Episode Transcript
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Intro (00:01):
Do you live in a world
filled with corporate data? Are
you plagued by siloeddepartments? Are your lackluster
growth strategies demolishingyour chances for success? Are
you held captive by the evilmenace Lord Lack? Lack of time,
lack of strategy, and lack ofthe most important and powerful
(00:24):
tool in your superhero toolbelt, knowledge.
Never fear, hub heroes. Getready to don your cape and mask,
move into action, and become thehub hero your organization
needs. Tune in each week to jointhe league of extraordinary
inbound heroes as we help youeducate, empower, and execute.
(00:50):
Hub Heroes, it's time to uniteand activate your powers. Before
we begin, we need to disclosethat Devin is currently employed
by HubSpot at the time of thisepisode's recording.
This podcast is in no wayaffiliated with or produced by
HubSpot, and the thoughts andopinions expressed by Devin
during the show are that of hisown and in no way represent
(01:10):
those of his employer.
Liz Moorhead (01:11):
Okay. So, George,
I and I gotta talk I gotta say
something for the audience athome.
George B. Thomas (01:16):
Oh, boy.
Liz Moorhead (01:17):
Because this is
this is a cry for help. I have
never seen you so zippy,
Max Cohen (01:23):
so
Liz Moorhead (01:23):
Yeah. Iced to get
on the mic because what business
at home cannot see was you werepunching the air. You were
holding snacks up to
George B. Thomas (01:33):
the camera.
You got my mixed nuts.
Liz Moorhead (01:36):
We didn't even get
to do our usual banter
beforehand. You were No.
George B. Thomas (01:40):
I was ready to
roll. I'm ready to roll today.
Liz Moorhead (01:42):
I was ready to
roll. Conversation about my
feelings, and you were like, youknow what else is better? Theme
music.
George B. Thomas (01:48):
Yeah. No. I
was so excited. I hit the wrong
button. So, you know, there'sthere's guns.
But but here's the thing. I'mjust excited because it's
Friday. It's Friday, and we'retalking about cleaning up stuff
and organization. And I'm justI'm I'm I'm down with this
conversation.
Liz Moorhead (02:08):
Max, I'm afraid.
Max Cohen (02:09):
I you know you know
why I'm afraid? You're very
afraid. It's because when I readthis prompt, I, was like, yeah.
You know what? I should pop intothe old, Happily portal.
Uh-oh.
Liz Moorhead (02:22):
Showing what folks
at home
Max Cohen (02:23):
know what we're
talking about. And and and go
ahead and click on the dataquality control panel.
Liz Moorhead (02:30):
Yep. Ladies and
gentlemen, guess what we're
talking about today.
Max Cohen (02:34):
I don't like what I
see. I do not like what I see. I
hit view all I hit view allproperty nightmares and now a
bit of or view all propertyinsights and now a bit of fever
dream. I am, I hate this.
Liz Moorhead (02:47):
Look. As a
teenager,
Max Cohen (02:48):
Mona Bitzley
Liz Moorhead (02:48):
was like, totally
dad. I cleaned my room, but he
he opened the closet like it wasa OSHA violation. People were
getting hurt. Hard hats wererequired.
George B. Thomas (02:58):
You mean other
people did that too? I thought
that was just me.
Liz Moorhead (03:01):
Dude, your teenage
daughters are only running
because I walked before them.
George B. Thomas (03:07):
Oh, that's
yeah.
Liz Moorhead (03:09):
Did my first word
was no, George. Oh. That's a
nightmare.
George B. Thomas (03:13):
I think that's
any kid, to be honest with you.
Max Cohen (03:15):
No. I think it was,
Liz Moorhead (03:16):
like, mom or dad
or something like that.
George B. Thomas (03:19):
Or duty.
Anyway
Liz Moorhead (03:21):
What? Duty.
Speaking of duty, we're talking
about dirty stuff today. We'retalking about your neglected
HubSpot portal because let let'sbe honest, kids. For you
listening at home, when was thelast time you opened up your
HubSpot portal and went, man, Iknow where everything is.
I know what final final untitledworkflow means and who built it.
(03:45):
I know what landing page copyclone clone clone. I
Max Cohen (03:49):
know what
Liz Moorhead (03:49):
copy of
Max Cohen (03:50):
that for.
Liz Moorhead (03:51):
Right? Right? What
type of difference between
Max Cohen (03:55):
job title and title.
You
Liz Moorhead (03:57):
know what Max?
Max, by
George B. Thomas (03:59):
all that is
holy, do you have, like,
somebody screaming sound effect?Because in my brain, it's like,
like, yes. Right there. Oh mygod.
Liz Moorhead (04:07):
Keep your finger
put
George B. Thomas (04:08):
on that screen
there.
Liz Moorhead (04:10):
You know what's
totally normal? Having 10 John
Does in your portal who are alltotally named John Does.
George B. Thomas (04:16):
Oh. Oh. Oh. Do
you wanna know the one thing
that completely, like, I just Igiggle Yeah. And then steam
comes up my ear?
Liz Moorhead (04:25):
Cry. Yeah.
George B. Thomas (04:26):
When I go into
a portal that somebody's in for
about a year, two years by theway, I've seen one that was,
like, four years, and I searchfor Brian Halligan or Maria.
Max Cohen (04:40):
And Dude, what about
the cool robot?
George B. Thomas (04:42):
And and
they're still in there. And
nobody deleted the the default.We're gonna put some contacts in
there. So it's they're still inthere. And I'm like
Liz Moorhead (04:53):
How do you solve a
problem like Maria? You don't,
apparently. So this is whatwe're talking about today, kids,
data hygiene. The thing youthink that doesn't harm your
results, doesn't harm yourbottom line. But we're gonna be
talking about the realimplications of dirty data
today, not just messed upmarketing campaigns, not just
wasted unproductive hours, butmany.
(05:16):
And, George, this is a topic weare super rational. Like, I
gotta be honest. If people wereto hit up
sidekickstrategies.com, thenumber of articles you have
published over the past twoweeks that are like, have you
heard about data hygiene? Didyou look at data hygiene? Ladies
in general, data do you havesome feelings about this one?
George B. Thomas (05:35):
Yo. We just
finished a couple weeks ago our
first super admin training.
Max Cohen (05:40):
Mhmm.
George B. Thomas (05:40):
And when we
talked about data hygiene in
that training
Max Cohen (05:44):
Wait.
Liz Moorhead (05:44):
What's super admin
training?
George B. Thomas (05:45):
Well, super
admin training show. Yeah. Well,
we I mean, I guess I can showfor big Do it. Sidekick. Is that
how that would go?
I don't know. So which, by theway, we do have a new super
admin training startingSeptember 27. If you wanna go
and actually sign up, you can goto sidekickstrategy.com. Go Go
into the main navigation undersolutions. You'll see super
(06:06):
admin training.
If somebody who has been risenup in your organization and
you're taking care of what feelslike everything and you're not
sure how to talk to the c suiteor the people beside you or
below you, if you're dealingwith data hygiene or not dealing
with it because it's in yourcloset, well, you might wanna
check out the super admintraining. Anyway, Liz, thanks
(06:26):
for that beautiful segue. But wewere doing a super admin
training. By the way, last time,it was, twelve weeks. This time,
it's ten weeks, but there'sadditional content that you get.
Okay. I'm gonna stop. I'm gonnastop, ladies and gentlemen. The
amount of epiphany moments and,oh, crap moments that happened
(06:47):
during that session was, like,mind boggling. And the amount of
clients that we've historicallyhelped in cleaning up their data
and showing them ways, like,through portal audits and then,
like, look at all of this.
