Insights old

An Introduction to Breeze AI

hello@hakedigital.com (Hake Digital) — Mon, 15 Dec 2025 00:45:00 GMT

Explore HubSpot’s Latest AI Innovation

In today’s fast-paced business world, staying ahead means working smarter, not harder. That’s where Breeze AI, HubSpot’s suite of AI-powered tools, comes in. Designed to streamline workflows, automate repetitive tasks, and deliver actionable insights, Breeze AI is here to help you and your team focus on what matters most – growing your business.

Segmenting Lists in HubSpot

hello@hakedigital.com (Hake Digital) — Wed, 22 Oct 2025 02:15:00 GMT

HubSpot Lists are one of the most powerful tools available for organising and segmenting records. Whether you’re running targeted email campaigns, cleaning up your database, or filtering inactive companies, using Lists correctly can significantly improve efficiency and results.

Outgrowing Spreadsheets? Here’s What Smart Founders Do Next

hello@hakedigital.com (Hake Digital) — Sun, 20 Jul 2025 05:30:34 GMT

If you’re running a growing B2B business, there’s a good chance your sales, marketing, and customer data lives in a mess of spreadsheets, inboxes, and half-used tools.

Maybe deals are slipping through the cracks. Maybe you’re struggling to understand what marketing is actually working. Or maybe you just feel like you’re flying blind — and your team is guessing instead of growing.

You’re not alone. This is exactly where most smart founders find themselves — right before they make the move to a real CRM.

Benefits of Clickup

hello@hakedigital.com (Hake Digital) — Fri, 28 Feb 2025 15:50:22 GMT

The Benefits of ClickUp: Why We Use It

We are often searching for tools that enhance efficiency, allow smooth collaboration, and simplify project management. In our exploration of project management software, we've experimented with a variety of options, from task lists to organised queues. However, one platform has consistently excelled: ClickUp. We initially adopted ClickUp to clarify our projects, and enhance team and client collaboration. It has since become an key part of our tech stack. Here's why.

Schedule Your Online Meetings with this Tool

hello@hakedigital.com (Hake Digital) — Fri, 21 Feb 2025 16:43:33 GMT

What is a HubSpot Meeting Scheduler Page?

Managing your calendar can be a hassle, especially when juggling back-and-forth emails to find a meeting time that works for everyone. With HubSpot's meeting scheduler pages, this makes it easy for your clients to book time with you—without the unnecessary email back and forth.

Getting Started with HubSpot’s Help Desk

hello@hakedigital.com (Hake Digital) — Fri, 14 Feb 2025 16:02:24 GMT

Set up, manage, and streamline your customer support

An all in one workspace is crucial when managing and replying to your clients. However, as companies expand, delivering outstanding customer support becomes more challenging. HubSpot’s Help Desk provides a centralized solution to handle customer inquiries effectively, allowing teams to offer quick and efficient responses. In this article, we’ll delve into the some of the first features of HubSpot’s Help Desk and how it can help you get started in your support processes.

Coaching Playlists in HubSpot

hello@hakedigital.com (Hake Digital) — Thu, 06 Feb 2025 15:20:50 GMT

Train your team faster

In today's competitive business environment, effective training and development are crucial for maintaining a high-performing team. HubSpot's Coaching Playlists feature offers a structured approach to training by allowing managers to curate and share call recordings and other resources with their teams. This tool is particularly valuable for onboarding new employees, refining sales techniques, and ensuring consistent messaging across the organisation.

What Are Coaching Playlists?

Coaching Playlists in HubSpot are collections of call recordings—either full conversations or selected clips—that managers can compile to train team members. These playlists serve as practical examples to illustrate best practices, effective communication strategies, and successful sales tactics. By analysing real interactions, team members can gain insights into customer engagement and improve their performance.

Benefits of Using Coaching Playlists

Standardised Training: Ensure all team members receive the same information and guidance, promoting consistency in customer interactions.
Efficient Onboarding: Accelerate the learning curve for new hires by providing them with curated examples of successful calls and strategies.
Continuous Improvement: Facilitate ongoing development by regularly updating playlists with new examples and techniques.
Targeted Skill Development: Address specific areas for improvement by selecting recordings that focus on particular skills or scenarios.

How to Create a Coaching Playlist in HubSpot

Navigate to Coaching Playlists:
- In your HubSpot account, go to Library > Coaching Playlists or CRM > Calls.
- Click on Playlists in the top right corner.
Create a New Playlist:
- Click on Create playlist.
- Enter a descriptive name and summary for the playlist.
- Choose a folder to organise the playlist, or create a new folder if necessary.
- Set visibility permissions to control who can access the playlist.
- If desired, send an email notification to relevant team members.
- Click Create to finalise.
Add Recordings to the Playlist:
- Navigate to the Recordings section.
- Select a call recording to include.
- Click on + Add to playlist above the recording.
- Choose the appropriate playlist and add a description if needed.
- Adjust the start and end times to include specific segments, or add the entire recording.
- Click Add to include the recording in the playlist.
Organise Playlists into Folders:
- In the Coaching Playlists section, click on New folder.
- Provide a name and description for the folder.
- Set visibility permissions as needed.
- Click Create to establish the folder.
- Move existing playlists into the folder by selecting the playlist, clicking on Actions > Move, and choosing the desired folder.

