The HubHeroes Podcast

George B. Thomas: Yeah, we're about to activate some powers because we're gonna talk about, uh, the new cool kid, uh, at least for the time being, and we're gonna see what kind of conversation we can have. But Jack, first of all, good morning, my friend.
Max Cohen: Welcome to the show
Jack Coopersmith: Thank you for having me. It's awesome to be here, obviously. And George, I hope you had an awesome vacation. What was the highlight of it?
George B. Thomas: Yeah, so the highlight of the vaca-- I can give you a highlight and I can give you a lowlight, by the way. The, the highlight was that I was able to spend some time in the casino and not come home broke, so that's always a good thing. Um, the, the lowlight is my nose right now looks totally freaking jacked up.
If you're not watching this live, you can go see me as Rudolph the Red-Nosed Reindeer, which I'll be playing next. No, I'm just kidding. But my nose is jacked up. Way too much sun. I'm glad I wear a hat, uh, 'cause you can't see my forehead that is obviously peeling 17 layers as well. But no, it was a good time.
Um, it's always good to take a break and relax and refuel and, you know, uh, spend time with friends and, and the wife, 'cause it was a friends and wife, uh, type cruise, and so that was, that was good. That was good. So Jack, I wanted you to start by taking us... B- 'cause by the way, uh, Hub Heroes listeners, I think Jack Coopersmith is the only person who has now been on the show as a guest four, if not five times.
I think four, but I could be wrong. I could have missed one on there, which is amazing because he says smart things when he gets on the show. But Jack, take us, take us down memory lane, 'cause today we're gonna talk about Revenue Hub. Uh, if you haven't heard, ladies and gentlemen, there's been a name change, but it is by no means just a name change.
Uh, take us down memory lane of, like, how this all started at HubSpot with the whole money thing and payments and, and how we got where we are today.
Jack Coopersmith: Uh, honored to be here. I think it is indeed my fourth time, of course. So thank you for having me back. Hope to say some smart things today, obviously. Um, so it's been a heck of a journey. It's about four and a half, almost five years now of a journey. The last 18 months, though, have been the most exciting and frankly, the most interesting.
Um, I'll be a little long-winded here 'cause we are on a podcast. I'll give you all, all the inside info that I can. So we initially launched a payments platform, uh, at a b- at, I believe, Inbound of 2021. Uh, and what we saw is that a lot of folks were managing their deals within HubSpot and then everything after the deal as well.
But there was that really important, like, piece of that last mile of the sale and that transaction that was always handled elsewhere. So we were like, "Okay, let's start processing payments for our customers. Seems logical." But then when we were talking to all of our customers every single day, people were saying like, "I understand the notion of payments within the CRM, but I need a more robust billing platform from you folks.
Like, I need to be able to create and send invoices. I need all of the logic behind that, uh, within your platform as well." So we started to build out a billing platform too. We then rebranded as Commerce Hub, so we had more than just payments. We had subscriptions, subscription billing. We had all the dunning behind it.
We had some of the reporting, but we didn't go that, that, that deep. And then what everyone was telling us was, "Okay, I understand the notion of like billing and payments through HubSpot, but your quoting tool, it's just, it needs to be more robust." As HubSpot has moved up market, we just didn't really touch that legacy quoting tool, frankly, for Seven years?
It was quite some time. Uh, and so what we did is we acquired a company called Cashflow. That was in October of 2024. Uh, and that's pretty rare for HubSpot, for those who have been using HubSpot and like are on planet HubSpot for some time. We don't acquire companies left and right ever, really. That's, this is something that's pretty rare for us.
And so what we did is we could have just taken our bright orange color, slapped it on the Cashflow product, and called it a day. We didn't do that though, because we build in a pretty different way. We talk a lot about like crafted software, not cobbled software. And so we-- It was an acqui-hire, like full stop, and we rebuilt absolutely everything on our stack.
And what we launched at Inbound last year was our new quoting platform. Obviously, we were really excited about that. There's a lot that you can do, but the big thing that we really wanted to deliver with this acquisition was Revenue Hub. And what it really is, is that connected revenue experience with that robust quoting platform and all of the governance that you need connected with billing and payments to give your team the visibility and the revenue context in the CRM and allow for them to work through their day really, really quickly.
