SmartBug on Tap

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This is digital marketing, whenever you want it. SmartBug on Tap delivers weekly conversations and thought leadership from SmartBug Media on demand generation, marketing automation, brand loyalty, and digital strategy. If you’re looking for expert, game-changing thoughts on digital marketing, you’ve…

Jen Spencer


    • May 29, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 9m AVG DURATION
    • 137 EPISODES

    5 from 50 ratings Listeners of SmartBug on Tap that love the show mention: hubspot, inbound, sales and marketing, marketing and sales, digital marketing, marketers, tactical, great insights, excited to hear, expertise, excited to see, tips, experience, knows, energy, subscribe, couple, advice, away, sharing.


    Ivy Insights

    The SmartBug on Tap podcast is an absolute gem for marketers of all levels. Hosted by the brilliant Jen Spencer, this podcast delivers a wealth of knowledge and insights in short, easily digestible episodes. Spencer's years of experience shine through in her to-the-point, no-nonsense approach to discussing various marketing topics. Whether you're a seasoned marketer or a novice looking to learn, this podcast has something for everyone.

    One of the best aspects of The SmartBug on Tap podcast is the valuable content that it provides. Each episode is packed full of actionable insights that listeners can apply to their own marketing strategies right away. Spencer's expertise and energy make for an engaging listening experience, and her personal examples and fun speaking style add an extra layer of enjoyment to the show. With each episode, I walk away with new knowledge and ideas that I can implement into my work immediately.

    As for the worst aspects of this podcast, there really aren't any major drawbacks. Some may find the episodes too short for their liking, as they tend to be around 5-10 minutes long. However, I find that the concise format works well for delivering focused information without unnecessary fluff or filler. Additionally, while Spencer's insights are highly valuable, it would be great to have more guest interviews or different perspectives on certain topics to add more variety to the show.

    In conclusion, The SmartBug on Tap podcast is a must-listen for any marketer looking to stay up-to-date with industry trends and gain practical tips from an expert like Jen Spencer. The episodes are informative, easily digestible, and filled with actionable advice that can be applied immediately. No matter where you are in your marketing journey, subscribing to this podcast will undoubtedly help you develop your skills and achieve your sales and marketing goals.



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    Latest episodes from SmartBug on Tap

    Making HubSpot Work Better by Understanding How People Work Best

    Play Episode Listen Later May 29, 2025 40:23


    In this episode of SmartBug on Tap, I explore how understanding human behavior can enhance the effectiveness of your HubSpot system. Joined by Sam Saint-Maur, an expert in marketing operations, we discuss the often-overlooked impact of aligning people and processes with your CRM platform. We delve into why beautifully built systems can falter in practice and how misalignment between tools and team dynamics can cause breakdowns. Sam shares insights on the importance of allowing sufficient runway time for CRM transitions and the pitfalls of overbuilding without considering user needs. We also discuss the value of human-centered design and the importance of starting simple to build a flexible, user-friendly system. Tune in to learn how to make your HubSpot implementation not just a technical success, but a human one too.

    From Guesswork to Greatness: Paid Media in the AI Era

    Play Episode Listen Later May 22, 2025 36:08


    In this episode of SmartBug on Tap, “From Guesswork to Greatness: Paid Media in the AI Era,” we dive into how AI is transforming digital advertising—and what marketers need to know to stay competitive. Join Paul Schmidt, VP of Marketing at SmartBug, and Louis-Claude Martin, a seasoned paid media expert at SmartBug, as they unpack the real impact of AI on campaign strategy, targeting, and performance. From the power of first-party data to the evolving role of media managers, this episode reveals how to shift from manual guesswork to data-backed greatness in the age of AI.

