@thegistinbound The Gist - HubSpot Strategists

The Gist - HubSpot Strategists posts on YouTube about hubspot, how to, tutorial, automation the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

[--] Week [-----] +69%
[--] Month [-----] +6.40%
[--] Months [------] +212%
[--] Year [------] +6,927%

Mentions: [--] #

Mentions Line Chart

[--] Week [--] +43%
[--] Month [--] +260%
[--] Months [--] +71%
[--] Year [--] +1,925%

Followers: [-----] #

Followers Line Chart

[--] Week [-----] +9.10%
[--] Month [-----] +49%
[--] Months [-----] +501%
[--] Year [-----] +787%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence technology brands stocks finance

Social topic influence hubspot #60, how to, tutorial, automation, ai, tools, data, business, service, scale

Top accounts mentioned or mentioned by @uclqyp2nmxoyqalcomr1l6q @thegistinboundcom

Top assets mentioned Alphabet Inc Class A (GOOGL) Salesforce Inc (CRM)

Top Social Posts

Top posts by engagements in the last [--] hours

"How to Set Up a Newsletter Subscription System in HubSpot Strategic HubSpot Tutorial Overview Looking to streamline your email marketing and grow your subscriber list in HubSpot In this strategic HubSpot tutorial CJ Maurer walks through the exact steps to build a high-performing newsletter subscription systemcomplete with signup forms contact list segmentation automation workflows and best practices for email engagement. Why This Matters Without a well-built subscription system you risk losing leads violating email consent laws or missing out on key marketing opportunities. This tutorial"
YouTube Link 2025-03-10T12:00Z [----] followers, [----] engagements

"HubSpot Pricing FAQs: Seats Upgrades Add-Ons & What You Actually Need (2026) In this first installment of our new FAQ series were answering five of the most common questions we get about HubSpot pricing seats and subscription strategy. If youre trying to figure out: - Do I need Marketing Hub and Sales Hub - Whats the difference between core seats and rep seats - What happens if I upgrade or downgrade - Whats the simplest setup for a small sales team - Which add-ons are actually worth it This video is for you. We walk through real-world scenarios and explain how to think through pricing"
YouTube Link 2026-02-16T14:00Z [----] followers, [--] engagements

"Optimize Your Sales Pipeline Configuration Strategic HubSpot Tutorial Overview Struggling to effectively structure your HubSpot sales deal pipeline In this HubSpot tutorial well walk you through how to configure your pipeline using The Gists exclusive Deal Pipeline Planning Blueprint. Learn how to set up deal stages customize properties automate workflows create deal forms and use conditional field configurations to streamline your sales process and improve pipeline management. What Youll Learn How to build a structured sales pipeline tailored to your business needs How to define and"
YouTube Link 2025-03-31T13:00Z [----] followers, [----] engagements

"Use HubSpot Marketing Campaigns to Track ROI and Prove Whats Working Strategic HubSpot Tutorial If youre creating content emails or ads in HubSpot without using campaigns youre missing out on the ability to see how your work connects to real revenue. This tutorial breaks down how HubSpots Campaigns tool acts as the command center for all your marketing activity letting you measure impact and prove whats working to leadership. In this video youll learn how to: - Create and organize HubSpot marketing campaigns from scratch - Attribute all your content emails forms pages and workflows to"
YouTube Link 2025-10-20T13:00Z [----] followers, [---] engagements

"How to Build an Effective ABM Strategy in HubSpot Strategic HubSpot Tutorial Overview In this strategic HubSpot tutorial CJ Maurer breaks down a practical approach to setting up and executing an Account-Based Marketing (ABM) strategy using HubSpots native toolshelping your sales and marketing teams align on high-value target accounts and convert them faster. Why This Matters For B2B companies with long sales cycles and high-ticket deals ABM is no longer optionalits essential. But most teams struggle with operationalizing ABM in a way thats scalable trackable and integrated into the day-to-day"
YouTube Link 2024-11-29T13:00Z [----] followers, [----] engagements

"HubSpot Data Hub Explained (2026): Clean Data AI Enrichment & CRM Automation HubSpot Data Hub is the foundation that determines whether your CRM enables growth or becomes a constraint. In this video CJ Maurer - Founder of The Gist Inbound - breaks down Data Hub at a high level including data modeling data quality tools enrichment smart properties AI agents integrations and automation. This is part of a six-part HubSpot training series designed to help teams understand how each Hub works together as a unified CRM platform. Why This Matters Every workflow report automation and AI tool in"
YouTube Link 2026-02-02T14:01Z [----] followers, [---] engagements

"HubSpot Service Hub Explained: How to Scale Customer Support Success and Retention (2026) This video is Part [--] of our six-part HubSpot series where we break down each Hub inside HubSpot. In this episode we cover HubSpot Service Hub and how it enables customer support onboarding and customer success teams to deliver faster more consistent and more scalable service. Youll see how Service Hub brings together customer data ticketing help desk tools AI-powered support self-service resources and customer feedback - all in one platform. Why This Matters Customer retention and expansion are driven by"
YouTube Link 2026-01-12T14:00Z [----] followers, [---] engagements

"How to Build Custom Quote Templates in HubSpot Strategic HubSpot Tutorial Most HubSpot users never get past the default quote templates Basic Modern and Original. But your quotes are a reflection of your brand. In this tutorial CJ takes you behind the scenes to show how The Gist redesigned their own quote templates to make them more flexible on-brand and automation-ready. In this video youll learn how to: - Customize and clone HubSpot quote templates for different services - Use personalization tokens videos and design elements to elevate your proposals - Integrate e-signatures and payment"
YouTube Link 2025-10-13T13:00Z [----] followers, [----] engagements

"HubSpot Data Agent Explained: Smart Properties Smart Columns and AI-Driven CRM At INBOUND [----] HubSpot unveiled Data Agent a powerful new tool that combines AI and data management to eliminate manual entry and supercharge CRM automation. In this video CJ Maurer walks through how to use Smart Properties Smart Columns and Smart Actions to keep your HubSpot data clean enriched and actionable. Why This Matters - Data Agent reduces time wasted on manual data entry. - AI-driven Smart Properties and Columns automatically enrich records with the right info. - Clean organized CRM data ensures that"
YouTube Link 2025-09-22T13:01Z [----] followers, [----] engagements

