This edition we dive into:

• Love
• The Bud of Mended Bones - a poem for Brian Halligan
• HubSpot List Performance Reports
• HubSpot Inbox Automation
• HubSpot Flexible Redirects
• Google 3rd party cookies and privacy lols
• Plus Tom Cruise Deepfakes  

Full show notes available at: www.hubshots.com/episodes/episode-238

Recorded: Monday 08 March 2021 | Published: Friday 12 March 2021

238: Love and Marketing

This edition we dive into:

• Whether you actually read these notes
• HubSpot Public Product Roadmap
• HubSpot SEO tool revisited
• Core Web Vitals resources
• HubSpot Dashboard Annotations
• A gotcha with HubSpot popup form targeting
• How to spot LinkedIn outreach spam emails
• Google Search Console adds regex support
• How to actually use regex without losing your mind
• What content to put on your B2B website (that visitors actually want to see)
• Social media channel use in 2021
• SEO Checklist for 2021

Full show notes available at: www.hubshots.com/episodes/episode-241

Recorded: Monday 12 April 2021 | Published: Friday 16 April 2021

241: The one with the Kevin Bacon animated gif in it

This edition we dive into:

• Solving a problem, versus solving a need
• The very handy HubSpot Website Site Tree listing
• Reporting on Sequences
• Do you use a Testing Backlog
• Using Conversations Workflows to Update Service Hub tickets
• Storytelling and relatability: Judith Love Cohen

Full show notes available here: www.hubshots.com/episodes/episode-252

Recorded: Wednesday 07 July 2021 | Published: Friday 09 July 2021

252: HubSpot Site Tree & Reporting on Sales Sequences

This edition we dive into:

• HubSpot CRM Suite Starter
• What it includes
• Who it’s for
• When you should upgrade
• How it fits into your company’s technology stack

Full show notes available here: www.hubshots.com/episodes/episode-257

Recorded: Monday 16 August 2021 | Published: Friday 20 August 2021

257: CRM Suite Starter

This edition we dive into:

•	Learning from HubSpot’s pricing models
•	HubSpot CRM Suite Professional
•	What it includes
•	Who it’s for
•	When you should upgrade
•	Interesting upgrade examples

Full show notes available at: www.hubshots.com/episodes/episode-259

Recorded: Monday 06 September 2021 | Published: Friday 10 September 2021

259: HubSpot CRM Suite Professional teardown

This edition we dive into:

•The relief of single, simple steps
•HubSpot blocking knowledge base listing pages (not articles)
•HubSpot Email Health Report tips (selecting by Subscription type)
•HubSpot Sales reports
•HubSpot Rotate Owner Workflow Action (and quick tip)
•Avoiding the flight to tactics temptation
•HubSpot Password Security reset date setting
•Is it still worth it to create content on our sites?

Full show notes available at: www.hubshots.com/episodes/episode-260

Recorded: Monday 13 September 2021 | Published: Friday 17 September 2021

260: Simple Steps, HubSpot KB changes, Email Health Reports, and Rotate Owner Workflow Action tips

This edition we dive into:

•	Breaking down big goals
•	HubSpot Ads sequences
•	HubSpot Meetings overview
•	HubSpot Workflow Action to add contacts to an Ads Audience 
•	Knowledge Base Support Forms
•	Engagement Progressions 
•	Bookmarks in Google docs

Full show notes available here: www.hubshots.com/episodes/episode-261

Recorded: Monday 27 September 2021 | Published: Friday 01 October 2021

261: Ad Sequences, Adding to Audiences using Workflow Actions and breaking down big goals

This edition we dive into:

• What is enterprise functionality?
• Email open rate data with Apple Mail
• Image optimisation settings on web and landing pages
• Adding images into a contact timeline
• Sales pipeline partitioning
• Associating contacts and companies automatically
• Shopify attribution tip
• Deal and Revenue attribution
• Marketing attribution training

Full show notes available at: https://www.hubshots.com/episodes/episode-274

Recorded: Wednesday 23 February 2022 | Published: Friday 25 February 2022

274: Enterprise Functionality, Email Open Rates in Apple Mail, Sales Pipeline Partitioning

