269: Tips for Using Lists, Deal Pipeline Properties, Shared Task Queues, and Staying Calm

HubShots - The Unofficial Down Under HubSpot Podcast

#Tech #HubShots #Craig Bailey #Ian Jacob #Tips And Tricks

27:52

We made it— 300 episodes of This Is Woman’s Work ! And we’re marking this milestone by giving you something that could seriously change the game in your business or career: the skill of pitching yourself effectively. Whether you’re dreaming of being a podcast guest, landing a speaking gig, signing a client, or just asking for what you want with confidence—you’re already pitching yourself, every day. But are you doing it well? In this milestone episode, Nicole breaks down exactly how to pitch yourself to be a podcast guest … and actually hear “yes.” With hundreds of pitches landing in her inbox each month, she shares what makes a guest stand out (or get deleted), the biggest mistakes people make, and why podcast guesting is still one of the most powerful ways to grow your reach, authority, and influence. In This Episode, We Cover: ✅ Why we all need to pitch ourselves—and how to do it without feeling gross ✅ The step-by-step process for landing guest spots on podcasts (and more) ✅ A breakdown of the 3 podcast levels: Practice, Peer, and A-List—and how to approach each ✅ The must-haves of a successful podcast pitch (including real examples) ✅ How to craft a pitch that gets read, gets remembered, and gets results Whether you’re new to pitching or want to level up your game, this episode gives you the exact strategy Nicole and her team use to land guest spots on dozens of podcasts every year. Because your voice deserves to be heard. And the world needs what only you can bring. 🎁 Get the FREE Podcast Pitch Checklist + Additional Information on your Practice Group, Peer Group, and A-List Group Strategies: https://nicolekalil.com/podcast 📥 Download The Podcast Pitch Checklist Here Related Podcast Episodes: Shameless and Strategic: How to Brag About Yourself with Tiffany Houser | 298 How To Write & Publish A Book with Michelle Savage | 279 How To Land Your TED Talk and Skyrocket Your Personal Brand with Ashley Stahl | 250 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

3年之前 23:55

MP3•单集首页

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on March 21, 2025 04:18 (1M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

This edition we dive into: • Systems over goals • The power of Active lists built on active lists • Making some deal properties mandatory • When to use multiple sales pipelines • When to use tagging on knowledge base articles • Tips for using Task queues with multiple users • Staying calm under pressure • A correction about email preference groups • Quote of the week Full show notes available at: https://www.hubshots.com/episodes/episode-269 Recorded: Monday 06 December 2021 | Published: Friday 10 December 2021

317集单集

HubShots - The Unofficial Down Under HubSpot Podcast

269: Tips for Using Lists, Deal Pipeline Properties, Shared Task Queues, and Staying Calm

HubShots - The Unofficial Down Under HubSpot Podcast

31 subscribers

published 3年之前

MP3•单集首页

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on March 21, 2025 04:18 (1M ago)

317集单集

#Tech #HubShots #Craig Bailey #Ian Jacob #Tips And Tricks

Alla avsnitt

HubShots - The Unofficial Down Under HubSpot Podcast

1
Episode 312: Should You Build Your Website on HubSpot? 52:03

5 weeks之前52:03

52:03

This edition we dive into: • Scenarios for HubSpot as a website (Good fit and Bad fit) • Pricing • Usability • Functionality • SEO & Performance • Reporting • Security & Hosting • Integrations & Plugins • Support • Migrating to HubSpot • Scalability • Final thoughts Full show notes available at: www.hubshots.com/episodes/episode-312 Recorded: Friday 14 March 2025 | Published: Friday 21 March 2025…

HubShots - The Unofficial Down Under HubSpot Podcast

1
311: Efficiency in HubSpot 54:50

8 weeks之前54:50

54:50

This edition we dive into: • Deep Thoughts… • Should you build your website on HubSpot • Reporting on Form results • HubSpot’s improving the calendar add-ins • Filtering Workflows by Action types • Setting your website domain security settings • Using Quick filters in Help Desk views • AccountScout (tool of the week) • Exporting the list of labels on a property list • Did HubSpot botch the Breeze credits approach? • HubSpot training in our new Community Full show notes available at: www.hubshots.com/episodes/episode-311 Recorded: Tuesday 25 February 2025 | Published: Friday 28 February 2025…

