Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:01):
hey, caitlin, hello, those are great earrings for
those of you listening.
Speaker 2 (00:16):
I had to make sure that I had earrings on before we
could start recording for thosewho watch us on.
Speaker 1 (00:24):
YouTube Gotta bring my.
Speaker 2 (00:27):
A-game, so I got a little hair product Got a sassy
hoop earring.
Speaker 1 (00:34):
He started our countdown and you screamed at
him to stop, as he was doingearrings.
And he did.
He's like oh my goodness.
Speaker 2 (00:40):
And then he told me before we started, that he
understands why I needed them.
Speaker 1 (00:46):
Okay, that's a vibe.
It's definitely a vibe.
Speaker 2 (00:50):
Thank you.
Speaker 1 (00:52):
All right, Well, we're not doing earrings today.
I mean we don't have a guest,it's just us.
It's kind of weird.
We've had so many guests and wehave more coming up.
Zach's been doing his job as aproducer and just getting us
those guests like cranking it up.
Speaker 2 (01:04):
He's producing.
Speaker 1 (01:06):
But we're going to talk about free HubSpot versus
paid HubSpot.
Hubspot does have a lot of freestuff.
Speaker 2 (01:12):
They do.
And like when do you need toupgrade?
Once you know, once you tastethe paid features, it's real
hard to go back, real hard.
Speaker 1 (01:25):
Well, and upgrading to a starter suite is easy.
Like that's not too expensive?
Speaker 2 (01:29):
Yeah, depending on how many people you have.
Jumping to pro can be moreexpensive, but it can be totally
worth it with a new HubSpotuser who is still kind of
sorting through what featuresthey need to use and who on
their team needs what features,and I was minorly frustrated on
(01:57):
their behalf because it was like, well, if we it's like moving,
it's like shitty Tetris, rightwhen you're like.
This person needs to be able touse e-signatures and be on a
group calendar link, but theydon't need any of the other
sales features.
But this person also needs tobe able to do e-signature and I
(02:19):
think we've got it solved fornow we do.
Speaker 1 (02:21):
And I think we need to probably talk about our fake
cocktail before we get into that.
Speaker 2 (02:26):
Probably.
Speaker 1 (02:28):
Since that's kind of what the intro is supposed to be
.
Speaker 2 (02:30):
Well, it's a mocktail , oh okay, I was like why is it
fake?
Speaker 1 (02:34):
I looked at it because I was like okay, so
first of all, it's a mocktailand it's got what's called GIA
in it G-H-I-A and when I when Iread it, I read ghee like
clarified butter.
Speaker 2 (02:42):
I did too.
Speaker 1 (02:43):
And I was like this is scaring me.
Why is there like liquidclarified butter in this?
But it's not ghee, what is?
It's a non-alcoholic aperitivo.
Speaker 2 (02:57):
Okay.
Speaker 1 (02:58):
So it's infused with yuzu, orange and ginger, so it
gets that kind of sweet citrus,but that bite or bitterness that
aperol has, um, so yeah, sothis is called the night at the
spritz.
Obviously I wanted to be,putting on the spritz and I want
to know if there's a putting onthe spritz.
Speaker 2 (03:16):
Drink too um do you know, spritz cookies are my
favorite christmas cookies oh,my mom loves spritz cookies.
Speaker 1 (03:22):
She makes those all the time.
I'll have to.
I'll have to let her knowthey're a pain in the ass to
make, though I.
My mom loves spritz cookies.
She makes those all the time.
They're so good.
Speaker 2 (03:25):
I'll have to let her know they're a pain in the ass
to make, though I got mygrandma's cookie press and I
will never, I will never.
Speaker 1 (03:33):
Well, if my mom makes them again this holiday season,
I'll have her save somethingfor you.
Speaker 2 (03:38):
Thank you.
Green Christmas trees werealways what my mom would make.
Speaker 1 (03:42):
Shall we?
It's a non-alcoholic take on,okay.
So the description says on aCampari and soda, but a spritz
is actually an Aperol spritz.
Speaker 2 (03:51):
Not always.
Speaker 1 (03:52):
I guess you could do a Campari spritz.
Speaker 2 (03:55):
A spritz is anything with sparkling.
So like you could do like awine spritzer, like a white wine
spritzer is like Pinot Grigiowith club soda.
Speaker 1 (04:06):
But when you're in Italy, if you ask for a spritz,
it's going to be an Aperolspritz if you don't specify.
But there is also an Italicusspritz which is interesting
because Italicus is an herbalwhich I think we've talked about
at one point, an herbalcocktail or aperitif from Italy
as well, that one you'resupposed to garnish with olives,
which makes me want to just gag, because I don't like olives
(04:29):
but it is very herbal, I meangin drinkers tend to like
italicus or mace, so you can doother things with it um yeah, so
this one doesn't have alcohol.
If you want alcohol, you canjust do.
Just do a spritz like regularone.
Speaker 2 (04:45):
We're not here to tell you what to do.
No, not at all.
Speaker 1 (04:50):
All right.
So how do we make this thing?
Speaker 2 (04:53):
Let's make it.
Let's make it.
You need two ounces of Gia, giaor Gia.
It says Gia to me.
Speaker 1 (05:00):
I think Gia G-H-I-A yeah.
Speaker 2 (05:02):
Gia.
Okay, two ounces of sparklingwater and you can garnish with a
rosemary sprig and an orangetwist.
So you're going to add your Giaand sparkling water into a wine
or rocks glass over ice andjust give it a little tiny stir
to combine Garnish with yourfresh, fresh rosemary and your
(05:23):
twist of an orange.
Speaker 1 (05:24):
Here's my twisting yeah, don't stir it too much.
You'll break up all the bubblesand then you'll have a flat
drink?
Speaker 2 (05:29):
Yeah, and that would be sad, easy, easy.
So this is kind of interestingand that recipe comes from
liquorcom Night at the Spritz.
Speaker 1 (05:37):
Night at the Spritz.
I am going to Google and lookand see if there's a putting on
the Spritz drink.
Speaker 2 (05:43):
There's got to be, there's got to be.
Speaker 1 (05:44):
If there's not, we're going to make one.
Speaker 2 (05:49):
Like we have to.
Speaker 1 (05:50):
Yeah, yes, I'm looking right now.
Speaker 2 (05:53):
Okay.
Speaker 1 (05:54):
Cocktail recipe from a taste of AZ, putting on the
spritz.
Okay, oh, but there's also aversion of it from Stella Rosa
Wines.
Speaker 2 (06:06):
We won't be doing that one.
I remember when Stella RosaProsecco.
Speaker 1 (06:08):
Aperol Club Soda.
Oh, it's basically an Aperolspritz, but with lemon juice.
Speaker 2 (06:14):
Oh, I could be into that.
Speaker 1 (06:17):
Yeah.
So Prosecco, aperol, club Sodaor sparkling water, which is a
little bit, and then a halfounce of fresh lemon juice.
So that's a little bit zingier,all right.
So we got two spritz optionsthere sprams, yeah, I feel like
I don't know what else I can sayabout night at the spritz.
I feel like I'm kind of donewith it I yeah, I love it, I um
(06:39):
all right well, should we?
break and come back and talkabout what you get for free with
hubspot and why you want to payand when you want to pay.
Speaker 2 (06:47):
I think so I think that sounds great.
Speaker 1 (06:56):
We're back.
We are the countdown juststarted and away we went.
I hate this shirt.
Speaker 2 (07:04):
Is that why we're focusing on?
I forgot we were recording.
Speaker 1 (07:06):
My hair has been like oh wait, did we stop?
What's happening?
Speaker 2 (07:11):
Oh, okay, maybe we can just cut all of this out.
Speaker 1 (07:16):
Okay, so we're going to start over.
Speaker 2 (07:22):
We're on one today, I think I know.
Speaker 1 (07:24):
Welcome back, caitlin , it's great to see you after
that quick break?
Um, yeah, I just looked up guia.
It's a really pretty bottle, sodrink it is cutecom g-h-i-acom.
Um, super gorgeous and I lovethe little cocktail glass they
have with its fat stubbypedestal like that's real cute
too, uh all right, I think thoseHubSpot, I think those are
(07:44):
Georgian punch glasses.
Speaker 2 (07:46):
Is that what that is?
Speaker 1 (07:47):
Are they Okay?
Tyrell was just telling meabout a new glassware type.
Speaker 2 (07:54):
They have a spring set.
Speaker 1 (07:57):
You get the original aperitif, the berry.
There's a berry version of Gia,a Gia soda, gia ginger lime and
salt and sumac and chili.
