iiinova — where your digital self keeps evolving

Craig Bailey @craigbailey.bsky.social · 21/09/2026

Whether you're doing it from Claude or inside HubSpot, the real question isn't which medium you're using. It's whether you're doing the right thing with it. 4/4

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Craig Bailey @craigbailey.bsky.social · 21/09/2026

So why is 'run it from Claude' being framed as the death of running it in the platform? Where you run the business was never the interesting question. How you run it is. 3/4

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Craig Bailey @craigbailey.bsky.social · 21/09/2026

Some people genuinely run their whole business from their phone. They grew up on it, they love it, it works. For others it's a cropped, frustrating window into how they actually work. Nobody doubts mobile matters. Nobody says the laptop is dead. 2/4

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Craig Bailey @craigbailey.bsky.social · 21/09/2026

I see people on LinkedIn 'debating' which is best: to run their CRM inside (eg within HubSpot or Salesforce or Zoho) or outside (eg from Claude or ChatGPT). Imagine if people had the same debate about laptop versus mobile. 1/4

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Craig Bailey @craigbailey.bsky.social · 17/09/2026

Every app, domain, and streaming service you keep 'just in case' is a monthly tax on your attention, and attention is the only real inventory you run low on.

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Craig Bailey @craigbailey.bsky.social · 13/09/2026

Cutting channels and tools feels like giving up growth, but it's actually removing the noise so the one thing that matters can finally get loud.

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Craig Bailey @craigbailey.bsky.social · 11/09/2026

Ideas versus Perspectives It's unlikely people have an original idea, but it is likely they have - almost by definition - an original perspective if they share an observation of it. (Provided it's not a regurgitated AI slop summary of course.)

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Craig Bailey @craigbailey.bsky.social · 11/09/2026

You see this all the time, selling the destination of ‘attribution’ or ‘360 degree view of customer’ or ‘buyer intent’ or ‘ai enablement’ or ‘lifecycle analysis’ etc. The platform is just the start of the journey. The hard work comes after the purchase. 2/2

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Craig Bailey @craigbailey.bsky.social · 11/09/2026

I saw a post the other day diagnosing common software platform implementation fails and one note was words to the effect of ‘they thought they were buying a destination, but discovered too late it was just a software purchase.’ 1/2

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Craig Bailey @craigbailey.bsky.social · 07/09/2026

There is no permanent subsidy. Every golden age ends the moment the people paying for it decide they want a return. WeWork, Uber, AI - the names change, the pattern doesn't. If you're not planning for the post-subsidy version of your business, you're not planning. letters.craigbailey.com/p/golden

letters.craigbailey.com

Golden

We’re in the golden age of AI

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Craig Bailey @craigbailey.bsky.social · 04/09/2026

The word 'innovation' has become a shield for bloat, and the most useful products in your life are the ones that resisted the temptation to keep adding.

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Craig Bailey @craigbailey.bsky.social · 24/02/2026

Another day, another new weather app to try

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Craig Bailey @craigbailey.bsky.social · 13/06/2025

Reminder: the updated HubSpot Menu means you can now bookmark the Target Accounts item. (It's the simple things!)

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Craig Bailey @craigbailey.bsky.social · 11/06/2025

Reminder: Sync properties are handy for keeping data updated across objects eg a Contact property is kept updated on associated Tickets (Total number of sync properties available in your portal depends on your subscription, and is combined with calculated properties. 40 in Pro, 200 in Enterprise.)

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Craig Bailey @craigbailey.bsky.social · 10/06/2025

(Aside: there's a whole other discussion around whether you should let a deal go backwards in a pipeline - there's a pipeline Rules setting to disallow that - but that's a conversation for another time.) 3/3

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Craig Bailey @craigbailey.bsky.social · 10/06/2025

For example: - Time in current stage: is only the current time it has been in the stage (excludes previous times) - Cumulative Time in [Deal Stage] only updates when a deal exits the stage (doesn't include the current time) - Latest time in [Deal stage] the most recent time it was in the stage 2/3

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Craig Bailey @craigbailey.bsky.social · 10/06/2025

Reminder: the Deal Stage 'time' properties can be confusing. Especially when a deal goes back and forth into a stage. 1/3

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Craig Bailey @craigbailey.bsky.social · 09/06/2025

Reminder: you can use the Action Types filter to find HubSpot workflows that use external or marketplace integrations.

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Craig Bailey @craigbailey.bsky.social · 21/05/2025

And it's not a game changer. Well, at least not to anyone who is reading this... But it is a useful reminder to make sure you are using the basics well. We showed this to a client on a call recently (they didn't know about it) and it is going to help them improve their use of HubSpot.

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Craig Bailey @craigbailey.bsky.social · 21/05/2025

This is a total game changer! HubSpot now has a Priority property on Deals. You can use this to filter and sort in Views, to keep you focussed on the most important deals in your pipeline. This is insane! 🔥 OK, so obviously this isn't new (it's been there right from the start).

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Craig Bailey @craigbailey.bsky.social · 20/05/2025

Quick reminder that you can easily set the Sort Order on Deal Views. Typical properties to sort on include: - Close Date - Last Activity Date - Priority Bonus: Sort order gets saved as part of the View as well.

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Craig Bailey @craigbailey.bsky.social · 14/04/2025

The screenshot below should be enough to show how it’s done, but if you’d like a fuller walkthrough, let me know. Quick tip: edit the first row field to set Sort and Limit options. 2/2

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Craig Bailey @craigbailey.bsky.social · 14/04/2025

This request came from a client recently - they wanted to see a list of their highest revenue clients over the years in HubSpot. Using Custom Reports and choosing the Pivot table option, this is reasonably straightforward. 1/2

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Craig Bailey @craigbailey.bsky.social · 04/04/2025

Properties getting Archived is an interesting one to check.

