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HubSpot
Productivity
Hacks

HubSpot Productivity Hacks
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Sequences

creating sequences in HubSpot_analytics that profit

Today we're gonna talk about a great productivity hack inside of Hubspot called Sequences.


What exactly is a sequence?


If you're like me, you're always looking for a way to engage with the contact, to give them something meaningful.


And there's a bunch of ways to do that, you could use an Excel spreadsheet, and go back to 1990's marketing, that's a great thing to do, NO!

 

I prefer automation.


When you know there's a set series of events, an e-mail, a phone call, a task, something of that nature, a sequence is the best productivity hack, because it automates the behavior.


So exactly where you find these sequences?

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In Hubspot,  go into automation, and there they are Sequences.


Now, I cleared all this out so you have a blank slate, and so we're gonna pretend that there are no sequences created and we're going to just create from scratch.

So just hit create sequence and you could start from just scratch, but if you're new to Sequences, I would recommend you look through some of the pre-mades and get some ideas.


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Now the key thing about a sequence is to decide when someone will be taken out of the sequence.


Think of a sequence as a mini automated workflow, over a short period of time with a specified outcome.
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So, if you get a reply to your e-mail, if they book a meeting through certain behaviors you want, we take them out of the sequence.


No need to keep sending e-mails when you've achieved your result.


So, here's a good example of recent conversion.
using sequences to follow up on lead conversion_analytics that profit

What did you think about the download?


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So, personalize these subject titles. If you're like me, if you don't get me at the subject line, I will delete your e-mail.

So, spend some time, be creative on the subject line to make them want to open your e-mail.

Hey, you downloaded this content, what did you think? Did we miss anything, forget anything?

Then you create a follow-up task after that e-mail is sent.

And then, after that call, you can send another automated e-mail to send some more useful information.
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And then you go, Do you have time for a meeting.


Trade shows, great example.


So you go to a trade show, you scan everybody's badge, you have these e-mails when you get their business card.

Please, please, please don't tell me that you're still typing in business cards.


You should get the scanner for the Hubspot's CRM and scan the business card right into Hubspot.
hubspot productivity hack_sequences_crm card reader_analytics that profit

So you have all these contacts that you've engaged with at this trade show or conference or some sort of meeting. Now, what do you do?


So instead of just good to meet you, I would of course make it more personal, about the conference, or maybe you met them at a certain presentation or topic.

Once again, personalize that subject line.
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Then once again, it's a series of automated e-mails, phone calls, whatever it might be. Same thing is true for product or demo request.
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I think you're getting the big picture here.


Automated steps over a short period of time focused on a defined outcome.


So, just go through these pre-mades to get some ideas on how to get started.Then, when you're ready, you and go and start a sequence.


So here, I'm gonna send an e-mail, Phil Wiseman, and what do I want to do?


hubspot productivity hack_sequences_email_analytics that profit

I want to put him in a sequence. I would simply click one of them, and boom, I'm automatically put into that sequence, and that series of events triggers.

There's your productivity hack.

Very useful, a great time-saver, and just remember, start with your specified goal, what is the outcome of the sequence?

Start with that, and then design the series of e-mails, phone calls whatever that might be to complete the sequence.

Be more productive, make more money.

 

 

When you know there's a set series of events, an e-mail, a phone call, a task, something of that nature, a sequence is the best productivity hack, because it automates the behavior.

 

 

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Phone Calls

Hey, it's Phil Wiseman with Analytics That Profit and today we're gonna talk about a great little hack in HubSpot, making phone calls.

 



So if you're in your contact record and you go to see calls, you'll see make a phone call.


HubSpot Productivity Hack_ Phone Calls_ Analytics That Profit

So all you simply need to do is add your phone number.


Great news here, guys. This can be a mobile phone number.


add phone number to make calls in HubSpot CRM_ Analytics That Profit

So all you would do is add your phone number.


Type it in.