    How HubSpot Can Help AgeTech Companies Scale Faster and Retain Customers

    Play Episode Listen Later May 13, 2025 21:07


    With 10,000 Americans turning 65 every day, the opportunity in AgeTech has never been greater. However, AgeTech and senior living organizations face unique challenges in marketing, sales, and customer retention—whether selling to seniors, caregivers, or healthcare providers. In this video, we explore how HubSpot's CRM, automation, and AI-driven tools can help AgeTech companies overcome these challenges and scale effectively. What You'll Learn: ✅ The Unique Challenges of Scaling an AgeTech Company – Navigating long sales cycles, trust-driven decision-making, compliance hurdles, and high customer acquisition costs. ✅ How HubSpot Solves These Challenges – Using AI-powered lead scoring, automation, conversational marketing, and pipeline management to improve efficiency. ✅ Customer Retention & Engagement Strategies – Leveraging HubSpot's Customer Service Hub, automated check-ins, and knowledge base tools to enhance customer experience.

    HubSpot and Salesforce: How to Integrate and When to Migrate

    Play Episode Listen Later May 13, 2025 35:14


    Today we're tackling one of the biggest questions B2B companies face: Should you keep both HubSpot and Salesforce connected—or is it time to fully switch? Join Casey Peddicord, Senior Director of Channel Sales at SmartBug, and Alex Bisaillon (a.k.a. “Biz”), Solution Architect at SmartBug, as they break down how to decide between integrating and migrating, based on real-world experience helping companies align their revenue tech stacks.

    Strategic Spending: AgeTech GTM Strategies for Paid Media Success

    Play Episode Listen Later May 13, 2025 32:10


    Dive into how AgeTech companies can build effective, ROI-driven paid media campaigns—even with a lean marketing budget. SmartBug's Senior Sales Executive, Tonia Speir, sits down with Briana Greer, Director of Paid Media at SmartBug, to explore how to prioritize platforms, optimize spend, and avoid common pitfalls in early go-to-market (GTM) efforts. Whether you're targeting adult children, seniors, caregivers, or B2B buyers such as healthcare professionals or senior living execs, this conversation offers a blueprint for smarter advertising decisions.

    Setting Up HubSpot for AgeTech Organizations

    Play Episode Listen Later May 13, 2025 42:05


    In this episode of SmartBug on Tap, titled "Setting Up HubSpot for AgeTech Organizations," I delve into the intricacies of configuring HubSpot to meet the unique needs of AgeTech companies. Joined by John Suarez, SmartBug's Director of HubSpot Strategy, we explore the importance of setting up HubSpot correctly from the start to ensure data integrity and operational efficiency. John shares insights on managing parent-child company relationships, handling multiple buyer personas, and maintaining clean data. We also discuss how to leverage HubSpot's features for tracking referrals and managing operations across multiple locations. Tune in to learn how to create a robust HubSpot foundation that supports your business goals and enhances trust with your audience.

    Where to Start with HubSpot–CRM or Marketing First

    Play Episode Listen Later May 13, 2025 20:07


    Join us as we unpack one of the most common questions new HubSpot users ask: Do you begin with Marketing Hub or Sales Hub? This episode features a tactical discussion between Tonia Speir, Senior Sales Executive at SmartBug, and John Suarez, Director of HubSpot Strategy at SmartBug, diving into how to make the right first move in HubSpot based on your business model, team structure, and long-term goals.

    Maximizing Portfolio Oversight: How Private Equity Firms Leverage HubSpot for Growth + Transparency

    Play Episode Listen Later May 13, 2025 34:47


    Take a deep dive into how private equity firms are streamlining reporting, reducing inefficiencies, and driving portfolio-wide growth using HubSpot. This episode features an insightful conversation between Paul Schmidt, SmartBug's VP of Marketing, and Casey Peddicord, Senior Director of Channel Sales, breaking down how private equity firms are overcoming fragmented tech stacks, manual reporting, and siloed data by using HubSpot as a single source of truth.

