Adam Sharrow 🤙🏼's Linkedin Analytics

Ever inherited a HubSpot instance so cluttered it needed a digital archaeologist?” That was us. Here's how we cleaned it up. 1️⃣Audit everything – Start with Workflows, Custom Properties, Lists, Reports, etc. Look for unused or duplicate stuff. 2️⃣Talk to teams – Get feedback on what's working vs. causing headaches. Business processes may have changed, but automation didn’t keep up. 3️⃣Inventory automations – List all active workflows and what they should be doing. Map this against current business needs. 4️⃣Plan the cleanup – Prioritize high-impact fixes and break the work into phases (e.g., lead routing, lifecycle stages, email workflows). 5️⃣Rebuild intentionally – Follow best practices: naming conventions, and documentation, and keep things modular and easy to update. 6️⃣Test before killing – test updated workflows in a sandbox or in a limited segment before deactivating old ones. 7️⃣Set governance going forward – Define ownership, review cadence, and change control so the mess doesn’t come back If someone new inherited your HubSpot instance tomorrow, would they find a clean system or a maze of buried logic and legacy quick fixes?

What if your blog posts, landing pages, and case studies wrote themselves? That’s the HubSpot’s new Breeze Content Agent. It handles: - SEO blog posts - Landing pages that convert - Podcast scripts - Case studies from scratch Sounds incredible, right? Here’s what I found: It really can get you 70–80% of the way. That first draft? Faster than any junior marketer. But finishing the job? You still need a strategist’s eye. ⚠️ Watch for: - Generic voice if you skip the setup - Light context understanding - Templated structure unless coached 💡 Use it to scale, not replace. It's like hiring a copywriter who never sleeps — just don’t send their first draft to the CEO. Up next: Social Agent (and whether it’s your next social media manager).

My overall take on Hubspot and AI. They took a big step forward this week showcasing the power of a platform A smart CRM platform that you have your Marketing, Sales, and Support teams all building in one place... now with a greater ability to leverage AI with the data all in one place Because these agents are built within the HubSpot ecosystem, they’re not just “AI features” — they’re AI teammates who understand your data, your process, and your customer journey. And this is just the beginning in my opinion. If you’re using Marketing, Sales, and Service Hubs together, this isn’t a shiny new toy - it’s a springboard. A foundation to build better workflows, smarter ops, and faster go-to-market execution. And yes I get it, they took the common agents everyone out there is building and packaged them in Hubspot. That's what's needed though to get adoption in this AI world. Make it accessible where I'm at. AI isn’t magic. It won’t get you to 100%. And nobody wants to read “AI everything.” Use it as a partner. Treat it like a new hire who’s fast but needs direction. That’s how you win with this.

Salesforce + Hubspot Users Rejoice. You can match the object names now in Hubspot. This beta lets you rename main objects This is great for so many Hubspot users: - Salesforce + Hubspot - Investment Management - Education - Non Profits - Real Estate Join the beta today if you've been waiting for this change!

What if your CRM found leads, qualified them, and wrote outreach — automatically? Check out Breeze Prospecting Agent What does it do? - It scans target accounts - Prioritizes contacts that match your persona - Writes personalized intro emails - Engages leads with automation In short: It jumpstarts the top of your funnel - without pulling your rep needing to spend hours of research But let’s be clear: It’s not replacing a good BDR - We all know that has a way to go... check out our inboxes or LinkedIn messages You still need to verify the targeting logic You’ll want your sales teams to select semi-autonomous which allows for your team to review the copy of the messages. I highly advise that Where does it shine? - Turning research and admin time into actual pipeline time. Where does it fall short? - It's not set it and forget it but that's okay it shouldn't be unless you are looking to drive your prospects crazy Next up: The AI agent that might actually handle your support tickets.

