HubSpot Productivity Hack | Sequences

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?


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.


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.


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.


What did you think about the download?

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.


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.


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.


Then once again, it's a series of automated e-mails, phone calls, whatever it might be. The same thing is true for product or demo request.


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?

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.

HubSpot Productivity Hack | 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.

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.

Personalize Your Snippet

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

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.

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

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.

Source: HubSpot