🆕 HubShots Framework version is available • How to build a simple Marketing View of Contacts • How to build a simple Sales View of Contacts • How to efficiently copy up contact properties to a deal • How to use Saved Sections in HubSpot pages • How to view Merged Tickets • Midjourney v6 prompt for adding text • Strategy versus Tactics • Using Associated Objects in Lists Full show notes available at: https://www.hubshots.com/episodes/episode-306 Recorded: Monday 22 January 2024 | Published: Friday 26 January 2024

This edition we dive into: • Preparing for a Fast Start in 2024 • Quick shots (Loom, Clearbit acquisitions) • Active lists of non-marketing contacts who used to be marketing contacts • How to build a list of ZoomInfo contacts • Adding images in meetings in the HubSpot app • Using LinkedIn Sales Navigator with HubSpot - pros and cons • How to find who created a contact • Sequence sender score analysis • Triggering SMS to contacts from a workflow • Blocking contacts with free email addresses • Smart content rules to block contacts from some countries • Last Message from Visitor ticket property • HubSpot’s Data Model Overview overview • Teamwork Workflows marketplace app • Consultant versus Coach • Tons of training options Full show notes available at: https://www.hubshots.com/episodes/episode-305 Recorded: Wednesday 29 November 2023 | Published: Friday 08 December 2023

This edition we dive into: • HubSpot’s recent product announcements and what we can learn from them • Is HubSpot a CRM or a Customer Platform? • Campaign Assistant, now with added AI • Prospecting tool benefits • The Workflow cleanup feature is pretty handy • Using WordPress and HubSpot CMS together • HubSpot Guide Creator • What languages does HubSpot Chatbot support • Workflow action: Future Date Calculator • Adding Emojis to record sections • How to reduce hard bounce rate on email sends • Midjourney prompt of the week • HubSpot’s CRM puzzle • Moving notes from HubSpot records to another portal Full show notes available at: https://www.hubshots.com/episodes/episode-304 Recorded: Wednesday 04 October 2023 | Published: Friday 13 October 2023

This edition we dive into: • Deal lists and list limitations • Alex Hormozi’s book launch and course • Why Workflow descriptions are useful • Midjourney prompts • HubSpot CMS Hub redirection magic • The end of email tracking is nigh Full show notes available at: https://www.hubshots.com/episodes/episode-303 Recorded: Friday 25 August 2023 | Published: Friday 01 September 2023

This edition we dive into: • HubSpot Social Calendar versus Campaign Calendar - which to use? • How to create Contact Views for Sequence activity • How to limit Workflow actions to only execute on specific days • Child Themes are limited to only 5 per Pro and 10 per Enterprise accounts • Why you shouldn’t share Preview links to web pages • Midjourney prompt of the week • A tip for writing headlines that will level up your game • An overview of AI you should read Full show notes available at: https://www.hubshots.com/episodes/episode-302 Recorded: Wednesday 26 July 2023 | Published: Friday 04 August 2023

This edition we dive into: • Proactive Mediocrity to Proactive Excellence • Re-Onboarding idea • Should you have a navigation menu on landing pages? • Total Revenue field on company records • Workflow action Copy and Paste • Content Assistant (ie AI in HubSpot) • Wishlist: Import WordPress Comments into HubSpot • Midjourney prompts • Meta Threads: The Kindness Before the Storm • Unclogging your Stuck Pipeline • HubShots Framework poster Full show notes available at: https://www.hubshots.com/episodes/episode-301 Recorded: Wednesday 12 July 2023 | Published: Friday 21 July 2023

This edition we dive into: • 7 years and 300 episodes • HubSpot Email List columns layout • Sales pipeline best practices • Ticket pipeline best practices • CMS Hub Content Staging • Wishlist: syncing properties • Shoutout • The best tool to use is the one you know how to use well Full show notes available at: https://www.hubshots.com/episodes/episode-300 Recorded: Wednesday 14 June 2023 | Published: Friday 23 May 2023