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Craig Bailey @craigbailey.bsky.social · 04/04/2025

Reminder: if you have an Enterprise Hub in HubSpot you can access a detailed Audit Log. For example: I like to check what kinds of things are getting Deleted or Archived in portals - it can sometimes highlight processes that need improving (eg users are having trouble creating things correctly).

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Craig Bailey @craigbailey.bsky.social · 03/04/2025

Reminder: you can set personalisation for Sender name and email in HubSpot Marketing emails. eg set them to be based on the Owner of the Contact

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Craig Bailey @craigbailey.bsky.social · 31/03/2025

Reminder: the Buyer Intent tool in HubSpot continues to improve. You can auto-add companies (based on a View criteria) in and enrol in Workflows (eg for internal notifications).

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Craig Bailey @craigbailey.bsky.social · 28/03/2025

Reminder: you can set the Default page that HubSpot navigates to after logging in. For me, this has always been set to Dashboards. But I’m close to changing it to be Marketing Home.

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Craig Bailey @craigbailey.bsky.social · 27/03/2025

Reminder: you can create Tags that show against Tickets in HubSpot. Handy for highlighting VIP clients, or specific conditions to be aware of when providing support.

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Craig Bailey @craigbailey.bsky.social · 26/03/2025

Reminder: you can view the size of a HubSpot List over time from the Performance tab And it's not just for lists that are increasing over time. eg this one show an engagement based list (site visit in last 10 days) - you can see the effect of campaigns (eg email) on the visits by contacts over time

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Craig Bailey @craigbailey.bsky.social · 25/03/2025

Reminder: you can create a Report straight from a View in #HubSpot. From the All Views listing, simply hover over a View From the More actions menu, select Create Report

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Craig Bailey @craigbailey.bsky.social · 22/03/2025

Reminder: focus on what you can control. I originally prepared this slide as part of an All Staff presentation. But I've set a little reminder for myself. I find it useful to come back to it every few weeks. It doesn't take long for daily pressures to crowd us out mentally.

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Craig Bailey @craigbailey.bsky.social · 21/03/2025

Reminder: you can easily Split lists in HubSpot. Ideal for when you need to be careful sending emails to a large list. You can create up to 10 smaller lists (I usually choose to Distribute equally).

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Craig Bailey @craigbailey.bsky.social · 20/03/2025

When preparing for prospect discovery calls, we often get the prospect's photo from LinkedIn and add as a Note, along with noteworthy details, so that whoever is running the call can quickly review just before the call. (Also, reminder that you can associate a Note to other objects as well) 2/2

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Craig Bailey @craigbailey.bsky.social · 20/03/2025

Reminder: you can pin/unpin a Note to the top of an object timeline in HubSpot. 1/2

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Craig Bailey @craigbailey.bsky.social · 19/03/2025

Reminder: you can filter HubSpot Files by Type (eg just list Videos or Documents). Often documents are named similarly to images, and you're just trying to find the PDF - so filtering by Documents is handy. That's it. That's the tip.

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Craig Bailey @craigbailey.bsky.social · 18/03/2025

You've sent your NPS Survey from #HubSpot. Automate follow up items (eg: tasks, emails, CRM actions) based on the NPS response from contacts.

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Craig Bailey @craigbailey.bsky.social · 17/03/2025

Reminder: it's easy to block HubSpot pages from showing up in Google (Eg Thank You pages). Simply add this in the Advanced Settings of the page: <meta name="robots" content="noindex">

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Craig Bailey @craigbailey.bsky.social · 15/03/2025

Reminder: your #HubSpot Meetings can allow people to add guests when booking

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Craig Bailey @craigbailey.bsky.social · 15/03/2025

How to use #HubSpot Campaigns Here's how to approach using HubSpot Campaigns in your portal 👇

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Craig Bailey @craigbailey.bsky.social · 13/03/2025

If unticked, then it's usually a good idea to prompt Close Date on Deal stage changes. 2/2

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Craig Bailey @craigbailey.bsky.social · 13/03/2025

Reminder: in HubSpot you can automatically set the initial Close Date on a new Deal. We usually recommend turning this on to clients, since Close Date is important for forecasting processes. Plus you can always set a default way in the future (eg 120 days) if unsure. 1/2

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Craig Bailey @craigbailey.bsky.social · 11/03/2025

Now that many of the AI Meeting tools push summaries into Notes, I can see there's potential to use this in some automated scoring perhaps? 2/2

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Craig Bailey @craigbailey.bsky.social · 11/03/2025

In the HubSpot Lead Scoring app you can use Associated Notes in scoring groups. Wondering if anyone has some good use cases for this that they've found helpful? (My screenshot is just a contrived example, I haven't actually used it in practice yet.) 1/2

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Craig Bailey @craigbailey.bsky.social · 10/03/2025

Reminder: you can easily compare email metrics in HubSpot. Open a sent email and then choose Compare from the Actions menu.

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Craig Bailey @craigbailey.bsky.social · 07/03/2025

Reminder: you can easily export your entire knowledge base content from HubSpot. It includes the full html as part of the export as well. (You can also easily import from other systems using the Smart copy option.)

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Craig Bailey @craigbailey.bsky.social · 06/03/2025

A reminder about using Saved sections in HubSpot website pages, landing pages and emails. Handy way to capture a bunch of modules, save it into a Section, and then use on other pages.

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