Best Practices for Implementing Coaching Playlists

Regular Updates: Keep playlists current by adding new recordings that reflect the latest strategies and market conditions.
Encourage Feedback: Invite team members to provide input on the playlists to identify additional training needs or valuable recordings.
Highlight Successes: Include recordings of successful interactions to motivate and inspire the team.
Focus on Specific Skills: Create playlists targeting particular competencies, such as objection handling or closing techniques.

By leveraging HubSpot's Coaching Playlists, organisations can create a culture of continuous learning and development, leading to improved performance and a more cohesive team. Want any help implementing these features within HubSpot?

Labour-Saving Tools in HubSpot

hello@hakedigital.com (Hake Digital) — Mon, 03 Feb 2025 16:26:22 GMT

A Productivity Boost for Your Team

HubSpot is packed with powerful tools designed to streamline workflows, reduce manual effort, and improve efficiency. If your team is spending too much time on repetitive tasks, it’s time to explore HubSpot’s labour-saving features. In this post, we’ll walk through three essential tools—Templates, Snippets, and Playbooks—that can help you work smarter, not harder.

1. Templates: Saving Time on Repetitive Emails

If your team sends the same types of emails over and over—whether it’s follow-ups, introductions, or sales outreach—HubSpot’s Email Templates can be a game-changer. Instead of manually drafting emails every time, you can create reusable templates that your team can personalise with just a few clicks.

Why Use Templates?

Speed up email outreach – No more copying and pasting from old emails.
Ensure consistency – Keep messaging on-brand and error-free.
Track performance – See which templates are most effective with open and reply rate insights.

Pro Tip: Use personalisation tokens to pull in contact details automatically, making templated emails feel more tailored. Above we use "Contact: First Name" which pulls the correct information from the specific contact record.

2. Snippets: Quick Responses for Common Questions

Snippets are short, reusable text blocks that can be inserted into emails, live chats, and notes. If your team frequently answers the same customer questions, snippets can help you respond in seconds.

How Snippets Help:

Instant responses – Speed up customer interactions with pre-written answers.
Consistent messaging – Ensure accurate information is shared every time.
Easy accessibility – Use a simple shortcode to insert a snippet anywhere in HubSpot.

Use Case Example: We type #dns to instantly insert a snippet with DNS details, related to the specific domain changes we need to make instead of manually typing it out each time.

3. Playbooks: Streamlining Sales & Support Calls

For teams handling sales calls or customer support, Playbooks are a structured way to guide conversations. These interactive scripts and checklists ensure reps ask the right questions and follow best practices without missing key details.

Benefits of Playbooks:

Keep conversations on track – Ensure reps follow a structured approach.
Improve data collection – Automatically log responses into the CRM.
Train new team members faster – Standardised processes make onboarding easier.

Example Playbook: A sales team could use a Playbook to guide discovery calls (such as solutions design), ensuring they ask qualifying questions before moving opportunities further down the funnel.

Final Thoughts: A Smarter Way to Work

HubSpot’s Templates, Snippets, and Playbooks are simple yet powerful tools that help teams save time, improve consistency, and reduce manual effort. Whether you're in sales, marketing, or customer support, these features can free up valuable time so you can focus on what matters most—building relationships and closing deals.

Looking to optimise your HubSpot setup? Get in touch with us and we’ll help you make the most of these labour-saving tools.

Using the Buyer Intent tool within HubSpot

hello@hakedigital.com (Hake Digital) — Wed, 22 Jan 2025 16:35:31 GMT

What is HubSpot’s Buyer Intent Tool?

In today’s competitive market, understanding buyer intent is no longer optional—it’s a necessity. HubSpot’s Buyer Intent tool provides a unique opportunity to unlock insights about companies engaging with your website, allowing you to craft highly targeted marketing and sales strategies. Here's everything you need to know to harness its potential and drive measurable business growth.

HubSpot’s Buyer Intent tool is a powerful feature designed to identify companies visiting your website, gauge their interest in your brand, and recognize patterns that indicate buyer intent. Unlike tools that focus solely on individual contacts, this feature shifts the focus to companies, making it a vital asset for marketing.

Why Use HubSpot’s Buyer Intent Tool?

HubSpot’s Buyer Intent tool isn’t just a cool add-on—it’s a transformative solution that aligns marketing and sales efforts to improve efficiency and outcomes. Here’s why you should consider using it:

Focus on Companies, Not Just Individuals
By identifying entire organizations engaging with your website, you can adopt an ABM approach to target high-value opportunities effectively.
Boost Lead Quality and Conversion Rates
Instead of chasing cold leads, focus on businesses demonstrating clear interest through repeat visits, specific content consumption, or prolonged time on your site.
Streamline Resource Allocation
By prioritizing companies that match your ideal customer profile (ICP), you can allocate marketing and sales resources more strategically, ensuring maximum ROI.

