If you’ve been around HubSpot long enough, you know one thing... whenever Dharmesh Shah (HubSpot’s co founder and CTO) launches something new or shares a perspective, it’s worth paying attention. Recently, he introduced MetaPrompt (a tool designed to help people craft better AI prompts.)
AI is already inside HubSpot
You’ve probably noticed HubSpot quietly weaving AI into the platform...
- Content assistants that draft blog intros, social posts, and emails.
- Reporting helpers that make dashboard insights easier to digest.
- Chatbot enhancements that respond more naturally.
All of this relies on well... prompts! The words you feed the system shape the quality of what you get back.
Why prompts matter more than ever for HubSpot success
Here’s the thing, AI isn’t just about automating tasks. it’s about amplifying creativity and execution. But AI only works as well as the instructions you give it.
Think of it like this: HubSpot gives you the car but the prompt is the GPS. A vague “take me somewhere nice” might get you to a park but a clear “take me to Battery Park in Manhattan via the West Side Highway” gets you exactly where you want.
Poor prompt = generic blog draft.
Great prompt = a HubSpot ready article that speaks to your audience, matches your tone, and is 80% done before you even touch it.
Where HubSpot users will feel the impact of better AI prompts
So what happens when HubSpot users pair their workflows with better prompts?
1. Content Creation (use case)
Write a comprehensive, SEO-ready blog post about email marketing that educates beginner-to-intermediate marketers and helps small-to-midsize businesses improve ROI.
Defaults (override if instructions are provided)
- Audience: Marketing managers at small e-commerce businesses and creators; note B2B differences where relevant
- Goal: Educate readers and drive them to start or improve an email program; soft CTA to download a checklist
- Tone: Practical, friendly, and authoritative; jargon-light
- Region/Language: US English
- Length: 1,200–1,600 words
This is a short example, you can improve the prompt further by adding more directives,
1. Let's add process
Process
1) Outline first: Provide a concise bullet-point outline (8–14 bullets) of the sections you will cover.
2) Write the full post following the Output Format and Requirements.
2. You can add requirements
Requirements
- Be accurate and actionable; prefer concrete steps, examples, and quick wins
- If citing stats, include source name, link, and year; avoid fabricated data
- Distinguish B2B vs. B2C nuances briefly where tactics differ
- Accessibility: mobile-first, clear CTAs, alt text suggestions, readable contrast, scannable formatting
- Compliance: mention essentials of CAN-SPAM, GDPR, and CASL at a practical level (no legal advice)
3. Style Guidelines
Use clear headings and bullet lists for scannability
- Avoid tables; use bullets instead
- Avoid hype and absolutes; acknowledge context and trade-offs
- Do not invent data; if a precise stat isn’t available, use qualitative guidance or ranges with a note
Deliver exactly in the order above. Start with the outline, then the SEO metadata, then the blog body, then add-ons, sources, and link suggestions.
4. Output format
Output Format
1) SEO Metadata
- SEO Title (<=60 chars)
- Meta Description (<=155 chars)
- URL Slug
- Primary Keyword + 3–6 Secondary Keywords
- Estimated Reading Time
- TL;DR: 3–5 bullet summary of key takeaways
2) Blog Body
- H1: Compelling title
- Introduction: Hook + why email still matters; set expectations
- H2: What Is Email Marketing (and Why It Still Works)
- Benefits (customer lifetime value, owned channel, ROI); include 1–2 sourced stats if available
- H2: Build the Foundation
- List building (value exchanges/lead magnets, forms, double opt-in)
- Compliance basics (permission, unsubscribe, physical address)
- H2: Strategy & Segmentation
- Set goals (SMART examples) and map the funnel
- Segmentation and personalization (behavior, lifecycle, RFM)
- H2: Crafting Effective Emails
- Subject lines and preheaders (5 best practices + examples)
- Copywriting (AIDA/PAS), voice, and scannability
- Design: mobile-first, images, buttons, accessibility
- H2: Automation & Lifecycle
- Welcome, nurture, abandoned cart/browse, post-purchase, re-engagement, win-back
- Include 1–2 short example workflows (triggers, timing, goal)
- H2: Deliverability Essentials
- Authentication (SPF, DKIM, DMARC), sender reputation, list hygiene, frequency
- Spam triggers and testing checklist
- H2: Measure and Optimize
- Core KPIs (open rate, CTOR, CTR, conversion rate, revenue/email)
- Benchmark ranges (if sourced) and an A/B testing plan (hypothesis, metric, duration)
- H2: Tools & Stack Tips
- ESP selection criteria; examples (e.g., Mailchimp, Klaviyo, HubSpot, ConvertKit) with quick-fit notes
- H2: Common Mistakes (and Fixes)
- Conclusion: Summary + clear CTA (e.g., download checklist or start a welcome flow today)
3) Practical Add-ons
- Subject Line Samples: 5 examples across industries (e-commerce, SaaS, content creator, nonprofit, local service)
- Mini Templates
- Welcome email sample (subject, preview text, body, CTA)
- Simple 3-email nurture flow (goals, timing, core message)
- One A/B test hypothesis example (what, why, success metric)
- Quick-Start Checklist: 8–12 bullet items
- FAQs: 5–7 concise Q&As (e.g., how often to send, best day/time, how to avoid spam)
- Accessibility & Inclusive Design Tips: 5 bullets
4) Sources & Further Reading
- List credible sources with links (e.g., platform docs, reputable marketing blogs, regulatory sites)
5) Internal/External Linking Suggestions
- 3–5 suggested internal link topics (generic if none provided)
- 3–5 reputable external links with anchor text ideas
The difference in output quality will be night and day.