"How to Streamline and Automate Data Enrichment in HubSpot Strategic HubSpot Tutorial If your team is still Googling companies and manually updating records youre wasting hours every week. In this video CJ Maurer walks through HubSpots built-in data enrichment toolspowered by the Clearbit acquisitionand shows how to automate CRM enrichment for cleaner smarter data. Youll see how to: - Use HubSpots Data Management and Enrichment Settings - Automatically enrich new and existing records - Leverage AI summaries and workflows for ongoing enrichment - Create a self-regulating CRM that maintains its"
YouTube Link 2025-11-03T01:53Z [----] followers, [---] engagements

"How to Manage Users and Teams in HubSpot Strategic HubSpot Tutorial In this tutorial CJ Maurer from The Gist Inbound walks through the essentials of user and team management in HubSpot. Youll learn how to add users assign permissions group teams and customize notification profiles to reduce friction and boost CRM adoption. Why This Matters: User and team management might seem like a small admin task but it directly impacts how effectively your people use HubSpot. With the right setup youll minimize confusion avoid internal data conflicts and make sure your teams always have the access - and"
YouTube Link 2025-10-27T13:01Z [----] followers, [---] engagements

"How to Hire The Gist for HubSpot Strategy and Implementation If youve ever felt like HubSpot has infinite potential and zero structure this video is for you. In this walkthrough I break down how we deliver HubSpot solutions at The Gistso CRM marketing sales and service improvements arent random tickets but an actual system you can run scale and measure. In this video youll learn: The 3-part structure we use to drive outcomes in HubSpot (and avoid chaos) What a real HubSpot audit should uncover (beyond surface-level cleanup) How we turn strategy into a build plan your team can actually follow"
YouTube Link 2026-01-27T20:49Z [----] followers, [--] engagements

"How to Use HubSpot Playbooks for Your Sales and Service Process Strategic HubSpot Tutorial Overview This video walks through how to use HubSpot Playbooks - one of the most underrated tools for sales and service consistency. Youll learn what Playbooks are how to build them and how they can help your team stay organized and standardized without losing flexibility or personality. Why This Matters As teams scale enforcing sales or service processes can be difficult. Playbooks act as built-in guardrails within HubSpot guiding reps through meetings and ensuring all key data is collected - every"
YouTube Link 2025-10-06T13:01Z [----] followers, [---] engagements

"Enable Your Sales Team in HubSpot's Sales Workspace Strategic HubSpot Tutorial Unlock the full potential of HubSpots Sales Workspace to streamline your sales process boost productivity and close more deals. In this in-depth tutorial we break down how to strategically use HubSpots powerful sales tools to optimize your pipeline automate key tasks and empower your team with data-driven insights. What Youll Learn in This Video: [--]. Sales Workspace Overview: A guided tour of HubSpots Sales Workspace and its key features. [--]. Optimizing Your Sales Process: How to customize your pipeline automate"
YouTube Link 2025-03-17T13:01Z [----] followers, [----] engagements

"How Are You Assigning Leads to Sales Teams There are several ways to assign leads to members of your sales teams. With HubSpot you can automate which reps are assigned to different leads based on location industry vertical and many more. Is your current CRM routing leads effectively Learn how to best optimize your sales process by checking out more videos on our channel. #hubspottips #hubspotcrm #hubspotpartner #salesefficiency #sales #salestips"
YouTube Link 2025-10-27T11:45Z [----] followers, [---] engagements

"HubSpot Sales Hub Explained: Tools Features and Best Practices for Sales Teams (2026) In this video CJ Maurer Founder of The Gist Inbound walks through a high-level demo of HubSpot Sales Hub. This is Part [--] of our six-part series covering each Hub in HubSpot over the first six weeks of [----]. Youll see how Sales Hub supports lead management deal pipelines task execution prospecting automation forecasting and reporting - all designed to help sales teams sell more efficiently and consistently. Why This Matters Sales teams dont fail because of effort - they fail because of inconsistent process"
YouTube Link 2026-01-05T14:00Z [----] followers, [---] engagements

"How to Use Prospecting Agent to Automate and Scale Sales Outreach Strategic HubSpot Tutorial In this tutorial CJ walks through HubSpots Prospecting Agentone of the most transformational AI-powered tools introduced in HubSpots new era of customer and sales agents. Youll see how prospecting profiles work how AI learns from your website and brand kit how to control outreach settings and how the agent drafts personalized outreach at scale. Why This Matters Sales reps cant control results only activity. Prospecting Agent ensures outreach happens consistently at scale with targeted messaging that"
YouTube Link 2025-12-08T14:00Z [----] followers, [----] engagements

"No SEO is not dead. but it is changing SEO is not dead but AI search and LLM models are changing the way people find information. You need to make sure that your content remains high-quality while providing valuable information to those who are searching for it. #aisearch #seo #seotips #llms"
YouTube Link 2025-11-24T12:30Z [----] followers, [---] engagements

"How to Use Website Forms If your website forms aren't gathering marketing information or maintaining clean data you're missing out on a significant opportunity. Website forms are a great way to gather leads and ensure optimization in your HubSpot CRM. Wanting to learn more Check out our channel for more tips and tricks in HubSpot #hubspot #hubspottips #hubspotcrm #hubspotpartner"
YouTube Link 2025-10-24T12:00Z [----] followers, [----] engagements

"Task Assignment in HubSpot How smart is your CRM administration Using workflows to assign tasks to sales reps and customer success managers enables the human element of your business by involving your team in periodic check-ins with your client. #hubspotworkflows #hubspottips #hubspotcrm #hubspot"
YouTube Link 2025-10-31T12:00Z [----] followers, [----] engagements