HubShots - The Unofficial Down Under HubSpot Podcast

1
310: HubSpot's Greatest Hits of 2024 - From Lead Scoring to Breeze AI 36:29

17 weeks之前36:29

36:29

In this episode, we reflect on HubSpot's top features from 2024, including lead scoring, Breeze AI, and productivity tools. We also discuss the role of AI in customer experience, the importance of data accuracy, and our plans to launch a HubSpot-focused community in 2025. Plus, practical tips for workflows, accessibility, and more. Full show notes: https://www.hubshots.com/episodes/episode-310 In this episode we’ll cover: 👉🏻 A new version of the HubShots Framework 👉🏻 Our favourite HubSpot releases of 2024 👉🏻 Setting Association labels via workflows 👉🏻 List exclusions are so much easier now 👉🏻 Tips for using the new Lead Scoring tool 👉🏻 How to use associated objects in Deal lists HubShots = HubSpot in the real world Real world portals. No demo stuff.…

HubShots - The Unofficial Down Under HubSpot Podcast

1
309: HubSpot Fundamentals 39:07

30 weeks之前39:07

39:07

This edition we dive into: • Quick Wins for new HubSpot Users • CRM fundamentals • Marketing Hub fundamentals to use • Sales Hub fundamentals to use • Key Settings to enable • AI tools to start with • Consider getting access to Enterprise features (at the cost of just a single seat) Full show notes available at: www.hubshots.com/episodes/episode-309 Recorded: Wednesday 11 September 2024 | Published: Friday 13 September 2024…

HubShots - The Unofficial Down Under HubSpot Podcast

1
308: Association label tips, Modern websites, Ticket lists, Back to basics 39:00

39 weeks之前39:00

39:00

This edition we dive into: • Back to Basics (Foundations) • Sending emails to other email addresses on a contact record • Sales Hub permissions improvements (Prospecting workspace) • Setting association labels via HubSpot workflows • What is the key foundation of a modern website? • Ticket lists • ChatSpot - now in the main menu • AI tools - Claude 3.5 Sonnet • The massive content opportunity - artisanal content? • Tracking former employees of companies in HubSpot (common use case) Full show notes available at: https://www.hubshots.com/episodes/episode-308 Recorded: Tuesday 16 July 2024 | Published: Friday 19 July 2024…

HubShots - The Unofficial Down Under HubSpot Podcast

1
307: HubSpot Content Hub (formerly CMS Hub) 1:49:27

1 year之前1:49:27

1:49:27

In this episode we’ll cover: • What Content Hub is • What it replaces (ie CMS Hub) • The main features of Content Hub • Why it is a good choice for building websites • The current gaps • Pricing tiers and when to upgrade • How it compares to WordPress, and whether you should move from WordPress to HubSpot for your website • Final thoughts about the future of Content Hub Full show notes available at: https://www.hubshots.com/episodes/episode-307 Recorded: Sunday 31 March 2024 | Published: Thursday 04 April 2024…

HubShots - The Unofficial Down Under HubSpot Podcast

1
306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects 21:55

1 year之前21:55

21:55

This edition we dive into: • Did you start fast in 2024? • 🆕 HubShots Framework version is available • How to build a simple Marketing View of Contacts • How to build a simple Sales View of Contacts • How to efficiently copy up contact properties to a deal • How to use Saved Sections in HubSpot pages • How to view Merged Tickets • Midjourney v6 prompt for adding text • Strategy versus Tactics • Using Associated Objects in Lists Full show notes available at: https://www.hubshots.com/episodes/episode-306 Recorded: Monday 22 January 2024 | Published: Friday 26 January 2024…

HubShots - The Unofficial Down Under HubSpot Podcast

1
305: The End of 2023 HubSpot Bumper Episode 52:54

1 year之前52:54

52:54

This edition we dive into: • Preparing for a Fast Start in 2024 • Quick shots (Loom, Clearbit acquisitions) • Active lists of non-marketing contacts who used to be marketing contacts • How to build a list of ZoomInfo contacts • Adding images in meetings in the HubSpot app • Using LinkedIn Sales Navigator with HubSpot - pros and cons • How to find who created a contact • Sequence sender score analysis • Triggering SMS to contacts from a workflow • Blocking contacts with free email addresses • Smart content rules to block contacts from some countries • Last Message from Visitor ticket property • HubSpot’s Data Model Overview overview • Teamwork Workflows marketplace app • Consultant versus Coach • Tons of training options Full show notes available at: https://www.hubshots.com/episodes/episode-305 Recorded: Wednesday 29 November 2023 | Published: Friday 08 December 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
304: What was useful from HubSpot’s annual event and product announcements? 1:01:23