2. Email nurture sequences (Marketing Hub)
Building a nurture campaign? Instead of a vague “write a follow‑up email,” try...
- "Write a concise, professional follow-up email that nudges a response while adding value."
- Objective: “Follow up on a prior touchpoint, clearly restate the purpose, and include a simple, time-bound call to action.”
Drop the draft into HubSpot’s email editor, add personalization tokens, and you’ve got on‑brand copy fast.
Outcome: A consistent flow of nurture emails without hours of manual drafting.
Here's a full example...
Write a concise, professional follow-up email that nudges a response while adding value.
Objective
- Follow up on a prior touchpoint, clearly restate the purpose, and include a simple, time-bound call to action.
Inputs You May Receive
- Recipient: name, role, company
- Relationship/context: first outreach, after a meeting/call/demo, application/interview, project/task, invoice/support
- Last touchpoint: date, channel, what was sent/discussed
- Topic: proposal/offer/project/ticket/job role
- Goal/CTA: what you want (e.g., schedule call, approval, answer, payment, documents)
- Timeframe: by when or suggested slots
- Value hook: benefit, metric, resource link, brief proof
- Constraints: tone (formal/warm), word count target, any must-include details
- Sender signature details: name, title, company, phone, calendar link
Defaults If Missing
- Context: business/professional follow-up to an unanswered email from 3–5 business days ago
- Tone: warm, succinct, and respectful; no pressure
- Length: 90–150 words
- CTA: propose 2 time options or invite a quick reply; offer flexibility
- Subject line: provide 3 options
Steps
1) Open with a brief context line that references the prior touchpoint (email, meeting, or note) without sounding accusatory.
2) Add one sentence of personalization or value (news, benefit, brief proof, or resource).
3) Restate the purpose in plain language.
4) Present a low-friction, time-bound CTA (yes/no choice, two time slots, or a simple question). Offer an alternative (share info by email) to reduce friction.
5) Close politely with appreciation and easy next steps.
Style Guidelines
- Be specific, clear, and skimmable; avoid filler like "just checking in"
- Use active voice; avoid guilt or urgency that feels pushy
- Keep paragraphs short (1–3 sentences); use simple language
- Do not fabricate facts; if details are unknown, keep them generic or use placeholders
Output Format
- Assumptions/Decisions: 2–4 brief bullets stating key inferred choices (e.g., context, tone, CTA)
- Subject: Primary subject line
- Alt Subjects: Two alternatives
- Email Body: Greeting, 3–5 sentence body, sign-off, and signature placeholder
Placeholders
Use [Recipient First Name], [Company], [Role], [Topic], [Date], [Your Name], [Your Title], [Your Company], [Your Phone], [Calendar Link].
Example (for illustration; adapt as needed)
- Assumptions/Decisions: following up on proposal email from last week; warm-professional tone; propose 2 time options
- Subject: Quick follow-up on [Topic]
- Alt Subjects: Next steps on [Topic]; Would a brief chat next week help?
- Email Body:
Hi [Recipient First Name],
I’m following up on the note I sent on [Date] about [Topic]. Based on similar work with teams at [Industry/Peer Example], we’ve seen [brief benefit or metric] and I think it could be relevant for [Company].