"How to Prevent Spam Bot Submissions Strategic HubSpot Tutorial Spam bot submissions in HubSpot are more than just an annoyance they can disrupt workflows skew your reports and clog your CRM with junk contacts. In this tutorial CJ shows you exactly how to: - Add fields to forms to weed out junk submissions - Use HubSpots hidden honeypot field trick to catch bots - Build workflows that automatically delete spam contacts Why This Matters - Keeps your CRM clean and reliable - Saves your team time and prevents wasted resources - Ensures accurate reporting and marketing performance Who This Is For"
YouTube Link 2025-09-08T13:00Z [----] followers, [---] engagements

"How AI Chat Is Changing Marketing Sales & Support Strategic HubSpot Tutorial HubSpots new Customer Agent is one of the most powerful additions to Service Hub in years. In this video we break down what the Customer Agent is how it works and why it represents a major shift in how businesses think about customer support marketing and growth. Youll see a real HubSpot portal walkthrough covering agent identity knowledge sources actions human handoff and deployment - plus an honest look at why most companies shouldnt turn this on until their content foundation is ready. Why This Matters The way you"
YouTube Link 2025-12-15T14:00Z [----] followers, [---] engagements

"Stop spambots and scammers with HubSpot HubSpot has several security and bot filtering features that keep you safe - espeically in the payroll and HR industry. Are you using HubSpot to keep your clients safe If not we can help. #hubspot #spam #spamprevention #scampreventiontips #scamprevention"
YouTube Link 2025-11-14T12:30Z [----] followers, [---] engagements

"What are Smart Properties in HubSpot Strategic HubSpot Tutorial Smart Properties are one of HubSpots newest Smart CRM features allowing you to automatically enrich contacts and companies with AI-powered rule-based updates. In this tutorial CJ shows what smart properties are how to create them how to write strong prompts and how to apply them to real business use casesusing examples directly from The Gists own CRM. Why This Matters Smart Properties eliminate manual research improve data quality and unlock new levels of automation for segmentation reporting and personalized engagement. If your"
YouTube Link 2025-12-01T14:00Z [----] followers, [---] engagements

"Tracking Organic Content Costs It can be hard to track the costs of different: - Employees - Freelancers - Vendors HubSpot helps you optimize costs and lower spend by keeping your CRM and data clean while keeping operations efficient. Looking for ways to improve your processes Get in touch with us today"
YouTube Link 2025-10-29T13:30Z [----] followers, [----] engagements

"How to Import Client Data Into HubSpot Using Data Studio Strategic HubSpot Tutorial If youre setting up a new HubSpot portal or cleaning up an existing CRM your data quality determines everything you can do next. In this walkthrough CJ covers the fundamentals of importing companies and contacts mapping fields correctly managing picklist errors and taking advantage of HubSpots new Data Studio capabilities to streamline and automate your data flows. Why This Matters HubSpots revamped Data Hub - including Data Studio Data Syncing and new enrichment tools fundamentally changes how teams manage"
YouTube Link 2025-11-17T14:00Z [----] followers, [---] engagements

"Build an Efficient Handoff Between Sales and Onboarding Strategic HubSpot Tutorial Overview Struggling with a clunky transition from sales to onboarding In this HubSpot tutorial well show you how to automate and optimize your handoff process to ensure a smooth experience for both your team and your customers. Learn how to leverage HubSpot workflows custom properties and automation to eliminate miscommunication reduce manual work and accelerate customer onboarding. What Youll Learn [--]. Why a seamless sales-to-onboarding transition is crucial for customer success [--]. How to use HubSpot workflows"
YouTube Link 2025-02-24T14:00Z [---] followers, [--] engagements

"Focus on less - but do it way way better. Quantity alone used to win - but now quality human-generated content is going to put your business ahead of your competitors #hubspottips #hubspot #contentmarketing #contentstrategy"
YouTube Link 2025-11-21T12:15Z [----] followers, [----] engagements

"HubSpot vs Salesforce: Which CRM Is Better Positioned for the Future Strategic HubSpot Tutorial HubSpot and Salesforce have long been the two biggest names in CRM but their relationship has changed a lot over time. In this video CJ Maurer breaks down how HubSpot evolved from a marketing automation tool into a full CRM platform how Salesforce expanded through acquisition and why HubSpots unified data model might give it an edge in the AI era. Why This Matters Choosing a CRM isnt just about features; its about long-term scalability simplicity and how your business manages data. As Salesforce"
YouTube Link 2025-11-10T14:00Z [----] followers, [---] engagements

"Configure Price and Quote Inside Your CRM Strategic HubSpot Tutorial Overview: In this strategic HubSpot tutorial CJ Mau walks through how to use HubSpots CPQ (Configure Price Quote) tools to create a seamless quoting and onboarding experience. Youll learn how to configure products customize proposal templates send and track quotes apply discounts and automate workflows that ensure your team never misses a follow-up. Why This Matters: Manual quoting and missed follow-ups create friction in the sales process. With HubSpot CPQ you can: - Eliminate bottlenecks in proposals and approvals -"
YouTube Link 2025-08-18T13:00Z [----] followers, [---] engagements

"This is the biggest mistake people make with HubSpot Marketing Campaigns Get the most out of the HubSpot Marketing Campaigns feature by attaching all assets available and utilized. This way your marketing will have clean data that shows what's working what's not and what can scale. #hubspotmarketing #hubspottips #hubspot #marketingstrategy #marketingcampaigns"
YouTube Link 2025-11-07T12:30Z [----] followers, [----] engagements

"HubSpots New Projects Object: A Game-Changer for Service Businesses HubSpot has introduced a new default object called Projects. Unlike ticket hacks Projects are purpose-built for tracking client work with tasks pipelines and even Gantt views. In this video CJ walks through activating the object customizing records and how it compares to tickets. Why This Matters: - Purpose-built for project and service tracking (not just hacked ticket pipelines) - Enables automation and workflows tied directly to projects - Natively supports tasks + Gantt view for better visibility - Opens up new ways for"
YouTube Link 2025-09-22T13:01Z [----] followers, [----] engagements

