The Web Canopy Studio Show

In this episode, Elizabeth dives into HubSpot's hidden gems and shares actionable tips to optimize your portal for the new year. Learn how to set up teams, customize views, perform a pre-spring cleaning of your workflows, and leverage underutilized features like snippets, templates, and analytics tools. Whether you're a seasoned HubSpot user or just starting out, these insights will help you uncover what's working in your ...

In this episode, Elizabeth dives into how marketers can prepare for a successful 2025 by reflecting on this year’s efforts and aligning marketing strategies with company goals. Learn how to leverage HubSpot tools for deal tracking, lead scoring, and content auditing to ensure your campaigns are effective and targeted. Whether it’s cleaning up data, optimizing email health, or using campaign comparisons, these tips will hel...

In this episode, we dive into the art of effective email marketing! Whether you’re looking to increase engagement, improve deliverability, or maximize ROI, Elizabeth shares expert tips to help you get the most out of every campaign. From creating suppression lists and segmentation in HubSpot to building re-engagement strategies, this episode covers the essentials for marketers aiming to optimize their email performance. Pe...

In this episode, Elizabeth tackles one of the biggest challenges marketers face—proving marketing ROI. Learn how to tie your efforts to revenue, work more effectively with your sales team, and use HubSpot to track the metrics that matter. Whether you're setting your 2025 marketing budget or simply trying to increase it, these practical tips on average deal size, MQLs, and lead scoring will get you there. Plus, Elizabeth sh...

Join Elizabeth as she recaps her first INBOUND experience, sharing all the must-know updates from HubSpot’s new AI tools and the unforgettable keynote by Ryan Reynolds. Whether you're excited about Breeze, the Content Remix tool, or setting up custom dashboards for your team, this episode breaks it down in a relatable, easy-to-digest way. Discover why embracing curiosity and being unafraid to fail can help you maximize Hub...

In this episode, join Elizabeth as she prepares for her first-ever HubSpot INBOUND conference! 🚀 From navigating the event agenda and picking the best sessions (outside of seeing Ryan Reynolds, of course!) to leveraging the HubSpot app for seamless management, Elizabeth shares her top tips for making the most out of INBOUND 2024. 🎉 Discover how to stay organized, catch the must-see sessions, and keep the post-conference ...

In this episode, we’re sharing our top tips for staying on top of your tasks and teams while you’re on the move—like at a big conference such as INBOUND! 🚀📱 We’ll dive into how the HubSpot mobile app keeps you connected, from managing notifications to delegating tasks effortlessly. 🤳✨ Plus, we’ll discuss the power of integrating HubSpot with tools like Slack to keep everything running smoothly. Whether you’re at a confe...

In this episode, we’re taking a look back at the highlights from HubSpot’s INBOUND 23 conference! 🎉 Join us as we recap the game-changing updates to HubSpot’s sales CRM, from the new Prospecting Workspace to AI-powered tools like Summarize and ChatSpot that make managing your contacts a breeze. 🧑‍💼💬 We’ll also revisit HubSpot’s AI capabilities for crafting perfect email subject lines and SEO content. With INBOUND 24 ju...

In today’s episode, where we're diving into the essentials of connecting your email sending domains in HubSpot! We'll walk you through the process step by step, starting from the HubSpot homepage and navigating straight to the email sending domains settings.

We’ll talk about why verifying your domain is a must (hint: it keeps your emails out of spam folders) and how to add the necessary DNS records for verification. Plus, w...

Join Elizabeth for a lively chat about mastering your email game! 🎉 She spills the tea on why having the right people on your email list is a game-changer. From must-have delivery lists to essential suppression lists, Elizabeth breaks it all down with tips that'll make your email campaigns unstoppable. Discover how to keep your unsubscribe crew and bounces out of the loop, and why creating a client list is the secret sauc...

In this episode of the The Web Canopy Studio Show, we're diving deep into the world of HubSpot with a focus on email templates and branding. Join us as we explore:

• The essential steps to set up a brand kit in HubSpot
• How to customize email footers for a polished, professional look
• Tips for personalizing default values for properties to make your emails more engaging

We’ll also guide you through creating and editing em...

This video is about cleaning data in HubSpot, specifically focusing on removing and deduplicating data. Elizabeth emphasizes the importance of cleaning data and suggests a workflow of removing unnecessary data first before cleaning up the remaining data. She also provides tips on editing columns, creating lists of clients, unsubscribes, and bounces, and using filters to segment data. Elizabeth explains how to delete contac...

Join Tom Andrews and Elizabeth Winkelman as they tackle one of the biggest hurdles teams face when using HubSpot: adoption and change management. 

They discuss the fears and misconceptions that often accompany the implementation of a new tool and share strategies to encourage team buy-in and effective use of HubSpot’s features. 

From personalized training to custom views and user permissions, Elizabeth provides actio...

In this episode of The Web Canopy Studio Show, Tom Andrews and Elizabeth Winkelman dive into one of the most prevalent issues businesses face in HubSpot: dirty data. 

They explore the importance of clean data, common mistakes users make, and practical steps to fix them. Elizabeth shares insights on custom properties, proper data management, and how to ensure your HubSpot instance is set up for success. 

Whether you'r...

Join Tom and Elizabeth as they dive deep into the essentials of finding and vetting the perfect HubSpot agency. Through a mix of candid conversations, practical tips, and real-world examples, they guide you through the intricate process of choosing the right agency for your business needs.

Tom and Elizabeth break down the critical aspects of agency selection, from understanding the importance of culture fit to ensuring ...

In this episode, Tom Andrews and Elizabeth Winkleman discuss the importance of feedback surveys and how to use the HubSpot survey tool effectively. They highlight the three standard survey types available in HubSpot: Net Promoter Score (NPS), Customer Satisfaction, and Customer Effort Score. They emphasize the need to set clear expectations and follow up with customers after receiving feedback. They also recommend reaching...

In this episode of the Web Canopy Studio Show, Tom and Elizabeth explore how to leverage HubSpot to significantly improve the customer experience across all touchpoints of your business. They discuss the seamless integration of sales, marketing, and customer service within HubSpot, offering tips on how to utilize its full suite of tools to maintain a comprehensive and transparent record system. Learn about the pivotal feat...

Join Tom and Elizabeth as they delve into the practical challenges and strategies for integrating HubSpot into existing sales workflows. This episode unpacks the real-world hesitations sales teams face when transitioning to new technologies like HubSpot, with a focus on overcoming resistance and streamlining processes. Whether you're a sales manager or a team member, this discussion provides valuable insights on enhancing ...