This edition we dive into:

• HubSpot Forms in detail, including
• Regular forms
• Popup forms (including Click through forms)
• When and how to use progressive form fields
• When and how to use behavioural targeting
• How to measure form results
• Best practices for form naming conventions
• Form integrations
• How to trigger workflows from form submissions

Full show notes available at: https://www.hubshots.com/episodes/episode-279

Recorded: Wednesday 18 May 2022 | Published: Friday 20 May 2022

279: HubSpot Forms Best Practices (for Building Marketing Campaigns)

This edition we dive into:

• Types of HubSpot Lists
• Categories of list criteria
• List Limits
• Examples of Active Lists 
• Active List Power Tips
• Static Lists - why would you use them?
• Reporting on List growth over time
• Using Lists in other Lists 
• Using Lists in Contact Views 
• Using Lists in Popup Form Targeting
• Using Lists in Email marketing 
• Using Lists in Workflows
• Using Lists in Reports
• Using Lists in Dashboards
• Using Lists in Smart Content 
• Using Static Lists in Campaigns 
• Using Lists for Access eg Customer Portal, KB articles and CMS Pages (Membership)
• Using Lists in Integrations (eg Salesforce, Xero) 
• Creating Static Lists when importing data

Full show notes available at: https://www.hubshots.com/episodes/episode-280

Recorded: Thursday 26 May 2022 | Published: Friday 03 June 2022

280: HubSpot Lists Best Practices (for Building Marketing Campaigns)

This edition we dive into:

• Managing contact hygiene
• The hidden danger of churn
• Finding bounced contacts, including Mailbox full
• Unbouncing contacts manually
• Managing duplicate contacts
• Using surveys to check customer interactions
• Automating notifications and tasks to help manage contacts
• What to do versus How to do it
• Using contact validation services 
• Quotes of the week
• Need help with your HubSpot portal?

Full show notes available at: https://www.hubshots.com/episodes/episode-284

Recorded: Wednesday 17 August 2022 | Published: Friday 26 August 2022

284: How To Manage Your Contacts in HubSpot Efficiently

In this episode, we chat with Kevin Fremon of Helpful Hero. 

We interview Kevin Fremon from Helpful Hero, creator of the popular CLEAN theme (including CLEAN Pro and CLEAN Lite) for HubSpot CMS. 

We chat in detail about HubSpot CMS, the good, the bad and the awesome.

Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-1

Recorded: Monday 22 August 2022 | Published: Thursday 29 September 2022

HubSpot CMS with Kevin Fremon from Helpful Hero - Part 1 (HubShots Special Interview)

This edition we dive into:

• Setting the scene
• 2 ‘A’ words ⇒ 2 ‘E’ words
• Automation journey
• Workflow deep dive
• When to upgrade to Pro
• When to upgrade to Enterprise
• How we can help

Full show notes available at: https://www.hubshots.com/episodes/episode-288

Recorded: Thursday 06 October 2022 | Published: Friday 14 October 2022

288: Automation in HubSpot

This edition we dive into:

• Obligatory mention of AI
• Reducing contact friction with event invitations
• The power of lists - using product and line item criteria
• Connecting personal inbox versus generic inbox into HubSpot
• Understanding Permissions for Notes on Contacts, Deals, Tickets
• Goodbye internal SMS notifications in workflows
• Quickly see which Hub tiers in a portal (if not an Admin)
• Efficiency and Effectiveness and AI
• ChatGPT example

Full show notes available at: https://www.hubshots.com/episodes/episode-293

Recorded: Thursday 19 January 2023 | Published: Wednesday 25 January 2023

293: Notes permissions confusion, reducing contact friction, power of lists, AI

This edition we dive into:

• Who forgot to plan out their 2023 - it’s not too late
• Deactivating a user now releases the paid seat they were consuming
• Chat and Slide-in popups competing for attention on the bottom right
• Deal close behaviour on Desktop versus in-app
• ‘Last email received from contact’ HubSpot ticket property
• Notification profiles are so handy
• HubSpot Security Centre - is it confusing for you too?
• Non Fit personas
• Xero invoice sync
• Avoiding the ChatGPT inefficiency temptation
• 11 Things you’re probably not using in HubSpot that you should be