Like, it is it's like I don'tknow what to call it. It's like
a HubSpot. Like, oh, I don'tknow. It's it's bad. So, yes,
(07:08):
Liz, I am passionate aboutgetting people to focus on more
regularly the duties, poo poos,pieces of garbage that people
are leaving lay around theirHubSpot portals and helping
admins figure out quick ways tovisualize and clean up said
(07:29):
duties, poo poos, and garbages.
Liz Moorhead (07:33):
Maxie said duty.
George B. Thomas (07:35):
I'm a see how
many times I can say that in
this
Max Cohen (07:37):
episode.
George B. Thomas (07:39):
Just Dude.
Because I feel like it's my duty
to say doody. Okay.
Liz Moorhead (07:44):
What's that line
from, Family Guy? Hey, Lois.
Doody. Beat them. Hold a nicetea.
George B. Thomas (07:50):
Oh my god.
Liz Moorhead (07:51):
Oh, yeah. My
lowest is in parallel. Hi. Max,
after the existential dread youexperienced once you realized
what we were talking about, andthat is a call coming inside
from your own house Mhmm. Tellme your feelings about data
hygiene.
In fact, why do you think peopleoverlook it? You know it's
important, and even you werelike, oh, shit.
Max Cohen (08:11):
Yeah. I mean, I don't
know if it's so much that they
intentionally overlook it asmuch as it is that they just
don't pay attention. Right? Imean Yeah. You know?
And it's it's also funny how,like, other, things can just
other priorities can just get inthe way of this, but then you
don't realize how much it canslow things down and screw
(08:32):
things up. And then you stumbleacross this list of 877,000
companies that I'm looking rightnow that came with it from
BuiltWith, And I'm I'm having aheart attack seeing all this
stuff in here. Yeah. I mean, thedata hygiene stuff, I mean, we
talk about it a lot. I don'tknow how good everybody is at
(08:54):
it.
Like, HubSpot has a lot of theseawesome flashy features that
should be helping you, but,like, clearly, even someone who
eats, drinks, and sleeps, andlives HubSpot twenty four seven
like I do, you know, I'm I'mtaking a good hard look at the
mirror right now at this portalthat I'm in charge of and very
disappointed in myself.
Liz Moorhead (09:14):
Well, Matt, let's
have let them in there. Right?
Max Cohen (09:16):
Well, here's here's
the other thing. Here's the
other thing. The the only otherthing I'd say about I think
everyone's constantly lookingat, like, what's the new cool
thing that I can build and thenew idea that we have? And the
next thing that we can do, thenext strategy we can deploy that
we can support with HubSpot, andhere's this cool stuff that we
can build to make it happen. Andthen you just, like, keep
forgetting about, well, let'sget rid of the old shit that
(09:38):
doesn't serve us anymore, thatisn't working, the old
workflows, the old processes,the old list, the old
properties, the old sections onyour records, the old this, the
old that.
And it's just like, man, youdon't pay attention to that
stuff, it builds up so fast overtime that when you start looking
at everything, you're just like,wait a minute. I don't know what
is still being used, what's not.And then you have this fear of,
(09:59):
like, oh, well, that obviouslylooks like it's something
that's, like, all dead and gone,but, like, what if it isn't?
What if it's tied into somethingand it's, like, you know,
operating something in thebackground that I just take for
granted that I didn't realizeis, like, tied into this giant
web of old shit that I haven'tit's just Damn, dude.
George B. Thomas (10:14):
Did you even
breathe? Yeah. Like, did you
breathe during that lastsegment? Well, look.
Liz Moorhead (10:20):
This this topic
can bring me with a lot of
feelings because, George, youmay have noticed I have taken my
mic off the stand, which hasonly happened one time in.
Right?
George B. Thomas (10:27):
Yeah. It's I'm
kinda scared right now.
Liz Moorhead (10:30):
I gotta be honest.
I completely agree with you,
Max. I completely agree withyou. This is something that
people are not paying attentionto. Right?
Because we're focused on theshiny objects. We're focused on
more important things. But I Ifeel like I'm back at the
episode we had about, do youjust like pain? Right? When we
were talking about not embracingAI as a marketer or a content
(10:53):
creator, are you are you reallyan artist or do you just like
paint?
And it makes me feel I'm havingthe same reaction to this
conversation right out of thegate because how are we
overlooking it? Becauseliterally, we are like, I was
making a joke at the beginning.Right? Clone, clone, clone, 15
John Doe's. Like, we areinteracting with obviously dirty
(11:17):
data all the time.
And for some reason, we considerit the cost of doing business
within HubSpot. Right? Weconsider it the cost of doing
business without taking a stepback and saying, man, let's say
on the conservative end, I'mwasting fifteen minutes a day,
maybe thirty. Right? That's a afew hours each week.
That's how many hours eachmonth. That's how many hours
(11:40):
each year. Like, this is thekind of death by pet paper cut
situation that continues to pileup and pile up and pile up. So
it's weird. I totally agree withyou, Max.
We will be in the portal, but wewill be handling clearly bad
dirty data all the time. And,George, why are we ignoring it?
George B. Thomas (11:59):
Yeah. So why I
answer this, by the way, look at
your Riverside settings andchange your mic from your iMac
microphone built in to theactual mic that you moved away
with that didn't actually staywith your voice.
Liz Moorhead (12:13):
But it's on.
George B. Thomas (12:14):
And not
because when you moved away from
the, when you did, you're like,I am about to position myself
away from my computer. Stupid.No. You're fine. It sounded good
still.
It sounded good, but but it sentme down a road of, like, let me
go look if that's the mic thatactually is, like, she's Is it
like, who's gonna tell her? Letme hold your actually is,
Liz Moorhead (12:33):
like Is this is it
like,
Max Cohen (12:35):
who's gonna tell her?
Liz Moorhead (12:36):
Let me hold your
hand while I tell you this.
Alright. I actually have toleave and come back because for
some reason, it's not allowingme to switch.
George B. Thomas (12:42):
I'll see how
okay. So Wait. Wait. Wait. Wait.
Wait. Before you leave oh,
Max Cohen (12:47):
See you.
George B. Thomas (12:47):
Max, do you
remember the question? No. Oh my
gosh.
Max Cohen (12:51):
I'm having a heart
attack looking at my portal
right now.
George B. Thomas (12:56):
She left the
squirrels alone. Come on. She's
supposed to hurt hurt thesquirrels. Okay. Alright.
By the way, Noah, don't takethis part out because this is
just how the show is.
Liz Moorhead (13:04):
So Are you
serious? You have to make me
look like an asshole?
George B. Thomas (13:08):
No. No. I
mean, I'm just saying because I
literally like, when you left, Igo, crap. What was the question?
And Mac said, I don't know.
I'm having a heart attack. Lookinto my portal. God.
Liz Moorhead (13:16):
Nada leaves for
five minutes seconds, and you
can't keep the show. George, Iwant yeah.
Max Cohen (13:21):
You know
Liz Moorhead (13:21):
what, Noah? Keep
this in. Keep this part in.
George B. Thomas (13:24):
Oh god.
Liz Moorhead (13:24):
Here we go. Cut
this straight. I leave for five
seconds, and the whole showfalls apart. I just want
everybody to acknowledge this. Imay not be able to pick the
right mic.
Max Cohen (13:33):
Yeah.
Liz Moorhead (13:33):
I may not be able
to pick the right mic.
George B. Thomas (13:34):
It's the right
mic now.