2 years之前1:01:23

1:01:23

This edition we dive into: • HubSpot’s recent product announcements and what we can learn from them • Is HubSpot a CRM or a Customer Platform? • Campaign Assistant, now with added AI • Prospecting tool benefits • The Workflow cleanup feature is pretty handy • Using WordPress and HubSpot CMS together • HubSpot Guide Creator • What languages does HubSpot Chatbot support • Workflow action: Future Date Calculator • Adding Emojis to record sections • How to reduce hard bounce rate on email sends • Midjourney prompt of the week • HubSpot’s CRM puzzle • Moving notes from HubSpot records to another portal Full show notes available at: https://www.hubshots.com/episodes/episode-304 Recorded: Wednesday 04 October 2023 | Published: Friday 13 October 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
303: Deal Lists (and list limits), Workflow Description, Alex Hormozi, the end of Email tracking 32:19

2 years之前32:19

32:19

This edition we dive into: • Deal lists and list limitations • Alex Hormozi’s book launch and course • Why Workflow descriptions are useful • Midjourney prompts • HubSpot CMS Hub redirection magic • The end of email tracking is nigh Full show notes available at: https://www.hubshots.com/episodes/episode-303 Recorded: Friday 25 August 2023 | Published: Friday 01 September 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
302: Social & Campaign calendars, Sequence Views, Workflow schedules, Snappy headlines 32:36

2 years之前32:36

32:36

This edition we dive into: • HubSpot Social Calendar versus Campaign Calendar - which to use? • How to create Contact Views for Sequence activity • How to limit Workflow actions to only execute on specific days • Child Themes are limited to only 5 per Pro and 10 per Enterprise accounts • Why you shouldn’t share Preview links to web pages • Midjourney prompt of the week • A tip for writing headlines that will level up your game • An overview of AI you should read Full show notes available at: https://www.hubshots.com/episodes/episode-302 Recorded: Wednesday 26 July 2023 | Published: Friday 04 August 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
301: Threads, Workflow updates, Landing page tip, Proactive Excellence 33:23

2 years之前33:23

33:23

This edition we dive into: • Proactive Mediocrity to Proactive Excellence • Re-Onboarding idea • Should you have a navigation menu on landing pages? • Total Revenue field on company records • Workflow action Copy and Paste • Content Assistant (ie AI in HubSpot) • Wishlist: Import WordPress Comments into HubSpot • Midjourney prompts • Meta Threads: The Kindness Before the Storm • Unclogging your Stuck Pipeline • HubShots Framework poster Full show notes available at: https://www.hubshots.com/episodes/episode-301 Recorded: Wednesday 12 July 2023 | Published: Friday 21 July 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
300: 7 Years of HubSpot Tips 38:55

2 years之前38:55

38:55

This edition we dive into: • 7 years and 300 episodes • HubSpot Email List columns layout • Sales pipeline best practices • Ticket pipeline best practices • CMS Hub Content Staging • Wishlist: syncing properties • Shoutout • The best tool to use is the one you know how to use well Full show notes available at: https://www.hubshots.com/episodes/episode-300 Recorded: Wednesday 14 June 2023 | Published: Friday 23 May 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
299: Activity timeline filters, Bulk Edit records, Inbox permission, Redirect domains 20:53

2 years之前20:53

20:53

This edition we dive into: • There’s no common, linear path your contacts take • Using Filters on Activity timelines • Bulk Edit contact records • Inbox permissions are important • HubSpot Redirect Domains (and why they are so handy) • Gotcha with sending automated emails when a ticket form is submitted • Email Send Frequency cap (Enterprise feature) • Bad Email content (don’t do this!) Full show notes available at: https://www.hubshots.com/episodes/episode-299 Recorded: Thursday 11 May 2023 | Published: Friday 19 May 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
298: Mastering HubSpot - Attribution, Form Optimization & CMS Enterprise Secrets 34:01

2 years之前34:01

34:01

This edition we dive into: • Be Proactive, Be Honest • Where does Attribution sit in your HubSpot implementation plan? • Form performance tips • How to log replies from Contacts into HubSpot • Renaming Ticket Name based on Ticket Properties • Setting the date format for blog posts (and listing) • Saving Column layouts in Lists • Why Upgrade to HubSpot CMS Hub Enterprise • What is the XML Sitemap used for in HubSpot Full show notes available at: https://www.hubshots.com/episodes/episode-298 Recorded: Wednesday 26 April 2023 | Published: Friday 05 May 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
297: Tough times, AI tools, HubSpot List tips, Sending emails to more contacts 31:10