Creating content is hard. Posting it every day is harder. There's an agent here to help your company out HubSpot’s Breeze Social Agent (currently in beta) promises to be your social media wingman. Here’s what it does well: ✅ Writes in your brand voice ✅ Suggests content based on engagement ✅ Helps keep you consistent 🎯 Where it wins: For small teams managing multiple channels who just need to stay active. ⚠️ Where it falls short: - It can still miss nuance in tone - You’ll need to double-check for brand safety - Early-stage = some bugs and gaps I’ve tested it — it’s fast. Faster than most freelancers I’ve worked with. But you still need a human brain behind the calendar. And that's a huge win 50% of the way there with AI is way better than 0% on your own Up Next: Prospecting Agent — the AI to help out your SDR team

Solving problems in person hits different. As a remote company, we rely on structure, tools, and great communication. But nothing replaces being in the same room, whiteboards ready, ideas flying. This week, the Process Pro Consulting team is meeting in person for our team retreat—and I couldn’t be more excited. We’re here to build stronger bonds, solve tough problems, and keep improving how we work together. Remote works. But in-person connects. Let’s go!

Our Methodology: Build the Right Way 🔍 Discover → 🧠 Design → ✅ Approve → 🛠 Build → 🚀 Deploy → 🔁 Enable We coach clients to clarity. We teach teams to own their system. We train for sustainable adoption. We don’t do “random acts of CRM”—we build with strategy.

AI friends - I have the content for a slide presentation complete. What's the best AI tool to turn that into slides?

Your knowledge base is outdated or nonexistent. Probably. Enter: the Breeze Knowledge Base Agent. It watches support tickets in real time, finds content gaps, and writes draft articles based on actual questions from your customers. If you already use the Customer Agent, this is the logical next step. 💡 Why I like it: It closes feedback loops between support and documentation It surfaces insights your team probably misses It saves time without sacrificing accuracy ⚠️ You still need to review and approve — and that’s where most teams will fall short. This tool won’t save you if your support content is already messy. But if your KB has been on the back burner for months? This might be the fastest way to catch up. Pro Tip for Knowledgebase building - Use a video recording tool like Loom and walk through your responses. You can then use the transcript to help draft your knowledgebase articles and you remove the pain of trying to type them from scratch. Harness AI to get things started and at least 50% of the way there

At Process Pro, we don’t believe in gatekeeping knowledge. We coach, we teach, we train. Yes, we build workflows, properties, reports, integrations — all the HubSpot stuff. But the real value? Making sure your team understands what we built and why it matters. We call it: Coach. Teach. Train. We coach you on how to think about process. We teach you what tools are available to solve your problem. We train your team to do it themselves — confidently. Because your RevOps engine shouldn’t depend on a third-party every time you need to add a new lifecycle stage or tweak a form. That doesn’t mean we disappear. It means we build with you — so your team gets smarter every sprint. This is how we build long-term partnerships that grow over time.

HubSpot didn’t just release more AI at the Spotlight. They assembled a team of Agents - targeting your to-do list. Meet Breeze Agents — HubSpot’s newest AI-powered teammates who don’t just assist with tasks... they do the work. As you know AI is in every tool out there today but teams still seem to gravitate back to your AI Model of choice (ChatGPT, Gemini, Claude, etc.) I'm very bullish about these Agents as it brings everything together where your team is operating and your data lives... In your Hubspot CRM..which makes it easier to leverage your existing data I've created my own "AI Values" and I believe it's important to remind everyone of this. Assume AI and Agents will get you 50% of the way there today. This helps your mindset shift away from AI does everything for me. It doesn't and that expectation leads to less discovery and learning how to add it to your workflow. I believe if you approach AI in that way then you won't be disappointed. Back to the agents. They are built to help you do your work... at least 50% of it. ✅ Content Agent - Write your blog posts ✅ Prospect Agent - Prospect leads across accounts ✅ Customer Agent - Handle customer support ✅ Social Agent - Generate social content ✅ Knowledge Base Agent - Maintain your knowledge base The difference? No dev work. No prompt engineering. No duct tape. Just plug in and go (or so they say). Over the next few days, I’ll break down each Agent—what it really does, who it’s for, and where it actually delivers value.

A CRM isn’t just software. It’s the system that connects every part of the customer journey. From first touch to post-sale, it only works if it fits your process—not someone else’s. Templated solutions are fast but often flawed. The best implementations are built around your reality, not a generic model.