Speaker 2 (08:07):
Sumac.
What is sumac even?
Speaker 1 (08:13):
It's a berry, but it's like a.
I think it's, I don't know, asweet berry or something, I'm
not sure.
Okay, wow, cute.
Speaker 2 (08:21):
It is a cute bottle.
Speaker 1 (08:23):
HubSpotot free tools.
Speaker 2 (08:27):
There was some debate during the break about what's
free and what's not.
There was a little debateduring the break and we'll talk
about that.
We will.
Speaker 1 (08:35):
The interesting thing with the free tools is I have a
lot of people who are like oh,I want the CRM, and it's like
the CRM is always free.
They've never charged for justthe CRM.
It's what you want to do withthe CRM that gets to be a little
bit crazy and also likeadvanced features on top of that
.
So yeah, so I think the biggestpiece is you can get lead
(08:57):
generation which is what HubSpotis really about in the free
tools.
So, you can throw a form on yourwebsite, you can have that form
come through and, and you know,you can generate leads.
Speaker 2 (09:06):
I think the biggest like awareness piece on the free
side is that everything willhave HubSpot's branding on it.
So it'll say in a corner,somewhere you know created with
HubSpot, or get started withyour own HubSpot instance or
whatever.
The like disclaimer is thatyou're using a HubSpot tool.
But that's really I mean asidefrom that and it's not like.
(09:29):
It's not like a huge banner oranything, it's like one single
line of text with the littleHubSpot.
Speaker 1 (09:35):
It's really tiny, yeah, powered by HubSpot or
something like that.
Speaker 2 (09:38):
Exactly, yeah, so just a disclaimer at the top
that says, like people will beable to see that you're using
HubSpot, which is, like whateveryou know if you're in your
initial stages of growth, likenot a big deal.
Speaker 1 (09:52):
Yeah, a lot of people don't care.
I mean, I've seen people put upGoDaddy websites that says
powered by GoDaddy and I'm likeI would not leave that on there,
but whatever.
Nope nope, nope, but you doalso get like nope, but you do
also get like your contactmanagement.
So you know if you're keepingyour contacts in just your
address book on your computer oryour God forbid keeping them in
like a spreadsheet or something.
Speaker 2 (10:13):
Spreadsheets.
Speaker 1 (10:14):
This is a much better way to go.
I did have.
I have an onboarding where andI was like, are we migrating
data from anywhere?
And she's like, yes, it'scalled Excel and I'm like, great
, that's an easy one to migratefrom.
She's like, yeah, we need toget out of Excel.
You do get some light marketingautomation.
You get blogging.
(10:36):
You also get their co-pilot.
You get the basic AI for free.
You don't get all the other AItools, but just the basic kind
of their chat GPT thing.
Speaker 2 (10:49):
And you do get like some things are limited, like
you get one meeting link but youcan't get more than one
proprietorship and you need yeah, you need to be able to have
people find time on yourcalendar and you do a good job
of keeping up with your googlearea outlook.
(11:10):
Like that's a really easy thing.
And you can have on thatmeeting like multiple time slots
to say like, oh, I want youknow a quick 15 minutes or 30
minutes or an hour, and they canchoose that duration.
So there are still some prettyadvanced free options.
Speaker 1 (11:30):
Yeah, and it's free right, so like you can go try it
and just see what you like andwhat works for you.
It's a really good test run ofthe software you can also do.
I don't know what my hair isdoing today, by the way, but I'm
very bothered by it.
I'm getting a haircut tomorrow.
But you can also do trials ofdifferent hubs as well.
(11:51):
You can usually do a 14-daytrial of a hub if you want to
see what that's like.
But be careful because youmight get hooked on features you
don't have in the free versionor even in the starter version.
Speaker 2 (12:01):
Yeah, that's my problem.
Once you taste the, once youtaste the pro Kool-Aid, it's
really hard to dial back to.
Speaker 1 (12:10):
Oh yeah, a hundred percent, I mean to the point.
We've even got a couple ofenter like, well, I guess it's
just sales enterprise right now.
Yeah, yeah, okay.
So what makes you sad?
What are you going to bemissing out?
Speaker 2 (12:31):
on and honestly, these are like if they're not
deal breakers, then free mightwork for you to give it a start,
and if some of them are, we'lltalk about starter and pro and
enterprise and all that.
Yeah, yeah, but what's missing?
I for me, it's the automationpieces that are missing that
there's no email automation,which is really what a lot of
marketing automation comes downto right.
Is you want to be able totrigger emails based on contact
(12:51):
activities like form fills orinteracting with content or, you
know, drip campaigns, nurturethings, those types of like,
really kind of baselinemarketing activities?
That's, that's the biggestthing, and and you get some of
that with the starter versionthey have.
(13:15):
You know, you can send a coupleof emails, um, with with the
starter, like somebody fills outa form.
What do you want to happen?
right after A little bit of that.
But there's not.
You know, it doesn't get anymore robust than that.
You can't add delays, you can'tdo you know if-thens those
types of things.
Speaker 1 (13:34):
But yeah, and you don't get like complex workflows
, so you're not going to get anybranching or anything like that
, exactly the thing that got meeven even starter is everybody
wants to do the like.
I want to resend this to peoplewho didn't open it, and that's
not an option.
Right, you got to get up to profor that.
You can do something withpeople who opened it in Starter,
(13:57):
which is really weird to meBecause, like, if you opened it,
I don't necessarily need to doanything with you, but not
people.
The unopens are the ones that'slike you know.
I want to re-engage them, ortry to re-engage them.
Speaker 2 (14:08):
You could, I mean, still filter a list by you know
is not opened, or like Yep, andthat's how I've done it in the
past.
Speaker 1 (14:17):
You put them in a list and then you have to
manually send the email again tothat list, like the next day or
whatever.
So it's not terrible.
But again, if you're like low,you don't have a huge list, you
don't send a ton of emails um,it's eminently better than the
free mailchimp, like way, way,light years better yeah, yeah,
(14:37):
and it's less of a pain in theass to like when you get to the
upgrade.
Speaker 2 (14:43):
Mailchimp's audiences are bonkers to me, like it
doesn't make sense.
We've migrated several peopleout of MailChimp and the way in
which they segment contactsmakes me want to pull all of my
hair out, so I just like yeah,it doesn't come over cleanly,
even though there's anintegration.
(15:04):
No, no, no.
Speaker 1 (15:07):
You're also not going to be able to install your own
template from the marketplacefor landing pages or blogs.
You're just going to have totake the free templates that
HubSpot has.
Speaker 2 (15:14):
And they provide like four, I think.
Speaker 1 (15:16):
Yeah, themes.
Yeah, sorry, the themes thereare when you get to starter.
There are some themes you canput in that are starter
compatible.
But really at pro is where allthe like I want to say the
wheels come off, not the wheels.
The handcuffs come off.
Speaker 2 (15:37):
Yeah, and the difference between starter and
pro is you can't do individualmodule purchases from the
marketplace, where in a startertheme you're limited to the
modules available in that theme.
You can't like add a calculatorwidget to a page or those types
of things from the, from themarketplace.
Speaker 1 (15:53):
But I've used and we've used at the agency to um
the you know power pro starterversion in starter portals and
been really impressed andsatisfied with the
customizations available thereyeah, there's just I mean, and
if you've got a starter portal,it's great, but if you've got
like a pro portal and you try touse a starter template, you're
(16:15):
gonna or theme, you're gonna bereally disappointed because it
just there's things it justdoesn't do because it's not
designed to, because it's notdesigned for a pro instance.
So I think the other big ones,like there's a lot of power in
HubSpot's reporting and you justget standard reports, which
works for a lot of people, andthen API restrictions.
Speaker 2 (16:36):
Some of those like baseline things where it's like
I just want to know how manycontacts opened by emails.
I just want to know you knowwhat my average deal revenue is
Exactly Like those baselinethings and, quite honestly, we
find that a lot of people aren'ttaking advantage of those
reporting capabilities, even ata baseline right, that they're
not capitalizing on all the datathat's available in their like
(16:59):
pro or enterprise portal.
So maybe that's not a big deal.
Speaker 1 (17:05):
The one that always kills me and I think hurts for
solopreneurs especially, is nosocial media.
The social media functions justaren't there.
They're also not there instarter.
You've got to go to pro to getthose.
Speaker 2 (17:20):
Yeah, biggest pain point as well is being able to
really but push that you can,you know, manage all of your
marketing in a single place,because it and when and when
social media and hubspot werekind of coming up.