And so, um, that's why I say the last 18 months has been the most interesting because this is really like what the Cashflow team and, you know, the HubSpot team more broadly has been working to deliver, which is Revenue Hub. So we still have a lot more to go. I still think, you know, we're in the maybe third inning.
Uh, but um, I'm really excited for this launch. I'm really excited to be able to use the words Revenue Hub externally because there's been a lot internal and we can't say it externally. So I'm really excited about this launch. Uh, and it's been a really cool journey.
George B. Thomas: Yeah, I'll say a couple things. One, I, I went to the interwebs as you were talking, and yes, INBOUND 2021. It's funny because it says in the article, uh, HubSpot Payments, "An end-to-end payment solution built to deliver a more delightful and connected buyer experience." I think we might be finally getting to the en- uh, end-to-end portion of that, uh, now, to be honest with you.
Built natively as part of HubSpot's CRM platform. But I love this line, it's like in the second paragraph, it says, "According to Gartner, 77% of B2B buyers found their latest purchase to be complex or difficult, which leads to longer purchase process and more friction for customers." Which, Jack, I've always kind of felt over the last, you know, four or five years that that's the battle that you're trying to beat is y- you know, what we call, um, buyer repellent, where we're removing that friction, we're making it easier.
Um, and, and so I guess w- what I would ask is, in the last 18 months, um, and by the way, I'm also excited about just being able to teach it as revenue because words matter. Uh, commerce always has felt very B2B or B2C, sorry, my fault. Uh, and so now when you're teaching revenue hub versus commerce hub, it, like, fits in the B2B, B2G, B...
A, a, "Are you an organization that likes to generate revenue?" said all organizations ever. Um, so now revenue hub fits everybody, right? But in the last 18 months, like, give me the maybe, and, and you don't have to talk about all three of these at once, but maybe this is the roadmap for this episode, then we can ask questions around these things.
But what are maybe the top two to three things that have excited you most that have been coming kind of down the journey map of like, "And we're gonna be able to deliver this and this and this, and people are gonna be able to do that." Like, talk us through that a little bit.
Jack Coopersmith: Okay. I have three things. The first one is I'll just say, like connected revenue, being able to tie all of the different actions and systems and datasets for that last mile of the sale together in one place. I have a few numbers I'll throw out. Um, 38% of reps take more than a day to deliver a quote.
That's too long, and if you're talking at the end of the month or at the end of the quarter, that can be the difference between hitting your number and not hitting your number. So that takes too long. We want that time to not be a day, but like, I don't know, 10 to 15 seconds ideally. 76% of renewals are missed, so like three in four renewals are missed because there are a bunch of fragmented systems.
And then 32% of teams always close the month or the quarter with the same number. Only one-third of teams are on the same page with the same metrics. And so I'm really excited about that connected revenue experience together with your customer context and the CRM. The third thing I'm really-- Or the second thing I'm really excited about is our contracts object.
So for so long, people have been really like wanting that robust recurring revenue analytics on our platform. They've wanted to be able to really, uh, manage amendments and renewals in a very easy way. The contracts object is now the big pants for our data model. Uh, and, uh, it's really exciting. It gives everyone that reporting that they've wanted for quite some time.
That's the connective tissue and that like atomic unit of your relationship with a given buyer within HubSpot. So the maturation of our data model is a really, really big deal, frankly, and that's where I would put the contract object. The third thing is how HubSpot is building nowadays and how Revenue Hub is really, really building and really focused.
So there's this big slide going around our organization around like how we build needs to change in 2026. We need to prioritize our first API, so whatever you do in the UI, you should be able to do via API. MCP is our second priority. So I've been going really deep on AI recently and nerding out. I have a lot to say about that.
Breeze is our third priority, so like our native AI agent. And then our UI is actually our fourth
Chad Hohn: Good stuff
Jack Coopersmith: HubSpot's UI has been our competitive edge, I would argue, for a very, very long time. So the fact that we put API, MCP, and Breeze actually in front of that now says a lot about like how HubSpot is thinking about skating to where the puck is going.