HubSpot CRM_ phone Calls_ Analytics That Profit

Once it's in there, hit register and then they're gonna call and verify that phone number.

Now once your phone number's been verified, all you have to do is go into that contact record, hit make a phone call, call from a browser, and great.


HubSpot phone calls from CRM_Analytics That Profit

You're making a phone call, you can add notes.


It's all done right here through your HubSpot CRM.


Great time-saver, great productivity hack!

 

Want to learn more ways to increase productivity and achieve the best ROI on your HubSpot investment?

 

Schedule A Time To Talk

HubSpot has a very detailed article in their knowledge base if you want more details.

Here is an excerpt.

"The HubSpot calling tool allows you to call contacts from your browser or phone and log calls on your contacts' timelines in HubSpot.

The number of calling minutes in your HubSpot account depends on your subscription. An alert will appear in you account when you're within 100 minutes of your limit. If you reach your limit while on a call, you will be able to complete that call, but will not be able to make additional calls that month. Calling minutes reset on the first day of each month.

If a contact has opted out of all communication, you will need to give the contact a one-time legal basis to communicate with them before making a call. In the dialog box, click Give one time legal basis to assign a lawful basis and explain why you're allowed to communicate with the contact. You will need to assign lawful basis to contacts who have opted out of all communication even if the GDPR setting is turned off in your account.

If you have an assigned Sales Hub Enterprise or a Service Hub Enterprise seat, you can access the call's transcript on the contact's timeline after the call has been saved. The call needs to be recorded in order for it to be transcribed. The transcript will appear on the contact's timeline as an attachment."

call-transcript-on-contact-timeline

 

Source: HubSpot

If you have questions or want more details on how to increase productivity and achieve the best ROI on your HubSpot investment, maybe we should talk.

Contact Us

 

You're making a phone call, you can add notes.

It's all done right here through your HubSpot CRM.

Great time-saver, great productivity hack!

 

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Snippets

What exactly is a snippet?

 

I don't know about you, but I find myself typing the same things over and over on a daily basis.

Can't quite turn them into an email template because I don't use them in every email.

You know, the old school way would be to have a Word document and you cut and paste.

Snippets are  a great time-saver.

Create and use snippets_ analytics that profit

Source: HubSpot

A snippet is a message that you're going to use repeatedly. You don't want to retype it five or 10 times a day, so you just simply create a snippet.

So go over here in HubSpot to Conversations, then Snippets, and now I've created this snippet just for test purposes called Great Message.

where to find snippets in hubspot_analytics that profit

 

Personalize Your Snippet

You can put personalization inside of it. First name, company name. You can put a hyperlink.

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So if you find yourself typing these sorts of things multiple times a day, a snippet is a great productivity hack.

 

Use Snippets in Emails

So we're going to call this snippet Test, we're going to save that snippet, and now we're going over and create an email.

 

So I will send Phil Wiseman this great snippet test email. So instead of, "Hey Phil, how's it going? "Blah, blah, blah, blah, blah."

 

Instead of doing all that, I'll just go to Snippets, click Snippets, and boom.

how to insert a snippet in am email_analytics that profit

You see, now I have added a personalized message to an email using snippets inside of HubSpot, one mouse click, no cutting and pasting.

how a snippet looks inside an email_analytics that profit

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A great time-saver, a great productivity hack. Hey guys, be more efficient, make more money.

If it is true that time is money, then you need to save time and make more money using snippets.

Not sure if you are getting the maximum ROI from HubSpot? Maybe you just want some one on one coaching and training.

Schedule A Time To Talk.

use snippets_HubSpot_Analytics That Profit

Source: HubSpot

If you find yourself typing the same things multiple times a day, a snippet is a great productivity hack.

 

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Meetings

Hi, it’s Phil Wiseman with Analytics That Profit, and today I want to share one of my favorite HubSpot productivity tools, Meetings.