(17:40):
you know, initially social mediawas not really required, it was
more of an individual thing,and then you know, they built
out their starter, proenterprise, you know, at a
different level of when socialmedia became kind of required
for businesses and they justhaven't, it hasn't caught up,
(18:01):
which is surprising for me, Imean, and YouTube used to be an
enterprise only and they rolledit down to profile.
Speaker 1 (18:07):
So, you get Facebook, twitter, linkedin and YouTube
are the four.
Yeah, yeah, I think I'm tryingto think if there was something
else in that area.
Those are kind of the big ones,I think, and you just can't do
as much and you don't have asmuch customization.
But if you're already doingsocial media in another tool and
(18:35):
you don't need that and youreally just want this for your
drip campaigns and leadgeneration and your CRM, totally
great, that's 100% fine.
All good, all good.
Speaker 2 (18:43):
Yeah, I wonder if we could talk about when free
doesn't cut it anymore, likewhen so basically, what are some
?
Speaker 1 (18:51):
yeah, like, when are you need?
Speaker 2 (18:52):
to when are some, or what are some, indicators that
it's time?
Um, I think growing frustrationis what's always mine like
whenever there's like I go to dosomething and there's a little
the little orange lock beside itand I'm like, oh, but I wanted
to do that.
That's a really good one whenthere are features, because
you'll see all of the features.
Speaker 1 (19:05):
There's something and there's the little orange lock
beside it and I'm like, oh, butI wanted to do that.
That's a really good one whenthere are features, because
you'll see all of the features.
There'll just be these littleorange locks by them.
That means you don't get this,and if you click it it'll say
reach out to us to upgrade.
Speaker 2 (19:19):
Or you can start your free trial.
Speaker 1 (19:21):
Yeah, but if your contact lists are getting really
big and you want moreautomation to manage those, you
do hit a point Like you can haveas many people in the CRM as
you want to Again, millions ofpeople, and it's like 10 million
or something like that but ifyou're going to market to them
you've got to pay.
(19:41):
That's where they kind of getyou.
But also, like, just your listorganization automation is so
handy for that.
But also like just your listorganization automation is so
handy for that and you get alimited number of lists like
groups of contacts, audiences iswhat MailChimp calls them.
And so as you tier up toStarter Pro and Enterprise, you
get more and more lists.
So, if you've got a huge.
I mean, I had a client that had160,000 people.
(20:03):
They imported and I was like,oh my God.
And they're like well, we don'tmarket to all of those.
I'm like okay, but geez, that'sa lot.
Then what are you doing withthem?
There were, they had like,there was like 20 or 30,000
where they're like do notcontact list and.
(20:30):
I'm like yeah you can bring thatin, it's fine.
I always just am like, well, ifthey're not in here, I won't
contact them, so why bother?
But I know that biggercompanies need more structure,
but yeah, so that's really big.
And then I think the other onewe touched on when automation.
You need automation and youneed things to happen for you.
And I think, like looking at itas, even if you're going all
the way to pro, which runs, thebest deal in pro is called
HubSpot for marketers used to beMarketing Plus and you get all
the content tools, the AI toolsand the marketing tools all into
(20:52):
one for about $300 or $400cheaper than you could get them
separately, but it's like $900 amonth.
But when you look at that, Imean that's not even a $12,000 a
year part-time employee.
And if you're getting all ofthose AI tools and you're going
to be able to do more with themarketing automation and not
have to follow up on thingsyourself, it can really be worth
(21:15):
it.
I always look at it as whatwould it be if I had to hire
somebody to do this?
Speaker 2 (21:20):
And how can?
Speaker 1 (21:20):
I get around that when I'm looking at like from a
small business runningstandpoint, because the more you
do yourself, the better.
Speaker 2 (21:31):
That's such good perspective actually.
Wow, wow, well, same thing.
Speaker 1 (21:37):
If you're going to have a $60,000 retainer, so
$5,000 a month with an agency,people are like, oh, that's a
lot of money and it's likethat's barely a decent employee
in most markets.
You know, 60 grand it getsmight get you somebody with a
little bit of experience, butthey're also not going to have
the breadth that our team of youknow 10 or 12 or 15 people,
however big, have and you can'tflex Like you get one person and
(21:59):
you just hope that they can doeverything.
Speaker 2 (22:01):
Figure it out, Joni.
Speaker 1 (22:04):
Roll the dice All right.
So reporting is the other onewe talked about, If you're not
able to create the reports thatyou want, but again, if you're a
small business, you probablycan from all the standard
reports.
And then social media is a bigone.
Ads integration is a big one.
You know you want to have achat bot on your website.
(22:27):
You're going to have to upgrade.
So those are kind of the bigpieces, but the number one that
I see is a client will be like Iwant to do this, but it says I
can't unless I upgrade.
It's like, yes, that's correct,we can demo that for you and if
you want to upgrade, this iswhat it looks like.
Speaker 2 (22:46):
I also just would encourage anyone who's
considering an upgrade to makesure that you include the
operations hub, even if it'sjust operation starter, because
that's like your bare minimum.
Like capitalization, um, youknow, first name, last name
separating there's like somereally simple operations very
(23:08):
simple stuff.
Speaker 1 (23:09):
Most of the operations like automation,
stuff for data cleanup, is inpro.
But what operations hub startergets you is the biggest one is
custom properties fromintegrations.
So integrations have a limitednumber of properties without
Operations Hub and it's justyour standard properties,
(23:30):
whether it's QuickBooks or Zoomor any of those.
But when you do Operations HubStarter which is, only at the
time of this, just $15 per monthfor one seat and you really
just need one seat, you don'tneed a bunch.
Um, it opens up customproperties.
So it might be these 15standard properties will sync
(23:52):
and you're like well, I'vealways I've got, like you know
30 yeah, or 500 properties orwhatever, yeah, and it's like,
yeah, okay, so you can actuallymap those then um, yeah
Speaker 2 (24:06):
so that's good, that's good context um.
Speaker 1 (24:10):
So that's a big one for me.
Um, I think that's the bestadvice I've ever heard is just
get operations hub starter, atleast if you can do the.
I mean the pro is yeah, unlessit's like 500 a year, 540
something like that.
Um, it's not terrible, but itcan be really worth it.
Speaker 2 (24:32):
Even just that.
I got really excited about thecapitalization where it's like,
if somebody types in all caps,just standardize their responses
so they're not actually yellingyou.
Speaker 1 (24:43):
And phone number formats.
The phone number property willdo that for you.
You don't need Operations Hubso you can do that.
Even on the free.
You can set that propertyproperly.
It's just a little bit moredifficult, but yeah, it just
cleans up so much stuff.
It'll.
Also, if somebody puts a firstand last name in the first name,
with Operations Pro it'llextract the last name and put it
(25:04):
in the last name field.
Okay, yeah, it's really nice.
Yeah, all right, I'm trying tothink of the other reasons.
I just always get people whoare like I want to do this and I
can't.
For sales it would be.
Sequences are a big one toupgrade to Pro and those are
like automated series of emailsand your goal is to try to get
(25:26):
somebody to email you back,schedule a meeting, fill out a
form, whatever those are.
So that's a huge one when youwant to automate more of that
sales piece.
The other one, I just had it inmy brain oh, if you want more
than one pipeline, yeah, andsome people do, some people
(25:46):
don't, some people just mixeverything in one, but sometimes
it's nice to have a separatepipeline.
So, yeah, those are really thebig ones.
Speaker 2 (25:57):
But just remember also, even if you've got
Marketing Pro.
Speaker 1 (25:59):
You still have free on all the other plans.
You've got sales free and allthat, and so you can still do a
meeting link and some of thoselight tools and whatnot Just not
going to be as many, um, as youcould otherwise yeah, and all
in all, like we were saying atthe beginning, it still leaps
and bounds ahead of what you getfor free out of most other
(26:24):
similar tools.
Speaker 2 (26:25):
Like I, would be shocked to know that Calendly
offered a free option that wasas robust as the free.
You know, the single freemeeting, single meeting link,
yeah, yeah.
Speaker 1 (26:38):
And I think so that's a good point.
What I run into with folks whoget a little bit price sensitive
it's like, okay, but you'repaying for Calendly, you're
paying for constant contact,you're paying for this, you're
paying for that, that you canroll all of those in here and
you've got all of those featuresin this platform, even at the
starter level and I think thatthe thing that I try and counsel
(27:00):
people on most often with thatis that all of the tools
function and are set up in asimilar way.
Speaker 2 (27:11):
So once you understand how a deal pipeline
works, you're also going tounderstand how a service
pipeline works right.
So if you're understanding thesales process, you can start to
integrate some of the freeservice tools.
