A Practical Guide for GTM Teams

Over the past year, I‘ve had hundreds of conversations with business leaders about AI. The pattern is always the same. They’re not short on tools or ambition. They’re struggling with where to get started and how to get value.

The pressure to adopt AI is real. But pressure without direction leads to experiments that don‘t stick, tools that don’t get used, and teams that grow more skeptical. Why? Because AI output didn’t lead to actual outcomes.

Here‘s what I’ve learned from watching teams that succeed with AI: they don’t start with AI. They start with a problem. A specific, painful, time-consuming part of their work that they want to fix. Then, they find the right AI use case to achieve that goal. As they see results, their confidence grows, and they explore other AI capabilities – again, tied to a clear goal.

That‘s the approach I want to share. Not an exhaustive list of everything AI can do, but a practical guide to where marketing, sales, and service teams can get started and see real value with AI. For transparency, we’ve organized use cases by how ready the technology is today. At HubSpot, we are building and improving these capabilities every day. Let’s start with simple definitions:

  • Established: These are use cases where AI works reliably. Implementation is straightforward. Results are repeatable. If you’re wondering where to start, it’s here!
  • Emerging: These use cases are available today and improving quickly. They’re delivering value, but still evolving. As AI gets more data and context, they will become more powerful.
  • Early: These are high-potential use cases that are still taking shape. If you consider yourself an early adopter, this is where you can experiment (with patience).

Jump to the use case that matches your team’s biggest challenges:

Use Cases for Marketing

Use Cases for Sales

Use Cases for Service

Use Cases for Marketing

Marketing teams have been under pressure to do more with less. More channels, more content, more personalization. All without more headcount. But AI is helping marketers reimagine how they get all of this work done. Here are the use cases teams can implement now and in the near term.

Established

Define target audience. Most segments have been built based on job titles and company size, but that doesn’t tell you who actually buys. AI helps you find the right-fit prospects who are most likely to convert. HubSpot customers can use Breeze Assistant to better understand customers, optimize their journey, and ultimately improve lead quality. Learn how here.

Tailor content for channels. You write a blog post. Then, you need to turn it into emails, social posts, ads. Every version takes time. With AI, you take one piece of content and adapt it for different channels – all in your brand voice. HubSpot customers can get started with Content Remix and Breeze Assistant to save time on content creation. See for yourself.

Emerging

Optimize for AI search. The way buyers find your company is changing. They‘re not scrolling through blue links; they’re asking ChatGPT, Claude, Perplexity. That’s why your marketing strategy needs to include answer engine optimization (AEO). HubSpot’s new AEO feature will help marketers understand how often their brand appears in AI-generated answers, with recommendations for how to improve visibility. This is an area we’re investing in heavily and capabilities will evolve rapidly!

Capture and qualify leads. People visit your website at all hours, even if your team is only there 9 to 5. AI can talk to visitors in real time, answer their questions, figure out if they’re a good fit, and book meetings with the right rep. That means you can get more leads without adding more headcount. HubSpot customers can set up Breeze Customer Agent to capture and qualify leads. See it in action.

Early

Plan campaigns. Give AI a campaign brief and get back a complete strategy including what content to create and which channels to use. This lets your team spend less time planning and more time launching. At HubSpot, we’re building this to help every kind of business so marketing teams can move faster.

Use Cases for Sales

Only a fraction of a sales rep’s day is spent on selling. Most of the time they’re researching, entering data, following up, or prepping for calls. AI is changing that. It handles the tedious work so reps can focus on what matters most: the customer. Here’s where AI is providing value now.

Established

Identify buyer intent. Reps often spend too much time on the wrong accounts – not because they‘re bad at their jobs, but because they don’t always know who’s actually ready. AI watches your target accounts for signals like funding news, new hires, and website visits, and alerts your team when the moment is right. The result is less time chasing cold accounts and more conversations with buyers who are already interested. HubSpot customers can get started with Buyer Intent. Learn more.

Prep for and follow up on meetings. Sales reps spend the first few minutes of every call trying to remember where things left off and the hour after it writing up notes they’ll never have time to read. AI fixes both ends of that problem. Before a meeting, it surfaces contact history, deal context, and recent interactions so you walk in ready. After the call, it captures what was discussed, pulls out the action items, and drafts the follow-up email automatically. Less time on admin means more time actually moving deals forward. HubSpot customers can get started with Breeze Assistant and Call Recap Agent.

