HubShots Episode 72: #growthbotwisdom, Setting HubSpot Owner, Should you use Popup Forms?

HubShots Episode 72

Welcome to Episode 72 of HubShots!

The 20th Anniversary Edition!

Welcome to HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.

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Recorded: Wednesday 15 February 2017 | Published: Saturday 18 February 2017

Shot 1: Inbound Thought of the Week


Hat Tip to Justin Theng (@justintheng)


Shot 2: HubSpot Marketing Feature of the Week

Setting the HubSpot Owner on contacts

From the Marketing side, make a smart list of all the contacts who don’t have an Owner set:

hubspot owner missing

Then, you can do any of the following:

  1. Individually edit each contact
  2. Enrol contacts into a workflow to set their Owner:
  3. Rotate owners in a Workflow when the contact is created:

From the Sales (CRM) side, create a filter of contacts who are missing the Owner:

hubspot filter

And then you can either:

  1. Individually edit each contact
  2. Bulk edit:

You can also:

  1. Set HubSpot Owner when importing:
  2. Sync with Salesforce to set the owner (if you use Salesforce)

Shot 3: HubSpot Sales Feature of the Week

You can add child companies to a company in HubSpot CRM:

Note: a parent can have many children, but a child can only be attached to one parent ie there’s no many-to-many relationships allowed.

Also, there’s no data rollup – ie deals against a child company won’t show against the parent.

Good use case: Government departments, divisions in big companies & franchises – because you can set the HubSpot owner on child companies

Shot 4: Cafe Consulting

Upcoming Cafe Consulting

Book in 30 minutes with us on 08 March in Sydney to discuss any HubSpot feature or topic. Book here:

Shot 5: Opinion of the Week

More on popups (from HubSpot last October):

Studies show 9.3% increase in conversions when using popups

Consider: Lead quality from popups

Moving past just the conversion %

  • I’d like to see some analysis of lead quality in these types of reports, I suspect lead quality is pretty low for these interruptive popups, but have no way to know.
  • Just anecdotally based on all the Lead Flows we’ve been running, we found that just asking for First Name and email got a much higher conversion rate (eg 5%+) but quality was low. We added Last Name and Company and quality is much better, but overall conversion rate is down (eg 3%).
  • Depends on what the goal is that the customer needs of course, but I’m more inclined to push for better quality, rather than clogging up the database with low quality leads.

Shot 6: Creative Top 10 of the Week

Craig’s challenge to Ian:

Come up with 10 headlines for a blog post about employee onboarding using an Intranet

  1. 7 ways your intranet can help with onboarding new staff.
  2. Want to know the most effective employee onboarding tool we use?
  3. 3 ways we use an intranet to onboard staff quicker
  4. Want to know how to onboard staff in half the time?
  5. How to 2x staff engagement when onboarding them.
  6. Want to know how we avoid problems when onboarding new staff?
  7. Managers, here is how to save time with employee onboarding.
  8. Save yourself $11000 per employee when using this tool to onboard them.
  9. Want to save time and have a consistent process with employee onboarding?
  10. See how we transformed staff onboarding with this system.

Shot 7: Podcast of the Week

Listener tip

Recommended to us by Suellen – interesting opportunities with Facebook Messenger:

Shot 8: Resource of the Week

Demand Generation Statistic

Nearly 80% of companies not meeting their revenue goals attract 10,000 monthly website visitors or less. For those exceeding their revenue goals, 70% report attracting more than 10,000 visitors per month. (HubSpot, 2015)


Only 29% of people want to talk to a salesperson to learn more about a product, while 62% will consult a search engine. (HubSpot, 2016)

Shot 9: Quote of the Week

Brian Halligan on Twitter: It is increasingly easy to make everything This creates more supply w the same demand This makes it increasingly hard to sell stuff

Shot 10: Random Thought of the Week

Google is sooooo smart – I got the lyric wrong and Google still found the song that was in my head:

google search results

Shot 11: Bonus Links of the Week

Other stuff we’ve been reading and recommend, but had to cut from the show:

“So before you start trying (or keep trying) random marketing tactics you read on industry blogs, think about why you’re doing them. Are they a part of your overall strategic plan? If you don’t have an answer for that, start thinking about your strategy first.”

I love contrarian thinking:

Some of Craig’s reading:

Craig’ book recommendations

Disrupted by Dan Lyons – book review coming in the next few weeks

Please rate and leave us some feedback as this helps us.

Book in for Cafe Consulting here:

Craig Bailey

Craig is the Founder and Technical Director at XEN Systems. He’s been involved in IT, web development and digital marketing for more than 25 years.