Generate your Breeze starter pack
Run our generator on your own site. Your plays, AI context and personas come back drafted, ready for review at kickoff.
Open the generator ↗AI AGENT BOOTCAMP · MEMBERS’ PORTAL
HubSpot Prospecting Agent track
Dec 1 to 10, 2026. Prep on your own first, then 3 live sessions, about 3.5 hours, all at 12:00pm CT and recorded. Questions go in a thread in the members' portal and are answered within one business day. No office hours to schedule around.
Start here
How the Prospecting Agent works
Plays, buying signals, contact sourcing and credits: what each one does and what it costs.
Members onlyPrep your portal
Permissions and seats, AI settings, connected inboxes, products, exclusion segments, tracking code and forms.
Members onlyKickoff and pack review
Tue, Dec 1, 2026 · 12:00pm CT · 60 min
Charles goes through one member's starter pack top to bottom, live, showing what to change and why. Every other member gets written notes on their pack in the portal within one business day.
Join live: members onlyAdd to calendar ↗
We install it for you
We install your whole pack through HubSpot partner access, run a 1:1 on your data and set up your reporting dashboard.
Premium members only
Three sessions, about 3.5 hours
- Tue, Dec 1Live 1: Kickoff and pack review12:00pm CT · 60m
- Thu, Dec 3Live 2: Install-alongCheckpoints: AI context and products · Play 1: inbound follow-up · Play 2: re-engagement · Play 3: targeted outbound · Automation and launch12:00pm CT · 90m
- Thu, Dec 10Live 3: Operate and report12:00pm CT · 60m
Rewatch any session
Recordings stay in your portal through the cohort. Want ongoing access? Ask about the self-paced version.
- Kickoff and pack reviewAfter the session
- Install-alongAfter the session
- Operate and reportAfter the session
The prompts, plays and checklists from client builds
Want a taste first? The public plays library is free to read.
Prompt and play library
The advanced instructions, selling context and play setups used on client builds, ready to edit for your ICP.
Members onlyInstall checklist
Every field in the install, in order, with the checkpoint it belongs to. Tick it off as you go.
Members onlyReporting dashboard template
Meetings booked, reply rate, pipeline from agent-sourced contacts and credits per meeting, ready to copy into HubSpot.
Members onlyWeekly tune-up checklist
The 15-minute routine to keep the agent improving after the cohort ends.
Members onlyThe four numbers that say it works
- Meetings bookedFrom agent outreach, by play
- Reply rateReplies over contacts reached
- PipelineDeals from agent-sourced contacts
- Credits per meetingWhat each meeting cost to book
Weekly tune-up: 4 steps, 15 minutes.
Copy the template: members only
Ask in the thread
Post a question or a screenshot any time. Answered within one business day. No office hours to book.
Members only
Offers on the tools around the agent
Want the keys
to this portal?
Reserve a seat in the Dec 1 to 10, 2026 cohort. Core from $397 early-bird until Fri, Nov 27. Premium: 12 seats, installed for you.