"What's the best CRM we've ever seen We've set up a lot of CRMs over the years and the best ones have a few things in common: - They lean into things with an open mind - They phase in changes and additions to existing CRM features - They align their CRM to their company goals Looking for the best ways to optimize your CRM Reach out to talk to CJ 1:1. #hubspottips #hubspotcrm #hubspot #hubspottutorial"
YouTube Link 2025-11-03T13:01Z [----] followers, [---] engagements

"How to assign leads by sales territories in HubSpot #hubspotcrm #workflowautomation #sales How do you assign leads to your sales team Is it by size or industry Is it an automatic rotation by a workflow Does a sales manager review and assign each lead manually Those are all common ways to assign leads to your sales team but many teams use territories specifically geographic territories. So we created a strategic HubSpot tutorial that explains what to consider when organizing territories and exactly how to build out a sales territory assignment system in HubSpot step-by-step. You can watch the"
YouTube Link 2025-02-19T14:00Z [---] followers, [--] engagements

"Are you hindering your sales team with unnecessary tasks The best CRMs are those that automate tasks and require manual work only when absolutely necessary. If you are heavily scripting sales calls that require more manual entry than necessary your sales and revenue can suffer. Looking for ways to optimize your CRM Talk to us. #marketingautomation #salesefficiency #salesautomation #hubspottips #hubspot #hubspotcrm"
YouTube Link 2025-11-19T12:45Z [----] followers, [---] engagements

"How to Capture & Follow Up With Conference Leads in HubSpot Strategic HubSpot Tutorial If your company attends conferences or trade shows your CRM should help you do more than collect business cards. In this video we break down a proven HubSpot conference template pack that covers pre-event outreach on-site lead capture automated follow-up and performance tracking so every event becomes repeatable and measurable. Why This Matters Most of the real work from conferences happens after the event. Without a structured system leads get lost follow-up is inconsistent and ROI is impossible to"
YouTube Link 2025-12-22T14:01Z [----] followers, [---] engagements

"How to Use Tasks & Task Queues in HubSpot Strategic HubSpot Tutorial Tasks are one of the simplest yet most powerful features in HubSpot. In this tutorial CJ Maurer walks you through the process of creating assigning and managing tasks directly inside HubSpot CRM. Youll also see how tasks can be automatically generated through workflows and organized into queues for smoother collaboration across teams. What Youll Learn in This Video: - How to create tasks manually inside HubSpot - Ways to generate tasks automatically using workflows - Best practices for assigning tasks with personalization"
YouTube Link 2025-09-29T14:00Z [----] followers, [---] engagements

"Optimize Your HubSpot Meeting Types Efficiently Strategic HubSpot Tutorial In this comprehensive tutorial we delve into the strategic utilization and optimization of Meeting Types in HubSpot. Learn how to effectively categorize and manage various meeting scenarios to streamline scheduling improve tracking and gain insightful analytics. Whether you're coordinating sales calls client consultations or internal meetings this guide provides actionable steps to enhance your HubSpot experience. What Youll Learn [--]. Introduction to HubSpot Meeting Types Understand the concept and benefits of using"
YouTube Link 2025-02-17T13:15Z [---] followers, [--] engagements

"Are you organizing your marketing efforts The marketing campaign tool in HubSpot is a way to organize and centralize marketing efforts based on different initiatives. Webinars social media email marketing campaigns etc. all do better when they're accounted for and measured #hubspotmarketing #hubspotcrm #hubspottips #hubspot #marketingstrategy #marketingtips"
YouTube Link 2025-11-12T05:00Z [----] followers, [---] engagements

"HubSpot Content Hub Explained (2026): CMS AI Content SEO & Personalization HubSpot Content Hub is where modern B2B teams plan create manage and optimize content across every channel. In this video CJ walks through Content Hub at a high level including websites landing pages blogs video podcasts case studies HubDB content remixing SEO and brand management. Why This Matters Most companies treat content as disconnected assetsblogs live in one tool videos in another SEO somewhere else. Content Hub unifies all of it and connects content directly to CRM data marketing automation and reporting. When"
YouTube Link 2026-01-26T14:01Z [----] followers, [--] engagements

"Using HubSpot is Like Sweeping a Dirt Floor #hubspottips #hubspot #hubspotcrm #hubspottutorial You're never done optimizing your HubSpot CRM - The Gist helps scaling companies maximize their efficiency while scaling their sales and marketing"
YouTube Link 2025-11-05T12:01Z [----] followers, [---] engagements

"What do sales reps and Josh Allen have in common Like quaterback Josh Allen effective sales reps need a good playbook to be successful. Playbooks in HubSpot allow sales reps to build rapport relax and sell in a way that creates structure predictability and success. #hubspottips #hubspot #hubspottutorial #sales #salestips #salesefficiency"
YouTube Link 2025-11-10T12:45Z [----] followers, [---] engagements

"Filter out spam bots with this HubSpot hack Sick of getting form submissions from spam bots Include a hidden field in your form spam bots will fill it out - humans won't. #hubspot #forms #formsubmission #security"
YouTube Link 2025-11-17T12:31Z [----] followers, [---] engagements

"SLAs & Customer Service Metrics in HubSpot Strategic HubSpot Tutorial If your customer service team cant answer questions like How fast do we respond or Where are we backlogged then youre missing the data you need to improve. In this tutorial CJ jumps straight into a real HubSpot ticket pipeline covers how SLAs work how to configure them how to set operating hours and how to pull meaningful support metrics from HubSpots reporting dashboards. Why This Matters SLAs create internal accountability and ensure your customers consistently receive timely responses and resolutions. When paired with"
YouTube Link 2025-11-24T14:01Z [----] followers, [--] engagements

