Winterbound 2025 Event Agenda

Opening Keynote: Special Guest Ty Foster

The Power of Micro Content for your Prospects, teams and customers.

Your customers have questions and you have answers. They have challenges and you have solutions. How can you decrease the time to value and enable your teams to move faster?This hands-on session will show you how micro content, including video, can help your sales, marketing, and service teams delight your customers! Come to this session prepared to think differently, reflect optimistically, and plan strategically

The 3 Most Important Skills in Email Marketing

Most email marketers focus on platform skills. And that's a mistake. To get the most out of HubSpot (or any other ESP), there are agnostic skills you have to master first. Yes, platforms skills help you work fast, but these other three skills are the ones that will turn email into the second most important channel in your marketing mix.

Tools to Manage Workload and Increase Productivity

The future of business isn’t just about adopting technology—it’s about using it with intention. Growth in 2025 requires more than just new tools; it demands a clear vision. This session will help you identify your biggest challenges, explore emerging tech in a way that makes sense, and give you a game plan to grow with purpose.

Beyond the CRM: Driving Predictable Revenue with a Process-First Approach

Tired of your CRM feeling like a glorified digital Rolodex instead of a revenue-generating powerhouse? You're not alone. This isn't just about having the right software; it's about a process-first revolution within your CRM. We'll ditch the data dump and dive into transforming your CRM into a real-time insights engine, powered by Inselligence. Learn to slice and dice your pipeline with precision, and master advanced metrics like pipeline velocity and lead vs. deal load, finally unlocking the secrets of the full buyer journey. Witness the transformation firsthand, as we unpack real-world success stories from companies like Escala 24x7 and Coastal Holding. Forget guesswork—we'll arm you with actionable strategies to supercharge your forecasting and revenue predictability, proving that a well-configured CRM, aligned with a clear sales process, is your ticket to explosive growth.

Using Leads in HubSpot... friend or foe?

Curious if you should start using the Leads object in HubSpot? Will it make your team more effective, or just confuse everyone? How can you set it up operationally so it works smoothly for both sales and marketing? Join us to dive in.

Architecting a Scalable & Efficient HubSpot Portal: Best Practices & Pitfalls

Learn our proven process for architecting a scalable, efficient HubSpot portal. We’ll cover key strategies for data structure, automation, user management, and integrations—plus common pitfalls to avoid. Whether setting up a new portal or optimizing an existing one, this session will help you maximize HubSpot’s potential.

Boosting Conversions with In-Person Experiences

This session will focus on how face-to-face engagements can directly drive higher conversion rates, with practical tips and strategies for marketing operations professionals to optimize these opportunities.

LinkedIn Ads: How to Double Your Performance with the Same Budget

5 tricks to cut LinkedIn Ads costs in half, and therefore, double ROI without increasing budget

From Bottlenecks to Booked Revenue: Unlocking Speed, Accuracy, and Growth with Smarter CPQ in HubSpot

Quoting shouldn’t be a roadblock — it should be a revenue driver. Yet too many teams are stuck with slow, disconnected, and error-prone processes that stall deals and frustrate reps. In this session, we’ll explore how bringing CPQ into HubSpot streamlines complex pricing, guardrails, and approvals to accelerate sales cycles, improve accuracy, and maximize growth. See how eliminating inefficiencies and ensuring pricing precision doesn’t just save time — it drives bigger deals, faster closes, and predictable revenue.

Prospecting and AI in the Sales Workspace

This session will review the new Sales Workspace, Lead Management, and AI tools like Copilot and the Prospecting Agent. This session is for salespeople of all levels in teams who rely on proactive outreach in their prospecting efforts and are looking to adopt Sales Hub strategies.

Plan It, Run It, Prove It: Why Managing Events in HubSpot is the Ultimate Power Move for Scalable Success

Events aren’t just about RSVPs — they’re about impact, engagement, and measurable results. But managing events across disconnected tools leads to missed opportunities and messy follow-ups. This session dives into why bringing your event management process into HubSpot is the key to unlocking seamless execution, real-time insights, and scalable success. From planning and production to post-event reporting, discover how unifying your event strategy in HubSpot turns chaos into clarity and attendance into action.

AI-Powered HubSpot Workflows: A Developer’s Guide to Smarter CRM Integrations

Learn how to automate tasks and leverage AI within HubSpot workflows. This session covers the basics of AI, how to integrate it through APIs and code, and practical examples of AI-driven automation inside HubSpot. We'll also discuss key challenges, best practices, and how to start building smarter, AI-powered workflows.

Building a Sales Process

You may have a defined sales process or none at all, but in this session we’ll discuss how to define those steps and enforce them in Sales Hub.This session is for any sales leaders

ChatGPT is Your Prospecting Friend!

Tired of spending hours prospecting with little to show for it? Imagine having an AI-powered partner that helps you find leads, craft personalized outreach, and stand out from the competition—without the guesswork. You won’t just sit and listen—you’ll work through real examples in real time and leave with: 🔑 A ready-to-use document packed with the most effective prompts to use on your own 💡 Fresh, practical ideas you can implement immediately 🔥 The confidence to prospect faster, smarter, and more effectively than ever before Don’t miss this chance to gain a competitive edge and transform how you prospect!

Panel Discussion: The Future of HubSpot: Strategies, Innovation, and Leadership in 2025

As businesses continue to evolve, HubSpot is shaping the future of CRM, sales, marketing, and RevOps. Join this powerhouse panel featuring HubSpot experts and industry leaders as they discuss what’s next for HubSpot users in 2025.

Lessons Learned from Implementation

Review of lessons learned from a year long implementation/migration that covered 8 different business unit, multiple CRMs, and variety of dispersed systems into a single HubSpot solution.

AI for All: Building No-Low Code Marketing Agents

AI Agents are the talk of the town, but what are they and how do you build them? Join Pete Larkin and other hungry marketers who want to learn how to develop their own vertical AI Agents with no-low code capabilities and without breaking the bank on software.

The AI Evolution: How Intelligent Agents Are Reshaping Sales & Marketing

AI is no longer just automation—it’s intelligence in action. This session explores how AI agents are transforming sales and marketing, from hyper-personalization to autonomous engagement. Discover the latest tools, strategies, and what’s next in the AI-driven landscape. Stay ahead of the curve and unlock new revenue potential.

Serve First, Sell Last

How we close 65% of our leads using a truly unique strategy called Build Then Bless. Traditional sales techniques are broken. Hard sells, aggressive pitches, and automated "one-size-fits-all" approaches leave potential clients feeling overwhelmed, disengaged, and uncommitted. The real secret to winning more business? Serving first. In this session, you'll uncover how a serve-first, sell-last mindset builds trust, increases close rates, and builds long-term client relationships.

Unlocking Advanced HubSpot Insights Using Calculated Properties and Datasets

Unlock the full analytical potential of HubSpot with this advanced session on leveraging calculated properties and datasets. This course is designed for marketers, sales professionals, and data-driven decision-makers who want to harness the power of HubSpot’s built-in calculation tools to generate deeper insights.

GTM + RevOps - The Whole Playing Field

How modern Go-To-Market motions should flow into a CRM and through to closed-won so that more pipeline is built and more revenue is closed.

Closing Session: Giveaways and Final Thoughts