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Dan Rosenbaum
Partner Development Manager,
HubSpot
About Your Host:
Kiwi Creative
We’re a 3x accredited
HubSpot Platinum Solutions Partner
for growing B2B tech companies
kiwicreative.net
Jen Lombardi
Head Honcho, Creative Genius
About Your Speaker
● Will be a 5-year HubSpot Veteran in September
● Currently a Senior Partner Development
Manager
● Was the Global AI Subject Matter Expert for
the Channel Consulting organization
● Co-Founder of Sythminds, an AI education and
integration agency
Dan Rosenbaum | Partner Development Manager | HubSpot
Icebreaker
Rate your familiarity
with AI in HubSpot
from 1-5
*Note I am at a solid 4, and I am the SME! So no wrong answers =]
Agenda
1. The ChatSpot Basics
2. Feature Overview
3. Use Cases
4. Play!
5. Content/ Campaign Assistant Overview
6. What do these tools mean for users?
7. Conclusion
ChatSpot Basics
The Basics
What is ChatSpot? How does it work? Who is it for?
ChatSpot is an AI tool that
uses ChatGPT and HubSpot
together to make a co-pilot for
Hubspot users to interact with
their portal using text based
prompts
ChatSpot uses ChatGPT to
generate text, translate
languages, write different
kinds of creative content, and
answer your questions in an
informative way. It integrates
with HubSpot, allowing you to
use it to automate tasks,
generate leads, and improve
your marketing campaigns.
ChatSpot is for any HubSpot
user who wants to save time
and improve their productivity.
It is especially useful for
HubSpot users who want to
automate tasks, generate
leads, and improve their
marketing campaigns.
Mostly, Sales reps and
Marketers will find this tool
most useful
Features Overview
ChatSpot is capable of a lot! But here is a small sampling of
what it can do
● Help create text copy for emails
● Help create text copy for marketing materials
● Build simple HubSpot Reports
● Create AI generated Images
● Create Contacts in HubSpot
● Look up funding data
● PPC Keyword research
● Ask the Knowledge base a question
● Ask for HubSpot Navigation
● And so much more!
Let’s Talk Use Cases!
Admin Anna
Wants help navigating
HubSpot, creating
Reports, and searching
the knowledge base
Sales Sally
Wants help writing killer
emails to prospects, doing
corporate research, and
finding leads
Marketing Michael
Wants help creating
content, researching
topics, and creating
taglines
Hands on Time
1. Go to Chatspot.ai
2. Log in using your HubSpot Credentials
3. Proceed to Chat Area
Admin Anna
Navigating HubSpot Creating Reports Searching the KB
“Help me find [[Insert tool or
setting]]”
“Go to App where I can [[insert
action]]”
“Create a report detailing my
most recent marketing email
analytics”
“Show me a list of contacts
who clicked a link in my most
recent marketing email”
“Ask knowledgebase: how do I
send a marketing email”
Sales Sally
Writing Prospecting
Emails
Conduct Corporate
Research
Get help finding leads
for outreach
“Write me a prospecting email
geared towards [[insert
industry/ business size]]”
“Show me funding data for
[[company url]]”
“What PPC keywords does
[[company url]] buy?”
“Find keywords related to
[[keyword or topic]]”
“List [[company industry or
type]] companies in
[[location]].”
Find me companies in
[[location]] that use both
HubSpot and Wordpress
Marketing Michael
Creating Content Topic Research Creating Taglines
“Generate an image of
[[describe image]]”
Draft a blog post about [[topic
or topics]]
Shorten this content by [[enter
percentage]]%: [[content]]
“what questions do people
search related to [[keyword]]”
“Find keywords related to
[[keyword or topic]]”
“Come up with an [[adjective]]
tagline for our new product
which [[describe the product]]”
Content/Campaign Assistant
Content Assistant Overview
● The content assistant tool works with HubSpot’s existing
content marketing tools.
● It allows you to use AI to generate and share content within
the HubSpot ecosystem you already use — without having
to copy-paste content from one platform to another.
● With content assistant, anyone on your team can draft
emails, blog posts, and social copy in minutes instead of
hours.
Content Assistant Features
Content Assistant has its hands in a lot of cookie jars! But here is
a small sampling of what it can do
● Craft marketing email materials (Beta)
● Write Social Copy (Beta)
● Write Prospecting Emails (Beta)
● Get Blog Ideas (Beta)
● Create Compelling CTAs
● Generate paragraphs of text (Beta)
● Rewrite, revise, and improve conversations in Conversation
Inbox.
Campaign Assistant Overview
● Campaign Assistant is HubSpot's AI-powered tool that
allows you to create landing page copy, marketing email
copy, and ad copy for your next marketing campaign.
● You provide information about your campaign, choose a
tone of voice that resonates with your brand, and select
which type of asset you want to generate. Then the tool will
generate one of the following:
○ Landing pages
○ Marketing Emails
○ Ads
1. Go to hubspot.com/campaign-assistant
2. Log in using your HubSpot Credentials
3. OR go to
app.hubspot.com/campaign-assistant/{insert
hubid}/dashboard
4. Select “New Campaign”
Technology that Disrupts
Some key things to remember:
● Content Marketing will NEVER be the same, so we must
change our strategies around it
● These jobs will not be replaced, only enhanced
● Adaptability and Transparency will be key to winning
moving forward
● You must craft new narratives around why an AI enhanced
work is the way to go while still offering human led
services
● Implement AI now while the tools are still new, learn as
much as you can and lead the way for what AI enhanced
businesses can look like in the future
Questions?
Ask ‘em now!
