HubSpot Event Attribution Needs the Event Object First
HubSpot event attribution should use the event object as the source of truth and multi-select fields only for rep visibility.
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11 min read
RevOps Automations Need Exception Paths Before More Branches
RevOps automations need exception paths before more branches, so bad inputs stop visibly instead of corrupting downstream work.
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9 min read
Route AI Models By RevOps Risk, Not Vibes
RevOps teams should route AI models by workflow risk, not model preference, so cost, quality, permissions, and review match the job.
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9 min read
CRM Adoption Is a Design Problem, Not a Training Problem
CRM adoption fails when the system makes daily work harder. Fix the CRM design before asking reps to sit through more training.
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9 min read
AI Sales Coaching Needs Call Type Labels Before Call Summaries
AI sales coaching needs call type labels before summaries, or managers get generic advice scored against the wrong sales motion.
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9 min read
You Can't Automate an Undefined RevOps Workflow
Define the RevOps workflow before adding AI. Otherwise automation speeds up bad handoffs, fuzzy permissions, and broken CRM logic.
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9 min read
A Lead Is an At Bat, Not a Person
A lead should be a time-boxed engagement attempt, not the person. The contact persists; the lead opens, moves through a path, and closes.
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10 min read
What Pipeline Hygiene Dashboards Should Track in HubSpot
A pipeline hygiene dashboard should show managers which deals need cleanup this week, not give executives another stale forecast view.
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8 min read
What Should RevOps Teams Automate with AI First?
RevOps teams should automate repetitive, high-context workflows that humans can verify before they automate judgment or customer-state changes.
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8 min read
AI Memory Layer for Workflow Automation: What It Is and Why It Matters
An AI memory layer is the durable context system that keeps repeated work from resetting to zero every session.
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8 min read