Max Cohen (13:36):
So my question is,
you can't pick the right words.
Liz Moorhead (13:38):
Muffin. Light of
my life.
George B. Thomas (13:39):
Yeah.
Liz Moorhead (13:41):
The question was,
why are we willfully turning a
blind eye to something we dealwith every day? How how have we
developed dirty data blindness?
George B. Thomas (13:48):
I I don't I
don't think we're willfully
doing it, but I do agree withyou that it is a blindness. And
and here's the thing. One, mybrain goes to the fact that
listen. I get it. It's not sexy.
It's not the shiny new thing.However, like Max said, you're
chasing the shiny new thing, butwhat I want everybody to
understand is you're buildingthe shiny new thing on a shitty
(14:10):
foundation. Like, the data isyour foundation to be able to do
all the smart things that youwanna do from a sales marketing
and service perspective. And sonot paying attention to that
data being clean, not, payingattention to setting permissions
so not everybody can createproperties, not putting things
in, like, teams and actually,like, organizing and having a
(14:31):
method to your madness isopening you up for, this
playground where people can justdrop the duty, the garbage, and
all the stuff in your portal.And so here's the thing.
If you're sitting here listeningto this, and you wanna get rid
of this blindness blindness todirty data in your portal, then
here's the thing. You have tocome up with systems and
(14:53):
processes that focus on lettingyou know when there is new data
or dirty data that should becleaned up, and you need to
create a time frame in whichthis process actually happens.
So for instance, one of thethings that we love to do is we
love to create, cheat sheets orchecklists or and so literally,
(15:14):
there's like, here's what youshould be checking to see if
it's clean daily. Here's whatyou should be checking to see if
it's clean weekly. Here's whenyou should be diving into your
portal to look at this monthly.
By the way, every six months,you might be able to do a mini
portal audit because it's easierto clean every six months than
it is every six years. And soliterally start to think about
(15:36):
what are the lists and foldersthat I can create? What are the
notifications and permissionsthat I can set? What's the time
frame that I can map this aroundthat I don't be blind to it
because I have automated tasksthat remind me or I have list
notifications that inform me?Okay.
(15:56):
That's what it was.
Liz Moorhead (15:57):
Hit a buzzer from
do you have a buzzer noise? Does
any of you have a buzzer?
George B. Thomas (16:00):
Oh. No. I am.
No. No.
Liz Moorhead (16:02):
I want a bad
buzzer. I want a bad buzzer. Oh,
what the heck? Alright.
George B. Thomas (16:06):
There was
nothing bad about that.
Liz Moorhead (16:08):
Right. But you
started giving me a bunch of
homework, and I don't even knowwhy it's worth for me to do all
that work. No. Look. I'm justputting myself in the position
of the listeners now.
Right?
Max Cohen (16:17):
Okay. Okay.
George B. Thomas (16:17):
That's fine.
Liz Moorhead (16:17):
You're telling me,
George B. Thomas (16:18):
Lisa. I'm
gonna explain to you why dirty
data sucks, Lisa.
Liz Moorhead (16:23):
Thank you.
George B. Thomas (16:24):
That's what I
wanna know. Because Lisa, we're
now on the Bad People podcast.And, Lisa from Sheboygan because
that's where you live, andthat's who you
Liz Moorhead (16:37):
are. Like a swear
word.
George B. Thomas (16:39):
And so Lisa
from Sheboygan who's on the bad
people podcast, I have nocontext to who the heck you
really are. I don't know whereyou really live. So how am I
gonna communicate with you inthe right way at the right time
with the marketing and salesefforts that what do you mean I
don't know why it's important?Everything crumbles and falls
apart if my data is not clean.Everybody waste more time
(17:03):
looking for the ish they needbecause it's clone, clone,
clone, or God forbid, newworkflow 768952.
New workflow seven eight seven.Oh my god. Like, what? And no
folder structure? You have nonaming convention, so you can't
actually search it?
You have 13 cities in yourproperties? Like
Liz Moorhead (17:23):
I actually heard
of a horror story once from
someone in sales, I won't namethe company, where they had a
deal that was close to closeover 6 figures, and they sent
George B. Thomas (17:35):
a And to Lisa.
That's who they sent it to. They
sent it to Lisa.
Liz Moorhead (17:39):
So here's what
actually happened, George. They
didn't have clean data in thecontacts. So for some reason,
they had merged the last nameand the first name of two
different people into onecontact. And when the
personalization token triggered,it gave the wrong first name
paired with the wrong last nameto the wrong person, and the
(18:00):
Yeah. Actual contact wrote backand said, I was about to sign my
contract in PandaDoc, and youhave now lost my business.
Max Cohen (18:07):
Gotcha.
Liz Moorhead (18:09):
So that is one of
my favorite horror stories to
tell about why data hygiene isimportant because you might be
able to sit there and say, like,you're telling me I'm gonna save
an hour a week, and you want meto do two to eight hours worth
of work. It's not just lostproductivity. It is lost
revenue.
Max Cohen (18:24):
Yes.
George B. Thomas (18:26):
That is like
that's like That
Max Cohen (18:28):
is a Think
Liz Moorhead (18:28):
about it. Can you
imagine going to your boss and
being like, well, I could havedone this daily, weekly, or
monthly checklist that wouldhave gotten us that $300,000
contract but I didn't do itbecause I needed to be
productive. Can you imagine?
George B. Thomas (18:43):
Let Liz, I
feel like I need to simplify
this a little bit.
Liz Moorhead (18:46):
Do it.
George B. Thomas (18:46):
It's important
because you're a Human. Trying
to do good things for other
Intro (18:52):
humans. Oh.
George B. Thomas (18:53):
And you don't
wanna mess up the payday for all
the other humans in yourorganization.
Liz Moorhead (19:00):
I love that.
Max Cohen (19:00):
I just did something.
George B. Thomas (19:02):
What did
Max Cohen (19:02):
you do?
George B. Thomas (19:02):
Was it a duty?
No.
Max Cohen (19:04):
No. It didn't make a
duty. I didn't make a duty. I
went to chat GPT and told me togive me some funny names for,
just like the common junk peopleleave behind, in a in a portal
that has bad hygiene. And itactually gave you, like, a
pretty decent list.
(19:25):
It's the forgotten funnel.Right? The sales funnel that
nobody remembered. Thecampaignist interruptus, the
marketing campaigns that wasstarted but never finished. The
template of doom, the email thatwas never sent
George B. Thomas (19:39):
Oh.
Max Cohen (19:39):
The phantom pipeline,
a sales pipeline that
mysteriously appeared and neverwent away.
George B. Thomas (19:45):
This is a
Halloween article waiting to be
written.
Max Cohen (19:47):
Ghosts of leads past,
leads that were once important
but now just haunt your CRM.Datadump, the place where all
the important test data wentimportant in quotation marks,
test data went to die. Deal orno deal, that deal that's been
pending since the dawn of time.The invisible CTA, a call to
(20:09):
action that was never visible toanybody.
George B. Thomas (20:13):
Here's the
thing. Somebody's out there
listening to this, and they'relike, oh my god. Did ChachiPT
look at my portal?
Max Cohen (20:19):
Oh my god. Tell you
what, help with Harry so it gets
it. Right?
Liz Moorhead (20:22):
I gotta tell you
one other horror story because
you just reminded me of this,Max.
Max Cohen (20:27):
There was
Liz Moorhead (20:27):
this one time I
was involved with a portal where
they had over 400 workflows. Andin two different instances, the
worst case scenario happened atthe opposite extremes.
