In the Tailor stage of the Loop Marketing Model, the focus is all about creating meaningful, personalised interactions. It’s where your CRM stops being a database and starts becoming a dynamic partner in your strategy, helping your team connect with the right people, at the right time, with the right message.
HubSpot’s latest innovation makes this even easier: the introduction of AI agents inside your CRM. These built-in assistants automate key parts of your marketing, admissions, and partnership processes, helping education organisations save time and scale their impact without losing the human touch.
Two of these AI tools, the Prospecting Agent and the Data Agent, are already changing the way education teams tailor their outreach.
The Prospecting Agent is designed to make your outreach efforts smarter and more strategic. Once activated in your HubSpot account, it can automatically research your existing contacts and companies, then draft thoughtful, personalised emails to re-engage them.
Imagine reconnecting with:
Feeder schools that have previously sent strong applicant numbers
Alumni or donors you’d like to re-engage
Agents and partners who haven’t heard from you in a while
The AI analyses contact records and activity to craft tailored email sequences - usually a series of three messages, spaced a few days apart - written in a natural, professional tone.
You can choose to review, edit, and approve each message before sending, or let the AI send them automatically. Either way, this feature ensures your outreach is consistent, timely, and always aligned with your goals, helping you build stronger partnerships and uncover new opportunities.
The second AI tool, the Data Agent, focuses on something equally powerful - the quality of your data.
Using the new “smart properties” feature, you can prompt the Data Agent to create intelligent fields that surface valuable insights from your existing records.
For example, you could create a property that identifies schools that have historically sent a large number of students. By asking the Data Agent to “research which schools have historically contributed a significant number of students,” HubSpot will generate a new property that displays this insight across your CRM.
This turns your existing data into actionable intelligence, allowing you to tailor communications, prioritise outreach, and refine your marketing or admissions strategies based on real performance trends.
You can adjust object types, field labels, or property rules at any time, giving you complete flexibility while still benefiting from AI-powered research and analysis.
Together, these agents help education teams do what they do best - connect meaningfully with people.
By combining automation with personalisation, you can:
Reduce manual research and outreach time
Discover new opportunities hidden in your existing data
Personalise engagement with agents, schools, or alumni at scale
Build more efficient, data-driven marketing and admissions strategies
It’s not about replacing your team’s expertise , it’s about enhancing it. HubSpot’s AI tools handle the heavy lifting, so your people can focus on creativity, relationships, and results.
At the Tailor stage of Loop Marketing, technology and personalisation come together. HubSpot’s AI agents are the next step in helping education teams bring their strategies to life, turning insight into action and data into growth.
HubGem’s consultants are already helping education organisations harness these tools effectively - with training, setup, and tailored strategies designed for schools, colleges, and non-profits.
If you’re ready to explore how AI can enhance your HubSpot portal and save your team valuable time, we’d love to help.