Here’s a pleasant surprise: if you’re a HubSpot Professional or Enterprise client and you’re on its seat model, you may be receiving a monthly allotment of free AI credits and their associated permissions.
The good news is that there may be a pot of AI gold waiting for you. The bad news is that there’s a dragon sitting on it: if your CRM data isn’t ready, if you haven’t lined up your use cases, if you can’t govern your credits, and if your sales, marketing and operations teams don’t know how to use the tools – then all that gold may be going to waste.
HubSpot doesn’t necessarily make this easy for you. As an ever-evolving enterprise, HubSpot continually refines its offers, including assigned credit allotments, pricing models, new features, extra charges, and more. As a consequence of the confusion, many companies that could benefit from available credits are hesitant to commit; they’re just not sure what they’re getting into.
Let’s liberate your AI credits
While the challenges are complex, we’re here to make things simple. As HubSpot moves, we move along with them, tracking the best opportunities (or worst potential pitfalls) for our clients.
Here’s a great place to start: our HubSpot AI Credit Activation Program turns your monthly credits into usable, AI-powered CRM processes. These workflows can support prospecting automation, smart properties, and revenue operations, reducing manual work while building AI confidence within your teams.
There are many ways to apply your AI Credits. For simplicity’s sake, we offer two great places to start:
- Prospecting Agent: Automates pipeline generation and personalized outreach for sales teams researching and communicating to prospects.
- Smart Properties: Empower CRM properties through automated research, classification, enrichment, and routing support tools.
In either track, core activation is typically ready within just 60 days; in 90 days, you can expect full documentation, training, and the completed handoff.
Activation in action: jumping from 20 to 100 targeted prospecting emails a month
Here’s an example from one of our AI Activation clients, a national provider of aircraft detailing and maintenance services.
Before AI Activation, two sales development representatives (SDRs) spent an average of 240 hours each year manually sifting through mountains of registry data – tail numbers, aircraft types, service histories – to find potential prospects aligned with the company’s ideal customer profile (ICP), resulting in about 20 prospecting emails each month.
Our team arrived to help reduce the manual research load while increasing outreach volume. We formally defined the ICP, automated the enrichment and scoring process, and automatically generated targeted messaging for identified leads.
As a result, 240 hours of yearly manual review work dropped to under 2 hours, while outreach volume increased by a factor of five, from 20 emails a month to over 100. With experience, the SDRs benefit from a feedback loop that continually improves output quality over time.
Is the program right for you?
If you’re stuck with poor CRM quality, unclear use cases, incomplete contact records, limited team training, and lack of workflow strategy, you can definitely benefit from AI Credit Activation.
With either flavor of Activation, Prospecting Agent or Smart Properties (or both), you’ll team with enjoy the configuration and activation of the appropriate HubSpot AI tools, complete with guardrails, governance, and team training.
You can learn more about your options here. Better yet, you can contact me directly for an informal conversation that will help you find the right fit.
Remember, you’re sitting on gold. Now, let’s put it to good use!