    How Healthcare Organizations Can Stay Ahead of Healthcare Compliance Changes with HubSpot

    Play Episode Listen Later May 13, 2025 36:39


    Let's dive deep into how healthcare organizations can leverage HubSpot to modernize their marketing, sales, and service operations while staying compliant with ever-evolving healthcare regulations, including HIPAA. Join SmartBug HubSpot experts Paul Schmidt and Casey Peddicord as they explore: ✅ Why more healthcare orgs are adopting HubSpot now than ever before ✅ What HubSpot's HIPAA compliance means for storing PHI and building forms ✅ Real-world examples from medical device companies, vein clinics, and more ✅ How healthcare CRMs integrate with EHR/EMR systems like Epic and Athena ✅ What to look for in a HubSpot partner (including compliance credentials) ✅ Implementation timelines, permissioning best practices, and success metrics Whether you're a marketing leader, IT stakeholder, or operations exec in healthcare, this conversation is packed with insights on how to reduce tool sprawl, improve visibility, and scale securely with HubSpot.

    Branding and Messaging for Senior Tech: How to Connect with the AgeTech Audience

    Play Episode Listen Later May 13, 2025 33:40


    Creating messaging that resonates with older adults, care partners, and influencers is a critical yet often overlooked factor in the success of senior-focused technology. In this episode, SmartBug's Paul Schmidt is joined by AgeTech expert Tonia Speir and Senior Director of Copy Erin Hardy to explore the branding and messaging strategies that drive engagement and adoption in the AgeTech space.

    Cracking the AgeTech Market: GTM Strategies for Innovation and Adoption

    Play Episode Listen Later May 13, 2025 28:39


    The senior tech industry is rapidly growing, with new innovations designed to improve the lives of older adults, caregivers, and healthcare providers. But how do you successfully market and sell senior tech solutions to a diverse audience that includes seniors, adult children, and healthcare professionals? SmartBug Media's AgeTech expert, Tonia Speir, joins host VP of Marketing Paul Schmidt to break down: ✅ What AgeTech is and the biggest misconceptions about seniors and technology ✅ The decision-making process in AgeTech purchases: seniors, caregivers, and adult children ✅ How to build trust and drive adoption in an industry where security and usability are top concerns ✅ The best marketing channels and go-to-market (GTM) strategies for reaching this unique audience ✅ How AgeTech startups can differentiate themselves in an increasingly crowded market If you're working in senior tech, digital health, or healthcare marketing, this is for you. Paul Schmidt: pschmidt@smartbugmedia.com Tonia Speir: tspeir@smartbugmedia.com Relevant Resource: https://www.smartbugmedia.com/senior-tech-growth-powered-by-hubspot

    Getting Started with TikTok for B2B Marketers

    Play Episode Listen Later Jul 12, 2022 11:26


    On the season finale of SmartBug on Tap, Hannah Shain shares some useful tips on how to get started with TikTok as a B2B marketer. If you're thinking TikTok is just for teens and gen z-ers, think again. Brands are growing, recruiting is flourishing, and more leads than ever are being generated from this platform. So if you haven't started yet - it's time to jump in! 

    What's Your Definition of an SQL?

    Play Episode Listen Later Jul 6, 2022 11:42


    On this episode of SmartBug on Tap, Hannah Shain talks about the different definitions of an SQL (sales qualified lead) and what it means for you and your business. For us, it's a black and white metric detailing the count of sales initial calls also known as discovery calls. What's your definition of an SQL?

    The Weekly Marketing Dashboard

    Play Episode Listen Later Jun 28, 2022 13:04


    On this episode of SmartBug on Tap, Hannah Shain shares what's on her marketing dashboard and what metrics and data we should be digging into on a weekly basis. Data is the lifeblood of your organization. And putting that data into actionable, goal-oriented reporting is critical for us as marketing leaders as we guide the ship, and make decisions on the next investment or game plan. 

    Sales Enablement Quick Win

    Play Episode Listen Later Jun 21, 2022 12:27


    On this episode of SmartBug on Tap, Hannah Shain unpacks some advice on how to land a quick win to enable your sales team with real-time, highly qualified leads. Let's dive in!

