Jorge Fuentes
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What time is it? It's that time of the month when I unveil the latest edition of “Discoveries with Jorge!” If this is your first visit (or if you're new to this series), a warm welcome to you!
I'm Jorge, and I collaborate closely with George B. Thomas to unlock the full potential of HubSpot for our clients day in and day out.
But once a month, I take the spotlight here to share my findings, learnings (as the title hints), and any intriguing tidbits that might empower you to make quicker, smarter decisions or see things in a new light.
🔎 What Jorge learned: Client Churn, Never Assume, and HubSpot Service Hub Ticketing
This advice applies not only to your human side but also to your HubSpot journey.
Let's take a look at the themes I've explored in previous editions:
Sixty Days of HubSpot and Human Wisdom: In this issue, I dived into the significance of HubSpot audits, the art of crafting compelling email copy, the secrets to building robust client relationships, and more.
Microsoft Dynamics, Newsletter Mastery, and Community Magic: In the following edition, I delved into one of the most popular integrations with the HubSpot Sales Hub, shared tips to supercharge your newsletters (including advice on content structure and substance), and underlined the value of fostering a community.
The Owner's Mindset, Content User Experience, and ChatGPT Unveiled: Last month, I offered deeper insights into embracing an owner's mentality, optimizing the user experience of your content, and shared some sizzling opinions on ChatGPT.
🔎 What Jorge Learned: Owner's Mentality, Content UX, and the Truth About ChatGPT
And now, I'm back again with more insights, this time covering two fresh, diverse topics that are fundamental to your journey toward success and growth
HubSpot Integrations - More Than Just Pleasing Clients
Meeting a client's needs goes beyond merely satisfying their demands. It involves understanding the client's goals, challenges, and aspirations. This is where HubSpot integrations come into play.
Rather than offering a one-size-fits-all solution, the most successful agencies and experts aim to tailor HubSpot integrations to each client's unique requirements.
The One-Step Rule - Bridging the Gap
The One-Step Rule is simple but essential. It means being at least one step ahead of your client. It's not about showcasing your expertise; it's about gaining the trust of your clients by anticipating their needs and providing solutions even before they realize they need them.
My experience with the One-Step Rule highlighted the significance of having confidence in your knowledge.
Imposter syndrome often plagues professionals, making them doubt their expertise. By consistently being one step ahead, you build trust with your clients and dispel any doubts they may have about your abilities.
🔎 What Jorge learned: Microsoft Dynamics integrations, newsletters, and community
Your expertise doesn't have to be exhaustive, but it should be impactful.
Knowing the right integrations, features, and strategies that can benefit your clients, even when they're unaware of them, is a powerful tool in your arsenal.
HubSpot: Original Source Drill-Down 2
The Original Source Drill-Down 2 feature in HubSpot is a powerful tool that often doesn't receive as much attention as it deserves despite its crucial role in understanding and optimizing your marketing efforts.
While many HubSpot users are familiar with the Original Source report, Original Source Drill-Down 2 takes this concept to the next level.
Original Source Drill-Down 2 is an advanced version of the Original Source report.
It enables you to trace the journey of your leads and contacts even further, providing a more comprehensive view of how they first entered your ecosystem. This is invaluable for marketing attribution and strategy refinement.
Despite its potential to revolutionize how you approach marketing and attribution, Original Source Drill-Down 2 often remains in the shadows, overshadowed by other more prominent HubSpot features.
It's time for marketers to recognize its significance and unlock its potential to make data-driven decisions, allocate resources efficiently, and drive better results.
Original Source Drill-Down 2 is a hidden gem within HubSpot, offering more profound insights into your marketing efforts. By focusing on this tool and utilizing it effectively, you can supercharge your marketing attribution, refine your strategy, and ultimately boost your success in the digital landscape.
It's time to give this feature the attention it deserves and leverage it for a more effective marketing strategy.
In the realm of HubSpot integrations and client services, the difference between pleasing your clients and meeting their needs is paramount. The One-Step Rule, confidence in your knowledge, and the ability to discern the essentials are the keys to success.
It's not just about providing a service; it's about transforming your clients' experiences and exceeding their expectations. By consistently being one step ahead and anticipating their needs, you can build trust, earn their loyalty, and become a true HubSpot hero.
So, take a step back and ask yourself, "What do you need to excel in the world of HubSpot?"
The answer might surprise you and set you on a path to true mastery. If you have questions along your journey, reach out, as I’m here to help as I can.