And download this brand-new HubSpot AI guide at
resources.kiwicreative.net/hubspot-ai-guide

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Product Demo: HubSpot's Coolest AI Tools for B2B Tech Companies

  • 2. About Your Host: Kiwi Creative We’re a 3x accredited HubSpot Platinum Solutions Partner for growing B2B tech companies kiwicreative.net Jen Lombardi Head Honcho, Creative Genius
  • 3. About Your Speaker ● Will be a 5-year HubSpot Veteran in September ● Currently a Senior Partner Development Manager ● Was the Global AI Subject Matter Expert for the Channel Consulting organization ● Co-Founder of Sythminds, an AI education and integration agency Dan Rosenbaum | Partner Development Manager | HubSpot
  • 4. Icebreaker Rate your familiarity with AI in HubSpot from 1-5 *Note I am at a solid 4, and I am the SME! So no wrong answers =]
  • 5. Agenda 1. The ChatSpot Basics 2. Feature Overview 3. Use Cases 4. Play! 5. Content/ Campaign Assistant Overview 6. What do these tools mean for users? 7. Conclusion
  • 7. The Basics What is ChatSpot? How does it work? Who is it for? ChatSpot is an AI tool that uses ChatGPT and HubSpot together to make a co-pilot for Hubspot users to interact with their portal using text based prompts ChatSpot uses ChatGPT to generate text, translate languages, write different kinds of creative content, and answer your questions in an informative way. It integrates with HubSpot, allowing you to use it to automate tasks, generate leads, and improve your marketing campaigns. ChatSpot is for any HubSpot user who wants to save time and improve their productivity. It is especially useful for HubSpot users who want to automate tasks, generate leads, and improve their marketing campaigns. Mostly, Sales reps and Marketers will find this tool most useful
  • 9. ChatSpot is capable of a lot! But here is a small sampling of what it can do ● Help create text copy for emails ● Help create text copy for marketing materials ● Build simple HubSpot Reports ● Create AI generated Images ● Create Contacts in HubSpot ● Look up funding data ● PPC Keyword research ● Ask the Knowledge base a question ● Ask for HubSpot Navigation ● And so much more!
  • 10. Let’s Talk Use Cases! Admin Anna Wants help navigating HubSpot, creating Reports, and searching the knowledge base Sales Sally Wants help writing killer emails to prospects, doing corporate research, and finding leads Marketing Michael Wants help creating content, researching topics, and creating taglines
  • 11. Hands on Time 1. Go to Chatspot.ai 2. Log in using your HubSpot Credentials 3. Proceed to Chat Area
  • 12. Admin Anna Navigating HubSpot Creating Reports Searching the KB “Help me find [[Insert tool or setting]]” “Go to App where I can [[insert action]]” “Create a report detailing my most recent marketing email analytics” “Show me a list of contacts who clicked a link in my most recent marketing email” “Ask knowledgebase: how do I send a marketing email”
  • 13. Sales Sally Writing Prospecting Emails Conduct Corporate Research Get help finding leads for outreach “Write me a prospecting email geared towards [[insert industry/ business size]]” “Show me funding data for [[company url]]” “What PPC keywords does [[company url]] buy?” “Find keywords related to [[keyword or topic]]” “List [[company industry or type]] companies in [[location]].” Find me companies in [[location]] that use both HubSpot and Wordpress
  • 14. Marketing Michael Creating Content Topic Research Creating Taglines “Generate an image of [[describe image]]” Draft a blog post about [[topic or topics]] Shorten this content by [[enter percentage]]%: [[content]] “what questions do people search related to [[keyword]]” “Find keywords related to [[keyword or topic]]” “Come up with an [[adjective]] tagline for our new product which [[describe the product]]”
  • 16. Content Assistant Overview ● The content assistant tool works with HubSpot’s existing content marketing tools. ● It allows you to use AI to generate and share content within the HubSpot ecosystem you already use — without having to copy-paste content from one platform to another. ● With content assistant, anyone on your team can draft emails, blog posts, and social copy in minutes instead of hours.
  • 17. Content Assistant Features Content Assistant has its hands in a lot of cookie jars! But here is a small sampling of what it can do ● Craft marketing email materials (Beta) ● Write Social Copy (Beta) ● Write Prospecting Emails (Beta) ● Get Blog Ideas (Beta) ● Create Compelling CTAs ● Generate paragraphs of text (Beta) ● Rewrite, revise, and improve conversations in Conversation Inbox.
  • 18. Campaign Assistant Overview ● Campaign Assistant is HubSpot's AI-powered tool that allows you to create landing page copy, marketing email copy, and ad copy for your next marketing campaign. ● You provide information about your campaign, choose a tone of voice that resonates with your brand, and select which type of asset you want to generate. Then the tool will generate one of the following: ○ Landing pages ○ Marketing Emails ○ Ads
  • 19. 1. Go to hubspot.com/campaign-assistant 2. Log in using your HubSpot Credentials 3. OR go to app.hubspot.com/campaign-assistant/{insert hubid}/dashboard 4. Select “New Campaign”
  • 20. Technology that Disrupts Some key things to remember: ● Content Marketing will NEVER be the same, so we must change our strategies around it ● These jobs will not be replaced, only enhanced ● Adaptability and Transparency will be key to winning moving forward ● You must craft new narratives around why an AI enhanced work is the way to go while still offering human led services ● Implement AI now while the tools are still new, learn as much as you can and lead the way for what AI enhanced businesses can look like in the future
  • 21. Questions? Ask ‘em now! And download this brand-new HubSpot AI guide at resources.kiwicreative.net/hubspot-ai-guide