2 years之前31:10

31:10

This edition we dive into: • ‘Everything’ fatigue • Tough economic times and the need to send more, relevant, email • AI tools take off - how should you respond • Creating random samples of contacts from lists (Segmentation) • Results from using Multivariate CTAs on our website (Attribution) • Building a View for sales reps of clients who have been sent an email from another system (Activity) • Last Activity date versus Last Modified date (Properties) • Sending an already sent email to more contacts (Activity) Full show notes available at: https://www.hubshots.com/episodes/episode-297 Recorded: Monday 27 March 2023 | Published: Friday 31 March 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
296: The HubShots Framework 19:29

2 years之前19:29

19:29

This edition we dive into: • Are you in a state of overwhelm using HubSpot? • Introduction to the HubShots Framework • The 5 stages of the HubShots Framework • Focus areas of the HubShots Framework • Sneak peek into the HubSpot specific details • 3 real world examples of the HubShots Framework in action • How you can download the HubShots Framework as an A3 Poster PDF • How to get started using the HubShots Framework Full show notes available at: https://www.hubshots.com/episodes/episode-296 Recorded: Thursday 23 February 2023 | Published: Friday 10 March 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
295: Strategy takes time, Paid seat deactivation, Deal close gotcha on app, Notification profiles 35:02

2 years之前35:02

35:02

This edition we dive into: • Who forgot to plan out their 2023 - it’s not too late • Deactivating a user now releases the paid seat they were consuming • Chat and Slide-in popups competing for attention on the bottom right • Deal close behaviour on Desktop versus in-app • ‘Last email received from contact’ HubSpot ticket property • Notification profiles are so handy • HubSpot Security Centre - is it confusing for you too? • Non Fit personas • Xero invoice sync • Avoiding the ChatGPT inefficiency temptation • 11 Things you’re probably not using in HubSpot that you should be Full show notes available at: https://www.hubshots.com/episodes/episode-295 Recorded: Wednesday 08 February 2023 | Published: Friday 10 February 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
294: HubSpot in 2023, Approvals functionality, HubSpot Meetings tip, Paid seat gotcha 27:51

2 years之前27:51

27:51

This edition we dive into: • Overview of HubShots hubs in 2023 • Areas of opportunity with HubSpot for your business • Email Marketing Approvals • HubSpot Meeting tip for free/busy • Conversation Handoff process improvements • Impersonate a User in HubSpot • Gotcha: Deactivating a user who has a paid seat • Which tools have folders and sub-folders • 11 Things You’re Probably Not Using in HubSpot that You Should Be Online Masterclass Full show notes available at: https://www.hubshots.com/episodes/episode-294 Recorded: Thursday 26 January 2023 | Published: Friday 03 February 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
293: Notes permissions confusion, reducing contact friction, power of lists, AI 32:58

2 years之前32:58

32:58

This edition we dive into: • Obligatory mention of AI • Reducing contact friction with event invitations • The power of lists - using product and line item criteria • Connecting personal inbox versus generic inbox into HubSpot • Understanding Permissions for Notes on Contacts, Deals, Tickets • Goodbye internal SMS notifications in workflows • Quickly see which Hub tiers in a portal (if not an Admin) • Efficiency and Effectiveness and AI • ChatGPT example Full show notes available at: https://www.hubshots.com/episodes/episode-293 Recorded: Thursday 19 January 2023 | Published: Wednesday 25 January 2023…

HubShots - The Unofficial Down Under HubSpot Podcast

1
292: Systems to Merge contacts in HubSpot, New SEO tool, Annoying notifications 27:41

2 years之前27:41

27:41

This edition we dive into: • How (and when) to merge duplicate contacts in HubSpot • How to use HubSpot’s SEO Analyze tool • How to turn off annoying ‘New Unassigned Conversation’ notifications • How to automate getting a response from contacts on inactive deals • How to use the new Last Viewed column in Dashboards • Listener question: How to change the email sending domain • HubSpot in the real world • How to organise a QuickCheck of your HubSpot portal Full show notes available at: https://www.hubshots.com/episodes/episode-292 Recorded: Wednesday 30 November 2022 | Published: Friday 09 December 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
291: Learn from our HubSpot mistakes, using emojis, calculated fields and conversation forwarding 25:29

