Four strategic techniques for maximizing HubSpot

By Tim Priebe on August 9, 2023

By Tim Priebe on August 9, 2023

I’ve had the privilege of being a client of Sandler Custom Growth Solutions for over a decade now. In that time, I’ve not only received invaluable insights for running our business and sales, but I’ve also applied the principles to marketing as well, working with various Sandler offices and their clients to align marketing and sales.

My journey has led me to be interviewed by the official Sandler podcast on How to Succeed at Marketing the Sandler Way, and I even co-author the ongoing email newsletter Marketing the Sandler Way.

As both a Sandler Preferred Marketing Provider and a certified HubSpot Partner, I find I’m well positioned to help our Sandler clients align their marketing and sales efforts using HubSpot.

Let’s take a look at four ways you can use Sandler-inspired techniques to maximize your HubSpot usage.

1 – Utilize DISC for contacts

While DISC is certainly not unique to Sandler, the communication and behavioral profiles can be a game-changer when managing contacts within HubSpot, both for marketing and sales efforts. Tailoring your communication style to match the different types can enhance engagement.

If you haven’t already, add DISC Styles to HubSpot in under three minutes using this video tutorial.

2 – Categorize opportunities as Rabbits, Deer, or Elephants

Classifying prospects as Rabbits, Deer, or Elephants based on their potential impact can be seamlessly integrated into HubSpot’s CRM. Assigning these categories allows you to prioritize your efforts and resources effectively. HubSpot’s custom fields feature can help you implement this system, enabling your team to focus on high-priority opportunities while nurturing leads strategically.

3 – Create lists based on email interaction

HubSpot’s email and automation capabilities can help you to make your marketing all about the other person. You can create lists based on likely role or program interests, use automation to add people to those lists, then market directly to those people in the future.

For example, if someone clicks on an email to download a PDF targeted toward Customer Service professionals, add them to a list called something like “Possible Customer Service professionals.” Then later, you can offer a Customer Service workshop or briefing and send that list a few more emails than you send your general marketing list.

4 – Automate your onboarding

Finally, one of the biggest ways to make use of the automation HubSpot offers is to set up client or customer onboarding. The best way to do that is usually using Sequences which allows you to send targeted, timed emails and create tasks based on who is enrolled in the Sequence and when.

This can save tons of time over the course of the first few weeks or months. We’ve even helped clients set up a sequence that spans the entire first year of a client’s engagement with them.

Incorporating these Sandler-inspired techniques into your HubSpot setup can help your communication, sales, and marketing be much more strategic and impactful.

Need professional help? We would be happy to talk and see if we might be a good fit for you. Feel free to reach out so we can schedule a conversation.


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