AI-Powered Conference Outreach Starts with Clean CRM Data

A client recently approached us with a familiar challenge. They run a large conference and had early registration pricing ending at the end of May. They wanted to increase registrations while making outreach feel more personal and relevant to past attendees. The problem:  traditional email blasts weren’t enough anymore. They had years of attendee history […]

How we use Claude to audit client HubSpots — and turn findings into immediate action

How we use Claude to audit client HubSpots — and turn findings into immediate action Most CRM audits take days and produce a report no one reads. Here’s how we compressed that into a single conversation — and walked away with a client-ready roadmap. Every HubSpot we inherit looks fine on the surface. There are […]

How I use Claude with Hubspot

If you haven’t already, plug your Claude into Hubspot – it’s simple and takes maybe 5 minutes.  When you plug Claude in, make sure to give it all necessary permissions.  You can literally ask Claude when it can access all necessary data.  Here are the ways that I then use Claude in Hubspot: Explain why […]

Matching Leads to Accounts in Salesforce

If you’re using Leads and Contacts in Salesforce it can be a bit hard to track all people at the Account level – there’s no native matching of Leads to Accounts in Salesforce. Implementing Lead to Account matching in Salesforce is pretty easy, though – here are the steps: First, create a ‘domain’ formula field […]