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Do you use HubSpot AI as a growth driver or as a tool?

10 strategic questions will show you in 10 minutes where the greatest leverage lies in your HubSpot setup. Free checklist for executives, marketing, and sales leaders at B2B companies.

Our HubSpot Customers

HubSpot AI is quick to set up. The results come later.

  • Your teams use AI to write emails, summarize conversations, and generate text in minutes. This saves time in day-to-day operations.
  • The business impact arises elsewhere: where AI meets clean data, clear processes, and a robust go-to-market strategy.
  • This checklist uses 10 questions to show you how far along you are at this level.

HERE'S WHAT YOU'LL GET

10 Questions, a Score, a Clear Next Step

Format: PDF, 12 pages; delivered to your email immediately after submission.

  • 10 Strategic Questions From objectives to credits and data quality to measuring success. You answer each question with “Yes,” “Partially,” or “No.”
  • A score from 0 to 20 You count together and classify yourselves into one of three maturity levels.
  • A concrete next step Each maturity level leads to the action that takes effect first in your setup.
  • Mark Lotse's Expert Perspective For each topic area, we outline what we’ve observed in HubSpot projects with B2B companies that have between 250 and 5,000 employees.

A Look Behind the Scenes

Three of the ten questions as originally asked

  • Do you know how much of your credit you've used, and have you set a budget, spending limits, and caps for it? HubSpot bills for its advanced AI features using credits. Teams that don't monitor their usage hit a limit midway through the quarter and have to halt the rollout.
  • Is your contact, company, and deal data robust enough for AI to interpret it accurately? AI amplifies both strengths and ambiguities alike. Inconsistent fields, duplicates, and incomplete data immediately limit its usefulness.
  • Have you defined key metrics that you use to evaluate the business value of HubSpot AI? Many AI initiatives fail due to a lack of evaluation. Clear success metrics secure the budget for the next phase of expansion.

UPPER LINE

This checklist is right for you if

  1. Your HubSpot are using it productively and have already tried out the AI features

  2. Marketing, Sales, and Service work with the same data within your company

  3. you are responsible for the AI budget and needs a solid business case for it

Take 10 minutes

Most companies need a clear understanding of which two or three AI levers in their existing HubSpot setup will have the greatest business impact. This checklist provides you with the foundation for that.

Download the checklist

FAQ

Frequently Asked Questions.

How much does the AI checklist cost?

The checklist is free. Just enter your contact information, and you'll receive the PDF immediately by email.

How long does the check take?

Allow 10 to 15 minutes if you're answering the questions on your own. When working as a team, the discussion takes longer but provides a more accurate picture.

Do we need specific HubSpot Hubs or licenses for this?

The questions work with any HubSpot portal in production. Some use cases require paid features; the checklist indicates this where applicable.

Who is this checklist intended for?

For executives and marketing and sales leaders at B2B companies that already use HubSpot and are deciding whether to expand their use of AI.

About the Author: Expertise for Your Success

Mark Lotse is a RevOps agency and HubSpot Platinum Partner based in Landau in der Pfalz and Bremen. We are among the first HubSpot partners in Germany, and our team holds 20 HubSpot certifications. We combine strategy, process development, and technical implementation on a single platform.

HubSpot Platinum Partner · 20+ years of B2B experience · 10+ years with HubSpot

HubSpot Platinum Solutions Partner