You can start to integrate someof the free service tools
Similarly, like when you startto set up properties for your
(27:31):
contacts.
Those properties work the sameon deals, companies, tickets,
whatever.
You know all of your separateobjects and where, like a
Salesforce, or you know ifyou're using a Constant Contact
and a Calendly.
Speaker 1 (27:48):
They're all different .
Speaker 2 (27:50):
Exactly.
There's all those littledifferent kind of tweaks and
things that you need to figureout, and similarly again, like
if you can figure out how tobuild an email, more often than
not you can figure out how tobuild a landing page, because
those drag and drop editors workvery similarly.
Speaker 1 (28:11):
Yep, and I keep saying suite, but it's the
customer platform.
Now is what they call it.
So what I will generally see isis oh, they changed how they
display pricing.
It's sort of weird.
More people will start withlike the starter customer
platform than I see doing justpure free.
(28:33):
Or they'll start with free andbe like, yeah, I kind of want
this and upgrade to the starterplatform and you get quite a bit
with that starter platform andit's $15 a month per seat.
So you know, if you've got twopeople, it's going to be 360
bucks a year.
Three people is going to bewell, 15 times 12 more than that
.
I'm now lost on math.
(28:58):
I guess, four people would be600.
450, would that be three people?
That sounds right 440.
Speaker 2 (29:04):
440.
The streets, the six and theeight.
Speaker 1 (29:07):
Yeah, Do you want me to talk you through how I did
the math.
I have that whiteboard that'slike everything going in front
of me with all the mathequations.
Speaker 2 (29:16):
Six and eight is 14.
And then you carry the one, andit becomes 540.
It's not 440.
It's 540.
I don't even know.
Speaker 1 (29:26):
Anyway, but you get so much for that fairly low
price.
And then if you're like oh okay, well, the sales starter is
great for me and service starteris great for me in the one
pipeline and I'm good with that.
But I really need more inmarketing.
You can upgrade marketing.
Just know it will break thestarter platform discount
(29:49):
because there is a discount forall of those things being
together and when you upgradeone hub it kind of like freaks
it out just um, yeah, but anysales rep.
Like, if you're going to upgradefrom free to starter or from
starter to pro, they'll help you.
Like, make sure that you aren'tgetting, you know, screwed um.
Houseift's really good aboutthat, I think, but, like I said,
doing that HubSpot formarketers is so great and that
(30:13):
$900 a month includes threeseats.
Speaker 2 (30:18):
I don't know.
I don't know either.
Speaker 1 (30:23):
So on the starter platform there are some
restrictions.
Again.
You get more than with free,but you'll get fewer things,
like there's a limited number ofweb pages.
I think it's like 30, if Iremember right, and you get one
blog and I think you get it'slike isn't it still 10,000 blog
posts or something.
Speaker 2 (30:42):
It's a really high number right, it's quite a few
posts.
Yeah, it's a single blog.
It's a really high number,right, quite a few posts.
Yeah, it's a single blog.
The caveat or like kind of nota workaround necessarily, but
one of the things that surprisedme about Starter is that you
can do a single languagetranslation so you can have a
second language and that's whatI'm working with One of my
(31:05):
nonprofit volunteer spots.
It's like translating theirwhole website into.
Spanish and you can also do.
I've leaned pretty heavily onmy $20 chat GPT subscription for
that.
Speaker 1 (31:14):
Oh, they've made some updates, Caitlin, I'm looking
at it.
So you get two ticket pipelinesin the starters service starter
.
Really Just one yeah, I'mlooking at it right here in
front of me and you get 15 inpro.
So, like, pro, like you ramp upsignificantly the thing about
the web pages, and this is a funone.
You get 30 web pages, and forsmall businesses that's not a
big deal.
You also get 30 total landingpages.
Speaker 2 (31:35):
Landing pages.
Speaker 1 (31:36):
Which are essentially web pages, like and, depending
on what you do with yournavigation, you get 60 pages,
but you do only get one subdomain and one top level domain.
So but that actually works inyour favor if you mean, the
landing pages can just carryyour main domain.
If you want to put your websitein there, yeah, um, so yeah,
that's one of the things I thinkwe find the most is people will
(31:59):
do that starter platform to gettheir website out of wordpress
and into hubspot, um, and ifyou've got a few I mean I know
you and I both have, you knowwebsites that we've pulled in
there and pulled it in, it alsoremoves your HubSpot branding,
so that's your other benefit ofmoving up to starter All right,
(32:23):
I think we've covered it.
Kind of.
I mean, we really don't want toget into the pro and the
enterprise Like it just getsinto, like you just get more as
you go into those.
The one thing that I will sayand I know we brought this up
when Alex was our guest if youdo just one enterprise seat, it
unlocks a whole suite of toolsfor your entire hub and for a
(32:46):
lot of those.
Those everyone can play withthem.
Um, some of them that you can'tlike, like the ivr and
everything you have to upseat anenterprise to be have your
phone on the ivr and all that,but like, permissions by
individual properties comesalong with it.
Setting up uh presets for umuser permissions comes with it
yeah, yeah so, um, and that'swith either enterprise
(33:10):
enterprise, uh, sales enterprise, or service enterprise.
I cannot talk today.
I think it's my hair it'sdistracting me.
Um, no, it was like so statickytoday and I was trying to do
something and it just keptstanding up and I'm like ugh but
like mad scientist, look goingon.
Very much so, but without likeall of the benefits of it.
I have no invention whatsoever,just clutter, I think yeah,
(33:33):
well.
But yeah, so one serviceenterprise seat or one sales
enterprise seat, depending onwhich one you need more, just
unlocks a whole bunch offeatures.
So that's something to consideras well.
And those are.
I think the service enterpriseis like 90 bucks a month, I
think, I don't remember andsales enterprise oh, sales
(33:54):
enterprise or sales professionalis 90 bucks.
Sales enterprise is 150.
Service enterprise, oh, it'salso 150.
I thought that it was cheaper.
Speaker 2 (34:05):
They must have caught on to people doing service
instead of sales.
Speaker 1 (34:10):
Yeah, I think service used to be $100.
But yeah, so there's just somuch.
And you also get all of thee-commerce or the commerce tools
.
Excuse me, even in the freeversion you get some light
versions, but they open uppretty much all of it and you
just pay per transaction as yougo.
Speaker 2 (34:27):
So I have been really impressed with their commerce
rollout and the capability, aswell as the ease again, of
integration with the rest of thethe platform.
Speaker 1 (34:40):
So I think that's a across the board for sure, yeah
if you've ever tried tointegrate with Authorizenet like
, ooh, so many hoops and sodifficult.
Hubspot's even easier thanStripe, and Stripe is pretty
easy.
It's just so, so, so easy.
Try like just the whole store,the free suite.
(35:08):
Sorry, give it a try don'tworry about that leap up to
starter, um, especially ifyou're just one person or two
people, it's not that expensivea few hundred bucks a year, I
guarantee you.
You're paying more than that forlike toilet paper, um, but it's
probably for the disparatetools that you're trying to use
as well yeah, exactly, startlooking at your tools and see
what you can consolidate intoHubSpot, and I think that you
(35:32):
know, if you then decide like,hey, I need to upgrade to a
professional hub, you're goingto get a HubSpot, like they're
called, a growth specialist whowill help you with that, a
salesperson.
There's agencies like us thatcan do a demo and kind of advise
you on what you need in yoursoftware stack.
We do that all the time forpeople.
So it's really, you know, agood opportunity to start, get
(35:54):
things organized and then justgrow with it.
Speaker 2 (36:00):
And as you grow, you can grow what you do with
HubSpot, it's pretty cool.
Speaker 1 (36:04):
Put it on a billboard .
Yep, I drank a big bucket oforange Kool-Aid.
Speaker 2 (36:09):
Loving it.
That's funny as always.
You can find our agency atantidote, underscore seven one.
If you have a question you'dlike to send our way head to CTA
podcast live to shoot us anemail or, even better, you can
leave us a voice message on ourhotline at 402-718-9971.
Your question will make it intoa future episode.
(36:29):
What's coming up?
Speaker 1 (36:31):
Okay, so we do have another episode coming next week
.
This one should be wild, themost overhyped marketing tactics
right now.
So what is like super hot,super popular, but like probably
doesn't pan out to Juice isn'tworth the squeeze that makes me
tired.
Speaker 2 (36:50):
Exactly, you know when the juice is always worth
the squeeze.
Speaker 1 (36:53):
A margarita.
That lemon juice is alwaysworth the squeeze 100%.
Speaker 2 (36:56):
That's correct.
A little lemon drop, I love it.