So, if you’ve received an email from me, you’ve seen in the footer in my email, “Schedule a time to talk”.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

You click that link and it shows you all the available times that we can chat.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

Think about how much time you will save not having to send four to five emails back and forth trying to find a convenient meeting time!

 

So I’m going to show you how to set that up inside of HubSpot. First, go up to the white gear tooth, and that’ll open your settings.

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Now you might think that the first place you want to go is into Meetings.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

No.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

The first thing you want to do is go back to all your settings and go to Integrations.

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Once you’re in Integrations, click Email integrations, and then you’ll simply want to connect your inbox.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

And this connects effortlessly with your Google gmail or G Suite, and Office 365. You can also customize for different platforms. I already have mine connected to my G Suite.

Now the HubSpot extension is handy and a great productivity hack!

HubSpot Productivity Hack_ Meetings_Analytics That Profit

When you receive an email you will see this:

HubSpot Productivity Hack_ Meetings_Analytics That Profit

Ok, maybe I am ordering too many items online 🤣

 

 

HubSpot Productivity Hack | One-Click addition to CRM from Email

One-click and put the person in the CRM.

Saves you a ton of time and time is money.

How do we actually set up these meetings in HubSpot?

 

Go to Sales and click Meetings.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

And there we are, and you can create a meeting link.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

Let’s just see how I set those up.

So first, it pulls the information from the contact record. I will name it Meet with Phil.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

And then you can choose a meeting type, and you can change these defaults later if you want to.

We have meeting type, duration in hours, 30 minutes, 15 minutes.

So people can choose a one-hour meeting, a 30-minute meeting or a 15-minute meeting.

So next, how do we configure all of that?

So if you notice my logo is on the meeting or you could put your personal picture there.

Now under Configuration, I’ve put in the Zoom meeting link and it connects directly with my Zoom account.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

Now, all you see here is,” Talk nerdy with Phil.”

But if you scroll down, you’ll see more words. So you can add to this as much as you want.

 

Productivity Hack | Email auto reminder for meetings

 

So you can see all those words I added, like the Zoom meeting, are in this automatic email.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

 

Now, the next thing you want to do is set your availability.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

Your Meetings link will integrate completely with your Google or Outlook calendar.

In my case, I’ve decided to limit my meeting availability to certain times on certain days.

So when someone goes to schedule this type of meeting, it will only show the availability that you have selected.

And what’s nice about this is there’s no going back and forth to set a meeting. These are the times you’ve made available.

So if I have a meeting booked in one of these times, it won’t show that availability when someone goes to book a meeting with me.

 

Productivity Hack | Buffer Time Between Meetings

 

You might set a buffer time of 5 to 10 minutes in between your bookings.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

Productivity Hack | AutoFill Forms

 

HubSpot Productivity Hack_ Meetings_Analytics That Profit

So obviously if someone’s booking a meeting, you need to know who they are, but you can also add additional information. So in my case, as long

as I know who you are, have your email and phone number, we’re good to go.

Instead of redirecting people to a meeting confirmation page, once you’ve booked a meeting with me, you will be sent over to my knowledge base. There are lots of useful articles there.

So you can do the same thing. You can pick a page to send people to once they’ve scheduled a meeting with you.

You can also customize that for GDPR and other things of that nature. And then when you’re done, it’s real simple.

You just add that meeting link.

So right here, this Schedule A Time To Talk, I’ve put it in the footer of my email and it’s tied directly back to this meeting link. So what I’ve done is I’ve copied that link, I’ve added it as a call to action in my email. Now, in this case, I’ve used the HubSpot email signature generator and it has a place for a custom call to action, and that’s where I’ve added it. When you receive an email from me, you can hit Schedule A Time To Talk.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

Click the link and You will notice it shows you my availability.

It is synced automatically with my existing meetings, so it’s not showing you availability when I already have a meeting booked.

HubSpot Productivity Hack_ Meetings_Analytics That Profit

 

 

 

Think about how much time you will save not having to send four to five emails back and forth trying to find a convenient meeting time!

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