"HubSpot Marketing Hub Explained (2026): Forms Automation Campaigns & Reporting HubSpot Marketing Hub is the foundation of inbound marketing inside the HubSpot CRM. In this video we walk through the core tools inside Marketing Hub including forms CTAs email marketing automation lead scoring campaigns and reporting. This is the third video in a six-part series breaking down each Hub in HubSpot and how modern growth teams actually use them in practice. Why This Matters Most teams only use a fraction of what Marketing Hub can do. Without proper setup you miss attribution automation opportunities"
YouTube Link 2026-01-19T14:01Z [----] followers, [---] engagements

"Types of Forms You Need In HubSpot Are you using forms in HubSpot If not you may be losing out on clients and revenue. Forms are a great way to capture data and optimize workflows provided they're configured correctly. #hubspottips #hubspotcrm #hubspotpartner #hubspot"
YouTube Link 2025-10-22T11:30Z [----] followers, [---] engagements

"How-To Build a Renewal System in HubSpot Strategic HubSpot Tutorial In this advanced HubSpot tutorial you'll learn how to build a renewal pipeline and automate workflows that help your team stay ahead of client contract renewals reduce churn and drive more predictable recurring revenue. This system is essential for any business managing subscriptions retainers or annual service agreements. What Youll Learn - Why renewal management mattersand how CRM visibility improves retention - How to structure a dedicated renewal pipeline in HubSpot with custom deal stages - Best practices for configuring"
YouTube Link 2025-05-12T13:00Z [---] followers, [--] engagements

"Build Sales Dashboards That Drive Revenue Strategic HubSpot Tutorial Overview In this strategic HubSpot tutorial CJ Maurer walks you through how to build and optimize sales reporting dashboards in HubSpot. Youll learn how to select key sales metrics use HubSpots reporting toolsincluding the custom report builderand design dashboards that give sales leaders full visibility into performance forecasting and pipeline health. Why This Matters Too often sales teams rely on outdated spreadsheets or surface-level metrics that dont tell the whole story. HubSpots reporting tools offer powerful"
YouTube Link 2025-07-28T13:06Z [---] followers, [--] engagements

"Supercharge and Streamline Your Sales Outreach Strategic HubSpot Tutorials Overview In this tutorial CJ Maurer from The Gist Inbound shows you how to equip your sales team with a powerful sales enablement content library in HubSpot. Youll learn how to set up email templates automate follow-ups with sequences and save time with snippets all designed to make outreach more efficient and consistent. By creating and organizing these tools you can help your reps reduce administrative work respond faster and engage prospects more effectively. Why This Matters Most sales teams spend too much time"
YouTube Link 2025-08-11T13:00Z [----] followers, [---] engagements

"Use HubSpot to Track Your Services - Strategic HubSpot Tutorial Overview In this HubSpot tutorial CJ Maurer walks you through the powerful and underutilized Service Object. Youll learn how to use it to track and manage client work whether you run a marketing agency HR consulting firm or any B2B services organization. Why This Matters HubSpot is more than just deals and tickets. The Service Object allows you to standardize delivery automate onboarding track performance and ensure no service engagement falls through the cracks. This is especially powerful for firms with complex or ongoing"
YouTube Link 2025-08-04T13:00Z [---] followers, [--] engagements

"How To Use HubSpot's Content Management System Strategic HubSpot Tutorial In this strategic HubSpot tutorial learn how to efficiently build manage and optimize your website using HubSpots CRM-powered CMS tools. What Youll Learn - An introduction to HubSpots CMS Hub and how it integrates with your CRM for smarter website management - Step-by-step walkthrough of building a new website and landing pages using drag-and-drop editors and themes - How to customize page templates modules and branding settings for consistent design - Using smart content and personalization tokens to tailor site"
YouTube Link 2025-05-26T13:00Z [---] followers, [--] engagements

"How do Guided Actions work in HubSpot HubSpot AI Guided Actions helps you automate workflows suggest next steps and streamline your sales and marketing processes. Learn how to use it to save time and drive results. #hubspottips #hubspotai #marketingautomation #salesefficiency #crmtips #contentmarketing #businessgrowth #aiforbusiness #marketingstrategy #productivityhacks HubSpot AI HubSpot tips Marketing automation Sales efficiency CRM tips Business growth AI for business Productivity hacks Marketing strategy HubSpot automation Guided actions HubSpot workflows AI-powered HubSpot HubSpot CRM"
YouTube Link 2025-10-01T12:30Z [----] followers, [--] engagements

"How are you using Breeze AI HubSpot is continually enhancing its AI capabilities building everything under its Breeze AI label. It can be hard to keep up with all of the AI developments in HubSpot - How are you or your team using AI to scale your CRM"
YouTube Link 2025-08-12T14:30Z [----] followers, [---] engagements

"Use Your Knowledge Base as a Tool for Growth Strategic HubSpot Tutorial In this strategic HubSpot tutorial learn how to configure your Knowledge Base to drive organic traffic deliver self-serve support and leverage HubSpots AI agent to connect site visitors with the right answersfast. This walkthrough covers both the technical setup and the strategic content approach you need to turn your Knowledge Base into a high-performing SEO-friendly resource center. What Youll Learn Why your Knowledge Base matters for customer success support deflection and inbound traffic How to structure and configure"
YouTube Link 2025-04-14T13:00Z [---] followers, [--] engagements

"Optimize Your Marketing Emails in HubSpot Strategic HubSpot Tutorial In this strategic HubSpot tutorial you'll learn how to create design and optimize marketing emails in HubSpot to drive engagement nurture leads and support your inbound marketing campaigns. Whether you're launching newsletters promotions or automated workflows this walkthrough helps you get the most out of HubSpots email marketing tools. What Youll Learn - Getting started with HubSpot's drag-and-drop email editor - Designing branded responsive email templates that look great on all devices - Segmenting your email lists to"
YouTube Link 2025-04-28T13:00Z [---] followers, [--] engagements

"The Human Strategy That Wins in [----] Strategic HubSpot Tutorial Overview The rise of AI and large language models (LLMs) has completely changed how people search for answers online. Fewer clicks are going to websites and businesses everywhere are wondering if SEO is officially dead. In this video I share my perspective as an agency owner: whats changing whats staying the same and what you should do right now to adapt. Why This Matters - Search behavior is shifting from Google to AI assistants - Written content is becoming commoditized - Businesses need new strategies for visibility and"
YouTube Link 2025-08-25T13:00Z [----] followers, [--] engagements