George B. Thomas (20:38):
Oh my god.
Liz Moorhead (20:38):
In the first case,
they're like, no. Totally. This
ambiguously written workflowisn't gonna cause any problems.
That was a workflow thatexcluded about 10,000 people
from getting automated messages.And so then they turned off the
workflow, and the next morning,over 10,000 contacts got
(20:59):
blasted.
Max Cohen (20:59):
Oh, god.
Liz Moorhead (21:00):
Then on the other
extreme about two weeks later,
they're like, no. Now we figuredthis out. We've totally figured
out this naming structure thatwe have no clue about. So they
turned off another one, and youknow what happened? It removed
the life cycle stages from everycontact in the database because
it reversed the contact lifecycle assignment.
Max Cohen (21:19):
Dude, this is why
speaking of hygiene, like,
descriptions descriptions onworkflows are so important.
Right? But also, this is whythey're so bad because when
you're looking at the workflowitself, what do you have to do
to actually see thatdescription? Right? You're
either going back to theworkflows page or you gotta,
(21:41):
like, click somewhere on it and,like, go to, like, another tab.
Yeah. Click the name to edit it.But it's like, dude, why don't
you somehow serve me up thatcontext of what's actually
happening with this workflowwhile my eyes are trying to
follow down these branches,wondering if that one little
property that's getting set isactually the thing that's
stopping 10,000 people fromgetting emailed when
George B. Thomas (22:02):
they shouldn't
be. Right?
Max Cohen (22:03):
And it's like they
need to add more they need you
know what you know what theyneed to do? They need to make a
sticky note feature where youcan literally just take a note
that says, hey, idiot. Don'tdelete this because it does
something important and stamp itright on top of the workflow
when you're looking
Liz Moorhead (22:21):
at it. Problem
with that. That's the thing.
George B. Thomas (22:23):
I mean, why is
there
Max Cohen (22:24):
a problem with that?
Liz Moorhead (22:25):
No. Because I've
been in a portal where I had no.
Here's the thing, though. I'vebeen in a portal where more than
10 just literally said do nottouch. And I'm like, well, what
do I do?
Max Cohen (22:35):
Like, all of them
Liz Moorhead (22:36):
said do not touch.
George B. Thomas (22:37):
Yeah. But it's
Max Cohen (22:38):
different than do not
touch. It's like saying it's
like, here. Here's, like, alittle just, like, big note that
you can't miss. Next, it is onelittle set property value of
something to something to say,hey. I know this looks like an
innocent little value gettingchanged, but this is doing some
really important stuff that youcan't see here.
George B. Thomas (22:55):
Teacher. Isn't
that what the comment feature
would be for?
Max Cohen (22:59):
Yeah. But the
comments are hidden. They're
hidden.
George B. Thomas (23:02):
Wow.
Max Cohen (23:02):
Unless you click
them. True or true.
George B. Thomas (23:04):
Oh, wait.
Max Cohen (23:05):
Oh, I gotta hover
over every corner of every
action to click it and then seeit. That that it's so dumb. The
comment feature does nothingunless you're, like, working on
building it. But, like, thereshould be a thing where you
could put a big red stamp on itthat says, listen, you lunatic.
Don't change this because it'sgoing to do something really bad
at you.
George B. Thomas (23:25):
Can it be
nicer? So far, they've been an
idiot. They've been a lunatic.How about Matt. HubSpot user.
Please do not touch this button.
Liz Moorhead (23:34):
Matt, we've talked
about this offline, and I'm just
I feel like you're not gonnahear me unless I put you on
blast publicly. Dude. Hi, guy.When are you gonna start
emoting? When are you gonnastart telling us how you
actually feel about things?
I'm feeling very unclear. You'refeeling a little diplomatic
here.
Max Cohen (23:48):
And how how wait.
HubSpot starts letting me tell
people what the friggingworkflow actions are actually
doing. That's that's what I'mdoing. Yeah.
Liz Moorhead (23:54):
So, George, let me
turn to you for a minute. Max, I
I need you to, like, findsomeone someone
George B. Thomas (24:00):
to give
Liz Moorhead (24:00):
you a hug. Hug a
puppy. You'll be okay.
George B. Thomas (24:02):
Turn on your
call map.
Liz Moorhead (24:04):
George, we've
outlined you. Yeah. Have us have
some mixed nuts.
George B. Thomas (24:09):
Oh, I got some
right here.
Liz Moorhead (24:11):
I know. It was a
callback to the beginning of the
show because I'm a good host.
Max Cohen (24:14):
Good job.
Liz Moorhead (24:15):
But, George, I
know we've talked about some of
our biggest horror stories.Right? Oh my god. He took it
literally and brought the puppy.
Max Cohen (24:21):
Yeah. This is why
George B. Thomas (24:22):
he's joining
the live studio audience. He's
chilling.
Liz Moorhead (24:24):
This is why he
joined the live studio audience.
But we talked about some of themost common things that we've
seen. Right? Like naming issueswith workflows, contact merging,
duplicate contact. What are someof the other symptoms that
people might be kind of blind toby accident?
The most common things that yousee that make you go, warning,
warning, we have a data hygieneemergency. Other than a poopy,
George B. Thomas (24:49):
Oh my god. So
it's it's funny where my brain
goes when you ask me thisquestion because I feel like
there's this secondary levelthat maybe people miss. So for
instance, when I think of datahygiene, I wish I had a live
audience because I'd be like, ifyou're driving in the car right
(25:10):
now or you're in your office byyourself, when I ask you the
question, when I say the wordsdata hygiene, what immediately
comes to mind? And I'd becurious what people are shouting
out while they're driving downthe road or in their office by
themselves right now.
Max Cohen (25:24):
A father taking a
shower.
George B. Thomas (25:27):
Wow. That's
probably not Max, I
Max Cohen (25:29):
can't get a hygiene?
Come on, man.
George B. Thomas (25:31):
That's
hysterical.
Liz Moorhead (25:32):
Max, I told you
Max Cohen (25:33):
that's how I got it.
It's the funniest joke I've ever
said on
Liz Moorhead (25:36):
this podcast.
Therapy.
Max Cohen (25:39):
We're so
George B. Thomas (25:39):
canceled right
now.
Max Cohen (25:40):
When you when you say
data hygiene, I go, man, I
stink.
George B. Thomas (25:43):
I didn't say
dad hygiene. I said data
Max Cohen (25:46):
hygiene. Yeah. Dada.
Dada. Dada.
George B. Thomas (25:50):
So here's the
thing. I immediately and it's
funny because I'm just, like,I'm super passionate about this
because I've seen hundreds, ifnot thousands, of portals get
this wrong. I immediately thinkof personas and the persona
property and the fact thatpeople don't use the description
as an I'm a statement. And theydon't realize that that actually
(26:14):
shows up in the form, and it's apsychological question that
actually enables somebody to belike, oh, I'm seeing. That's me.
Let me select that and selfsegmentize. But what I just
quickly did was give you asecond level of something that
you should be paying attentionto. The amount of people that
aren't using those second layerthings to then organize or clean
(26:38):
things or display or show thingsin a way that they need to be
shown or displayed is, like,mind boggling to me. And so you
can kind of quickly tell whenyou're talking to a HubSpot
user, if they're, like, surfacelevel HubSpot users, not a bad
(26:59):
thing, by the way, versussomebody who is paying attention
to, like, the deepness, thesecondary and tertiary levels
that one could go.
Liz Moorhead (27:11):
The word you're
looking for is depth.
George B. Thomas (27:13):
Depth. Yeah.
