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George B. Thomas.Catalyst for Growth
Marketing · George B. Thomas

Foundation Before Automation

The data is your foundation.

Every team wants the shiny new AI feature. George's warning, in his own words: "You're building the shiny new thing on a shitty foundation... the data is your foundation." He doesn't scold anyone for messy data ("I don't think we're willfully doing it... it is a blindness"). He gives them a cadence instead, because "it's easier to clean every six months than it is every six years."

Who should be in the room

HubSpot admins, RevOps leads and leaders about to roll out AI or automation on top of their CRM.

You'll walk away with

  • George's cleanup cadence: 30 to 60 minutes weekly, 1.5 to 2 hours monthly and a mini audit quarterly to twice a year
  • Why to visit "the other side of town," the parts of the portal your bookmarks skip
  • Permissions as hygiene, not only security, with documentation and training before new tools
  • "One platform your team actually adopts over five great tools they ignore"

Formats: Keynote · Workshop · Virtual

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Let's talk about what you're building.

AI consulting or a keynote. Tell me where you are and where you want to go.