"Optimize Your RAG Status Tracking Strategic HubSpot Tutorial Overview Struggling to track customer health and measure satisfaction effectively In this HubSpot tutorial well show you how to use RAG (Red Amber Green) status to segment and optimize Net Promoter Score (NPS) data. Learn how to categorize clients based on engagement automate follow-ups and leverage NPS insights to improve retention and drive business growth. What Youll Learn [--]. What RAG status is and why it matters for customer success [--]. How to segment clients using NPS scores in HubSpot [--]. How to automate workflows based on"
YouTube Link 2025-03-24T13:00Z [---] followers, [--] engagements

"Automate Customer Surveys with HubSpot Strategic HubSpot Tutorial Want to measure customer satisfaction and turn happy clients into brand evangelists In this HubSpot tutorial well walk you through how to set up Net Promoter Score (NPS) surveys automate post-survey workflows and leverage customer feedback to identify and recruit evangelist clients. Learn how to use HubSpots survey tools and automation to drive retention improve customer relationships and boost referrals. What Youll Learn [--]. How to create NPS surveys in HubSpot to gauge customer loyalty [--]. How to automate follow-ups based on"
YouTube Link 2025-03-03T14:00Z [---] followers, [--] engagements

"How to Automate Testimonials & Reviews (Step-by-Step Tutorial) Strategic HubSpot Tutorial Overview Testimonials are one of the most powerful forms of social proof you can use in your sales and marketing. But most businesses struggle to gather them consistently. In this video CJ shows you exactly how to set up a testimonial system inside HubSpot that automatically identifies happy clients notifies your team and makes it easy to get approval to use their feedback. Why This Matters - Social proof is critical for building trust with prospects - Testimonials fuel case studies landing pages and"
YouTube Link 2025-09-01T13:00Z [----] followers, [---] engagements

"Automate Chatbots in HubSpot Strategic HubSpot Tutorial Overview Looking to enhance your customer experience with automated chatbots in HubSpot In this tutorial well walk you through how to set up optimize and automate chatbots in HubSpot to engage leads qualify prospects and support customersall without manual intervention. What Youll Learn The benefits of using chatbots for marketing sales and customer support. How to create and configure automated chatbots in HubSpot. Best practices for setting up chatbot workflows and conversation logic. How to integrate chatbots with HubSpot CRM for"
YouTube Link 2025-02-10T13:30Z [---] followers, [--] engagements

"Inbound [----] HubSpot Product Rapid Fire: Breeze Smart CRM Data Hub & More HubSpots INBOUND [----] brought a wave of announcements that will reshape how businesses utilize the platform. From AI-driven CRM enhancements to new tools for sales marketing and service teams were breaking down whats new and why it matters. Why This Matters - HubSpot is doubling down on AI + automation and these updates change how your team will work. - Early adopters of these features will gain a competitive edge in efficiency reporting and customer experience. - Knowing whats relevant (and whats just hype) will save"
YouTube Link 2025-09-22T13:00Z [----] followers, [---] engagements

"Don't just copy/paste from Chat GPT; use it to maximize your content strategy. AI isnt just a copy-paste tool. Feed it your expertise recordings and writings to restructure and repurpose content for smarter more strategic marketing. #contentstrategy #aicontent #marketingtips #hubspottips #contentmarketing #repurposecontent #marketingefficiency #businessgrowthsolutions #aiworkflow AI content Content strategy Marketing tips HubSpot tips Content marketing AI best practices Repurpose content Marketing efficiency Business growth AI workflow Smart content creation AI marketing HubSpot marketing"
YouTube Link 2025-09-26T12:30Z [----] followers, [--] engagements

"How To Use HubSpot's New AI Tool Strategic HubSpot Tutorial Overview In this strategic HubSpot tutorial CJ Maurer demonstrates how to use the new AI-powered HubSpot Remix tool to turn existing content into emails blog posts social posts and images. Plus he shares a powerful content strategy that blends real human expertise with AI tools like ChatGPTso your repurposed content is not only fast but accurate insightful and highly personalized. Why This Matters AI tools like Remix can dramatically improve your marketing teams efficiencybut only if used strategically. In this video youll learn how"
YouTube Link 2025-06-30T13:00Z [---] followers, [--] engagements

"Live HubSpot Strategy Session with Stas Balanevsky Certified EOS Implementor Watch along as CJ peels back the curtain and conducts a real recorded HubSpot Strategy Session for Stas Balanevsky Certified EOS Implementor. Stas approached The Gist to help him better leverage HubSpot to streamline growth operations for his business. As a Certified EOS Implementor Stas and his team have an established finely-tuned process that they repeat for all of their clients. This is a tremendous opportunity to streamline how the business: - Generates and qualifies leads - Tracks deals and proposals - Closes"
YouTube Link 2024-12-11T03:56Z [---] followers, [--] engagements

"Eliminate Friction and Customize Objects in Your CRM Strategic HubSpot Tutorial Overview In this strategic HubSpot tutorial CJ Maurer walks through how to eliminate CRM friction by customizing object records for contacts companies deals and tickets. Learn how to tailor views and layouts using conditional logic team-based configurations and custom tabsmaking the CRM easier to use and more effective across departments. Why This Matters Even the best CRMs fail when internal teams resist adoption. Customizing object views based on lifecycle stages teams or use cases reduces clutter improves"
YouTube Link 2025-07-14T13:00Z [---] followers, [--] engagements

"Automatically Associate Companies with Orders in HubSpot (Even If Its Not Natively Supported) In this off-the-cuff HubSpot tutorial CJ from The Gist walks through a real-world workaround for a common frustration in HubSpot: associating companies with orders when HubSpot doesn't support that natively. If you're using HubSpot Ordersespecially if you're syncing from Shopify BigCommerce or another e-commerce platformyou've probably noticed you can only auto-associate contacts not companies. Thats a big problem for B2B ecommerce companies. CJ explains the challenge shows you what doesnt work and"
YouTube Link 2025-06-17T22:08Z [---] followers, [--] engagements