And that to me is really, really exciting too. So connected revenue, maturation of our data model, and then how we're building is just fundamentally different than it was even maybe at the beginning of this year.
George B. Thomas: So I wanna definitely make sure we circle back around to contracts here in a second, 'cause I have, uh, something that I, I, I wanna get off my chest. Uh, and I think it's for the listeners, uh, right? The first thing I will say is I love, uh, that we're focusing on how do we do quotes, uh, faster. 'Cause quotes have always been a royal pain in my butt as like a solopreneur small agency of like, how do I have that conversation?
How do I then turn it around and get it out? How do I get it signed? How do I get paid? How do I, how do I get to work? 'Cause by the way, the magic moment is when we can get to work and get stuff done and help people with HubSpot, that's the magic moment. So, so Jack, just let's talk about that for a second and like, uh, talk to the human who has tried Historical Commerce Hub, and we're saying, "Hey, you need to look at it again."
And, and, and especially look at it again because of quoting and what that might-- what does that mean to their daily life when it comes to quoting now?
Jack Coopersmith: A lot of different things. Um, I'll, I'll narrow in on like the, the leader and the things that a given, like, organizational leader would care about, and then the day-to-day rep and what they would care about as well. Because of course, if the day-to-day rep isn't using the tools, then, you know, there's no need for us to even build them in the first place.
So what do leaders care about? They care mainly about governance and ensuring that their teams are coloring within the lines. And so we have now a very robust approvals engine. We just dropped it on workflows. Pretty simple, but extremely robust approach. We have quote rules, so you can now just create, like using natural language, the water bottle always has to be sold with the top and the straw, for example.
And that also is respected with Breeze. It's respected with our MCP server. So if you try to use Claude to create a quote that doesn't have that combination, it errors out, which is just so unbelievably cool
Chad Hohn: Oh, that's awesome. I didn't realize that those applied to, to MCP. 'Cause like historically, you know, API and
stuff, you just could do whatever you want, right? Cause you gotta, people are consuming HubSpot a lot differently now. I do significantly less in the UI than I ever have, especially when it comes to property management and stuff like that, right? Or other different configuration
Jack Coopersmith: I'd love to hear more about how you're using
Chad Hohn: that's
Jack Coopersmith: because I agree, Chad, like it's, it's ch- the future is now. It's changing so much more in 2026 than it has at any point really. And then there are other things like price books. That's something that folks have really wanted for a long time, and product bundles as well.
So there's that governance aspect, which is like, can I make sure that my team can use HubSpot and I can trust everything that's generated from that system? And then there's the day-to-day rep experience. Um, I'm starting to use the term vibe quoting more because again, you can just with like a prompt to quote, it takes a couple of seconds and, uh, you can click a couple of times.
Um, you-- It's hard to mess it up in a world where you do have like the right bundles and the right price books, and so spend less time thinking and more time just like building relationships. So those are the two of the things that I think should make folks reconsider if you haven't recently.
George B. Thomas: Yeah
Chad Hohn: Mm-hmm. I haven't seen it at the, like, end of meeting area yet, but like you know how meeting wrap-up suggests property updates with smart deal progression, and you have, like, all that capability for sending a follow-up email? Is there a vibe quoting component in there if you're in a deal stage that makes sense to send a quote?
Like, it would be great if the meeting follow-up summary was like, "Yo, dog, you should send a quote for this 'cause you're in proposal," or like right before proposal, you know, or whatever. I think that'd be a great place for that to exist
Jack Coopersmith: If not, I know that the team would be working on it. But we, we wanna go even farther than that, which is
Chad Hohn: The little breeze duder is over in the corner, right?
Jack Coopersmith: of different options. Do you want me to just go ahead and create a quote that surfaces those options for you?
Yes or no?" And then do that, and then have it pull both the structured and unstructured data. And so we wanna layer that in, but we also want it to be, you know, even more powerful, I'd argue.
George B. Thomas: So, so I would even take a step back, like 10 steps back maybe, and then Max, I'm gonna come to you and ask where your brain is 'cause you, you made a little giggle and stuff, and like
Max Cohen: Vibe
George B. Thomas: here listening at-- y- yeah, you're, you're listening
Chad Hohn: Yeah, me
George B. Thomas: I would even
Chad Hohn: heard a little chuckly chuckle
George B. Thomas: I can see a dope moment, uh, in time is like, "Hey, you just got off this call and you were talking about this thing, however, you don't have that product in HubSpot.