Would a quick 20-minute chat help decide next steps? I’m free Tue 10:00–12:00 or Wed 2:00–4:00 [Time Zone], but I’m happy to work around you—feel free to reply with a time or share questions by email.
Thanks for your time,
[Your Name]
[Your Title], [Your Company]
[Your Phone] | [Calendar Link]
3. Blog SEO planning (CMS Hub)
Starting a new blog draft in CMS Hub? Prompt smarter with...
- Role: “Act as an SEO strategist specialized in HubSpot CMS to plan and draft a new blog post optimized for organic growth and conversion.”
- Objective: “Produce an SEO-informed content brief and a first-draft article ready for HubSpot CMS, including metadata, outline, draft sections, internal linking plan, and implementation notes.”
- Output: “Suggest 3 blog titles, H2 outlines, and meta descriptions under 155 characters.”
Paste the AI’s ideas into HubSpot’s CMS and refine with built‑in SEO tools.
Outcome: Search‑optimized posts pre‑structured for quick publishing.
Full example...
Role: Act as an SEO strategist specialized in HubSpot CMS to plan and draft a new blog post optimized for organic growth and conversion.
Objective
- Produce an SEO-informed content brief and a first-draft article ready for HubSpot CMS, including metadata, outline, draft sections, internal linking plan, and implementation notes.
Assumptions (used if inputs are missing)
- Language/Region: US English
- Audience: B2B marketing managers at SMB SaaS companies
- Length target: 1,500–2,000 words
- Tone/Voice: Helpful, authoritative, plain-language
- Primary conversion goal: Newsletter signup (top-of-funnel)
Inputs (fill what you know; use placeholders if unknown)
- Brand/Product: [BRAND]
- Primary topic or seed keyword: [PRIMARY_TOPIC]
- Target audience/persona: [AUDIENCE]
- Geography/Language: [REGION_LANGUAGE]
- Funnel stage: [AWARENESS | CONSIDERATION | DECISION]
- Primary conversion goal/CTA: [CTA]
- Known competitors or SERP leaders: [COMPETITORS]
- Existing site or pillar page for internal links: [SITE_URL]
- Compliance or constraints (claims, legal, regulated terms): [CONSTRAINTS]
Deliverables
1) Research and Strategy (concise rationale first)
- Rationale summary (3–5 bullets): search intent, audience pain points, why this angle wins.
- Keyword plan: primary keyword + 5–10 secondary/semantic entities; label each with intent (informational/navigational/commercial), difficulty (low/med/high), and rough volume band (e.g., <100, 100–1k, 1k–10k). Note: provide approximate bands, not exact numbers.
- SERP snapshot: top 5 results patterns (content types, angles), content gaps to exploit, snippet/PAA opportunities.
- Featured snippet plan: target query, snippet format (definition/list/how-to), proposed 40–60 word answer.
2) Content Architecture
- Title options (3–5) within 50–60 characters; include character counts.
- H1 recommendation (may match best title).
- URL slug (lowercase, hyphens, concise): /[slug]
- Meta title (50–60 chars) + character count.
- Meta description (140–160 chars) + character count.
- Outline: H2/H3 structure with 1–2 sentence purpose per section and estimated word counts per section.
- FAQs (4–6) that align with PAA and long-tail intent.
- Internal linking plan: 3–6 suggested internal link topics and anchor text. If site URL provided, propose specific URLs; otherwise, describe the ideal page types.
- External citations: 3–5 authoritative sources to support claims.
- Pillar–cluster mapping: state whether this is a pillar or cluster; list 3–5 related cluster topics.
3) Draft Content (high-quality, skimmable)
- Introduction (120–180 words) that hooks with the problem, validates intent, previews value.
- Body sections following the outline with clear subheads, short paragraphs, bullets where helpful, and concrete examples.
- One boxed key takeaway list (5–7 bullets).
- Conclusion with next steps and CTA aligned to the funnel stage.
- Accessibility: write for Grade 8–10 readability, define jargon on first use, include inclusive language.
4) HubSpot CMS Implementation Notes
- Map fields: Page title (H1), SEO title (meta), meta description, URL slug, featured image idea + alt text, OG title/description, canonical URL (default self unless specified), tags/topic.
- Module suggestions: Table of contents module (auto-generated from H2s), CTA module placement (after intro and after conclusion), related posts module.
- Internal anchor text suggestions aligned to HubSpot topic clusters.