"How To Customize CRM Properties in HubSpot Strategic HubSpot Tutorial Overview In this strategic HubSpot tutorial CJ Maurer walks through how to plan create and optimize custom CRM properties in HubSpotempowering your team to capture the right data improve reporting accuracy and support smarter automation across marketing sales and service. Why This Matters Most CRMs fall apart due to poor data structure. Without custom properties tailored to your business model teams are forced to work around generic fields or rely on spreadsheets. This tutorial shows you how to: - Map out the key data"
YouTube Link 2025-07-07T12:01Z [---] followers, [--] engagements

"How to use HubSpot's New Form Editor Strategic HubSpot Tutorial In this strategic HubSpot tutorial we walk you through HubSpot's new and improved form editordesigned to help marketers and sales teams capture high-quality leads streamline data collection and create a more personalized user experience. Whether you're building lead gen campaigns or optimizing conversion points this video shows you how to use forms strategically to grow your business. What Youll Learn - An overview of HubSpot's new form editor interface and whats changed - How to build and configure smart flexible forms with ease"
YouTube Link 2025-04-21T13:00Z [---] followers, [--] engagements

"How to Use SLAs for Sales Teams Strategic HubSpot Tutorial Overview: Sales SLAs arent just for customer service teamstheyre just as powerful for sales. In this tutorial CJ Maurer walks through how to use HubSpot permissions workflows and SLAs to keep your sales reps accountable prevent lead hoarding and ensure timely outreach. Why This Matters: - Prevents reps from sitting on unworked leads - Keeps your CRM clean and accurate - Enforces outreach rules automatically - Reduces internal sales team conflicts - Maximizes conversion opportunities Who This Is For: - Sales Managers who need"
YouTube Link 2025-09-15T13:01Z [----] followers, [---] engagements

"How to Configure Your Newsletter Conversion System Strategic HubSpot Tutorial In this strategic HubSpot tutorial learn how to set up a complete newsletter conversion system that captures leads nurtures subscribers and maximizes marketing ROIall within HubSpot. What You'll Learn in This Video [--]. Setting the Foundation Get started by understanding the role of newsletters in your inbound strategy and how to plan your HubSpot setup for conversions. [--]. Building the Signup Experience - Create and optimize newsletter signup forms using HubSpots form editor - Set up custom properties to capture"
YouTube Link 2025-06-02T13:00Z [---] followers, [--] engagements

"Set Up Strategic Global CTAs on your Website Strategic HubSpot Tutorial Overview Want to drive more conversions and guide users through the buyers journey more effectively In this HubSpot tutorial youll learn how to build and implement strategic global CTAs (Calls-to-Action) across your marketing assets using HubSpots tools. We break down the four essential CTA typesPush to Resource Top of Funnel (TOFU) Middle of Funnel (MOFU) and Bottom of Funnel (BOFU)and show you exactly how to configure deploy and optimize them for maximum engagement and lead generation. What Youll Learn [--]. The role of"
YouTube Link 2025-04-07T13:00Z [---] followers, [--] engagements

"Talking Sales Enablement and New HubSpot Sales Hub Features The Gist Unplugged The Gist team sat down to riff about sales enablement best practices specifically through the lens of HubSpot CRM and HubSpot Sales Hub. We also dive into some of the recently launched Sales Hub features. This conversation was completely raw and unscripted. We have regular internal strategy and brainstorming sessions and recently decided to record them if you're interested in seeing the behind-the-scenes of our team's discussions. 🔍 Timestamps: 0:00 Introduction 16:43 Getting Reps to Mark Deals as Closed Lost and"
YouTube Link 2023-10-18T14:25Z [---] followers, [--] engagements

"Build Your Clients' Quarterly Business Reviews in HubSpot Strategic HubSpot Tutorials In this strategic HubSpot tutorial you'll learn how to create and operationalize Quarterly Business Reviews (QBRs) directly within HubSpotstandardizing your client reporting processes improving retention and driving strategic account growth. What Youll Learn - Why QBRs are critical for customer success retention and upsell strategy - How to use custom properties and deal objects to centralize QBR data across accounts - Building a repeatable QBR framework in HubSpot using templates and automation - Creating"
YouTube Link 2025-05-19T13:01Z [---] followers, [--] engagements

"HubSprints An Innovative Solution for HubSpot Onboarding and Implementation One-size-fits-all HubSpot implementation projects are complex and cumbersome and they often miss the mark. So we unbundled the HubSpot implementation process into a collection of specific actionable sprint projects. We call them HubSprints. These sprint projects are organized by core objectives or use cases - everything from basic CRM onboarding to advanced content marketing or sales enablement. Our highly-customized sprint projects will meet you where you are onboard or accelerate your organization's HubSpot instance"
YouTube Link 2023-10-15T00:42Z [---] followers, [---] engagements

"How can you turn meeting transcripts into valuable content Learn how to turn your meeting transcripts into actionable best practice guides blogs or content assets your team can actually use. Save time improve workflows and get more value from every conversation. #hubspottips #contentmarketing #productivityhacks #bestpractices #marketingstrategy #contentrepurposing #businessgrowth HubSpot tips Content marketing Marketing best practices Transcription tips Meeting productivity Content repurposing Business growth hacks Repurpose meetings HubSpot strategies Marketing workflow tips Meeting notes to"
YouTube Link 2025-09-24T12:31Z [----] followers, [--] engagements

"How The Gist uses AI How are we using AI at The Gist No matter how we use AI we always have our clients in mind - either to help serve them better or by helping to streamline our internal operations. #HubSpotAI #HubSpotAutomation #HubSpotCRM"
YouTube Link 2025-07-29T13:15Z [---] followers, [--] engagements