Would you like to create that product? Oh, great. Now we've created that product. Would you like to create a quote because you talked about that thing?" Like, there's the layer that HubSpot needs to help to build to get to the speed to the quote that it has to create. And so I think even being able to, um, bring that forward to the human easier, faster, um, which by the way, I think is another great place for like we have a home tab, and I think there are things that could and should maybe show up on the home tab of like, "Hey, these five things just happened in these last four meetings.
Like, would you like to execute any of these now?" type situations. Um, Max, where's your brain right now? I always like checking
Max Cohen: I wanna talk about contracts,
George B. Thomas: Yeah. Ok- okay, so, so, so if we're gonna go it--
Max Cohen: I wanna talk about contracts, dawg
George B. Thomas: if we're gonna go in that direction, let me just say
Chad Hohn: I love
George B. Thomas: heard the word contracts. M- uh, Jack was like, Jack Revenue Smith, by the way, uh, was like, he, he was like, "Yeah, number two, contracts."
And somewhere there was somebody out there said, "What'd he say?" Said, "Contracts." "Oh, contracts, cool." What are contracts? Uh, like, w- I think there are people that don't even understand what that word means in the mix of what they're trying to do and the power that it gives. So can you just wax nerdy on, like, why contracts are so dang important, um, what it means to your day in, day out, like, revenue journey inside of HubSpot, like all the things that they need to know about those
Max Cohen: give him, can I give him a little framework on the wax real quick? So I, I, I admittedly haven't, I haven't been able to, like, play with contracts yet, right? And I think when I hear contracts, I, I... What I think is, like, DocuSign and, like, signing contracts, right? And I'm unsure if that's exactly what it is.
And so, like, I wanna know what's the role... Like, anytime there's, like, a new sort of like, you know, first-class object like this, I always get very, very excited about, like, what it means, what is the gap that it's filling, what's the role that it plays, right? Um, what's the essence of that contract object? Like, what is its job, and what does it, like, enable people to do before that, like, you weren't able to do with, like, a custom object for contracts or something like that?
Like, what sort of sauce does it have behind it?
Jack Coopersmith: It's the sauce behind it that makes it actually really, really powerful. So good question. And frankly, I think one of the things that's confusing about this space in particular is everyone kind of uses different language. So one of
Max Cohen: no shit.
Jack Coopersmith: big-- Yeah. So one of my big passion projects is like put the object flow in the app and on the website.
And so actually if you all go to Revenue in the nav and then Overview, check it out just as I'm talking because we recently dropped like a new thing that like helps people really understand this. So the deal has been very overworked within HubSpot for over a decade. People use it to do absolutely everything.
And moving forward, the deal should be used to manage the sale, not everything else. And so the deal is used to manage the sale. The quote is what's closing it. So you send the quote out, it's agreed to, it's signed. You can also pay it in that one flow as well. Once that quote is signed or accepted, it generates a contract.
And so the contract isn't the thing that your buyer, that your customer engages with, it's that atomic unit of revenue within HubSpot. And so it will have your billing schedule, which is automatically generated. It will also have things like subscriptions created if there are recurring line items. It will have invoices generated based off of that billing schedule.
It will have obviously payments associated with those invoices. And so the contract is that like center of gravity for your relationship. And if you're, if you're, uh, upgrading or God forbid downgrading, you're doing so from the contract through and through. So there's a little actions. You create change quotes, you create renewal quotes, which then create new contracts once that renewal quote is signed.
And so it's having all of that, you know, revenue context together in one place. But then it's also like the sauce behind it is the reporting. So one of my favorite numbers is there were $20 trillion worth of quotes closed on HubSpot's platform a few years ago in just one quarter. I promise that did not happen because that's the size of the American economy every single year.
And so you can type in anything you want into the deal, and then that sum of money of closed revenue in the closed/won stage is what speaks to multi-touch attribution, journey analytics, campaign revenue analytics, and things like that. Moving forward, the contract is to, is what's gonna be speaking to all of those other dollar signs within our platform.
