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HubSpot Sales: Snippets, Templates, and Sequences, oh my!

George B. Thomas, author

By , Max Cohen, and Chad Hohn

Published June 20, 2023

Over the past several episodes, we've covered a ton of ground — we've talked about workflows, HubSpot Service Hub, campaigns, reporting, World Certification Week, artificial intelligence ... heck, we've even talked about INBOUND, which is coming up this September in Boston!

🔎 Related: Why go HubSpot Sales Hub? (HubHeroes Podcast)

Every single one of those episodes is a freakin' gem, so I highly recommend you check them out if you missed any of them. However, it's time for us to pay some long overdue attention to one of our favorite teams in the HubSpot and inbound universe — SALES.

Seriously, it's been far too long since we shined a bright spotlight on you HubSpot-using deal closers. So, today, we're digging deep into our three favorite HubSpot Sales Hub tools — snippets, templates, and sequences, oh my!

More specifically, what they are, what they aren't, and (most of all) how they can work for you even if you aren't on the sales team.

Buckle up, folks. This episode is not only super tactical (so, grab those notebooks!), it's also probably one of the most hysterical episodes of the HubHeroes podcast yet!

What we cover in this episode

  • How can teams outside of sales think about (and use) sequences, snippets, and templates?
  • What are sequences, and what are their intended use cases?
  • What are some of the most creative ways we've seen organizations use sequences?
  • What are snippets, and what are their intended use cases?
  • What are some of the most creative ways we've seen organizations use snippets?
  • What are templates, and what are their intended use cases?
  • What are some of the most creative ways we've seen organizations use templates?

Extra resources

George B. Thomas

George B. Thomas

Founder, Sidekick Strategies

George B. Thomas is the founder of Sidekick Strategies, a HubSpot Platinum Partner agency that designs systems around humans, not the other way around. He holds 42+ HubSpot certifications, created the first HubSpot-specific podcast, and has been an UNBOUND speaker annually since 2015. When he's not building web systems, he's probably walking barefoot in the grass or talking to himself in the mirror (it's a self-talk practice, not a problem).

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