- Schema: Include Article JSON-LD with headline, description, author, datePublished (placeholder), image (placeholder), mainEntityOfPage (URL placeholder). Provide as a compact JSON object.
5) Compliance and Quality Checklist
- No exact search volumes claimed; only bands and difficulty labels.
- Claims supported with recent sources (cite year). Avoid medical/financial advice unless qualified.
- Unique, non-plagiarized wording; no fluff or filler.
- All titles/meta within character limits.
- Every image suggestion includes descriptive alt text.
- CTA visible and relevant to funnel stage.
Output Format
- Use clearly labeled sections matching Deliverables 1–5.
- Bulleted lists are preferred over long paragraphs where appropriate.
- Include character counts for titles/meta.
- Provide the Schema as a JSON object on a single line.
Example snippet of expected structure (illustrative only)
- Title options:
- 1) The CRM Implementation Checklist You’ll Actually Use (56)
- 2) CRM Implementation: A Practical 10-Step Checklist (54)
- URL slug: /crm-implementation-checklist
- Meta title: CRM Implementation Checklist: 10 Practical Steps (49)
- Meta description: Ship your CRM on time with a step-by-step checklist, templates, and pitfalls to avoid. Includes team roles, timeline, and QA. (157)
- Featured snippet plan: Query: what is a crm implementation plan; Format: definition; Answer: A CRM implementation plan is a scoped, time-bound roadmap that defines goals, owners, data migration, integrations, training, and QA, ensuring the system launches with adoption and measurable outcomes.
Now begin using the provided inputs. If any input is missing, apply Assumptions and clearly label them as assumptions before proceeding.
4. HubSpot Workflows Become Smarter
Today, we just automate tasks. Tomorrow, prompts could help AI build entire workflow logic in plain English...
“Create a workflow that enrolls any MQL who downloads my ebook, assigns them to sales if they open 2 emails, and creates a task if they don’t respond within 3 days.”
5.Personalization at Scale within HubSpot
HubSpot’s personalization tokens are powerful but AI + prompts can go beyond firstname swaps...
“Draft three variations of this follow up email tailored to a CMO at a SaaS company, a director at a manufacturing brand, and a startup founder (all within HubSpot’s email editor.)”
6. HubSpot Dashboards That Talk Back
Imagine: “Summarize this month’s CRM data as if I were a CRO prepping for a board meeting. Focus on revenue trends, lead quality, and churn.”
That’s where prompts intersect directly with reporting.
3. Campaign performance insights (Reports)
When reviewing campaign metric...
- Export HubSpot campaign data (opens, clicks, influenced deals).
- Prompt: “Act as a HubSpot reporting analyst.”
- Context: “Q3 campaign results.”
- Output: “Summarize top 3 performance trends, 2 underperformers, and next steps.”
You can copy the summary into HubSpot reporting notes or share with your team.
Outcome: Clear insights ready for your next marketing meeting.
4. Sales follow‑up sequences (HubSpot Sequences)
For webinar attendees who haven’t booked demos...
- Role: “Act as a B2B sales email writer using HubSpot sequences.”
- Context: “Audience = webinar attendees, goal = book a demo.”
- Constraints: “3‑email series: reminder → case study → CTA. Under 100 words each.”
Load the drafts into HubSpot Sequences, personalize, and send.
Outcome: Follow‑ups that feel relevant, not robotic, while saving your sales team valuable time.
The big picture: Dharmesh’s vision = HubSpot’s future
MetaPrompt isn’t just a side project. It’s a signal of where HubSpot (and marketing in general) is heading: prompt literacy will be as important as SEO literacy was a decade ago.
HubSpot users who master prompts wil...
- Save more time.
- Unlock deeper, smarter automation.
- Produce content that actually feels like theirs.
And as HubSpot builds even more AI features, the users who know how to “talk to AI” will be the ones miles ahead.
Wrapping up: Why prompt mastery is essential for HubSpot
We’re standing at the start of a new chapter for HubSpot. Ten years ago, inbound marketing was the big “aha.” Five years ago, automation was. Today? It just might be prompts.
So if you log into HubSpot tomorrow and find AI quietly offering to draft, analyze, or automate something for you remember, the magic will depend less on the AI itself, and more on the words you give it to work with.
Or as Dharmesh Shah might say...
Great prompts lead to great outcomes.
You can try Metaprompt here.
Take one upcoming HubSpot task (an email, blog, report, or sequence) and test it with a metaprompt. See how much difference this tool makes. Let me know if this was helpful!
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