And so the reporting around things like recurring revenue analytics, projections, booked, billed, paid, and things like how much revenue did this campaign generate for me actually? And then what can I do with like what are some potential upsell opportunities? So the contract has a lot of that behind it, and it's the reporting and revenue context that's gonna be by far the most powerful
Max Cohen: So you said it had like the payment schedule stuff on it. Like I remember a report that like plagued me for years, and I had people asking about this back when, you and me were doing implementation, right? Um, in our,
Jack Coopersmith: know exactly what you're about to say, by the
Max Cohen: Yeah, um, it's crazy. And so
Jack Coopersmith: Renewal pipeline, where you create the deal automatically once the initial deal's closed and stamp it with a bunch of custom property data so you can back into a custom report and potentially be able to understand upsell, new business, existing
Max Cohen: Brutal, brutal.
Jack Coopersmith: yep,
Max Cohen: Um, but the, the, the, another one that I like even recently have heard from people is like wanting to be able to like report on like what future revenue looks like, right? Is that something that this like enables when you have like contracts with subscriptions and like payment schedules and things like that?
Jack Coopersmith: Right now. Yep. So w-- MRR waterfall by month. You also have things like booked TCV, 'cause not every single payment is recurring. So like the booked TCV by month includes both the one-time and the recurring. Net new MRR by month, booked MRR by month. So yes, the amount of times that folks have been like, "Jack, you're a SaaS company.
I know what data HubSpot is looking at internally. Let me look at it on your platform." Now we can very, very easily
Max Cohen: Yeah
Chad Hohn: Yeah, exactly. You guys have to report on that for yourselves anyway, and you ... You know, there was no way to do it internally before,
George B. Thomas: that's the secret sauce, by the way. HubSpot builds HubSpot for HubSpot, and
Chad Hohn: right? Exactly.
George B. Thomas: are dramatically changing with every hub that they actually create. So then you've gotta be able to report things in different ways, which I find it funny because, Jack, you, you have referenced all these, but Revenue Hub can track all the acronyms that you need: ACV, TCV, ARR, MRR, all in one place.
It literally says this right in my hub. Um, automatically create a contract record the moment a quote is accepted. Uh, tr- I can't wait, by the way. I've, I've gotta do new quotes 'cause, like, right now my, my, uh, contracts thing is just sitting here, like, waiting for me to do something. So I get to say all of these things.
Um, check, uh, track every change and renewal with complete visual history. Move from accepted quote to invoice to payment in a single connected flow. By the way, there's a little beta tag next to that. And then coming soon, coming soon, ladies and gentlemen, on this place in the portal that I'm reading, create and edit contracts directly without a quote, uh, which is really interesting.
So,
Chad Hohn: ' Cause right now
Jack Coopersmith: Well, so also it's a CRM object, and so like we can't, we can't keep it locked down because it's a CRM object. Like it has to have full APIs, it has to have full MCP
Chad Hohn: exactly.
Jack Coopersmith: it has to work really nicely with Breeze. So
George B. Thomas: So let's talk about that for a second because by the way, a little bit ago in this episode, you're, you, you-- cl- the word Claude rolled off your tongue with such eloquence. I was like, "What world do we live in that we're talking with Jack Revenue Smith about the Revenue Hub of HubSpot, and he's, like, just bringing out Claude within, like, the first, like, seven minutes or 10 minutes?"
Because I, I, and by the way, what world do we live in when I get a message and somebody's like, "Hey, uh, we see that you said something about payment links via API. We're thinking about doing that thing. Would you like to test a thing?" And, and I got giddy like a schoolgirl at, like, before prom. Like, oh my God.
Oh my God. Y- yeah.
Chad Hohn: Like what? I could ask Claude to send a payment link and get money? Oh, baby.
George B. Thomas: I don't wanna say AI first, but like maybe AI-assisted, you know, uh... By the way, ladies and gentlemen, before I even hand the mic back over to Jack, one thing that I've been teaching recently is if you think API is nerdy, stop it.
