Campaign Creators

When you treat HubSpot as architecture, not software, the question changes: Not “What features can we turn on?” But “What system do we need to run the business we’re building? Read more: hubs.ly/Q047DN8r0

@RolandFrasier That’s a massive efficiency win! 🫡

One AI-powered service assistant recently cut average chat time from 11 minutes to 2 - without harming CSAT. This is the exact playbook we used to save us 9 minutes, and any SMB can use to do the same: 1: Pull your top 5 ticket types by volume. That's your pilot. 2: Map the full flow for each - from first contact to resolution. 3: Connect the ticket system to AI. Let it summarize everything and surface the patterns. 4: Integrate AI with your CRM and order systems so it sees what the customer sees. 5: Build a self-serve for the top repeat tickets to eliminate. 6: Set resolution SLAs by time, not by ticket count. 7: Map where humans touch the same data daily. Automate rules, not judgment. 8: AI handles lookup, routing, repeat questions. Humans handle trust, judgment. 9: If a human is making the same call 100 times a week, it should not be manual. 10: Track resolution time, repeat contact rate, and margin per job. The roles: A: AI handles volume and speed. B: Humans handle trust, judgment, and relationships. C: Task labor depreciates. Purpose labor compounds. D: Same budget. Different outputs. Higher margins. A company in our portfolio added 5 points of EBITDA margin in 60 days by tightening exactly this. No new hires or new revenue. Just fewer decisions made by humans that didn't need to be. This is a margin-expansion move, a retention play, and a valuation multiplier because buyers pay more for businesses that scale without adding headcount. If your team had to handle 2x the volume next quarter with no new hires, what would you automate first?

@AizikZimerman Exactly! 🫡

Most service businesses know hiring is everything. Yet recruiting is the first thing that gets deprioritized, because it's slow, messy, and pulls you away from everything else. Here's how we changed that. We hired 3 overseas recruiters whose only job is to recruit technicians and field staff for our Chicago-based business. They handle everything: posting jobs on Indeed, sorting applicants, outbound sourcing, scheduling interviews, and all the follow-up. The result? We run 8 to 10 interviews per day and always have a full pipeline of candidates. Global talent didn't replace our local team. It enabled it. Without dedicated people running recruiting full-time, we wouldn't be growing the way we are. It's one of the biggest unlocks in our business. If you run a service business and you're not treating recruiting like a daily operation, you're leaving growth on the table.

Read: HubSpot Replatforming Strategy for Unified Systems

When the architecture is right, replatforming isn’t a reset. It’s a step forward 📈

We just published a new article on HubSpot replatforming. Most teams think it’s a migration. It’s not. It’s a system rebuild 🏗️

@SmallBizCRM Great point! 🫡

Is your CRM aligned with your operational maturity? More features do not mean more success. Choose wisely. bit.ly/3OGVKHG #SmallBusinessCRM #SalesManagement #CRMTools #BusinessStrategy

@Jon_Ferrara So true! 👍

I've been building CRMs for 30 years. The #1 problem has never changed: Your tools don't talk to each other. nimble.com/blog/integrate…

@NealSchaffer Great stat—and even better reminder! ✨

Brands that prioritize blogging see 13x more ROI than those that don't, according to HubSpot. But the best content means nothing without a distribution plan. Here's the framework for making both work together. nealschaffer.com/social-media-a… #ContentMarketing #SocialMedia

@ryandeiss Love this! 🫡

I manage 17 companies across a $200M portfolio. Every Monday morning, I review all of them from a single Google spreadsheet in about 14 seconds by doing this: 1. Keep it simple. I've spent tens of thousands on fancy BI tools. Keep going back to Google Sheets. Because it actually works. 2. Track it weekly. Daily is too noisy. Monthly isn't agile enough. Weekly is the sweet spot. 3. Make it manual. When data magically appears, you have data. When humans manually enter it, you have insight. Manual entry creates ownership. 4. Mirror your customer journey. Your scorecard should reflect how your business actually creates value. 5 STEPS TO BUILD IT 1. Define your metrics categories (Evergreen, North Star, Departments) 2. Choose metrics driven by the stages in the customer journey (marketing, sales, fulfillment, ops, etc.) 3. Assign an owner to every single metric 4. Set monthly targets ahead of time (no revisionist history) 5. Track weekly with color-coded status (Green = on track, Yellow = behind with a plan, Red = behind with no plan) Difference between yellow and red is the question, “Do you have a plan to get back into the green?” Your job as a leader is to ask questions that help your team turn red to yellow and yellow to green. That's scorecard-based leadership. That's the whole job.