2 years之前25:29

25:29

This edition we dive into: • Challenging your norms - learn from my mistakes! • Using Emojis in HubSpot • Using calculation fields to calculate commissions • The dangers of editing enabled workflows • The dangers of confirmation biases • The dangers of re-engagement campaigns (revisited) • Choose original sender of email forwards into Conversations • Listener question: Trigger a sequence from a workflow Full show notes available at: https://www.hubshots.com/episodes/episode-291 Recorded: Tuesday 15 November 2022 | Published: Friday 18 November 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
290: Setting Lifecycle stages on forms and deals, Re-engagement emails gone wrong 33:47

2 years之前33:47

33:47

This edition we dive into: • Outcomes versus Activities • Deal pipeline board view currency switcher on totals • Setting lifecycle stages on forms • Setting lifecycle stage when creating deals • Customer ticket portal settings • Re-engagement email campaigns getting accounts suspended • Stopping personal emails from getting logged in HubSpot • Gratitude reminder • The joy of unread books Full show notes available at: https://www.hubshots.com/episodes/episode-290 Recorded: Wednesday 02 November 2022 | Published: Friday 04 November 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
289: Using Service Hub for Internal Business Processes 31:19

3 years之前31:19

31:19

This edition we dive into: • Are Ticket pipelines the real Operations Hub? • Reminder about enabling betas • Inline editing • Using Service Hub for lead qualification processes • Other uses for Ticket pipelines • Association labels - pros and cons • Questions: They Ask, You Answer • Should I write Knowledge Base articles or blog posts? • Knowledge bot benefits Full show notes available at: https://www.hubshots.com/episodes/episode-289 Recorded: Friday 14 October 2022 | Published: Friday 21 October 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
288: Automation in HubSpot 37:21

3 years之前37:21

37:21

This edition we dive into: • Setting the scene • 2 ‘A’ words ⇒ 2 ‘E’ words • Automation journey • Workflow deep dive • When to upgrade to Pro • When to upgrade to Enterprise • How we can help Full show notes available at: https://www.hubshots.com/episodes/episode-288 Recorded: Thursday 06 October 2022 | Published: Friday 14 October 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
HubSpot CMS with Kevin Fremon from Helpful Hero - Part 2 (HubShots Special Interview) 42:59

3 years之前42:59

42:59

In this 2nd episode of HubShots Special, we chat with Kevin Fremon of Helpful Hero about HubSpot CMS SEO tool, CMS Starter thoughts, theme pricing and more! Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-2 Recorded: Monday 22 August 2022 | Published: Friday 30 September 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
HubSpot CMS with Kevin Fremon from Helpful Hero - Part 1 (HubShots Special Interview) 36:43

3 years之前36:43

36:43

In this episode, we chat with Kevin Fremon of Helpful Hero. We interview Kevin Fremon from Helpful Hero, creator of the popular CLEAN theme (including CLEAN Pro and CLEAN Lite) for HubSpot CMS. We chat in detail about HubSpot CMS, the good, the bad and the awesome. Full show notes available here: https://www.hubshots.com/episodes/kevin-fremon-part-1 Recorded: Monday 22 August 2022 | Published: Thursday 29 September 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
287: INBOUND22 Thoughts 35:01

3 years之前35:01

35:01

This edition we dive into the first blend in-person with online attendees for INBOUND22, our thoughts and favourite takeaways. Full show notes available here: https://www.hubshots.com/episodes/episode-287 Recorded: Tuesday 13 September 2022 | Published: Friday 16 September 2022

HubShots - The Unofficial Down Under HubSpot Podcast

1
286: HubSpot Campaign Analytics, HubSpot Comments, Actions Menus reminder 21:31

3 years之前21:31

21:31

This edition we dive into: • Asking for help • Converting an Automated Email to a Regular Email • Reminder: Actions Menus on objects • Using Sender personalisation in Snippets • Custom properties on Product library items • HubSpot Campaign Analytics • HubSpot Custom Reporting basic video series now available • Using Comments throughout HubSpot • The dangers of damaged cables • Do you need help with your HubSpot portal? Full show notes available at: https://www.hubshots.com/episodes/episode-286 Recorded: Wednesday 31 August 2022 | Published: Friday 09 September 2022…

HubShots - The Unofficial Down Under HubSpot Podcast

1
285: HubSpot Form Options, Paid Channels Overreliance, Custom Report Builder 36:05

3 years之前36:05