HubSpot AI checklist for decision-makers

Are you already using HubSpot AI as a growth driver - or just as a helper?

<p>Download the AI Checklist</p>
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What is the HubSpot AI Check?

AI activated in HubSpot? Real added value only comes from clean data and clear processes. Check your company's AI maturity level with 10 strategic questions and identify the biggest levers in marketing, sales and CRM. The checklist for management, marketing, sales and RevOps managers.

TRANSPARENCY

An honest assessment of the current level of AI maturity in the company based on 10 strategic questions.

POTENTIAL

Clarity about which areas (marketing, sales or CRM) offer the greatest leverage for real growth.

QUALITY CHECK

A review of whether data quality, processes and governance are already ready for reliable AI results.

"In many portals, AI functions lie dormant and unused. My goal is for you to see AI not just as a nice tool, but as a real engine that takes the pressure off your team on a day-to-day basis and helps your sales team close deals faster."

Sandra, AI expert at Mark Lotse

A look at the AI checklist

1

Objective

Is there a clear objective as to what business contribution HubSpot AI should make in your company?

2

Configuration

Are AI access, internal responsibilities, approvals and the handling of sensitive data clearly regulated?



3

AI readiness

Are your teams already using HubSpot AI in such a way that recurring tasks are completed noticeably faster, more consistently or in a more structured way?

Go one step further

The checklist scratches the surface - our HubSpot Quick Scan goes deeper. Have your portal professionally "x-rayed" by our HubSpot experts. You will receive an in-depth analysis of your entire portal and a concrete battle plan in the expert call. And it's all free of charge!

About the author: Expertise for your success

Mark Lotse is one of the first certified HubSpot Platinum Partner agencies in Germany with over 20 years of experience in B2B strategy consulting. We are "end-to-end thinkers" who seamlessly combine strategy, content and technical implementation. Our mission: to make marketing and sales structures flexible and future-proof.

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Frequently asked questions

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Download the checklist now!