"How to Connect Your Website and Email Domains to HubSpot Strategic HubSpot Tutorial Overview In this technical HubSpot tutorial CJ Maurer walks through the step-by-step process of connecting your website domain and email sending domain to HubSpot. You'll learn how to properly configure subdomains update DNS records and verify everything inside your HubSpot accountensuring your content landing pages and emails are fully functional and trusted. Why This Matters Proper domain and DNS setup is foundational to getting the most out of HubSpot. Without it your website content may not load properly"
YouTube Link 2025-06-23T13:01Z [---] followers, [---] engagements

"The Best Way to Score Your Clients in HubSpot Strategic HubSpot Tutorial In this advanced HubSpot tutorial we walk through a strategic approach to client scoringteaching you how to qualify segment and prioritize both prospects and existing clients based on four key factors: fit engagement sentiment and usage/adoption. This scoring model gives your sales marketing and customer success teams the data they need to take proactive action. What Youll Learn - Why scoring matters and how it improves customer lifecycle management - How to configure custom scoring properties in HubSpot - Creating"
YouTube Link 2025-05-05T13:01Z [---] followers, [--] engagements

"Build true thought leadership with the help of AI. AI can assist with content but real thought leadership comes from human expertise. Creating original human-generated content is crucial for credibility and longform success. #thoughtleadership #contentmarketing #marketingstrategy #originalcontent #hubspottips #aicontent #businessgrowth #marketingtips Thought leadership Content marketing Marketing strategy Human expertise Original content HubSpot tips Marketing best practices AI content Business growth Marketing tips Longform content Content creation Expert content AI-assisted content"
YouTube Link 2025-10-03T12:30Z [----] followers, [--] engagements

"Build an Ideal Termed Client Follow-Up System Strategic HubSpot Tutorial Overview Learn how to build an internal notification system in HubSpot to manage client offboarding and maintain professional follow-up communication after client termination. Why This Matters Client relationships dont end when a contract doesand neither should your operational workflows. In this strategic HubSpot tutorial we walk through how to automate internal alerts when a client relationship ends ensuring your team follows a standardized communication process. You'll see how to: - Trigger internal notifications and"
YouTube Link 2025-06-16T13:01Z [---] followers, [--] engagements

"Maintain control of data hygiene in HubSpot #hubspotcrm #crm #dataentry The bigger your company gets the harder it can be to maintain control of your data and keep it clean and organized. One way to prevent this is to standardize how all records must be created in the CRM through workflows syncs extensions and of course manual creation by your team members. We made a full-length tutorial to show you the best practices. You can watch it here: https://youtu.be/300QZG77aCY"
YouTube Link 2025-01-30T16:57Z [---] followers, [---] engagements

"HubSpot Breeze Agents: First Look at the New Agent Marketplace At INBOUND [----] HubSpot introduced Breeze Agents: AI-driven assistants that automate specialized repeatable tasks directly inside your CRM. In this video CJ Maurer walks through the Breeze Agent marketplace installs his first agent and shows how these tools can improve efficiency for sales marketing and service teams. Why This Matters - Breeze Agents open a new frontier for AI inside HubSpot. - They perform ongoing tasks that save time and improve CRM effectiveness. - The marketplace model will eventually allow third-party"
YouTube Link 2025-09-22T13:01Z [----] followers, [---] engagements

"Optimize Support and Customer Success in HubSpot Strategic HubSpot Tutorial Overview In this strategic HubSpot tutorial CJ Maurer walks through how to streamline your support and customer success functions within HubSpot. You'll learn how to configure your shared inbox build a ticketing pipeline implement customer health tracking using RAG status and set up the Customer Success Workspaceall using HubSpots native service tools. Why This Matters Customer retention depends on seamless support and proactive success management. Many businesses underutilize HubSpot's service features leading to"
YouTube Link 2025-07-21T13:01Z [---] followers, [--] engagements

"Create the Ideal Client Onboarding Process Strategic HubSpot Tutorial In this strategic HubSpot tutorial learn how to effectively onboard new clients into your HubSpot portal using proven frameworks automation and project management strategies that drive adoption satisfaction and retention. What Youll Learn in This Video [--]. Why Client Onboarding Matters - Understand the role onboarding plays in client satisfaction and long-term retention - Identify common pain points that result from poorly structured onboarding processes [--]. The Gists Proven Onboarding Framework - Step-by-step approach for"
YouTube Link 2025-06-09T13:01Z [---] followers, [--] engagements

"AJ's Favorite New Sales Hub Feature The Gist Unplugged The addition of prospecting and leads in Hubspot is great and necessary especially for clients transitioning from Salesforce as it consolidates all activities and tasks in one place. 📹 Watch the whole discussion: https://youtu.be/buwwww1Yn0M 🔗 Relevant Links: 🚀 [--] New Features In SalesHub - https://www.youtube.com/watchv=Nei3ll4HsK8 🌐 Explore our website: https://www.thegistinbound.com 📞 Contact us: info@thegistinbound.com 📌 Stay Connected: 📱 LinkedIn: https://www.linkedin.com/company/the-gist-inbound-marketing/ 📣"
YouTube Link 2023-10-18T14:29Z [---] followers, [--] engagements

"How do we use AI It seems like all we've been hearing about in the last 2-3 years is AI. How are we using it How should you be using it What are the best ways to keep up with it's evolution All very fair and answerable questions. How are you and your company using AI"
YouTube Link 2025-08-14T13:01Z [----] followers, [--] engagements

"HubSpot Commerce Hub Explained (2026): Quotes Payments Subscriptions & Revenue Tracking Overview Commerce Hub is where HubSpot turns pipeline into revenue. In this video CJ Maurer - Founder of The Gist Inbound - walks through HubSpot Commerce Hub and explains how teams use it to manage quotes products payments invoices subscriptions and analytics. This walkthrough covers how Commerce Hub fits into the broader HubSpot ecosystem and why its become a standalone Hub for modern revenue teams. Why This Matters Sales activity doesnt matter if money doesnt move. Commerce Hub connects quoting billing"
YouTube Link 2026-02-09T14:01Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing