Enabling Data-Driven Strategy for Sales & Marketing Leaders

AI agents are generating a lot of buzz, but how do you actually put them to work in your business? In this webinar, Periti Digital and Eventus will host a panel discussion on HubSpot's native AI toosl within Breeze (such as Data Agent, Prospecting Agent, etc.). We'll also go beyond the basics to address the questions most teams are really asking: How do you keep an AI agent on track? What guardrails exist, and how do you monitor day-to-day usage to make sure things don't go off the rails?

What Value HubSpot AI Tools Can Bring to Your Business

Breeze agents are available to all HubSpot users, but little is known about the powerful functionality that they can provide to sales and marketing teams that are focused on results. We'll do a deep dive on how to think about these agents, and how to use them for maximum effectiveness.

Eventus: A Real-World Success Story

Leading financial services company Eventus had a specific set of problems that were preventing them from making data-driven decisions to build pipeline and foster sales growth. But a sales leader from Eventus will share how—with help from Periti Digital— they now use Breeze agents to qualify clients, leading to quicker outreach and better lead-to-opportunity conversions. Plus, she'll share the best practice they've developed along the way, and how they've navigated security and compliance considerations.

Planning Your AI Investment

We'll provide expert advice on how to think about AI credit consumption and how to calculate what you actually need based on your business size and goals. Whether you're just starting to explore HubSpot's AI capabilities or you're ready to scale, you'll walk away with real-world insight and a clear next step.

Katy Pritchard, Panelist

Head of Marketing, Eventus

Katy Pritchard is a Senior Marketing Leader and Head of Marketing at Eventus, a global provider of trade surveillance and market risk technology. With over ten years of experience in fintech and enterprise SaaS, Katy specialises in driving revenue growth through data-driven marketing, brand strategy and scalable demand generation.

At Eventus, she leads the global marketing strategy across brand, product marketing, demand generation and events. She has been instrumental in building the company’s marketing engine, including implementing AI-powered marketing and sales workflows, refining CRM and attribution processes and launching global thought leadership initiatives. Katy is passionate about combining creativity, technology and analytics to deliver measurable business impact.

Diogo Cabral, Panelist

Director, Professional Services, Periti Digital

Diogo Cabral brings over two decades of strategic leadership experience in the technology sector, currently serving as Director of Professional Services at Periti Digital, where he leads consultancy initiatives for more than 400 clients. Previously, he served as Vice President of Projects at Provident CRM, a premier SugarCRM elite partner, where he spearheaded complex implementation projects and established best practices for enterprise CRM deployments.

As a recognized expert in artificial intelligence applications for business, Diogo specializes in large language models including Claude and ChatGPT, with deep technical knowledge of Model Context Protocol (MCP) and HubSpot platform optimization. He is a thought leader in AI-powered sales and marketing operations, advising executive teams on leveraging HubSpot CRM integrations with artificial intelligence to transform data into actionable intelligence and drive competitive advantage.

Brian Cronin, Panelist

Manager, HubSpot Consulting

Brian Cronin is a HubSpot CRM Consultant and Manager at Periti Digital, a HubSpot Elite Partner Consultancy, where he leads the North American consulting team out of Boston, Massachusetts. Over the course of his career, Brian has led complex HubSpot implementations spanning CRM and ERP integrations, large-scale migrations, and marketing automation for high-volume B2C clients, with a focus on solution architecture and revenue operations that drive measurable growth.

What sets Brian apart is a rare blend of technical depth and business acumen. A qualified Pharmacist and Trinity College Dublin graduate, he also holds a First Class Honours Diploma in Software Engineering and Database Technologies — giving him a uniquely analytical approach to solving business problems. Brian is passionate about leveraging HubSpot AI tools, including Breeze, to help organizations unlock smarter automation, deeper insights, and more scalable growth.

Beth West, Moderator

Fractional CMO, Surgo Advisors

Beth West has over 25 years of experience leading marketing teams in the technology industry. Most recently, she served as the Senior VP of Marketing for Isos Technology, an Atlassian Platinum Solution Partner, for 14 years. She currently works as a Fractional CMO and Lead Consultant for Surgo Advisors, a specialty consulting firm dedicated to fostering revenue growth in mid-market organizations.

Beth is an avid HubSpot and AI user. As a marketing leader who has led teams to double-digit growth in a short timeframe, she is an expert on creating marketing and sales strategies that produce fast results.

The No-Nonsense Guide to HubSpot AI Tools: A Real Customer's Story

Wednesday, April 15 | 3:00 PM (GMT) | 10:00 AM (EDT)

How Eventus leverages HubSpot Breeze agents for pipeline building and overall sales growth

A Quick Breakdown of What We'll Discuss