    Intent Data

    Play Episode Listen Later Jun 14, 2022 11:42


    On this episode of SmartBug on Tap, Hannah Shain discusses the topic of Intent Data. Intent data is a major factor in our marketing strategies, especially when it comes to ABM. Here are a few thoughts on how you can work with a data provider to pull in buying intent insights into your CRM and run plays for both sales and marketing.   

    Recruitment During The Great Resignation

    Play Episode Listen Later Jun 7, 2022 10:56


    On this episode of SmartBug on Tap, Hannah Shain shares how to use recruitment in this period of "The Great Resignation" to attract and retain talent. 

    Chatbots and Live Chat

    Play Episode Listen Later May 31, 2022 12:21


    On this episode of SmartBug on Tap, Hannah Shain talks all about how to fuel your inbound marketing engine with chatbots integrated with live chat to elevate the user experience on your website. 

    ABM vs. Content Marketing

    Play Episode Listen Later May 24, 2022 15:43


    On this episode of SmartBug on Tap, Hannah Shain debates about where and how to use ABM vs. Content Marketing as part of your inbound marketing strategy. Let's dive in!

    QR Codes in B2B Marketing

    Play Episode Listen Later May 17, 2022 12:18


    On this episode of SmartBug on Tap, Hannah Shain talks trending campaigns, specifically QR codes, and how you can bring QR codes into your B2B marketing. Stay tuned as we go beyond the infamous Super Bowl ad to explore actionable insights. 

    Marketing Attribution

    Play Episode Listen Later May 10, 2022 13:48


    On this episode of SmartBug on Tap, Hannah Shain discusses the topic of marketing attribution. If you've ever been asked: "What's the ROI on that campaign? Where did those leads come from? How do you know if your marketing spend is generating value?" then stay tuned for this episode. 

    Buyer Personas: The 5 to 9 Persona

    Play Episode Listen Later May 3, 2022 10:48


    On this episode of SmartBug on Tap, Hannah Shain shares how to dig deeper into understanding buyer personas outside of their traditional 9 to 5 job, and appeal to their entire persona in the 5 to 9 realm. 

    How to Run an ABM Event Model That Drives Real Revenue Results

    Play Episode Listen Later Aug 31, 2021 11:28


    On this episode of SmartBug on Tap, Hannah Shain shares how to run a targeted ABM event model that drives real revenue results.

    How to Use Incentives Throughout Your Buyer's Journey

    Play Episode Listen Later Aug 24, 2021 9:58


    On this episode of SmartBug on Tap, Hannah Shain shares how to use gift incentives throughout your Buyer's Journey to effectively attract, engage and delight.

    Why You Should Rethink Your Lead Nurture Strategy

    Play Episode Listen Later Aug 17, 2021 9:47


    On this episode of SmartBug on Tap, Hannah Shain shares how you should rethink your lead nuture strategy for top of funnel leads that are downloading your content.

    How to Make Video Marketing Work for Your SEO Strategy Part 2

    Play Episode Listen Later Aug 10, 2021 6:56


    On this episode of SmartBug on Tap, Hannah Shain shares how to use video marketing to improve your search presence.

    How to Make Video Marketing Work for Your SEO Strategy Part 1

    Play Episode Listen Later Aug 3, 2021 7:08


    On this episode of SmartBug on Tap, Hannah Shain shares how to use video marketing to improve your search presence.

    How to Prioritize Content Reoptimization

    Play Episode Listen Later Jul 20, 2021 6:58


    On this episode of SmartBug on Tap, Jen Spencer shares how to prioritize content reoptimization and generate more revenue from your old blogs and website pages.

    How to Make Sure Your Sales Team Hit Their Goals

    Play Episode Listen Later Jul 13, 2021 9:12


    On this episode of SmartBug on Tap, Jen Spencer shares ways to ensure your team members hit their sales goals.

    Gated vs. Ungated Content: How to Choose the Right Content Type

    Play Episode Listen Later Jul 6, 2021 8:30


    On this episode of SmartBug on Tap, Hannah Shain shares a few things to keep in mind when considering gated versus ungated content. Links Mentioned Building Your Website on HubSpot CMS vs. WordPress Live Debate

    How to Turn Your Email Newsletter into a Lead-Generation Machine

    Play Episode Listen Later Jun 29, 2021 7:16


    On this episode of SmartBug on Tap, Jen Spencer shares six tips to turn your email newsletter into an effective component of your business's lead-generation efforts.

