HubSpot’s New Meeting Assistant and What it Can Do for You

HubSpot’s new Meeting Assistant within the Sales Workspace streamlines your meeting management process, helping you prepare more effectively, follow up efficiently and ultimately close more deals.

Key Features

ChatSpot:
Engage with prospects in real-time before, during and after meetings.

AI-Powered Content Generation:
Create personalized emails, meeting agendas and social media posts.

Automated Reminders:
Never forget to follow up on important leads.

Integration with HubSpot CRM:
Access a wealth of customer data and insights.

Why It Matters

Enhanced Preparation:

• Gain a deeper understanding of your prospects with detailed company information, CRM history and recent engagement.
• Prepare more effectively with suggested activities and relevant research.
• Reduce stress and anxiety associated with unprepared meetings.

• Never forget to follow up on important leads with automated reminders.
• Use AI-powered content generation to save time and create personalized messages.
• Increase your chances of closing deals by maintaining consistent communication.

• Spend less time on administrative tasks and more time building relationships.
• Focus on what truly matters: closing deals and achieving your sales goals.
• Improve overall sales productivity and effectiveness.

• Demonstrate a high level of professionalism and preparedness.
• Build stronger relationships with your prospects by showing you care about their needs.
• Foster trust and loyalty, leading to long-term customer satisfaction.

How It Works

Navigate to Sales Workspaces > Schedule tab.

From here, you can...

• Click on an upcoming meeting to prepare for it, or
• Click on a past meeting to log meeting outcomes and initiate follow-up tasks

Suggested activities provide preparation tips, highlight relevant research for your upcoming conversation and display information about the individual(s) you are meeting with, including a summary of their records in your CRM, their current tech stack and any recent interactions.

The meeting assistant additionally identifies any necessary follow-up actions post-meeting, such as suggesting the logging of notes and sending a follow-up email to finalize the engagement.

Meeting Assistant will display a call summary for portals utilizing HubSpot Calling with transcriptions and recordings enabled. Additionally, it offers the convenience of AI-generated content to swiftly send a follow-up email customized to your recent discussion.

Who Gets It?

Sales Pro and Sales Enterprise.