The loop
- Refine targetingClaude analyzes serviceable addresses and CRM data
- Enrich contactsField contacts completed and cleaned in HubSpot
- Email & SMSHubSpot campaigns warm the market before and after the knock
- In the fieldDoor-to-door, events and community partners
- Report automaticallyResults artifacts and recurring reports for leadership
Field marketing with a digital backbone
Field marketing usually lives on clipboards and spreadsheets. I connect it to HubSpot and Claude so every door knock, event and community touch is targeted, followed up by email and SMS, and reported without anyone building a slide by hand.
How it works
- Claude refines targeting by combining serviceability, CRM history and market data, so field teams spend their time on the streets most likely to convert.
- Field marketing contacts are enriched and cleaned before they enter HubSpot, so every lead lands in the right list and lifecycle stage.
- Email and SMS campaigns run around field activity: announcements before the team arrives, follow-ups after the visit.
- Claude builds field marketing results artifacts and automated reports, giving leadership a current view of activity, leads and sales by market.