Full show notes available at: https://www.hubshots.com/episodes/episode-295

Recorded: Wednesday 08 February 2023 | Published: Friday 10 February 2023

295: Strategy takes time, Paid seat deactivation, Deal close gotcha on app, Notification profiles

This edition we dive into:

• Are you in a state of overwhelm using HubSpot?
• Introduction to the HubShots Framework
• The 5 stages of the HubShots Framework
• Focus areas of the HubShots Framework 
• Sneak peek into the HubSpot specific details
• 3 real world examples of the HubShots Framework in action
• How you can download the HubShots Framework as an A3 Poster PDF
• How to get started using the HubShots Framework

Full show notes available at: https://www.hubshots.com/episodes/episode-296

Recorded: Thursday 23 February 2023 | Published: Friday 10 March 2023

296: The HubShots Framework

This edition we dive into:

• ‘Everything’ fatigue
• Tough economic times and the need to send more, relevant, email 
• AI tools take off - how should you respond
• Creating random samples of contacts from lists (Segmentation)
• Results from using Multivariate CTAs on our website (Attribution)
• Building a View for sales reps of clients who have been sent an email from another system (Activity)
• Last Activity date versus Last Modified date (Properties)
• Sending an already sent email to more contacts (Activity)


Full show notes available at: https://www.hubshots.com/episodes/episode-297

Recorded: Monday 27 March 2023 | Published: Friday 31 March 2023

297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts

This edition we dive into:

• Be Proactive, Be Honest
• Where does Attribution sit in your HubSpot implementation plan?
• Form performance tips
• How to log replies from Contacts into HubSpot
• Renaming Ticket Name based on Ticket Properties
• Setting the date format for blog posts (and listing)
• Saving Column layouts in Lists
• Why Upgrade to HubSpot CMS Hub Enterprise
• What is the XML Sitemap used for in HubSpot

Full show notes available at: https://www.hubshots.com/episodes/episode-298

Recorded: Wednesday 26 April 2023 | Published: Friday 05 May 2023

298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets

This edition we dive into:

• There’s no common, linear path your contacts take
• Using Filters on Activity timelines
• Bulk Edit contact records
• Inbox permissions are important
• HubSpot Redirect Domains (and why they are so handy)
• Gotcha with sending automated emails when a ticket form is submitted
• Email Send Frequency cap (Enterprise feature)
• Bad Email content (don’t do this!)


Full show notes available at: https://www.hubshots.com/episodes/episode-299

Recorded: Thursday 11 May 2023 | Published: Friday 19 May 2023

299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains

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

300: 7 Years of HubSpot Tips

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

301: Threads, Workflow updates, Landing page tip, Proactive Excellence

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

302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines

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

303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking

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

304: What was useful from HubSpot’s annual event and product announcements?

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

305: The End of 2023 HubSpot Bumper Episode

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

306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects

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

307: HubSpot Content Hub (formerly CMS Hub)

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

308: Association label tips, Modern websites, Ticket lists, Back to basics

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

309: HubSpot Fundamentals

Welcome to HubShots Episode 234: What is CRM?  

This edition we dive into:

• Thinking about CRM and how it relates to marketing
• HubSpot’s SEO audit tool gets an update
• Deal workflows
• NPS Surveys
• Google Analytics bot spam
• What is ‘value’ and are you providing it?
• GA4 Mini course
• Fun stuff

Full show notes available at: www.hubshots.com/episodes/episode-234

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Please forward this on to your work colleagues.

Recorded: Monday 08 February 2021 | Published: Friday 12 February 2021

234: What is CRM?

HubShots: the Unofficial Down Under HubSpot Podcast

HubSpot in the real world.
Real world portals. No demo stuff.

What’s working for HubSpot customers. 

Hosted by Ian Jacob and Craig Bailey, HubShots is the weekly podcast for marketing managers and sales professionals who are using HubSpot or considering using HubSpot.

https://www.hubshots.com

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