How to Use HubSpot’s Buyer Intent Tool Effectively

1. Set Up and Configure Buyer Intent

Install the HubSpot tracking code on your website to begin collecting visitor data.
Define your target market by setting parameters such as industry, company size, and geographic location.

2. Define Buyer Intent Signals

Identify the behaviours that signify intent, such as:
- Number of website visits.
- Time spent on high-value pages.
- Interactions with specific content or resources.

3. Ensure Compliance

Add a cookie consent banner to your website to meet GDPR and other data protection regulations. This step ensures ethical data collection and avoids legal complications.

4. Analyse and Act on Insights

Access the Buyer Intent dashboard to view a detailed list of companies visiting your website and their activity breakdown.
Prioritize companies that meet your ICP criteria and exhibit strong engagement signals.

5. Tailor Your Outreach

Develop personalized strategies based on the company’s observed interests and behaviours. For example:
- If a company is viewing pricing pages, your sales team can reach out with tailored offers.
- If a prospect is consuming thought leadership content, your marketing team can nurture them with more educational resources.

6. Align Content and Campaigns

Use insights to guide your content strategy and ad targeting. Whether it’s blog posts, case studies, or webinars, your content should address the specific pain points and goals of your prospects.

From Broad Campaigns to High-Impact Engagement

HubSpot’s Buyer Intent tool allows you to move beyond generalized marketing efforts toward precise, data-driven engagement. By leveraging these insights, you can:

Elevate your marketing strategies.
Increase conversion rates by focusing on companies with genuine interest.
Build stronger relationships with prospects by meeting them where they are in their buyer’s journey.

Transforming Insights into Impact

Buyer intent is more than a metric—it’s a lens into your prospects’ world. HubSpot’s tool equips you with the data needed to prioritize high-potential opportunities and drive better outcomes across your marketing and sales efforts. By integrating this tool into your strategy, you’re not just keeping up with the competition—you’re setting the pace.

Are you ready to turn insights into action?

HubSpot Product Updates - January

hello@hakedigital.com (Hake Digital) — Mon, 20 Jan 2025 16:41:39 GMT

What’s New in Q1 2025?

The new year brings exciting updates to HubSpot’s platform, designed to enhance usability, connectivity, and productivity. These updates span Sales Hub, Service Hub, and Marketing Hub, ensuring your teams have the tools they need to succeed. Here’s what’s launching in Q1 2025.

[Private Beta] International Number Porting

Porting phone numbers between carriers is now possible in more countries through HubSpot. With a standard transfer time of 4-6 weeks, this update simplifies international communication for global teams.

Available Countries: United Kingdom, Canada, Brazil, Australia, New Zealand, Netherlands, Germany, France, Denmark, Sweden, Norway, Finland, Switzerland, Austria, Ireland, Mexico, Spain, Italy.

Why does it matter?

For businesses operating across multiple regions, seamless number porting reduces downtime and ensures continuity in customer communication. By expanding this capability, HubSpot enables global scalability.

Launch Region: Global Availability: Starter, Pro, Enterprise

[Live] Sales Workspace Now Available for New Portals

The new Sales Workspace is officially live for new Sales Hub portals, replacing the Prospecting Workspace. By 20 January 2025, all existing portals will be migrated to this streamlined experience.

Why does it matter?

Modern sales teams often juggle pipeline generation and deal-closing tasks. The Sales Workspace unites these activities, providing salespeople with a centralised hub to manage their most important actions. This reduces context switching and ensures a more efficient sales process.

Launch Region: Global Availability: Pro, Enterprise

[Public Beta] Create Sales Leads from Mobile

Sales representatives can now generate leads directly from the HubSpot mobile app. This enhancement allows on-the-go lead creation within the sales navigation interface.

Why does it matter?

Previously, sales reps faced challenges creating new leads while away from their desks. This update addresses that limitation, giving them the freedom to grow their pipelines from anywhere, fostering productivity and responsiveness.

Launch Region: Global Availability: Pro, Enterprise

[Live] Instagram Stories on Mobile

As mentioned here this feature is now live. Marketing Hub now supports Instagram Stories, enabling users to create and publish content directly from the mobile app while tracking its performance.

Why does it matter?

Instagram Stories are a powerful tool for engaging followers. They’re perfect for standing out in feeds and showcasing the human side of your brand. This update helps businesses connect with audiences on a more personal level, leveraging the spontaneity and reach of Stories.

Launch Region: Global Availability: Pro, Enterprise

Looking Ahead...

With these updates, HubSpot continues to evolve as a leading platform for businesses worldwide. Whether it’s simplifying global operations, empowering mobile sales teams, or enhancing marketing reach, these tools are designed to help your team excel. Need help on any utilising HubSpot's features for your business? Connect with us below.