Introduction

Most founders may not expect it to be easy to implement a CRM, launch a content engine, deploy AI support agents, and build forecasting dashboards.

But when you use Breeze, HubSpot’s AI, you really might find yourself saying, “Wow, that was a breeze.”

The following phase-by-phase guide is designed to show what you can build in your first 90 days on HubSpot, including:

• A CRM that is full of ideal customer profile (ICP) accounts and tracks who’s showing interest in real time
• A pipeline of qualified prospects earned through personalized outreach
• A support system powered by 24/7 AI agents that answer questions and hand off complex issues to your team
• A scalable content engine that quickly produces blogs, landing pages, and emails without needing to start from scratch every time
• Forecasts and reports based on real activity, not gut feelings or guesswork

Here’s how to get started on HubSpot with Breeze, step by step.

Before we dive into Phase 1, download the interactive PDF version of this plan, complete with checklists, templates, and fillable prompts you can use to run your Go-To-Market (GTM).

👉 Grab the Interactive 90-Day GTM Workbook

Phase 1: Set the AI foundation (Days 0–15)

Before automating any workflows, it’s important to first teach Breeze how your company works. Phase 1 focuses on getting the right systems set up and making sure it has access to the data it will need.

Turn on your AI tools in HubSpot

Go to the Product Updates section in HubSpot and activate the following AI tools: 

• Customer Agent
• Prospecting Agent
• Response Assistant
• AI writing tools
• CoPilot

These tools will support your GTM motions in areas like support, outreach, content, and communication.

Give AI access to your data sources

For Breeze to work best, it needs context. Make sure this tool can access things such as your CRM records, files, and conversations. If it doesn't have the right data, AI can’t personalize anything or give helpful insights.

Define your total addressable market (TAM) and intent triggers

Inside Breeze Intelligence, build segments based on things like company size, revenue, location, and even tech stack. You can also filter out companies that don’t match your ICP and set intent rules. For example, if someone visits your pricing page twice in 30 days, that’s a very strong signal. Use automation to add those companies to your CRM and workflows.

Train your stack with the right inputs 

Connect third-party tools like Clay (finding contacts), Octave (writing outbound messages), and Lemlist (for sending messages). Then, upload your brand voice, tone, messaging strategy, and product details in HubSpot’s AI settings. This step is essential for making your system feel more human and less robotic.

Recommendation: Don’t delegate phase 1. The whole foundation of your GTM system depends on getting the strategy right. If this phase is off base, then everything that follows will be too.

Phase 2: Capture intent and train the stack (Days 16–30)

Now that the foundation is in place (phase 1), it’s time to start generating content, listening for buying signals, and putting those AI tools into action.

Generate core marketing assets

Use the AI Content Assistant to help with drafting blogs, landing pages, email nurture sequences, and social media posts. In phase 1, you uploaded your brand voice, and now Breeze can use it to help you scale content without starting over every time. The purpose of AI is not to replace human creativity but to increase output and consistency while decreasing manual tasks.

Launch your Customer Agent

Train your Customer Agent using your help center or internal knowledge base, then add it to your site’s live chat. It will be able to handle common questions, walk users through workflows, and escalate the tougher tasks to your team. Because every conversation gets logged in HubSpot, you’ll be collecting insights while reducing the number of tickets.

Recommendation: Monitor how people respond to your brand messaging. If your content isn’t landing or users seem confused in chat, it’s probably time to change your tone or positioning.

Phase 3: Automate prospecting and empower sales reps (Days 31–45)

Now that you’re generating inbound leads, it’s time to add on outbound prospecting and give your sales team the tools to operate faster and smarter.

Use the Prospecting Agent to help drive outreach

Assign your ideal customer segments to the Prospecting Agent. Breeze will then research each contact, personalize messages using CRM and intent data, and send emails either automatically or with your approval. This will help every touchpoint be relevant and timely without the manual lift.

Help your team move faster with AI

Response Assistant can help your reps reply faster by summarizing conversations, crafting draft responses, and making adjustments to tone on demand. CoPilot acts as an AI-powered sales assistant, bringing deal insights, key activities, and next steps to light, all within the CRM. These tools reduce the time your team spends between searching, typing, or toggling between tools.

Keep quality high as you scale outbound

At this stage, quality can slip if you’re not careful. Keep a close eye on your early outbound campaigns. Make sure the messaging aligns with your positioning and feels consistent with your brand. It’s much easier to fix problems now than at scale later.

Recommendation: Activate the Prospecting Agent in the Sales workspace and assign contacts that match your ICP segments. Encourage your team to use Response Assistant in the inbox and explore CoPilot features within deal records to help bring insights to light and take faster action.

Phase 4: Reduce friction and accelerate conversion (Days 46–60)

Phase 4 is about making the buyer’s journey smoother and helping your workflows respond to real user behavior.

Simplify forms with AI

Turn on HubSpot’s AI form-shortening feature to auto-fill known information, such as company name or industry, for your returning visitors. This action will remove the friction on high-value pages, such as demos, and increase your chances of conversion.

Trigger smart workflows based on engagement

If you have Marketing Hub Enterprise, use predictive lead scoring to bring high-potential leads to the surface. Then, build workflows that react to user behavior, like sending a follow-up after a pricing page visit or routing a lead after repeated interest.

Look at your funnel through the user’s eyes

Consider questions such as, “Where are people dropping off?” and “Which content is converting?” Take time to review how prospects are moving through the journey, then use that insight to improve the flow.

Recommendation: In the form editor, enable form-shortening to help reduce friction for known visitors. Use behavioral workflows to respond to key actions, and turn on predictive lead scoring to help your team focus on your most engaged leads.

Phase 5: Forecast, optimize, and compound (Days 61–90)

The final phase is about improving visibility, aligning your teams, and getting more out of what’s already working.

Forecast revenue with real engagement data

If you have Sales Hub Enterprise, you can enable Breeze’s AI-powered forecasting. This tool uses actual deal activity and buyer signals to model revenue, highlight gaps in the pipeline, and simulate scenarios for planning and reporting purposes.

Turn performance data into insight and action

Leverage Breeze to create quick summaries of campaign results, meeting notes, and weekly updates so you can identify what’s working and reuse it. For example, Breeze can repurpose a high-performing blog into an email, a LinkedIn post, or even outbound sales messaging.

Recommendation: Lean into what’s already working, align your teams around key outcomes, and prepare to scale. At this point, you’ve built the system to sustain growth with minimal manual effort.

Conclusion

Startups don’t need more dashboards. They need systems built for speed, focus, and scale.

By combining HubSpot with Breeze AI, you can launch a GTM engine that supports growth without adding headcount, juggling disconnected tools, or wasting time — all in just 90 days.

It’ll be a breeze.