'Cause API used to be nerdy. API is no longer nerdy. API is no longer nerdy, especially when you have an AI assistant that understands everything about the API and can do the things that you once couldn't do or needed a developer to do. It's, API is not development world anymore, okay? I'm just gonna throw that out there.
But Jack, with that being said, either is terminal, okay? Just, okay, I'll stop. I'll stop. I'm done here. Jack, with that being said, like, talk me through, talk the listeners through, uh, APIs, MCPs, Claude, w- w- ChatGPT, whatever you're using, like the mindsets and like this, just kind of like the things that they should be thinking about changing in their daily lives, uh, ar- around that or how it works with Revenue Hub.
Jack Coopersmith: Um, revenue hub's my favorite topic. This is a very close second. I'm happy that they're very connected too. And George, I think you asked the question the right way, which is I think there's a mindset shift that most-- that everyone needs to have right now, and I kind of think we're in like the '80s of the computer age.
Like the folks that are just not afraid to tinker around right now are gonna be the next Steve Jobs' and Bill Gates'. Like these are gonna be like the next billionaires, maybe even trillionaires at this point. And so, um, I, three weeks ago... I've been using HubSpot's tools every single day for about nine and a half years, almost 10 years now.
And three weeks ago, I put aside the time to just nerd out. I didn't look at a single piece of documentation. I just told Claude my end goal is to do as much with HubSpot as possible. So I got into a rabbit hole, and my understanding of this platform has fundamentally changed, and the future of it, it's just completely changed.
So if you're scared of the terminal, just take a screenshot of it and ask Claude to help you. You know what? It works. It will. It's un- My, my understanding of HubSpot is
Chad Hohn: great. It will literally teach you what you need to know
Jack Coopersmith: so, um, my workflow day-to-day has totally changed, but you can do things like not just ask it, like what products are people most likely to purchase based off of the contracted revenue that we have today?
You can have it then create a campaign for you to then like automatically do all of that marketing and then continuously optimize it. So it's just unbelievable what like one person can now do with the HubSpot platform. Uh, and I think the next wave of like small and medium-sized businesses that jump on this train and aren't afraid and just like roll up their sleeves and test things out are gonna be the ones that
Chad Hohn: Oh, yeah
Jack Coopersmith: you know, the next $100 billion companies that maybe even have like 100 employees
George B. Thomas: Yeah. I, I went through very, uh, similar journey probably about nine-ish, maybe 10 now, nine or 10 months ago, where I was like, "Okay, here's all the MCP, here's all the API." By the way, I, I-- like all scopes, hide that sucker under like your pillow so nobody gets that key. But yeah, yeah. Like, but like it's like everything, like I,
Jack Coopersmith: Allow always. Allow always. Allow always.
George B. Thomas: yeah. I, I gave it everything and was like... A- and was just blown away because the, the idea of being able to go from idea to executed in a fraction of the timeframe is crazy. And so like imagine like waking up one morning and being like, "I, I have an idea. I wanna sell this thing.
Hey, Claude or AI assistant, can you just research this thing? By the way, can you give me an outline of maybe like the, the presentation deck that I would give to like actually sell this thing? And now can you go into HubSpot and you, can you build a form, these properties, this payment link on this page?"
Blah, blah, blah. And all of a sudden you've got a thing where you go to social and you're like, "Hey," uh, which by the way, I don't even go into HubSpot to go to social. I go, "Hey Claude, I wanna s- post on social. Let's go ahead and work together on this." Now use the social API to go ahead and send it through the scheduler.
Like it's, it's just all changing, and the fact that revenue is coming along for that ride excites the crap out of me. And I purposely left out, by the way, this that really excites me, because I want you to dive even deeper into Breeze Assistant and Revenue Hub
Jack Coopersmith: Breeze has gotten so good. So what I've been doing actually a lot, I put Claude and Breeze next to each other and run the same prompt quite a bit to just like see what happens. Breeze is moving quick. Breeze also does a better job like creating emails, I think. So it's gotten really good at creating artifacts and creating emails.
Um, but yeah, I think with your customer context and your revenue context, like Lord Lack is essentially gone. Like there's no lack of knowledge. Like everything is just in that one place. Uh, and so, um, so we had our company meeting a couple of weeks ago. Dharmesh, who is of course like the mensch of HubSpot, had this slide that really, really, really resonated for me.