    Top SEO Trends That Marketers Should Focus on This Year

    Play Episode Listen Later Jun 22, 2021 9:11


    On this episode of SmartBug on Tap, Jen Spencer shares the top SEO trends that marketers should focus on this year and in the future .

    Marketo Customer Success Story with Longview

    Play Episode Listen Later Jun 15, 2021 5:46


    On this episode of SmartBug on Tap, Jen Spencer shares how SmartBug® worked with Longview to optimize its Marketo investment, boosting lead generation and qualification, and maximizing its marketing ROI.

    Customer Success Story with 1st United Credit Union

    Play Episode Listen Later Jun 8, 2021 5:29


    On this episode of SmartBug on Tap, Jen Spencer shares how SmartBug worked with 1st United Credit Union to overcome a reporting challenge with the institution's third-party software.

    Customer Success Story with Clevens Face and Body Specialists

    Play Episode Listen Later Jun 1, 2021 6:51


    On this episode of SmartBug on Tap, Jen Spencer shares how SmartBug worked with a cosmetic surgery practice to build a new website, improve its premium content, and serve its patients better, and ultimately thrive during a pandemic.

    Customer Success Story with Southern Nazarene University

    Play Episode Listen Later May 25, 2021 11:43


    On this episode of SmartBug on Tap, Jen Spencer shares how SmartBug worked with Southern Nazarene University to maximize HubSpot and increase the number of applications to the College of Professional and Graduate Studies programs.

    What We Learned from Our 2021 Study on RevOps & Inbound Marketing

    Play Episode Listen Later May 18, 2021 6:20


    On this episode of SmartBug on Tap, Jen Spencer shares results from the first industry report that brings together RevOps, Inbound Marketing & Technology. Links Mentioned Where RevOps & Inbound Collide in 2021 Benchmarks Report

    3 Key Differences Between Sales Operations and Revenue Operations

    Play Episode Listen Later May 11, 2021 7:53


    On this episode of SmartBug on Tap, Jen Spencer shares how sales operations and revenue operations are redefining how businesses think about revenue. Jen discusses: 1. Purpose and Goals  2. Organizational Structure 3. Key Areas of Focus

    5 Things to Know Before Migrating from HubSpot into Marketo

    Play Episode Listen Later May 4, 2021 8:39


    On this episode of SmartBug on Tap, Jen Spencer shares some key differences between Marketo and HubSpot. Jen discusses: 1. Pricing 2. Usability 3. Integration 4. And More!

    10 Steps to a Successful CRM Migration

    Play Episode Listen Later Apr 27, 2021 8:39


    On this episode of SmartBug on Tap, Jen Spencer shares 10 steps to executing a successful CRM migration and all the angles to consider throughout your project.  

    The Biggest Problems Solved by Marketo’s Q1 Releases

    Play Episode Listen Later Apr 20, 2021 6:00


    On this episode of SmartBug on Tap, Jen Spencer shares recent Marketo updates that will help you solve some of the biggest problems you may be experiencing with Marketo today. Jen discusses: 1. Next-Generation User Experience 2. Multi-Channel Personalization 3. Landing Pages and Forms 4. Sales Updates Links Mentioned Marketo Release Notes Meet with Us at Adobe Summit 2021  

    4 Ways to Drive Operational Efficiency with Revenue Operations

    Play Episode Listen Later Apr 13, 2021 8:39


    On this episode of SmartBug on Tap, Jen Spencer shares four ways to drive operational efficiency with revenue operations. Jen discusses: 1. What Effective Revenue Operations Look Like 2. How to Get Started with Revenue Operations 3. How to Use Revenue Operations to Lift Operational Efficiency Check out our latest RevOps and Inbound Marketing Benchmarks Report.

