Ian Jacob and Craig Bailey
HubShots - The Unofficial Down Under HubSpot Podcast
HubShots: the Unofficial Down Under HubSpot PodcastHubSpot 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
Author
Ian Jacob and Craig Bailey
Category
Podcast website
Latest episode
Jul 9, 2026
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Episodes
319: Preparing for Your HubSpot Renewal: The Six Step Portal Review 09.07.2026 1:09:18
This edition we dive into: - How to prepare for an upcoming HubSpot Subscription renewal - The Six Step process for reviewing your portal - Organising Marketing Contacts - Reviewing HubSpot Credits - Comparing Pro to Enterprise Seats in each Hub - Reviewing Add-ons - Planning your contract agreement Full show notes available at: https://www.hubshots.com/episodes/episode-319 Recorded: Thursday 02 J...
318: Consolidating the Stack + 10 HubSpot Quick Wins 21.05.2026 43:37
This edition we dive into: - The move to consolidation of tech stacks - Quick HubSpot improvements to GSuite add-in - Custom fonts in marketing emails - AEO tool initial thoughts - Sending SMS to contacts whose emails bounce - Adding line items to deals in a workflow - Bulk updating the domain on pages - Historical snapshot reports on deals - Customer Agent handoff tweaks - HubSpot Assistant tips...
317: The AI-Powered Smart Salesperson’s Cheat Sheet to Using HubSpot 11.03.2026 1:03:11
This edition we dive into: - The new Sales Workspace - your command centre for everything sales - Breeze Prospecting Agent - your AI-powered BDR - Conversation-Powered Deal Risk Detection - Guided Actions and Predictive Deal Scoring - AI Meeting Assistant for prep and follow-up - Target Accounts and account-based selling - LinkedIn CRM Sync integration - Smart Deal Progression (new January 2026 be...
316: The Practical Guide to AI in HubSpot 12.12.2025 1:03:16
This edition we dive into: - AI Approach - AI Basics - Buyer Intent Tool - AI Agents and Assistants - AI Workflow actions - Customer Agent - Smart Properties - External AI Integration Full show notes available at: www.hubshots.com/episodes/episode-316 Recorded: Wednesday 10 October 2025 | Published: Friday 12 December 2025
315: HubSpot Updates that Matter 02.11.2025 34:38
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
314: HubSpot Loop Marketing Explained 02.10.2025 57:49
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.hubsho...
QuickShot 004: Modern SEO - Information informed by Psychology 27.08.2025 7:01
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 202...
QuickShot 003: HubSpot Buyer Intent Tool - This Is a Hidden Gem 15.08.2025 4:52
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 Recor...
313: HubSpot Ads Tool Tutorial 01.08.2025 40:17
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...
QuickShot 002: HubSpot Customer Success Workspace and the Benefits of NPS Surveys 29.07.2025 6:58
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
QuickShot 001: Using AI and Automation Wisely 24.07.2025 7:32
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
312: Should You Build Your Website on HubSpot? 17.03.2025 52:03
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
311: Efficiency in HubSpot 27.02.2025 54:50
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...
310: HubSpot's Greatest Hits of 2024 - From Lead Scoring to Breeze AI 21.12.2024 36:29
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...
309: HubSpot Fundamentals 23.09.2024 39:07
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 | Publishe...
308: Association label tips, Modern websites, Ticket lists, Back to basics 23.07.2024 39:00
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 - ar...
307: HubSpot Content Hub (formerly CMS Hub) 03.04.2024 1:49:27
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 a...
306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects 25.01.2024 21:55
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 • U...
305: The End of 2023 HubSpot Bumper Episode 07.12.2023 52:54
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 analy...
304: What was useful from HubSpot’s annual event and product announcements? 12.10.2023 1:01:23
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 Dat...
303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking 20.09.2023 32:19
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
302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines 03.08.2023 32:36
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 headline...
301: Threads, Workflow updates, Landing page tip, Proactive Excellence 20.07.2023 33:23
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 St...
300: 7 Years of HubSpot Tips 22.06.2023 38:55
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 | Publish...
299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains 18.05.2023 20:53
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...
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