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Recorded: Monday 06 December 2021 | Published: Friday 10 December 2021
🌱 Shot 1: Growth Thought of the Week
Planning for 2022 - Systems over Goals
As we record this episode, it’s early December and the end of the year is on. In Australia most of the country shuts down for a week or two on 27 December - it’s our time to relax and recharge, usually on some warm, sunny days (it’s the middle of Summer down here).
Which means these last few weeks tend to be a mad rush as companies aim to get major projects finalised before the break. There’s a big psychological barrier we like to overcome, so that our work list is all ticked off as the year ends.
The benefit of having a clean slate is that when we come back in mid January we are mentally clear to plan the year ahead. It’s a nice fit with New Year’s Resolutions as well.
In James Clear’s excellent book ‘Atomic Habits’ he (famously states): “you don’t rise to the level of your goals, you fall to the level of your systems.”
So one key thing to consider in January is that whilst goals and resolutions are all well and good, the focus needs to be on systems.
As you rush to finish the year, make sure it is clearing you up to focus on systems in 2022. As you relax and recharge, and gain mental space to proactively plan, use this time to think deeply about processes and systems.
Increased card limit on a dashboard from 20 to 30!
You can now place one report on multiple dashboards.
Advanced publishing, you can now schedule updates to pages that are already published.
Due to LinkedIn's data retention policy, HubSpot cannot store or display any page or post data (impressions, clicks, interactions) from LinkedIn after 1 year of page connection within a HubSpot portal.
Where tags are powerful is in surfacing articles in the search results. By adding a tag on an article you can easily use it to show a list of articles (but without impacting the visual navigation that categories provide).
Start by tagging the articles:
And then use the tag in the search:
A little gotcha
Worth noting that when you tag articles it may take a few minutes for them to take effect on your portal.
If you aren’t seeing your KB search results showing articles that have been tagged, come back a few minutes later and test again.
🔧 Shot 6: HubSpot Task Queues Gotcha of the Week
Multiple people working on the same queue
What we discovered is that if you start at the same time you may end up working on the same task. However if the next person is ahead then when you progress to the next task it will show as complete/rescheduled.
A solution would be to have a quick catchup before you start the session and assign the tasks to the individual before completing your tasks.
As you may know I (Ian) am a fan of F1. One thing that was highlighted to me is how leaders, both the team and drivers react to what’s going on around them. This year’s Formula 1 season has had its ups and downs and to see two great drivers from different generations fighting for the world championship has brought a lot of different emotions and reactions from both teams and drivers.
What has become apparent is:
How passionate the drivers and the team principles (bosses) are
How many people on the team it takes to get a driver to a race but also win races
All the countless hours we don’t see behind the scenes, when things are not working
Strategy and teamwork required to win
Watching what you say as words have power
As we come to the end of the year and things get crazy around us and in our lives it can be very easy to lose it and not stop and think about our actions. So I wanted to encourage everyone who is listening and reading this to pause and ask yourself “how do I deal with situations when they are not working or going my way?”
As a young boy I used to be scared and get distressed when things were not working. My dream was to be a pilot. I recall my dad stopping me one day and telling me “if you behave like this you will never become a pilot”. So I stopped at that moment and decided to make a change in my life at that very young age, because I always wanted to fly.
So I want to encourage you that you can make a change in your life and also stay calm under pressure.
Let me know what you think and if you liked this little story.
🏈 Shot 8: Sunset of the Week
Email Preference Groups
A few episodes ago we discussed how preference groups were finally awesome.
Turns out I got this slightly wrong - the functionality in my portal was based on the old style of preference groups which have now been sunsetted. Instead the preference groups are now part of Business Units functionality. Thanks to Elliott for alerting me to this!