Well, we'll see you next week.
hey, caitlin, hello, those are great earrings for
those of you listening.
Speaker 2 (00:16):
I had to make sure that I had earrings on before we
could start recording for thosewho watch us on.
Speaker 1 (00:24):
YouTube Gotta bring my.
Speaker 2 (00:27):
A-game, so I got a little hair product Got a sassy
hoop earring.
Speaker 1 (00:34):
He started our countdown and you screamed at
him to stop, as he was doingearrings.
And he did.
He's like oh my goodness.
Speaker 2 (00:40):
And then he told me before we started, that he
understands why I needed them.
Speaker 1 (00:46):
Okay, that's a vibe.
It's definitely a vibe.
Speaker 2 (00:50):
Thank you.
Speaker 1 (00:52):
All right, Well, we're not doing earrings today.
I mean we don't have a guest,it's just us.
It's kind of weird.
We've had so many guests and wehave more coming up.
Zach's been doing his job as aproducer and just getting us
those guests like cranking it up.
Speaker 2 (01:04):
He's producing.
Speaker 1 (01:06):
But we're going to talk about free HubSpot versus
paid HubSpot.
Hubspot does have a lot of freestuff.
Speaker 2 (01:12):
They do.
And like when do you need toupgrade?
Once you know, once you tastethe paid features, it's real
hard to go back, real hard.
Speaker 1 (01:25):
Well, and upgrading to a starter suite is easy.
Like that's not too expensive?
Speaker 2 (01:29):
Yeah, depending on how many people you have.
Jumping to pro can be moreexpensive, but it can be totally
worth it with a new HubSpotuser who is still kind of
sorting through what featuresthey need to use and who on
their team needs what features,and I was minorly frustrated on
(01:57):
their behalf because it was like, well, if we it's like moving,
it's like shitty Tetris, rightwhen you're like.
This person needs to be able touse e-signatures and be on a
group calendar link, but theydon't need any of the other
sales features.
But this person also needs tobe able to do e-signature and I
(02:19):
think we've got it solved fornow we do.
Speaker 1 (02:21):
And I think we need to probably talk about our fake
cocktail before we get into that.
Speaker 2 (02:26):
Probably.
Speaker 1 (02:28):
Since that's kind of what the intro is supposed to be
.
Speaker 2 (02:30):
Well, it's a mocktail , oh okay, I was like why is it
fake?
Speaker 1 (02:34):
I looked at it because I was like okay, so
first of all, it's a mocktailand it's got what's called GIA
in it G-H-I-A and when I when Iread it, I read ghee like
clarified butter.
Speaker 2 (02:42):
I did too.
Speaker 1 (02:43):
And I was like this is scaring me.
Why is there like liquidclarified butter in this?
But it's not ghee, what is?
It's a non-alcoholic aperitivo.
Speaker 2 (02:57):
Okay.
Speaker 1 (02:58):
So it's infused with yuzu, orange and ginger, so it
gets that kind of sweet citrus,but that bite or bitterness that
aperol has, um, so yeah, sothis is called the night at the
spritz.
Obviously I wanted to be,putting on the spritz and I want
to know if there's a putting onthe spritz.
Speaker 2 (03:16):
Drink too um do you know, spritz cookies are my
favorite christmas cookies oh,my mom loves spritz cookies.
Speaker 1 (03:22):
She makes those all the time.
I'll have to.
I'll have to let her knowthey're a pain in the ass to
make, though I.
My mom loves spritz cookies.
She makes those all the time.
They're so good.
Speaker 2 (03:25):
I'll have to let her know they're a pain in the ass
to make, though I got mygrandma's cookie press and I
will never, I will never.
Speaker 1 (03:33):
Well, if my mom makes them again this holiday season,
I'll have her save somethingfor you.
Speaker 2 (03:38):
Thank you.
Green Christmas trees werealways what my mom would make.
Speaker 1 (03:42):
Shall we?
It's a non-alcoholic take on,okay.
So the description says on aCampari and soda, but a spritz
is actually an Aperol spritz.
Speaker 2 (03:51):
Not always.
Speaker 1 (03:52):
I guess you could do a Campari spritz.
Speaker 2 (03:55):
A spritz is anything with sparkling.
So like you could do like awine spritzer, like a white wine
spritzer is like Pinot Grigiowith club soda.
Speaker 1 (04:06):
But when you're in Italy, if you ask for a spritz,
it's going to be an Aperolspritz if you don't specify.
But there is also an Italicusspritz which is interesting
because Italicus is an herbalwhich I think we've talked about
at one point, an herbalcocktail or aperitif from Italy
as well, that one you'resupposed to garnish with olives,
which makes me want to just gag, because I don't like olives
(04:29):
but it is very herbal, I meangin drinkers tend to like
italicus or mace, so you can doother things with it um yeah, so
this one doesn't have alcohol.
If you want alcohol, you canjust do.
Just do a spritz like regularone.
Speaker 2 (04:45):
We're not here to tell you what to do.
No, not at all.
Speaker 1 (04:50):
All right.
So how do we make this thing?
Speaker 2 (04:53):
Let's make it.
Let's make it.
You need two ounces of Gia, giaor Gia.
It says Gia to me.
Speaker 1 (05:00):
I think Gia G-H-I-A yeah.
Speaker 2 (05:02):
Gia.
Okay, two ounces of sparklingwater and you can garnish with a
rosemary sprig and an orangetwist.
So you're going to add your Giaand sparkling water into a wine
or rocks glass over ice andjust give it a little tiny stir
to combine Garnish with yourfresh, fresh rosemary and your
(05:23):
twist of an orange.
Speaker 1 (05:24):
Here's my twisting yeah, don't stir it too much.
You'll break up all the bubblesand then you'll have a flat
drink?
Speaker 2 (05:29):
Yeah, and that would be sad, easy, easy.
So this is kind of interestingand that recipe comes from
liquorcom Night at the Spritz.
Speaker 1 (05:37):
Night at the Spritz.
I am going to Google and lookand see if there's a putting on
the Spritz drink.
Speaker 2 (05:43):
There's got to be, there's got to be.
Speaker 1 (05:44):
If there's not, we're going to make one.
Speaker 2 (05:49):
Like we have to.
Speaker 1 (05:50):
Yeah, yes, I'm looking right now.
Speaker 2 (05:53):
Okay.
Speaker 1 (05:54):
Cocktail recipe from a taste of AZ, putting on the
spritz.
Okay, oh, but there's also aversion of it from Stella Rosa
Wines.
Speaker 2 (06:06):
We won't be doing that one.
I remember when Stella RosaProsecco.
Speaker 1 (06:08):
Aperol Club Soda.
Oh, it's basically an Aperolspritz, but with lemon juice.
Speaker 2 (06:14):
Oh, I could be into that.
Speaker 1 (06:17):
Yeah.
So Prosecco, aperol, club Sodaor sparkling water, which is a
little bit, and then a halfounce of fresh lemon juice.
So that's a little bit zingier,all right.
So we got two spritz optionsthere sprams, yeah, I feel like
I don't know what else I can sayabout night at the spritz.
I feel like I'm kind of donewith it I yeah, I love it, I um
(06:39):
all right well, should we?
break and come back and talkabout what you get for free with
hubspot and why you want to payand when you want to pay.
Speaker 2 (06:47):
I think so I think that sounds great.
Speaker 1 (06:56):
We're back.
We are the countdown juststarted and away we went.
I hate this shirt.
Speaker 2 (07:04):
Is that why we're focusing on?
I forgot we were recording.
Speaker 1 (07:06):
My hair has been like oh wait, did we stop?
What's happening?
Speaker 2 (07:11):
Oh, okay, maybe we can just cut all of this out.
Speaker 1 (07:16):
Okay, so we're going to start over.
Speaker 2 (07:22):
We're on one today, I think I know.
Speaker 1 (07:24):
Welcome back, caitlin , it's great to see you after
that quick break?
Um, yeah, I just looked up guia.
It's a really pretty bottle, sodrink it is cutecom g-h-i-acom.
Um, super gorgeous and I lovethe little cocktail glass they
have with its fat stubbypedestal like that's real cute
too, uh all right, I think thoseHubSpot, I think those are
(07:44):
Georgian punch glasses.
Speaker 2 (07:46):
Is that what that is?
Speaker 1 (07:47):
Are they Okay?
Tyrell was just telling meabout a new glassware type.
Speaker 2 (07:54):
They have a spring set.
Speaker 1 (07:57):
You get the original aperitif, the berry.
There's a berry version of Gia,a Gia soda, gia ginger lime and
salt and sumac and chili.
Speaker 2 (08:07):
Sumac.
