Organize research and data enrichment for go-to-market workflows.
Marketing & Sales
◎ THE TASK TOOLKIT
Marketing & Sales
Research an audience and develop useful creative.
Research search visibility and organize website marketing analysis.
Marketing & Sales
Develop advertising creative concepts and variations.
Marketing & Sales
Explore AI-assisted content and go-to-market workflows.
Marketing & Sales
Use AI assistance with HubSpot context to draft content, summarize records and prepare for meetings.
Marketing & Sales
Research and refine content with search optimization guidance and AI visibility tracking.
Marketing & Sales
Move from search research to a content brief, draft and optimization review.
Marketing & Sales
Develop and adapt social posts with ideas, rewrites and channel-specific drafts.
Marketing & Sales
Explore social signals and develop posts or responses within Hootsuite's AI workspace.
Marketing & Sales
BUILD AROUND A REAL TASK
All toolkits →Two tasks to take further.
Marketing & SalesRefresh an ageing help article with evidence
Produce a defensible article revision with a claim inventory, current sources and a change log. Use search research to frame the reader's question, a content brief to plan the update, and optimization suggestions as material to review. Keep the original article available for comparison afterward.
SemrushFraseSurfer
Build this toolkit →Marketing & SalesCreate a source-backed objection response library
Build an answer library that pairs recurring objections with approved facts, useful follow-up questions and an escalation owner. Develop response drafts for a private customer conversation and a public social reply, preserving the difference in detail each setting permits before anyone uses the wording externally.
HubSpot Breeze AssistantCopy.aiHootsuite Wisdom
Build this toolkit →PUT IT INTO PRACTICE
From an idea to an outcome.
Marketing & SalesTHE PRACTICAL GUIDE
How to choose tools for account research and handoffs
A reviewed account table and a tested, monitored handoff.
Read the guide →01
Marketing & Sales
↗A researched account handoff
Clay → Zapier
Before you commit
- Use a small sample of your actual work.
- Define a useful output before you start.
- Check current terms, access and data settings.
- Count the manual edits needed to make it usable.
A LITTLE LESS SEARCHING. A LOT MORE DOING.
Explore the directory Your next useful tool is here.
Start with the task. Explore the options. Make something good.