That's great. That's a good
word. So, like, I have a a superadmin person who went through
the training.
Again, not shilling for bigsidekick here. I'm just saying.
And and I immediately knew, wow.This person gets it. Because
(27:33):
they were doing something wherethey were daisy chaining
presets, permissions, teams, andrecord customization together to
not only display what peopleneeded to see when they needed
to see it, but to understandwhat didn't need to be there and
(27:54):
could be cleaned up and removedat such a granular level.
I was like, how from this dayforward hence, by the way, we're
doing a podcast on data hygiene,and you mentioned that I've done
several articles. How from thisday forward do I get more
HubSpot users to focus on thisright here than where we've
landed in and most people areliving?
Max Cohen (28:17):
George, you know, it
just made me think of so my
brother's a my brother's like ashit yeah. I was thinking about
yeah. My brother's a chef.Right? He works in, like, really
fancy yeah.
Really fancy restaurants. He's,like, a very, very good chef.
And, something that he told me,he's, like, the the kind of,
like, test that they give cooksand I don't know where this I
(28:39):
don't know if this is, like, aGordon Ramsay thing or if it's,
like, a more common thing. Butthe the the way that they'd,
like, interview people is thefirst thing they'd have them do
is basically say make scrambledeggs. Right?
And they look at the techniquein which they make scrambled
eggs. And just from that, youcan, like, really tell, like, if
someone actually knows whatthey're doing or not. Yeah. I
feel like the scrambled egg testfor a HubSpot admin should be,
(29:03):
hey, Go go make a form that askswhat someone's favorite color is
and then make me a report andshow that on a on a contact of
what everyone's favorite coloris. Right?
Because where you're gonna weedout the good ones from the bad
ones is that the bad ones aregonna go create a form, and then
they're gonna create theproperty in a full sentence that
(29:26):
says, what's your favorite colorquestion mark instead of calling
it favorite color and justchanging the label. Right? Those
folks that think, wait a minute.Well I need this to be easy for
someone to find. I need this tobe easy to, like, to look good
showing up in a record.
Right? And not just be in theform of a question where it gets
(29:48):
and I can't tell exactly whatthe property is. Right? Those
people are thinking on a muchdifferent level than someone who
just, like, you know, is goingin there willy nilly making
properties full sentencequestions.
George B. Thomas (30:01):
I'm gonna
double down on what you're
talking about because now whatyou could also do to add to that
test is tell them and by theway, we wanna be able to
actually have a different shadesof yellow, a different shades of
blue, and a different shades ofred page where we're asking
those and go see how many createa red property, a blue property,
(30:23):
and a yellow property versusrealizing they could create one
favorite color property, haveall of the different shades in
that property. And when theycreate the form, remove the
yellow, remove the red, andremove the blue, but still only
rereporting on one propertyinstead of needing to create
three. That's how you createsome real great scrambled eggs
(30:46):
with properties in HubSpot.
Max Cohen (30:48):
I don't even know
what you just said, but it
sounds
George B. Thomas (30:50):
like There's a
feature there's a feature in
HubSpot forms where you can havea whole list of stuff and decide
you only wanna show certainparts of that property on that
form. Right? So so now because,again, I've seen this where
they'll be like, oh, I need ared version and a blue version
and a purple version. No. No.
(31:11):
No. No. You need one propertythat holds all
Max Cohen (31:13):
of your colors.
George B. Thomas (31:14):
And now you
can separate it based on the
form and what you actually wannaask in that. Because what have
you just done? You've madereporting way easier. Instead of
having to report off of threeproperties, you're reporting off
of one property, but you've usedit in three different places in
three different ways. Yeah.
Yeah. Now that's some scrambledeggs right there. I'm just
saying.
Liz Moorhead (31:33):
I also remain pro
egg. So question.
George B. Thomas (31:37):
Although,
scrambled or sunny side up?
Max Cohen (31:40):
Scrambled, a %.
George B. Thomas (31:41):
Oh, see. What
cheese or without?
Max Cohen (31:43):
No. No cheese. No
cheese.
George B. Thomas (31:45):
Oh, see. If I
do scrambled eggs pasta. No
cheese. See. Nope.
If I do scrambled eggs Alright.
Max Cohen (31:49):
Alright. Alright. You
want me to put you onto the best
eggs you'll ever have
George B. Thomas (31:51):
in your entire
life? Easy. This is how you do
it. Ready? No.
No.
Max Cohen (31:54):
No. Chill. Chill.
Chill. This is how you do it.
Right? And and and this is metesting this like you have no
idea. Okay? A little sidebar.Alright?
I am an Amy scrambled eggsconnoisseur. I can do them how
Gordon does it. I can do thewhole you know, you mix them for
the entire time. That's the bestway that I've found to make
scrambled eggs lately is this.Right?
(32:14):
And for you to show everybody toappreciate. Okay? It's what you
do. Four eggs in a bowl. Youtake a big pinch of kosher salt.
You scramble the shit out ofthem. Alright? And then you get
your pan on medium low. You putbutter in the pan. You get it
all around the pan.
Right? And then it's veryimportant that you have a rubber
(32:36):
spatula, a rubber spatula thatbends to the curvature of the
pan. If you can get yourself ahex hex clad pan, which maybe
one day they'll sponsor thepodcast. You know? If you can
you can try to get that.
Right? And then all you're doingthe entire time is you're just
making sure the eggs don't stickto the pan. Just move them
around. Move them around. And assoon as they're, like, juicy and
(33:00):
finally, like, in a clump,right, and they look like
scrambled eggs, oh, you can'tovercook them.
Right? You take them out. Youput them into a bowl. This is
what you do. You go take out alittle bit of boraxan.
You know, the boraxan herbcheese. You know what I'm
talking about? You ever hadboraxan?
Liz Moorhead (33:15):
It comes like a
little hockey puck. It's super
creamy.
Max Cohen (33:18):
Like a little hockey
puck. Yep. Yeah. It's what you
do. You take a big scoop ofthat.
You drop it in your hot, loosescrambled eggs, and then you mix
that shit up like crazy.
George B. Thomas (33:29):
You shut
Max Cohen (33:30):
you you my god.
George B. Thomas (33:31):
You literally
just added cheese to your
scrambled eggs. But can I putthat up?
Max Cohen (33:35):
Different than, like,
putting sprinkled shredded
cheddar bullshit in it? It is sodifferent. So different.
George B. Thomas (33:42):
But can I can
I just can I yeah? No.
Liz Moorhead (33:45):
Guys, we've now
gotten to the point where the
audience is apologizing to Noah,our producer on our behalf.
George B. Thomas (33:51):
So so here's
the thing. What amazes
Max Cohen (33:53):
me clip. I want that
clip from LinkedIn, Noah. Send
it to me right after.
George B. Thomas (33:57):
I I will. You
you wanna see Max's headaches
bug? Max, I'm surprised you gotall of the way through that, and
you can't give him a
Max Cohen (34:03):
Hold on. Hold on.
George. George. I don't wanna
lose a friendship with you rightnow.
George B. Thomas (34:08):
I'm just I
wanna watch someone use a
Max Cohen (34:10):
friendship with you.
About eggs, bro.
Liz Moorhead (34:11):
Do it.
George B. Thomas (34:12):
Do it.
Max Cohen (34:12):
Just be careful. This
is going to be a problem if you
tell me you do
Liz Moorhead (34:16):
some dog stuff
with
Max Cohen (34:18):
your eggs, bro.