And frankly, I think the three of you all, uh, are on this ride in a huge way with us. But the first chapter of HubSpot was de- democratizing marketing. Like the whole concept was it's not about the width of your wallet, it's the width of your brain. So like the small and medium-sized businesses can compete in the internet age with the giant companies.
Chapter two was democratizing CRM, so bringing all of those like front office teams together, bringing all those datasets together. I think third chapter is gonna be democratizing AI. And so, you know, once we turn this corner, uh, and into this new age, it's gonna be a fundamentally different, uh, platform, I think, in a lot of ways.
And it's gonna be super important to customers to make sure that their data is safe, to make sure that all of those rules that I mentioned in governance earlier that I mentioned is in place. And so I think third chapter is here now, and, uh, it's all-- it's on all of us to really democratize AI and help our customers do so.
George B. Thomas: I love that. I'd be remiss if I didn't say, uh, join us Friday, July 17th at 12:00 PM. You can go to sidekickstrategies.com/events. Uh, you'll see a Breeze Can Do That event, uh, which we're actually having two guests on, Adam Stephenson and Aaron Schmolz, uh, will be with me. We're gonna talk about, "Wait, Breeze can do that?"
So that's gonna be super dope. Uh, Jack, I'm gonna try to, uh, get Jack Revenue Smith in trouble, so you might have to change your name back to Jack Revenue-- or Jack Coopersmith. Geez. It's, it's gonna be stuck now after this. Um, what should you... No, I'm just kidding. I'm not even gonna go in that direction. Uh, Unbound.
Unbound in September. Um, d- have we already told everything that there is to be told in, like, this podcast, in the, you know, partner, uh, webinars that are going out? Or, like, or is there a, uh, an interesting or nice, uh, "And by the way, here's a reveal." Like, what d- what does Unbound look like as we kinda head in that direction?
Jack Coopersmith: Um, I'm, I'm really excited about Unbound. It's right around the corner at this point. Um, I'm also excited that it's back in Boston, uh, as much as I do love San Francisco, but gotta love Boston. Um, we definitely have more up our sleeves, so stay tuned for more on the revenue hub side of things. But I'd say the main thing that we're really gunning towards is that revenue context.
Like, we wanna have a very open and flexible system. We want to allow for folks to bill the way that they need to bill and collect the way that they need to collect. But ultimately, what we're all about is having that revenue context in our platform, whether it's from HubSpot, whether it's from, like, EventHappily.
So, like, Max is something we haven't chatted too much about, but, like, there's a lot of dollar sign data that other, you know, systems are generating that needs to come back into HubSpot as well and needs to fit into all of that reporting. Um, and so revenue context is gonna be the journey that we're, we're on for quite some time now.
Um, and I think it can help businesses grow way more than it otherwise would
George B. Thomas: Love it. Max, Chad, before we, uh, let Jack go, are there any, like, questions that are screaming in the front of your brain that you're like, "Mm, but I wanna ask him this before we let him go"?
Chad Hohn: Honestly, I'm really gonna talk to Jack about AI because I'm really curious h- where he's at with his three-week journey, you know, in getting into HubSpot. Like, have you installed the HubSpot agent CLI, or have you been sticking
Jack Coopersmith: I'm actually not
Chad Hohn: remote-hosted MCP, or are you using the
Jack Coopersmith: out. What I did is I told Claude I want to be able to do everything possible. I'm doing it all within cowork, not Claude Code, so I don't think it's the CLI. I'm 99% sure it's just the MCP. Um, but I actually had one of the more proud moments of
Chad Hohn: I doubt it. Yeah.
Jack Coopersmith: last week.