You can now customize the deal insights in Hubspot to show the most important metrics of your business! This is a great upgrade since you had no control over this in the past. Opt in to the Beta today to update your Deal Insight Metrics to match your business What are you going to add to yours today?

Dirty CRM Data = Lost Revenue Bad data costs companies an estimated $3.1 trillion per year. If your CRM is full of duplicates, outdated contacts, and missing info, you’re probably leaving money on the table. At Process Pro, we tackle CRM cleanups with a structured approach: ✅ 𝗔𝘂𝗱𝗶𝘁: Find the gaps, fix the errors. ✅ 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝗶𝘇𝗲: Set clear rules for naming conventions, mandatory fields, and record-keeping. ✅ 𝗖𝗹𝗲𝗮𝗻 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲: Merge duplicates, update missing data, and leverage automation for consistency. ✅ 𝗧𝗿𝗮𝗶𝗻 & 𝗠𝗮𝗶𝗻𝘁𝗮𝗶𝗻: Keep your team aligned and schedule routine CRM health checks. Your CRM should be a growth engine—not a bottleneck. If messy data is slowing you down, it’s time for a cleanup! How often do you audit your CRM? Let’s discuss this in the comments!

When nobody owns the tools. Everyone feels the pain. When RevOps, Sales Ops, and Marketing Ops tools are passed around without clear ownership, workflows fall apart fast. Here’s what usually happens: A junior hire sets things up. Cause they have time and and show interest. They stumble along and learn as they go, then they leave. The sales leader is too busy to take over. The system keeps running... until something breaks. No one knows why it was built that way. No one wants to touch it. No one trusts it. This is how you end up with broken handoffs, messy data, and a team that doesn’t trust the process. Scaling becomes a guessing game. We fix this by giving every tool a clear owner, a documented process, and a system for review. No more mystery workflows. Just clean, accountable operations that can grow with you.

If your CRM feels clunky, it’s probably not the tool—it’s the implementation. You can have the best software in the world. But if it’s not aligned with your customer journey, it won’t deliver. Before looking at dashboards or integrations, ask: What does our actual process look like? Where do we win and lose customers? Who needs what info, and when? Start there. Build around that. Tools come second. Structure comes first.

Process Pro Consulting has a great opportunity for a HubSpot technical expert looking for a new role with a remote team! 👉 Check out the job description and apply if you think you’d be a good fit: What Process Pro Offers: 💯 Remote work environment + flex hours 🩺 Health, Dental, and Vision Insurance + short-term disability insurance benefits 💰 401K with 4% company match + bonus quarterly program 📖 Professional development and health/wellness stipends 💪 20 days of PTO, 10 paid holidays, & 2 mental wellness days 🍼 Parental leave benefits 🌈 An inclusive work environment where we support everyone to reach their personal goals https://lnkd.in/eBqgG5Ut

Companies often treat CRM implementation like a checkbox. Buy the tool. Turn it on. Move on. Then wonder what's wrong. A CRM is more than a database. It’s the engine behind how your business sees, tracks, and supports every relationship. If your CRM doesn’t reflect your process, your customer journey, or your goals—what exactly are you managing? The strongest systems aren’t plug-and-play. They’re purpose-built. At Process Pro we know there is not a one-size-fits-all all. No two businesses operate the same way. So we follow best practices but do not fit your business into a box when we implement your CRM

Looking to join a smart, supportive team that genuinely cares about your growth—and your life outside of work? We’ve got a spot open for a HubSpot technical expert 👇 Process Pro Consulting is hiring! If you’re experienced in HubSpot and love solving complex challenges in a collaborative, fully remote environment—this could be your next move. Here’s what we offer: 💯 Remote work + flexible hours 🩺 Health, dental, vision, and short-term disability insurance 💰 401K with 4% company match + quarterly bonus program 📖 Stipends for professional development and wellness 💪 20 days PTO, 10 paid holidays, 2 mental wellness days 🍼 Parental leave benefits 🌈 An inclusive team culture that supports your goals—in and out of work 👉 Check out the full job description and apply if it sounds like a fit. Let’s build great things together.