George B. Thomas (34:20):
I I can't
believe you got all the way
through your scrambled eggtutorial, and you didn't add any
milk to your eggs
Max Cohen (34:27):
while you're whipping
it. You cannot add milk to your
eggs, George. Are you crazy?
George B. Thomas (34:35):
I told you his
head would explode.
Max Cohen (34:36):
Why did wait. You're
you're with me right now. Right?
You don't actually put milk
Liz Moorhead (34:41):
to your eggs.
Pickled peanut butter
sandwiches, Max. Let's thinkabout who we're talking to.
George B. Thomas (34:45):
It makes it
fluffier.
Max Cohen (34:46):
No. It doesn't. Dude,
you're not no. No. You're not
telling me this shit I'm gonnahave to make you eggs at
inbound.
George B. Thomas (34:53):
Oh, I'm down
with that.
Liz Moorhead (34:54):
Bring a hot plate
to club inbound. Let's do a live
demonstration and really showthe people at HubSpot why we
should be allowed to have a liveshow in every
Max Cohen (35:01):
year. Your milk?
George B. Thomas (35:03):
Which speaking
of inbound, by the way, you're
probably listening to somequestions as property
Max Cohen (35:09):
George. That is,
like, don't
George B. Thomas (35:11):
So hang on.
Speaking of inbound, you're
probably listening to this onMonday.
Liz Moorhead (35:15):
If they're still
listening.
George B. Thomas (35:16):
If you're
still listening. If you're
listening to this on Monday,just know that this coming
Tuesday, the, twenty seventh,session registration opens. So
make sure that you're ready onTuesday to get those sessions.
And don't forget to come seemine about AI. And, also, on
Friday, we do Max's history.
Max Cohen (35:39):
Watch that. Know it
in the back of your head that
this mother puts milk in hiseggs. So take it with a grain of
salt and put that grain of saltin your eggs first before you
mix it. Not milk, dude.
Liz Moorhead (35:52):
So speaking of
milk and eggs, what are your
favorite ways you can useHubSpot to keep your HubSpot
data clean?
George B. Thomas (35:59):
Max, I'll let
you go first.
Liz Moorhead (36:01):
I think he needs
Jesus. Why don't you start,
George? God.
George B. Thomas (36:04):
Well, first of
all
Liz Moorhead (36:05):
tools you like.
Max Cohen (36:06):
Yeah. This this is
all surreal.
Liz Moorhead (36:08):
This is what my
job is with nurse. This is why
I'm here. First as a cry forhelp. Continue, George.
George B. Thomas (36:15):
So, yeah, so
first of all, let's go basic to
a little bit more advanced.HubSpot has the deduplication
tool where it contacts incompanies. I can't tell you the
amount of humans I've talked to,and they're like, oh, yeah. Just
ignore that. You have over 2,000duplicate like, pay attention to
it.
Every time the email comesthrough, go fix it. Once you get
it down, it's easier. So thededuplication tool. However,
(36:37):
next level of that is if you'relike, I'm swimming in a sea of
duty, operations hub gives you abunch of different tools to
actually keep your data and yourportal clean. So they're they're
everybody has a hard time orsome people, not everybody, most
people have their, a hard timewrapping their brain around why
(36:58):
they need to spend money onoperations hub.
My honest opinion is becausewhen used right and you
understand what it does, itsaves you time and your sanity.
Part of that sanity is aroundthe cleaning of the data,
restructuring of the data, makesure first names have this, make
sure phone numbers are this,make sure like, there's just so
(37:20):
much you can do, without gettingtoo nerdy to make your data,
clean. The other thing isworkflows in a way that it sets
properties or moves things orcleans things up in a way that
it should be clean. Sodefinitely, like, focusing in on
that. But I even go back to justold school normal human tactics
(37:41):
of documentation around aprocess for folder structures,
naming conventions, and, like,just being a good human inside
the portal with the rest of thefolks that have to live there
too.
Max Cohen (37:54):
Yeah. God, I'm I'm so
triggered by everything that
happened before. Yeah. George.I'm oh god.
Liz Moorhead (38:03):
I just brought him
back. Come on.
Max Cohen (38:04):
Yeah. Yeah. Don't put
me back there.
Liz Moorhead (38:06):
Literally had
someone in the comments say, I'm
only here out of sympathy now.So, like
Max Cohen (38:13):
I so here's the
thing. No one no one likes a big
cleanup project. Right? You cando just a little bit of data
hygiene. You spend one minute aday, right, and you will slowly
whittle away at the stuff thatyou have slowly built up without
(38:34):
noticing over time.
Right? And so, like, the onething that I would kind of
recommend anyone here is, like,go two times a week or maybe,
like, maybe just one littlecalendar event at the end of
your day. Right? Just giveyourself a reminder. Hey.
Go delete a property you're notusing anymore. Go delete a
(38:56):
property that doesn't have anyvalues in it. Go find a workflow
that's just, like, off. Right?It's just off and just not
operating anymore.
Go find a couple just go gosniff out a landing page or two
that is clone, clone, clone,test, clone, clone, unpublish,
delete later. Right? You don'thave like, I get it. A lot of
(39:17):
the times a lot of the bigreason reason why people don't
deploy good data hygiene isbecause they go, oh, man, I got
all this stuff I have to cleanup. But I guess it's not really
having a big detrimental impactright now, and so I can just go
ignore it.
Right? And that's that's how youend up just building up all this
bad shit in your portal foreverand not do anything. Just just
(39:38):
give yourself just one thing todo each day, whether it's just
deleting something simple, evenif it doesn't seem that
consequential. Right? You dothat enough.
It'll become a habit. You'llstart, you know, maybe
rediscovering some of thedarker, dingier parts of your
portal that haven't had a lot oflove in a long time. Right? And
you'll start to say, oh, youknow, maybe tomorrow I'll go,
(40:00):
like, you know, clear out therest of these workflows instead
of just that one or, like,whatever it may be. Right?
And you'll start discovering alot of stuff. Right? I'd say
that's one big thing. I'd saythe other thing too is, like,
don't sleep on, like, dataformatting workflows, right,
especially with operations hub,especially if you've got a lot
of outside systems dumping a lotof shit into your HubSpot
(40:22):
portal. Right?
It's much better to clean thingsup the second they get there
than waiting and making it amuch bigger job later on. Right?
So, you know, one, giveyourself, like, you know, just
just one little task each day.Make it part of your routine.
Don't feel like you have to takeon these giant, you know,
cleaning projects unless it's anabsolute emergency.
(40:45):
Right? Again and over time, yourstuff will become cleaner.
Right? But then two, like, tryto solve those problems the
moment it gets into your portalversus, like, waiting it for it
to build up later. Right?
That's the biggest things Iwould say. Marie Kondo that
portal.
George B. Thomas (40:59):
I I love that,
Nick from Fargo said, just
delete something named deletethis.
Liz Moorhead (41:05):
Yeah. How do you
solve a problem like Maria?
Max Cohen (41:08):
It says delete this.
Delete it. Delete it. Delete
her. It's telling you what itwants.
It wants to be deleted.
Liz Moorhead (41:14):
That's really
existential and dark.
Max Cohen (41:17):
Delete this later.
Delete this later. Guess what
later is now?
Liz Moorhead (41:20):
No. No, George.
No.
George B. Thomas (41:22):
At the end of
the podcast at the end of the
podcast, Max, I have a present
Max Cohen (41:26):
Hold on. George is
like, I'm not taking egg advice
from a dude who eats a pickle
George B. Thomas (41:30):
and I said I
have a present.
Max Cohen (41:32):
Bullshit sandwich.