Send personalized outreach. Imagine having done the best research, only to email a prospect a moment too late. AI keeps track of what’s happening at each account, alerts you to a change, and drafts outreach that feels timely and relevant, not generic. HubSpot customers who use Breeze Prospecting Agent are seeing two times higher response rates versus traditional outreach. See how to get started.

Emerging

Enrich contact and company data. Every salesperson knows the pain of a CRM with incomplete records. Missing job titles, company information, and all the fields you need to make segmentation, scoring, and personalization actually work. Now, AI can fill those in automatically. For HubSpot customers, that means drawing on a dataset of over 200 million company and buyer profiles that are constantly refreshed. Your team spends less time updating CRM records. And they send messages that are tailored and relevant because the data behind it is accurate and current. HubSpot customers can get started with Data Enrichment today – learn how.

Coach sales reps. Your reps shouldn’t have to lose a deal to learn from it. AI analyzes calls and deal activity to identify what top performers do to win and helps managers replicate it across the team quickly. The result is faster ramp time and a team that wins more consistently. HubSpot customers can get started with Conversation Intelligence and Sales Coach Assistant.

Early

Create quotes and close deals. Creating quotes is one of the most dreaded parts of a rep‘s job because it can slow deals down. What if AI could answer buyer questions about pricing, build proposals using past deals, and draft quote emails? AI handling the paperwork means your reps can do their best work. At HubSpot, we’re building this to help even the most complex businesses so our customers can close deals faster.

Use Cases for Service

Service teams are often caught in a difficult position. Customers expect faster and better support, but the headcount to help them isn’t growing at the same pace. The teams figuring it out aren‘t necessarily working more hours. They’re letting AI handle things that don‘t need a human, so their people can focus on things that do. Here’s how that’s going today.

Established

Resolve support tickets. Customers shouldn’t wait hours for answers to simple questions. AI handles the routine ones instantly using your own help docs, so your team can focus on the issues that actually need a human. HubSpot customers using Breeze Customer Agent are resolving up to 65% of tickets automatically. Here’s how to get started.

Review and route tickets. When every ticket looks the same, urgent issues can get buried. That means teams spend more time sorting than solving. AI can help understand, prioritize, and assign tickets to the right rep quickly. The whole team gets more efficient as a result. HubSpot customers using Customer Agent with Help Desk saw a 25% boost in ticket resolution. HubSpot customers can get started with Customer Agent and Help Desk today. See how it works.

Just like in sales, personalized outreach and meeting prep and follow-up are use cases AI can tackle for service teams, too. Whether you’re emailing an at-risk customer or preparing for a renewal conversation, the same AI capabilities help your team show up informed and follow up fast. HubSpot customers can get started with Breeze Assistant.

Emerging

Identify at-risk customers. By the time a customer tells you they‘re canceling, you’ve usually already lost them. AI can detect the warning signs – dropping engagement, rising ticket volume, shifts in tone – and flag them to you while there’s still time to act. That means improved customer satisfaction and better retention. HubSpot customers can use Customer Health Agent and Conversation Intelligence to get started.

Analyze customer feedback. Your customers are telling you what they need, but it’s buried in hundreds of survey responses and call transcripts. AI scans all of it to surface themes and sentiment trends automatically, so you can act on what customers are actually saying instead of guessing. HubSpot customers can get started with Feedback Survey Summaries and Conversation Intelligence.

Early

Create and maintain knowledge base articles. By the time most of your Customer FAQs are written, they’re already out of date. So customers get wrong answers, and reps waste time correcting them. With AI, help articles can be drafted based on how your team actually solved tickets in the past – and it can update them when things change. A knowledge base that builds and maintains itself. While it is still early, the payoff is clear: better, faster answers for customers and less documentation required from your team.

What We’ve Learned

After working with thousands of customers on how to use AI in their go-to-market, the truth we’ve learned is simple: AI doesn’t create momentum. Solving a real problem does.

The teams seeing results didn’t start with some grand transformation plan. They started with one clear bottleneck. One place where time was being wasted. One workflow that needed to move faster. Then they put AI to work there.

And the results they see are validating. Marketing teams are reaching the right audiences and turning more visitors into qualified leads. Sales teams are getting two times higher response rates on outreach. Customer teams are resolving more than half their tickets without human intervention. Small starts are turning into real, measurable outcomes.

This is why AI is no longer a future bet. It’s working right now for everyday business goals. It’s making work faster, smarter, and more effective.

The question isn’t whether AI can help your team.

It’s where you’ll start.

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