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Weekly Roundup: Hubspot Workflows, Case Studies, Video Marketing, and Proposals that Won't Get Rejected

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Shaye Smith
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LeadG2's Weekly Roundup features some of the top sales and marketing blog posts, articles, and resources we've recently found online. We've complied some of our weekly favorites to help you advance in your career and build top marketing and sales teams. If we missed an article that you feel should be featured, let us know!

Featured Article


Workflows are an important tool HubSpot users implement to automate marketing efforts.

They can be used for both internal and external tasks. For example, some internal uses of workflows can be changing a life cycle stage based on a contact’s action taken or distributing leads among the sales team. External workflows include drip email marketing and lead nurturing.

Despite what your end goal is for setting up a workflow, it's important to understand some of the intricacies to be sure you're using them properly. Below are 5 common mistakes to not make when setting up your HubSpot workflows.

More Sales and Marketing Articles Found Online This Week

100 Case Study Questions [Updated for 2021]– Hubspot

Case studies and testimonials are useful to have on hand. They help you earn a prospect's trust, show them what life would be like as your customer, and validate that your product or service works.

Consider creating a library of customer stories your sales team can use to share targeted and relevant content with your prospects via your website and sales proposals.

To build this library, not only would you need to know how to write a case study, but you'll also need to ask the right questions that will surface valuable details and insights.

12 Do’s and Don’ts of Successful Video Marketing for Your Business – Lemonlight

Chances are when you see a piece of video content from another business, you know pretty quickly whether you like it or not. First impressions matter, and for your video content, that means you have just a few seconds to convince viewers that your content is worth watching.

We have good news and bad news about what this means for your business. The bad news is that there’s no secret formula for how to create a video that your audience will love. Each business (and its audience) is unique, and it’s up to you to determine what’s most likely to resonate with your viewers.

How to Craft a Proposal that Won’t Get Rejected – The Center for Sales Strategy

"The end depends on the beginning (and everything in between)."

Yes, we have heard this a thousand times, but no truer words have been said when it comes to developing proposals. I had an epiphany pretty early in my sales career. I had been on a sales call to a restaurant, and they asked for a proposal. I rushed back to my desk so excited with the opportunity to get to present, only to stare at my computer for what seemed like an eternity. Crafting that proposal took a lot longer than it should have.

Later, when looking back, I realized it was because I didn’t have enough information. I had missed the mark on a number of things. Here's a little advice on how not to make the same mistake.


Resources From LeadG2

About Author

Shaye Smith

Shaye is the Director of Marketing for The Center for Sales Strategy, LeadG2, and Up Your Culture. She nerds out on B2B marketing strategy and analytics that drive performance. In her spare time, she teaches dance and enjoys pizza/ice cream dates with her tiny human, working out, a cold glass of beer, wine paired with cheese, and exploring the beautiful Emerald Coast (FL) that she's blessed to call home!

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