What is sumac even?
Speaker 1 (08:13):
It's a berry, but it's like a.
I think it's, I don't know, asweet berry or something, I'm
not sure.
Okay, wow, cute.
Speaker 2 (08:21):
It is a cute bottle.
Speaker 1 (08:23):
HubSpotot free tools.
Speaker 2 (08:27):
There was some debate during the break about what's
free and what's not.
There was a little debateduring the break and we'll talk
about that.
We will.
Speaker 1 (08:35):
The interesting thing with the free tools is I have a
lot of people who are like oh,I want the CRM, and it's like
the CRM is always free.
They've never charged for justthe CRM.
It's what you want to do withthe CRM that gets to be a little
bit crazy and also likeadvanced features on top of that
.
So yeah, so I think the biggestpiece is you can get lead
(08:57):
generation which is what HubSpotis really about in the free
tools.
So, you can throw a form on yourwebsite, you can have that form
come through and, and you know,you can generate leads.
Speaker 2 (09:06):
I think the biggest like awareness piece on the free
side is that everything willhave HubSpot's branding on it.
So it'll say in a corner,somewhere you know created with
HubSpot, or get started withyour own HubSpot instance or
whatever.
The like disclaimer is thatyou're using a HubSpot tool.
But that's really I mean asidefrom that and it's not like.
(09:29):
It's not like a huge banner oranything, it's like one single
line of text with the littleHubSpot.
Speaker 1 (09:35):
It's really tiny, yeah, powered by HubSpot or
something like that.
Speaker 2 (09:38):
Exactly, yeah, so just a disclaimer at the top
that says, like people will beable to see that you're using
HubSpot, which is, like whateveryou know if you're in your
initial stages of growth, likenot a big deal.
Speaker 1 (09:52):
Yeah, a lot of people don't care.
I mean, I've seen people put upGoDaddy websites that says
powered by GoDaddy and I'm likeI would not leave that on there,
but whatever.
Nope nope, nope, but you doalso get like nope, but you do
also get like your contactmanagement.
So you know if you're keepingyour contacts in just your
address book on your computer oryour God forbid keeping them in
like a spreadsheet or something.
Speaker 2 (10:13):
Spreadsheets.
Speaker 1 (10:14):
This is a much better way to go.
I did have.
I have an onboarding where andI was like, are we migrating
data from anywhere?
And she's like, yes, it'scalled Excel and I'm like, great
, that's an easy one to migratefrom.
She's like, yeah, we need toget out of Excel.
You do get some light marketingautomation.
You get blogging.
(10:36):
You also get their co-pilot.
You get the basic AI for free.
You don't get all the other AItools, but just the basic kind
of their chat GPT thing.
Speaker 2 (10:49):
And you do get like some things are limited, like
you get one meeting link but youcan't get more than one
proprietorship and you need yeah, you need to be able to have
people find time on yourcalendar and you do a good job
of keeping up with your googlearea outlook.
(11:10):
Like that's a really easy thing.
And you can have on thatmeeting like multiple time slots
to say like, oh, I want youknow a quick 15 minutes or 30
minutes or an hour, and they canchoose that duration.
So there are still some prettyadvanced free options.
Speaker 1 (11:30):
Yeah, and it's free right, so like you can go try it
and just see what you like andwhat works for you.
It's a really good test run ofthe software you can also do.
I don't know what my hair isdoing today, by the way, but I'm
very bothered by it.
I'm getting a haircut tomorrow.
But you can also do trials ofdifferent hubs as well.
(11:51):
You can usually do a 14-daytrial of a hub if you want to
see what that's like.
But be careful because youmight get hooked on features you
don't have in the free versionor even in the starter version.
Speaker 2 (12:01):
Yeah, that's my problem.
Once you taste the, once youtaste the pro Kool-Aid, it's
really hard to dial back to.
Speaker 1 (12:10):
Oh yeah, a hundred percent, I mean to the point.
We've even got a couple ofenter like, well, I guess it's
just sales enterprise right now.
Yeah, yeah, okay.
So what makes you sad?
What are you going to bemissing out?
Speaker 2 (12:31):
on and honestly, these are like if they're not
deal breakers, then free mightwork for you to give it a start,
and if some of them are, we'lltalk about starter and pro and
enterprise and all that.
Yeah, yeah, but what's missing?
I for me, it's the automationpieces that are missing that
there's no email automation,which is really what a lot of
marketing automation comes downto right.
Is you want to be able totrigger emails based on contact
(12:51):
activities like form fills orinteracting with content or, you
know, drip campaigns, nurturethings, those types of like,
really kind of baselinemarketing activities?
That's, that's the biggestthing, and and you get some of
that with the starter versionthey have.
(13:15):
You know, you can send a coupleof emails, um, with with the
starter, like somebody fills outa form.
What do you want to happen?
right after A little bit of that.
But there's not.
You know, it doesn't get anymore robust than that.
You can't add delays, you can'tdo you know if-thens those
types of things.
Speaker 1 (13:34):
But yeah, and you don't get like complex workflows
, so you're not going to get anybranching or anything like that
, exactly the thing that got meeven even starter is everybody
wants to do the like.
I want to resend this to peoplewho didn't open it, and that's
not an option.
Right, you got to get up to profor that.
You can do something withpeople who opened it in Starter,
(13:57):
which is really weird to meBecause, like, if you opened it,
I don't necessarily need to doanything with you, but not
people.
The unopens are the ones that'slike you know.
I want to re-engage them, ortry to re-engage them.
Speaker 2 (14:08):
You could, I mean, still filter a list by you know
is not opened, or like Yep, andthat's how I've done it in the
past.
Speaker 1 (14:17):
You put them in a list and then you have to
manually send the email again tothat list, like the next day or
whatever.
So it's not terrible.
But again, if you're like low,you don't have a huge list, you
don't send a ton of emails um,it's eminently better than the
free mailchimp, like way, way,light years better yeah, yeah,
(14:37):
and it's less of a pain in theass to like when you get to the
upgrade.
Speaker 2 (14:43):
Mailchimp's audiences are bonkers to me, like it
doesn't make sense.
We've migrated several peopleout of MailChimp and the way in
which they segment contactsmakes me want to pull all of my
hair out, so I just like yeah,it doesn't come over cleanly,
even though there's anintegration.
(15:04):
No, no, no.
Speaker 1 (15:07):
You're also not going to be able to install your own
template from the marketplacefor landing pages or blogs.
You're just going to have totake the free templates that
HubSpot has.
Speaker 2 (15:14):
And they provide like four, I think.
Speaker 1 (15:16):
Yeah, themes.
Yeah, sorry, the themes thereare when you get to starter.
There are some themes you canput in that are starter
compatible.
But really at pro is where allthe like I want to say the
wheels come off, not the wheels.
The handcuffs come off.
Speaker 2 (15:37):
Yeah, and the difference between starter and
pro is you can't do individualmodule purchases from the
marketplace, where in a startertheme you're limited to the
modules available in that theme.
You can't like add a calculatorwidget to a page or those types
of things from the, from themarketplace.
Speaker 1 (15:53):
But I've used and we've used at the agency to um
the you know power pro starterversion in starter portals and
been really impressed andsatisfied with the
customizations available thereyeah, there's just I mean, and
if you've got a starter portal,it's great, but if you've got
like a pro portal and you try touse a starter template, you're
(16:15):
gonna or theme, you're gonna bereally disappointed because it
just there's things it justdoesn't do because it's not
designed to, because it's notdesigned for a pro instance.
So I think the other big ones,like there's a lot of power in
HubSpot's reporting and you justget standard reports, which
works for a lot of people, andthen API restrictions.
Speaker 2 (16:36):
Some of those like baseline things where it's like
I just want to know how manycontacts opened by emails.
I just want to know you knowwhat my average deal revenue is
Exactly Like those baselinethings and, quite honestly, we
find that a lot of people aren'ttaking advantage of those
reporting capabilities, even ata baseline right, that they're
not capitalizing on all the datathat's available in their like
(16:59):
pro or enterprise portal.
So maybe that's not a big deal.
Speaker 1 (17:05):
The one that always kills me and I think hurts for
solopreneurs especially, is nosocial media.
The social media functions justaren't there.
They're also not there instarter.
You've got to go to pro to getthose.
Speaker 2 (17:20):
Yeah, biggest pain point as well is being able to
really but push that you can,you know, manage all of your
marketing in a single place,because it and when and when
social media and hubspot werekind of coming up.