George B. Thomas (41:33):
I said I
Liz Moorhead (41:34):
have a I I said I
have a present. Sandwich is a
present, George.
George B. Thomas (41:38):
No. I have I I
said I have a present for you at
the end of the podcast.
Liz Moorhead (41:41):
You know what?
George, this is why Max and I
have trust issues.
Max Cohen (41:44):
Yeah. He's gonna send
me a video from, like, dumping
the freaking Fairlife into abunch of eggs and one of these
George B. Thomas (41:50):
Alright. Let's
let's talk about data hygiene.
Liz Moorhead (41:53):
Oh, now George
wants to stay on topic. Now
George wants to stay on topic.
George B. Thomas (41:56):
Minute or two.
Liz Moorhead (41:57):
For a hot minute.
Max Cohen (41:58):
A couple minutes.
Liz Moorhead (41:59):
George, actually
wrap us up here because we
started talking a bit about kindof, like Max, you started with,
you know, do a little bit hereand there. But, George, earlier,
you also talked about somedaily, weekly, monthly
practices, which begs thequestion, how often really
should these hygiene checks behappening? Yeah. Who should be
(42:20):
checking?
George B. Thomas (42:21):
Well okay. So
that part just is interesting
because, one, if you're anorganization that you have
somebody who is a designatedsuper admin for the portal, then
the super admin should bechecking on, data quality, data
hygiene. However, a smart superadmin would also enable, you
(42:43):
know, VP of marketing, VP ofsales, VP of service. It might
not be be VP. You get my point.
Like, you can enable a team toknow the things that they need
to do on this. Mhmm. In myhonest opinion, I like where Max
would, like, each day do alittle thing. That might not be
scalable for a lot of thelisteners because there's a lot
(43:04):
they do in a day. Trust me.
That is not, missed on me atall. But I would say at least
once a week, you're spendingthirty minutes to an hour
looking at a different part ofHubSpot. And by the way, when I
say that, if you are the type ofHubSpot user now that since
HubSpot enabled bookmarks thatyou only have the three to seven
(43:26):
places that you go because ofyour bookmarks, then when I say
thirty minutes to an hour, I'msaying journey to places outside
of your bookmarks and see what'shappening on the other side of
town because you've literally,like, boxed yourself into a
certain portion of HubSpotversus looking at it from a
holistic standpoint. Okay? But Iwould say, like, a light thirty
(43:49):
minutes to an hour once a week.
I would say, for sure, like, anhour to hour and a half, maybe
two hours, once a month. Butthis hour and a half to two
hours is like you have foundsomething in your previous light
dive in that you know is goingto take you more time, and so
you've booked on the calendarfocus time for workflows or
(44:14):
focus time for contactproperties or focus time for
creating documentation to giveto the rest of your team about
naming conventions and filefolders. Like, whatever it is,
but it's it's that kind ofthing. Now I would say once a
quarter to maybe, twice a yeardependent upon how big your
organization is, like a miniportal audit. And this could be
(44:38):
you doing it.
You could be hiring somebody todo it, but, like, which, by the
way, a new set of eyes is nevera bad thing because, again,
sometimes we just get blind towhat we're used to being in.
But, you know, once a quarter ormaybe twice a year, I would then
do, like, a a portal audit ofall things, not only from a
(45:00):
cleanup, but from even, like, acleanup and strategize moving
forward standpoint. That that'smy thoughts. Max, I'm curious
what your thoughts are.
Max Cohen (45:09):
So I'm gonna I'm
gonna give, I'm gonna give the
same piece of advice not onlyto, your run of the mill HubSpot
users, but also the admins.Right? Because not not always
does, like, a user have the samepower to clean up as much as an
admin might, right, depending onyour permissions and how you do
stuff and everything. If you seesomething, say something. Right?
(45:36):
It's very, very easy to just,like, overlook little goofy
things happening with your databecause you don't think it's
gonna affect you or a process orwhatever. Right? But, like, you
know, if if you're if you're a,you know, if you're an admin and
you give your users the abilityto create properties and they're
(45:58):
doing stuff, don't just assumethat there is, like, a use for
everything. Right? Because theymight not be thinking about it
the same way you are as someonewho knows how to or hopefully
would know how to keep a HubSpotportal nice and clean.
Right? Ask. Right? Hey. What areyou doing with that?
Hey. I noticed that you guysbuilt this property, but there's
nothing there. Are you planningon using it for anything? Right?
(46:20):
Or if you're someone and youstumble upon some stuff that
maybe doesn't have anything todo with you, but you're like,
hey.
That looks kinda messy or, hey.We don't seem to be using that
or, hey. This thing seems dead.Say something. Right?
Do your admin a favor. Theycan't keep an eye on everything
all at once. Right? If you seesomething, say something. And
that is, like, sometimes thelittle one thing that you need
(46:41):
to do to, like, you know, headthese little data hygiene issues
that spiral into big, you know,snowballs off at the pass.
Right? So, you know, don't just,like, see it and go, oh, that
looks kinda weird, or, oh, thatlooks kinda pointless or
useless, or, oh, I'm surethey're gonna use that for
something. Just ask. Right? Andtry to, like, find it when it's
a smaller problem before itbecomes into something bigger.
(47:04):
Yeah. So Yeah. Why is it Treatit like a treat it like an
unattended backpack on thesubway. If you see something,
say something.
George B. Thomas (47:08):
Oh. Wow.
That's scary. I just was like,
don't let it be the snowballeffect. But, yeah, backpack
works too.
Max Cohen (47:16):
Yeah. Yeah. Oh, is
that a favorite color field? No.
I mean, it's a pipe bomb.
Right? Yes. You don't know.
George B. Thomas (47:23):
Okay. We're
canceled.
Liz Moorhead (47:24):
Nick, in the
audience, can you go ahead and
apologize to Noah, our produceragain?
George B. Thomas (47:28):
Yeah. Just one
more time. Sorry, Noah. Alright,
Noah.
Liz Moorhead (47:32):
So I'm hearing a
few things. One, if your
organization does organizationdoesn't have someone who own
owns HubSpot, whether as theirfull ass job or, like, a buck
stops here kind ofresponsibility, that's an area
you need to address because it'skinda like content. Right? If
there is no single owner wheresomeone is accountable to their
(47:55):
boss in one on ones, inperformance reviews about
HubSpot or what is or is nothappening with it. Like, this is
everybody's gonna be passingeverything around.
There there's there's no hallmonitor. Nothing's gonna get
done. Right? So there there'sthat piece of it. The other
piece I'm hearing is it's kindalike when you have a house.
(48:16):
Right? You don't just fling shiteverywhere. You don't just throw
your dishes in the sink untilthat one time a week or a month
when you're actually cleaningstuff up. Clean a place
George B. Thomas (48:26):
Is this why my
wife yells at me? I mean Dang
it.
Max Cohen (48:29):
Yo. Yo, Liz, you're
getting hella personal right
now.
Liz Moorhead (48:36):
You might wonder,
is this your day or today? Let's
Max Cohen (48:47):
out of
George B. Thomas (48:47):
a bowl and a
spoon in the shot of the camera.
So that's oh my god.
Max Cohen (48:52):
It was delicious.
Kiss you.
Liz Moorhead (48:54):
I cannot confirm
if it was delicious today or
yesterday. But, anyway but whatI'm hearing is that if you're
leaving it to the bare minimumtouch points and you're just
acting like a complete ding dongabout your data the whole time,
you're always going to continueto create problems for yourself.
So it's about building healthydata hygiene habits. Right? You
(49:16):
don't wash your hands once amonth, guys.