@kathdawson Absolutely! 🎯

Generic AI isn’t enough — tailored AI solutions aligned to your industry and goals drive real business transformation. By embedding AI in core processes, companies can boost efficiency, cut costs & gain a genuine competitive edge. #BusinessTransformation hubs.li/Q04697fS0

@neilpatel This is a solid opportunity! 🫡

It's not about position on the page anymore, it's about whether AI considers you a credible enough source to reference. Authority and digital footprint are the new ranking factors. #AISEO #SearchEngine #BrandAuthority #MarketingStrategy

@3quanax Exactly! 👍

Most HubSpot users pretend automation is rocket science. It's not. Start with 3 basic workflows: lead scoring, follow-up triggers, and deal tracking. You've just cut busywork by half.

@dharmesh Exciting stuff! 🫡

Woo hoo! Thrilled to share a sneak peek of HubCode -- The Vibe Coding Tool for HubSpot. I talked about this a few weeks ago (which feels like forever). Been cranking on it and am ready to show you the actual app now. Link to video in the comments. Or, just type video.hubcode .com in your browser (it takes you to YouTube). Some notes: 1) This requires no terminal -- runs completely in the cloud. 2) You can vibe code both app cards and full apps that live inside the HubSpot web UI. 3) Generated apps can access data within HubSpot (of course). 4) SUPER EXCITING: Apps can reuse any of the public agents in agent .ai (there are 2,000+ of them). This makes your apps super-powerful because you can access all sorts of data and services. And, you can build your own private agents and access them too. This gives you access to all the major frontier models (GPT, Opus, Gemini), and a bunch of really useful data sources and a ton of other capability. Go to agent .ai to see what's available. The demo shows pulling YouTube videos related to a company right into the app card. 5) You can paste in screenshots or other visuals as part of your vibe coding process (if you haven't done this before, it will feel magical). The HubCode app runs on the agent .ai platform and is in private beta (because this one's going to take some testing and iteration given the power and flexibility). To apply, just go to hubcode .com. This is an early "proof of concept", but will be iterating on it maniacally as I get user feedback. Let me know what you think. All thoughts, ideas, feedback and wishlist items appreciated. FEEDBACK IS A GIFT. Thank you for your support.

@nilsfdm Love this framin! 🫡

I call it the “churned-to-gold funnel.” Every large SaaS company has a silent secret: their churned accounts are rotting in the CRM. Think Shopify, HubSpot, NetSuite, even Slack. Users that left months ago, maybe a year ago–but they’re still locked into workflows, processes, or integrations that depended on that tool. Switching vendors doesn’t mean the problem is solved. In fact, it creates dozens of new issues: lost data, broken workflows, missed notifications. These pain points don’t fully surface until after they cancel. What if you built a system to monetize churned accounts from the outside? Step 1: Pick a vertical. Accounting software, CRM tools, marketing automation. (Let’s take payroll systems as an example.) Step 2: Identify common signals of churn or dissatisfaction. These are ridiculously off-radar. It’s not tweets about switching vendors–it’s signals buried in public documents. Example: payroll vendors are tightly linked to compliance filings. Scrape every state-level payroll tax penalty report. Cross-reference the company filing with their currently known payroll service provider. Step 3: Predict the gap. Did they recently switch vendors? (Maybe HRMS data shows an integration change.) Did they get fined post-switch? This is where you build the value wedge: “Hey, noticed you switched from Paychex to a new payroll vendor 3 months ago. We saw a compliance hit at [STATE]. I’d love to help you clean this up and ensure no future penalties.” Step 4: Automate outreach like a sniper. No broad spam here–this is account-by-account targeting. Internal layoffs? Check for roles like “RevOps Lead” or “Finance Manager.” Address them precisely: “We help finance teams that recently moved off Paychex resolve residue compliance issues. Can we fix X specific issue you had?” Step 5: Resell cleanup services or upsell audit tools. Your GTM strategies: – Build a consulting + SaaS wedge (think interim compliance support before product pitches) – Capture churned data points per category (ex, churned payroll vendors) and create resellable vendor-outage risk-analysis datasets for competitors – Productize onboarding retros for vendors who acquire churned clients (e.g., help players like Rippling or Gusto reduce churn residue risk at point of onboarding). That’s the skeleton. The real edge is finding those hidden signals: compliance penalties, resume updates (“migrated systems from NetSuite to X”), LinkedIn workflow rants, and invoice-level API breadcrumbs suggesting repeated process failure. Churned-to-gold isn’t theory–it’s extracting systems failure and selling it back as restoration.

@CynthiaOzumba Great breakdown! 👍

✓ Tracking metrics: response time, resolution time, customer satisfaction (CSAT) ✓ Handling angry or confused customers without escalating tension ✓ Building templates and automations to save time Start with HubSpot's free course. Then apply to roles. Learn while you earn

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