    Blending Marketing and Technology: The New Approach to Revenue Operations

    Play Episode Listen Later Apr 6, 2021 8:32


    On this episode of SmartBug on Tap, Jen Spencer shares how marketing and technology converge to spark a new RevOps strategy—and what your marketers need to do to brace for impact. Jen discusses:  1. How RevOps is changing 2. Why marketing is getting more complicated 3. How technology is becoming more connected 4. Potential RevOps problems and solutions

    How to Build the Right Tech Stack to Support Your Revenue Operations Goals

    Play Episode Listen Later Mar 30, 2021 7:28


    On this episode of SmartBug on Tap, Jen Spencer shares how to build the right tech stack to support your revenue operation goals.  Jen discusses:  1. What to considering when auditing your tech stack 2. Why you should consult and educate your employees when changing technology 3. Why integration matters

    How to Integrate and Align Data to Maximize Revenue and Growth in Your Organization

    Play Episode Listen Later Mar 23, 2021 7:54


    On this episode of SmartBug on Tap, Jen Spencer shares how to integrate and align data to maximize revenue and growth in your organization. Jen discusses: 1. What a RevOps team does 2. Agreeing on goals for organizational alignment 3. Using data to grow your business 4. And more!

    3 Strategies to Maintain Consistent Revenue Growth in Your Business

    Play Episode Listen Later Mar 16, 2021 7:18


    On this episode of SmartBug on Tap, Jen Spencer shares three strategies to maintain consistent revenue growth in your business. Jen discusses how to: 1. Maintain a consistent marketing strategy 2. Leverage marketing automation 3. Personalize your marketing approach  

    How Content Marketing Fits into a Sales Enablement Strategy

    Play Episode Listen Later Mar 9, 2021 6:25


    On this episode of SmartBug on Tap, Jen Spencer shares how content marketing fits into a sales enablement strategy.

    5 Ways Sales Enablement Encourages Marketing and Sales Alignment

    Play Episode Listen Later Mar 2, 2021 8:46


    On this episode of SmartBug on Tap, Jen Spencer shares five ways sales enablement can improve your marketing and sales alignment. Jen discusses how sales enablement... 1. Organizes Content so that Marketers and Sellers Can Find It When They Need It 2. Empowers Marketers to Alert Reps About which Content Is the Most Up to Date 3. Helps Marketers Gauge How It’s Helping Sellers 4. Helps Marketers and Sellers Gather Feedback on How Content Performs with Buyers 5. Ensures that Content Remains on Brand  

    3 Ways a Sales Team Survey Can Help Boost Your Content’s Success

    Play Episode Listen Later Feb 23, 2021 6:26


    On this episode of SmartBug on Tap, Jen Spencer shares how a sales team survey can uncover gaps in your content strategy and identify potential areas of need before problems arise.

    How To Get The Most Out Of ABM -- Without Ditching Inbound

    Play Episode Listen Later Feb 16, 2021 6:40


    On this episode of SmartBug on Tap, Jen Spencer shares how to get the most out of account-based marketing without ditching inbound.  Jen shares how inbound and ABM are made for each other and how to get started by:  1. Focusing on the right goals 2. Ungating your content 3. Exploring different verticals Links Mentioned  LIVE DEBATE: Gated vs. Ungated Content Debate

    How B2B Marketing And Sales Teams Can Navigate in Uncertain Times

    Play Episode Listen Later Feb 9, 2021 8:22


    On this episode of SmartBug on Tap, Jen Spencer shares how B2B marketing and sales teams can stay afloat this year. Jen shares how businesses that aren’t used to being agile,  smaller businesses, or those with more flexibility baked into their operations can survive with the following strategies: 1. Getting Back To Basics 2. Trying Account-Based Marketing 3. Making Sure Your Messaging Is On The Money 4. Nurturing More Stable Verticals 5. Auditing Your Tech Stack To Maximize ROI 6. Making The Story About Your Customers Links Mentioned MarTech Stack Audit Template

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