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Video course · 11 chapters · 54 min · certificate

Using AI in Sales and Marketing

A HubSpot-focused session on AI in sales and marketing: mindset, sales communication and prospecting, knowing what good looks like, efficiency and buyer insights, CRM and meeting prep, content ideas, social and email tools, email coaching, research and presentations, and process documentation.

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What you'll learn

  • Adopt a plan-first AI mindset
  • Use AI for prospecting and meeting prep
  • Generate content ideas and outlines
  • Use AI tools for social, email and inbox
  • Apply AI to research and presentations
  • Document processes with AI

Chapters

11 chapters · 54:27
  1. 1:31 01Intro Members Welcome and overview Flywheel Fuel series.
  2. 2:39 02Mindset Members Challenges and mindset Many ideas.
  3. 2:27 03Prospecting Members Sales communication and prospecting Use AI where it counts.
  4. 2:35 04Planning Members Know what good looks like Plan first.
  5. 3:02 05Insights Members Sales efficiency and buyer insights Five areas.
  6. 4:22 06CRM Members Prospecting, CRM and meeting prep Prospect smarter.
  7. 3:07 07Content Members Content ideas and outlines Marketing.
  8. 9:54 08Tools Members Social, email and inbox tools Many helpers.
  9. 9:16 09Email Members Email coaching and templates Personality-aware.
  10. 9:20 10Presentations Members Research, presentations and meetings Simplify.
  11. 6:14 11Process Members Process docs, calendar and next steps Wrap-up.