(17:40):
you know, initially social mediawas not really required, it was
more of an individual thing,and then you know, they built
out their starter, proenterprise, you know, at a
different level of when socialmedia became kind of required
for businesses and they justhaven't, it hasn't caught up,
(18:01):
which is surprising for me, Imean, and YouTube used to be an
enterprise only and they rolledit down to profile.
Speaker 1 (18:07):
So, you get Facebook, twitter, linkedin and YouTube
are the four.
Yeah, yeah, I think I'm tryingto think if there was something
else in that area.
Those are kind of the big ones,I think, and you just can't do
as much and you don't have asmuch customization.
But if you're already doingsocial media in another tool and
(18:35):
you don't need that and youreally just want this for your
drip campaigns and leadgeneration and your CRM, totally
great, that's 100% fine.
All good, all good.
Speaker 2 (18:43):
Yeah, I wonder if we could talk about when free
doesn't cut it anymore, likewhen so basically, what are some
?
Speaker 1 (18:51):
yeah, like, when are you need?
Speaker 2 (18:52):
to when are some, or what are some, indicators that
it's time?
Um, I think growing frustrationis what's always mine like
whenever there's like I go to dosomething and there's a little
the little orange lock beside itand I'm like, oh, but I wanted
to do that.
That's a really good one whenthere are features, because
you'll see all of the features.
Speaker 1 (19:05):
There's something and there's the little orange lock
beside it and I'm like, oh, butI wanted to do that.
That's a really good one whenthere are features, because
you'll see all of the features.
There'll just be these littleorange locks by them.
That means you don't get this,and if you click it it'll say
reach out to us to upgrade.
Speaker 2 (19:19):
Or you can start your free trial.
Speaker 1 (19:21):
Yeah, but if your contact lists are getting really
big and you want moreautomation to manage those, you
do hit a point Like you can haveas many people in the CRM as
you want to Again, millions ofpeople, and it's like 10 million
or something like that but ifyou're going to market to them
you've got to pay.
(19:41):
That's where they kind of getyou.
But also, like, just your listorganization automation is so
handy for that.
But also like just your listorganization automation is so
handy for that and you get alimited number of lists like
groups of contacts, audiences iswhat MailChimp calls them.
And so as you tier up toStarter Pro and Enterprise, you
get more and more lists.
So, if you've got a huge.
I mean, I had a client that had160,000 people.
(20:03):
They imported and I was like,oh my God.
And they're like well, we don'tmarket to all of those.
I'm like okay, but geez, that'sa lot.
Then what are you doing withthem?
There were, they had like,there was like 20 or 30,000
where they're like do notcontact list and.
(20:30):
I'm like yeah you can bring thatin, it's fine.
I always just am like, well, ifthey're not in here, I won't
contact them, so why bother?
But I know that biggercompanies need more structure,
but yeah, so that's really big.
And then I think the other onewe touched on when automation.
You need automation and youneed things to happen for you.
And I think, like looking at itas, even if you're going all
the way to pro, which runs, thebest deal in pro is called
HubSpot for marketers used to beMarketing Plus and you get all
the content tools, the AI toolsand the marketing tools all into
(20:52):
one for about $300 or $400cheaper than you could get them
separately, but it's like $900 amonth.
But when you look at that, Imean that's not even a $12,000 a
year part-time employee.
And if you're getting all ofthose AI tools and you're going
to be able to do more with themarketing automation and not
have to follow up on thingsyourself, it can really be worth
(21:15):
it.
I always look at it as whatwould it be if I had to hire
somebody to do this?
Speaker 2 (21:20):
And how can?
Speaker 1 (21:20):
I get around that when I'm looking at like from a
small business runningstandpoint, because the more you
do yourself, the better.
Speaker 2 (21:31):
That's such good perspective actually.
Wow, wow, well, same thing.
Speaker 1 (21:37):
If you're going to have a $60,000 retainer, so
$5,000 a month with an agency,people are like, oh, that's a
lot of money and it's likethat's barely a decent employee
in most markets.
You know, 60 grand it getsmight get you somebody with a
little bit of experience, butthey're also not going to have
the breadth that our team of youknow 10 or 12 or 15 people,
however big, have and you can'tflex Like you get one person and
(21:59):
you just hope that they can doeverything.
Speaker 2 (22:01):
Figure it out, Joni.
Speaker 1 (22:04):
Roll the dice All right.
So reporting is the other onewe talked about, If you're not
able to create the reports thatyou want, but again, if you're a
small business, you probablycan from all the standard
reports.
And then social media is a bigone.
Ads integration is a big one.
You know you want to have achat bot on your website.
(22:27):
You're going to have to upgrade.
So those are kind of the bigpieces, but the number one that
I see is a client will be like Iwant to do this, but it says I
can't unless I upgrade.
It's like, yes, that's correct,we can demo that for you and if
you want to upgrade, this iswhat it looks like.
Speaker 2 (22:46):
I also just would encourage anyone who's
considering an upgrade to makesure that you include the
operations hub, even if it'sjust operation starter, because
that's like your bare minimum.
Like capitalization, um, youknow, first name, last name
separating there's like somereally simple operations very
(23:08):
simple stuff.
Speaker 1 (23:09):
Most of the operations like automation,
stuff for data cleanup, is inpro.
But what operations hub startergets you is the biggest one is
custom properties fromintegrations.
So integrations have a limitednumber of properties without
Operations Hub and it's justyour standard properties,
(23:30):
whether it's QuickBooks or Zoomor any of those.
But when you do Operations HubStarter which is, only at the
time of this, just $15 per monthfor one seat and you really
just need one seat, you don'tneed a bunch.
Um, it opens up customproperties.
So it might be these 15standard properties will sync
(23:52):
and you're like well, I'vealways I've got, like you know
30 yeah, or 500 properties orwhatever, yeah, and it's like,
yeah, okay, so you can actuallymap those then um, yeah
Speaker 2 (24:06):
so that's good, that's good context um.
Speaker 1 (24:10):
So that's a big one for me.
Um, I think that's the bestadvice I've ever heard is just
get operations hub starter, atleast if you can do the.
I mean the pro is yeah, unlessit's like 500 a year, 540
something like that.
Um, it's not terrible, but itcan be really worth it.
Speaker 2 (24:32):
Even just that.
I got really excited about thecapitalization where it's like,
if somebody types in all caps,just standardize their responses
so they're not actually yellingyou.
Speaker 1 (24:43):
And phone number formats.
The phone number property willdo that for you.
You don't need Operations Hubso you can do that.
Even on the free.
You can set that propertyproperly.
It's just a little bit moredifficult, but yeah, it just
cleans up so much stuff.
It'll.
Also, if somebody puts a firstand last name in the first name,
with Operations Pro it'llextract the last name and put it
(25:04):
in the last name field.
Okay, yeah, it's really nice.
Yeah, all right, I'm trying tothink of the other reasons.
I just always get people whoare like I want to do this and I
can't.
For sales it would be.
Sequences are a big one toupgrade to Pro and those are
like automated series of emailsand your goal is to try to get
(25:26):
somebody to email you back,schedule a meeting, fill out a
form, whatever those are.
So that's a huge one when youwant to automate more of that
sales piece.
The other one, I just had it inmy brain oh, if you want more
than one pipeline, yeah, andsome people do, some people
(25:46):
don't, some people just mixeverything in one, but sometimes
it's nice to have a separatepipeline.
So, yeah, those are really thebig ones.
Speaker 2 (25:57):
But just remember also, even if you've got
Marketing Pro.
Speaker 1 (25:59):
You still have free on all the other plans.
You've got sales free and allthat, and so you can still do a
meeting link and some of thoselight tools and whatnot Just not
going to be as many, um, as youcould otherwise yeah, and all
in all, like we were saying atthe beginning, it still leaps
and bounds ahead of what you getfor free out of most other
(26:24):
similar tools.
Speaker 2 (26:25):
Like I, would be shocked to know that Calendly
offered a free option that wasas robust as the free.
You know, the single freemeeting, single meeting link,
yeah, yeah.
Speaker 1 (26:38):
And I think so that's a good point.
What I run into with folks whoget a little bit price sensitive
it's like, okay, but you'repaying for Calendly, you're
paying for constant contact,you're paying for this, you're
paying for that, that you canroll all of those in here and
you've got all of those featuresin this platform, even at the
starter level and I think thatthe thing that I try and counsel
(27:00):
people on most often with thatis that all of the tools
function and are set up in asimilar way.
Speaker 2 (27:11):
So once you understand how a deal pipeline
works, you're also going tounderstand how a service
pipeline works right.
So if you're understanding thesales process, you can start to
integrate some of the freeservice tools.
