- phaseTraining
- engagementProject
The problem this solves
The company pays for AI features in HubSpot, and the team barely uses them. A rep saw an email draft that ignored everything the CRM knows about the customer and stopped trusting AI. Marketing tried once, got copy full of generic filler and went back to writing from scratch.
How I work
I begin by going through your team’s processes with you and mark where Breeze helps: customer history summaries, research before meetings, first drafts of emails and content. We also write down what stays with people, before bad habits set in.
Then I train by role, in your portal. Reps practice on the contacts and deals they own, and marketing on current campaigns, with your brand voice set up in HubSpot. Everyone learns the same rule. AI prepares the draft, a person decides, and nothing reaches a customer without being read. If records are empty, I tell you before the training, because on data like that Breeze writes generic copy. Sessions are online, 1.5-2 hours each.
What you get
- A map of tasks where Breeze helps your team
- Online 1.5-2 hour sessions for each role, in your portal
- Written rules for what AI prepares and what a person decides
- Brand voice set up in HubSpot for AI content
- Session recordings on request