I've, I've found-- I worked in customer support when I started here. I've found many a bug in HubSpot's platform over the years. I found one via the MCP,
Max Cohen: Still got it
Jack Coopersmith: and we fixed it. Um, but I was very proud of that. So, um, I'm not positive and nor am I, like, reading documentation, Chad. I'm just of the mindset of, like, roll up my sleeves and tinker
Max Cohen: He's vibe quoting it
Chad Hohn: Mm-hmm. Sure
Jack Coopersmith: Yes, definitely. And I did the terminal
Chad Hohn: you have to put in a private app token, or did you... You did put in a private app token? Okay. The service key? Yeah. Then you're using the developer level
Jack Coopersmith: I could
Chad Hohn: more powerful
Jack Coopersmith: George, you put your finger on it where it's just like, don't be scared. Like even I could figure it out, and I didn't read a single piece of documentation, nor do I intend to
Chad Hohn: Just ask it
George B. Thomas: See, and that's, that's the difference between how it used to be and how it's gonna be, is this layer of if you're curious and you ask yourself, "Is it possible?" And you're willing to travel through what used to be barriers but now is just a simple messy middle to get you to where you're trying to go, um, your-- I think it's, what's interesting is your brain starts to rewire into different directions in the way that you would do things or think about things, build things.
Um, and, and it's exciting to see where HubSpot will go and enable us in this kind of new world as well. Max, where's your brain at one last time, brother?
Max Cohen: What's the future of like quote design look like? Is there any- anything on the horizon for that? That's always been a big, oof
Jack Coopersmith: I'd be curious, can-- if you all can help me identify exactly what cannot be done with custom-coded modules, I'd be grateful. So, like, you can use React to create just about anything at this point, and then-- and the barrier has just collapsed to it. Even I can create
Chad Hohn: custom coded modules are so
Jack Coopersmith: Claude can.
And so, like, Max, I don't know. I think you can do, like, just about everything. If you all can, like, let me know where the water's edge is, I'd appreciate it, 'cause I haven't found it yet.
George B. Thomas: S- see, that was such a, um... It was like, I don't even know how to put it. It was a flex, at the same time it was like a pshew. Like I, I d- d- because it's, again, it's thinking of it in a different way, because historically Max would ask that question and be like, "Are we gonna get drag and drop anytime soon?" And like, "Will you be able to vibe to, uh, design the template?"
Max Cohen: That's exactly how I saw that
George B. Thomas: and Jack's like, "I don't know. What can you do with React, bro? Because as soon as you find what you can't do with React, then I'll tell you what you can't do with like what..." Pshew
Chad Hohn: Well, yeah, I think one of the things would be manipulating the actual theme itself with Claude is harder. If I'm not mistaken, that theme in and of itself is
Jack Coopersmith: It won't... If it is, then it won't be...
Max Cohen: That's what I'm talking about
Jack Coopersmith: It'll, that'll go away
Chad Hohn: Not the module. You can make modules,
George B. Thomas: 'cause by the
Chad Hohn: yeah, I know you guys are headed towards the agent can do
George B. Thomas: such a,
Chad Hohn: The other things is
George B. Thomas: larger than just HubSpot quotes. Okay? Um, and what I mean by that, and, and again, I'm, I'm gonna end on a positive note, but I have to say this, is that I literally about 10 months ago left HubSpot Content Hub for my website only because I could vibe code it somewhere else simpler than I can right now currently in HubSpot.
So when the Content Hub catches up with things like sanity.io or like other platforms where I can say, "Claude, build this page," and it just pfft be there, and it work with the historical module style mentality that is happening or had happened, now all of a sudden we're gonna get somewhere with everything else downstream of that Content Hub mainframe piece, because then you'll be able to do it in everything else in HubSpot, right?
But at the end of the day, you can generate revenue with whatever you're doing. You can report on that revenue. You can sell those things quicker, w- which means you can get to time to first value quicker. Um, and that's what it's, it's about serving the humans. It's about creating a dope experience. Jack, if you could only tell somebody one thing about Revenue Hub, one thing, what would that one thing be?
Jack Coopersmith: Revenue context is absolutely essential for your organization to grow
George B. Thomas: Mm. And if you haven't heard the word context around everything lately, then I don't know where you've been hanging out. Uh, all right, ladies and gentlemen, remember to be a happy, helpful, humble human. Do some happy Hubspotting along the way, and we'll see you next week in the next episode
Max Cohen: We love you
George B. Thomas: podcast, where, which by the way, we'll have to do a new intro because now Lord Lack is dead because of Jack Revenue Smith and the team.
He's, he's dead. Bye!