You can start to integrate someof the free service tools
Similarly, like when you startto set up properties for your
(27:31):
contacts.
Those properties work the sameon deals, companies, tickets,
whatever.
You know all of your separateobjects and where, like a
Salesforce, or you know ifyou're using a Constant Contact
and a Calendly.
Speaker 1 (27:48):
They're all different .
Speaker 2 (27:50):
Exactly.
There's all those littledifferent kind of tweaks and
things that you need to figureout, and similarly again, like
if you can figure out how tobuild an email, more often than
not you can figure out how tobuild a landing page, because
those drag and drop editors workvery similarly.
Speaker 1 (28:11):
Yep, and I keep saying suite, but it's the
customer platform.
Now is what they call it.
So what I will generally see isis oh, they changed how they
display pricing.
It's sort of weird.
More people will start withlike the starter customer
platform than I see doing justpure free.
(28:33):
Or they'll start with free andbe like, yeah, I kind of want
this and upgrade to the starterplatform and you get quite a bit
with that starter platform andit's $15 a month per seat.
So you know, if you've got twopeople, it's going to be 360
bucks a year.
Three people is going to bewell, 15 times 12 more than that
.
I'm now lost on math.
(28:58):
I guess, four people would be600.
450, would that be three people?
That sounds right 440.
Speaker 2 (29:04):
440.
The streets, the six and theeight.
Speaker 1 (29:07):
Yeah, Do you want me to talk you through how I did
the math.
I have that whiteboard that'slike everything going in front
of me with all the mathequations.
Speaker 2 (29:16):
Six and eight is 14.
And then you carry the one, andit becomes 540.
It's not 440.
It's 540.
I don't even know.
Speaker 1 (29:26):
Anyway, but you get so much for that fairly low
price.
And then if you're like oh okay, well, the sales starter is
great for me and service starteris great for me in the one
pipeline and I'm good with that.
But I really need more inmarketing.
You can upgrade marketing.
Just know it will break thestarter platform discount
(29:49):
because there is a discount forall of those things being
together and when you upgradeone hub it kind of like freaks
it out just um, yeah, but anysales rep.
Like, if you're going to upgradefrom free to starter or from
starter to pro, they'll help you.
Like, make sure that you aren'tgetting, you know, screwed um.
Houseift's really good aboutthat, I think, but, like I said,
doing that HubSpot formarketers is so great and that
(30:13):
$900 a month includes threeseats.
Speaker 2 (30:18):
I don't know.
I don't know either.
Speaker 1 (30:23):
So on the starter platform there are some
restrictions.
Again.
You get more than with free,but you'll get fewer things,
like there's a limited number ofweb pages.
I think it's like 30, if Iremember right, and you get one
blog and I think you get it'slike isn't it still 10,000 blog
posts or something.
Speaker 2 (30:42):
It's a really high number right, it's quite a few
posts.
Yeah, it's a single blog.
It's a really high number,right, quite a few posts.
Yeah, it's a single blog.
The caveat or like kind of nota workaround necessarily, but
one of the things that surprisedme about Starter is that you
can do a single languagetranslation so you can have a
second language and that's whatI'm working with One of my
(31:05):
nonprofit volunteer spots.
It's like translating theirwhole website into.
Spanish and you can also do.
I've leaned pretty heavily onmy $20 chat GPT subscription for
that.
Speaker 1 (31:14):
Oh, they've made some updates, Caitlin, I'm looking
at it.
So you get two ticket pipelinesin the starters service starter
.
Really Just one yeah, I'mlooking at it right here in
front of me and you get 15 inpro.
So, like, pro, like you ramp upsignificantly the thing about
the web pages, and this is a funone.
You get 30 web pages, and forsmall businesses that's not a
big deal.
You also get 30 total landingpages.
Speaker 2 (31:35):
Landing pages.
Speaker 1 (31:36):
Which are essentially web pages, like and, depending
on what you do with yournavigation, you get 60 pages,
but you do only get one subdomain and one top level domain.
So but that actually works inyour favor if you mean, the
landing pages can just carryyour main domain.
If you want to put your websitein there, yeah, um, so yeah,
that's one of the things I thinkwe find the most is people will
(31:59):
do that starter platform to gettheir website out of wordpress
and into hubspot, um, and ifyou've got a few I mean I know
you and I both have, you knowwebsites that we've pulled in
there and pulled it in, it alsoremoves your HubSpot branding,
so that's your other benefit ofmoving up to starter All right,
(32:23):
I think we've covered it.
Kind of.
I mean, we really don't want toget into the pro and the
enterprise Like it just getsinto, like you just get more as
you go into those.
The one thing that I will sayand I know we brought this up
when Alex was our guest if youdo just one enterprise seat, it
unlocks a whole suite of toolsfor your entire hub and for a
(32:46):
lot of those.
Those everyone can play withthem.
Um, some of them that you can'tlike, like the ivr and
everything you have to upseat anenterprise to be have your
phone on the ivr and all that,but like, permissions by
individual properties comesalong with it.
Setting up uh presets for umuser permissions comes with it
yeah, yeah so, um, and that'swith either enterprise
(33:10):
enterprise, uh, sales enterprise, or service enterprise.
I cannot talk today.
I think it's my hair it'sdistracting me.
Um, no, it was like so statickytoday and I was trying to do
something and it just keptstanding up and I'm like ugh but
like mad scientist, look goingon.
Very much so, but without likeall of the benefits of it.
I have no invention whatsoever,just clutter, I think yeah,
(33:33):
well.
But yeah, so one serviceenterprise seat or one sales
enterprise seat, depending onwhich one you need more, just
unlocks a whole bunch offeatures.
So that's something to consideras well.
And those are.
I think the service enterpriseis like 90 bucks a month, I
think, I don't remember andsales enterprise oh, sales
(33:54):
enterprise or sales professionalis 90 bucks.
Sales enterprise is 150.
Service enterprise, oh, it'salso 150.
I thought that it was cheaper.
Speaker 2 (34:05):
They must have caught on to people doing service
instead of sales.
Speaker 1 (34:10):
Yeah, I think service used to be $100.
But yeah, so there's just somuch.
And you also get all of thee-commerce or the commerce tools
.
Excuse me, even in the freeversion you get some light
versions, but they open uppretty much all of it and you
just pay per transaction as yougo.
Speaker 2 (34:27):
So I have been really impressed with their commerce
rollout and the capability, aswell as the ease again, of
integration with the rest of thethe platform.
Speaker 1 (34:40):
So I think that's a across the board for sure, yeah
if you've ever tried tointegrate with Authorizenet like
, ooh, so many hoops and sodifficult.
Hubspot's even easier thanStripe, and Stripe is pretty
easy.
It's just so, so, so easy.
Try like just the whole store,the free suite.
(35:08):
Sorry, give it a try don'tworry about that leap up to
starter, um, especially ifyou're just one person or two
people, it's not that expensivea few hundred bucks a year, I
guarantee you.
You're paying more than that forlike toilet paper, um, but it's
probably for the disparatetools that you're trying to use
as well yeah, exactly, startlooking at your tools and see
what you can consolidate intoHubSpot, and I think that you
(35:32):
know, if you then decide like,hey, I need to upgrade to a
professional hub, you're goingto get a HubSpot, like they're
called, a growth specialist whowill help you with that, a
salesperson.
There's agencies like us thatcan do a demo and kind of advise
you on what you need in yoursoftware stack.
We do that all the time forpeople.
So it's really, you know, agood opportunity to start, get
(35:54):
things organized and then justgrow with it.
Speaker 2 (36:00):
And as you grow, you can grow what you do with
HubSpot, it's pretty cool.
Speaker 1 (36:04):
Put it on a billboard .
Yep, I drank a big bucket oforange Kool-Aid.
Speaker 2 (36:09):
Loving it.
That's funny as always.
You can find our agency atantidote, underscore seven one.
If you have a question you'dlike to send our way head to CTA
podcast live to shoot us anemail or, even better, you can
leave us a voice message on ourhotline at 402-718-9971.
Your question will make it intoa future episode.
(36:29):
What's coming up?
Speaker 1 (36:31):
Okay, so we do have another episode coming next week
.
This one should be wild, themost overhyped marketing tactics
right now.
So what is like super hot,super popular, but like probably
doesn't pan out to Juice isn'tworth the squeeze that makes me
tired.
Speaker 2 (36:50):
Exactly, you know when the juice is always worth
the squeeze.
Speaker 1 (36:53):
A margarita.
That lemon juice is alwaysworth the squeeze 100%.
Speaker 2 (36:56):
That's correct.
A little lemon drop, I love it.
Well, we'll see you next week.
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