Learning Lab: Unlock Your HubSpot Potential

Transform your firm’s HubSpot account from a generic CRM into a powerful, industry-specific automation engine that actually works for accounting firms. This hands-on workshop solves three critical challenges—HubSpot doesn’t work for accounting firms out-of-the-box, teams struggle to maximize HubSpot with limited paid licenses, and firms need automated workflows that fit their industry-specific processes—by guiding participants through real-time implementation of customized solutions they can take directly back to their firms.

Learning Outcomes:

• Activate automated workflows linking pipelines to trigger-based communications.
• Efficiently manage contacts and leads with processes designed for limited paid license scenarios.
• Utilize custom record views, objects, and user permissions.
• Leverage AI features to enhance effectiveness.

Speaker

Anna Clyburn, Digital Marketing Specialist, Brown Edwards

As the Digital Marketing Specialist at Brown Edwards since 2021, Anna leverages her 16 years of marketing experience to drive the firm’s digital transformation. Anna serves as the firm’s HubSpot champion with 9 years of platform expertise, developing custom workflows and leading internal training initiatives. Her role encompasses managing digital advertising campaigns, supporting business development efforts, and overseeing special projects, including their annual client satisfaction survey, cross-selling initiatives, ICP development, and process creation. Anna specializes in seamlessly integrating digital strategies across all communications while managing Brown Edwards’ website, digital presence, and comprehensive campaign planning that enhances the firm’s market position.