Wash them every time you go tothe bathroom. You don't brush
your teeth
Max Cohen (49:19):
once a week.
Liz Moorhead (49:20):
You brush them
every yeah. Max, let's not Yeah.
Max Cohen (49:23):
Of course. Let's not
exactly not. Hey, Liz. Max, I'm
sorry. Totally.
Liz Moorhead (49:28):
Fantastic. I do
not daily, weekly, monthly
rituals. Jesus. I am
George B. Thomas (49:34):
Oh, boy. Oh,
boy.
Max Cohen (49:36):
No. I'm just saying I
do those things that Liz is
saying. Yeah.
George B. Thomas (49:39):
Me too. Yeah.
Liz Moorhead (49:42):
I'm not gonna
blacklight Max's house. That's
just not something
George B. Thomas (49:45):
I'm just I'm
I'm I'm gonna when Noah's
editing this, I'm just gonna putmy ear up to the door and he
Honestly, no one. She laughs ornot.
Liz Moorhead (49:52):
Leave this all in.
This is called being authentic,
George. You want us to be wholeass humans? Here we are.
George B. Thomas (49:58):
Yes. I can
see.
Liz Moorhead (49:59):
We're here. Okay.
George, before we wrap this
conversation up, I am curious ifyou have any favorite non
HubSpot tools that you like tobring into the mix or any other
kind of softer strategies thatyou like to involve in terms of
HubSpot data hygiene.
George B. Thomas (50:15):
Well, I think
in a couple episodes ago, we
talked about DDooply, whichpeople could maybe check out if
they don't have operations hubor want to do something
different. Honestly, when I assoon as you said out of HubSpot,
I rushed to, like, mindset.Right? Like, how do you invoke a
(50:36):
mindset around something, onceyou have that
Liz Moorhead (50:42):
beyons, candles.
George B. Thomas (50:43):
Yeah. Well,
once you have the mindset
invoked in your organization,how do you give them the best
practices to follow? Like so,like, there's a framework that
you can kinda start to thinkabout, like, well, what's our
methodology on organization tohave? And once they've figured
(51:06):
that out, what are the bestpractice that we need them to do
on a daily basis to help uspotentially do less of what
we've actually said super adminsor, leaders of the departments
will need to do to keep theportal organized. So I think a
little bit of this, it goes to,like, the, people process
platform conversation Outside ofHubSpot, a lot of this is about
(51:29):
the people, to be honest withyou.
A lot about this is the process.And only today, we've kind of
been talking about platform andwhat you can do inside the
platform, and that's only onethird of the conversation that
needs to be happening inside oforganizations.
Liz Moorhead (51:43):
Maxi, are you
okay? Yeah. Okay.
Max Cohen (51:47):
Wait. Well, I mean, I
think I was gonna just mention
in cycles, another cool one ifyou wanna do some There we go. I
think if you wanna be able to,like, do your own, like, contact
deduplication off of, like,different properties or
something like that, like, Idon't know. That might be if
we're talking other tools, Ithink another one that comes to
mind is Superd. Right?
I mean, Superd's really coolbecause you can add in a whole
(52:09):
lot of extra context, like this,like, context layer, like, over
your CRM. So sometimes thereason why you have bad data is
because people don't understandhow to use it or, like, why they
input it. Right? Or they have abad process in place. Right?
And, like, Superd's a reallyneat tool, not only for HubSpot,
but for for a bunch of otherthings that can provide, like,
business level context that'sunique to that business on top
(52:32):
of the systems that you'reusing. Right? So, I mean, that's
also a really cool one too thatpeople should check out.
Liz Moorhead (52:36):
I love that.
George?
Max Cohen (52:37):
Yeah. Okay.
Liz Moorhead (52:38):
You and me, bud.
So I'm about to hand over the
reins to the podcast to you. Oh,yeah. Okay?
Max Cohen (52:44):
Okay.
Liz Moorhead (52:45):
I want you to
understand that Max's sanity is
in your hands with whatever isabout to happen. Yeah. So I
would love for you to take usout by reminding our listeners
of the key takeaways you'd likefor them to, well, take away
from this conversation
Max Cohen (53:01):
that I also
understand. Careful.
Liz Moorhead (53:03):
Yeah. I also
understand you have, a surprise.
George B. Thomas (53:06):
Yeah. So So
I'm I'm
Liz Moorhead (53:07):
just gonna I'm
just gonna say, Liz, Liz is
going to be taking a step backfrom the mic. Yeah. Whatever
happens next, not my fault.
George B. Thomas (53:16):
Yeah. No.
Absolutely. Absolutely. So first
of all, listeners, the actualactionable takeaways is if you
don't have documentation thatyou're educating your team with
around data hygiene, datamanagement, naming conventions,
folder structures, all of that,create that and then have a
internal workshop where you'retraining everybody on that.
(53:39):
If you don't have a, rhythm, arhyme to what you're looking at
inside the portal, you need togo ahead and set up a rhythm and
rhyme. Schedule the time weekly,monthly, and then quarterly or
twice a year to do the thingsthat we talked about. And, also,
I would say this, have a littlegrace and empathy on yourself.
(53:59):
Like, there was a visceralresponse when we started this
podcast, and Max opened hisportal, and it was like an, oh,
crap moment. You gotta be easyon yourself when you see those
things and just realize justlike life, data hygiene inside
of a HubSpot portal is gonna bea journey.
But if you take a step each andevery day and make it 1% better,
(54:19):
then you're gonna end up in agood place just like you can as
doing that as a human. Now, Max,my present to you, my friend, is
I realized another way that Iunderstand that I grew up poor.
Because I went over to chat GPT,and I said, what's the best way
(54:41):
to create scrambled eggs with orwithout milk? And here's what it
told me, and I'm gonna do withmilk first. Okay?
It said it says this. No. Justhang on. I said this is a
present. It says texture.
By the way, it breaks it down totexture, volume, and flavor. K?
(55:02):
So with milk, adding milk makesthe eggs fluffier and slightly
less dense. However, it can alsomake them a bit watery or
rubbery if too much is added.Volume, the milk stretches the
eggs, and when I read that, Igo, this is why my parents added
milk to eggs because we wouldhave more with less, making them
(55:26):
appear larger, which can beuseful when cooking for multiple
people.
The eggs, by the way, flavor cantaste milder because the milk
dilutes the natural richness ofthe eggs. Okay? So, Max, this
part right here is my present toyou without milk. Scrambled eggs
(55:48):
cooked without milk tend to becreamier and more custard like
because they allow the eggsnatural richness to shine
through. The flavor, the eggflavor is more pronounced and
pure since there's no dilutionfrom milk.
Control. It's easier to controlthe cooking process and achieve
(56:08):
a desired consistency of soft,creamy, and firm. For a rich,
creamy texture, most chefsrecommend cooking scrambled eggs
without milk. Instead, focus onthe low heat, frequent stirring,
and patience Yes. For the bestresults.
Yes. Okay, hub heroes. We'vereached the end of another
(56:34):
episode. Will Lord Lack continueto loom over the community, or
will we be able to defeat him inthe next episode of the Hub
Heroes podcast? Make sure youtune in and find out in the next
episode.
Make sure you head over to thehubheroes.com to get the latest
episodes and become part of theleague of heroes. FYI, if you're
(56:56):
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in your inbox, and they comewith some hidden power up
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(57:16):
to listen into next. Until nexttime, when we meet and combine
our forces, remember to be ahappy, helpful, humble human,
and, of course, always belooking for a way to be
someone's hero.