FREE LIVE WORKSHOPWed Nov 18, 12 PM CT: watch us build a HubSpot AI prospecting agent live, start to finish. Save your seat. ↗
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Free live webinar / Session 01

Build a HubSpot AI Prospecting Agent, Live

A free 60-minute live build. Watch Charles Summers set up HubSpot's Prospecting Agent end to end on a demo portal, then take the recording and the setup checklist.

  • DATENov 18, 2026
  • TIME12:00pm CST
  • LENGTH60 min
  • PRICEFree, replay included

Wednesday, November 18, 2026 at 12:00pm CST.

Free, live, 60 minutes. Charles Summers builds a HubSpot Prospecting Agent end to end on a demo portal: the Play, the buying signals, the personas, the outreach, the guardrails and the handoff to your reps. You watch every click and ask questions as it happens. Every registrant gets the recording and the setup checklist. It is the same build the AI Agent Bootcamp walks you through in your own portal.

What you'll learn

Leave with a plan, not notes.

  1. 01

    What the agent actually does

    Where HubSpot's Prospecting Agent fits: it watches the companies you target for buying signals, finds up to three matching contacts per company and drafts the outreach. What it does well, and what it should never do on its own.

  2. 02

    Signals and personas

    Building a Play from scratch: which intent signals are worth watching (funding, launches, research activity, website visits), how to write personas the agent can match, and why generic selling context produces generic emails.

  3. 03

    Enrollment and guardrails

    Why we use Adaptive outreach, not Sequences: sender identity, tone, send windows and daily contact limits set high enough to matter. How guardrails let it send without a review queue from day one.

  4. 04

    HubSpot Credits and what it costs to run

    How the agent bills: as of HubSpot's July 2026 release, $1 per lead it recommends for outreach, paid in HubSpot Credits from a pool your other AI features share. How to set a budget before the first lead.

  5. 05

    The handoff to your reps

    Routing replies and meetings to the right owner, so a person takes over the moment a conversation turns real and the agent never talks past its job.

  6. 06

    What to do Monday

    A short checklist to turn it on in your own portal this week, and how we install it for free when you buy HubSpot or HubSpot Credits through us. Then live Q&A: questions go to the moderator and are answered on air.

Speakers

Who you'll hear from.

How it works

No Zoom. No app. Just this page.

  1. 01

    Register on this page

    First name and work email. You get a calendar invite link right away.

  2. 02

    Watch right here

    On the day this page turns into the live room. No Zoom, no app, no meeting link. Ask questions as it runs.

  3. 03

    The replay posts here

    Missed it? The recording and the full transcript go up on this same page after the session.

Webinar FAQ

Good questions.
Straight answers.

Is the workshop free?

Yes. Registration, the live session, the recording and the setup checklist are all free. No card, no catch.

How is this different from the AI Agent Bootcamp?

In the workshop you watch one generic agent set up on a demo portal in 60 minutes. In the bootcamp (Dec 1 to 10, 2026, from $397 early-bird) you install your own agent in your own portal from a starter pack written for your business, in 3 live sessions of about 3.5 hours in total, then learn to run it and report on it. Members also get the play library, checklists, a reporting dashboard template and async help.

Will there be a recording?

Yes. The replay posts on this same page after the session and we email it to everyone who registered, so register even if you cannot make it live.

We are not on HubSpot. Is this still useful?

Yes. Signals, personas, guardrails and the handoff work the same way in any stack. We point out where the same pieces live in another CRM. For a build in your own stack, join the bootcamp's custom agent track waitlist or have it built.

What does the Prospecting Agent cost to run?

As of HubSpot's July 2026 release, it costs $1 per lead it recommends for outreach, charged as 100 HubSpot Credits, plus 10 credits per company research task. Paid portals include a starting credit allowance shared across HubSpot's AI features. Pricing is HubSpot's and can change; we show how to set a budget live.

Do I need a paid HubSpot seat?

To watch, no: all you need is a browser. To build your own, you need a paid HubSpot portal. Since HubSpot's July 2026 release, Starter, Professional and Enterprise portals can all turn on the Prospecting Agent, with access set through user permissions. We install it for you at no cost when you buy HubSpot or HubSpot Credits through us as your partner.

Will you build mine?

Yes, if you want us to. We build prospecting agents inside your portal, then hand them off, maintain them or run them for you. Bring your questions to the live Q&A, or see the prospecting agent build page any time.

THE AI AGENT BOOTCAMP · DEC 1 TO 10, 2026

Watching is free. Building yours is the bootcamp.

The workshop shows one agent on a demo portal. In the bootcamp you install your own Prospecting Agent in your own HubSpot portal from a starter pack written for your business, then learn to run it and report on it. 3 live sessions, about 3.5 hours live, plus the play library, checklists and a reporting dashboard template.

From $397 early-bird until Fri, Nov 27. Premium: 12 seats, installed for you.

Free workshop compared with the AI Agent Bootcamp tiers and a done-for-you build
Free workshopBootcamp CoreBootcamp PremiumHave it built
PriceFree$497 ($397 early-bird)$2,497 or 3 x $897Scoped engagement
Whose agentOne generic agent, on a demo portalYours, on your data and ICPYours, on your data and ICPYours, built and run by us
Who installs itYou watch CharlesYou, following Charles liveWe do, through partner accessOur team
Live time60 minutes3 live sessions, about 3.5 hours3 live sessions plus a 1:1 on your dataScoped to your stack
Your starter packFree generatorYes, with written notes on your packYes, with notes, installed for youWritten for you
Running it after launchNot coveredOperate and report session, dashboard template, weekly tune-upSame, and we set up your dashboardWe run it
Library, recordings, checklistsRecording and the setup checklistYesYesHandover docs
Not on HubSpotConcepts onlyNo: HubSpot trackNo: HubSpot trackAny stack
Next stepSave a free seat ↗Reserve Core ↗Reserve Premium ↗Scope a build ↗

Build your own agent,
installed in your portal.

The AI Agent Bootcamp, Dec 1 to 10, 2026: 3 live sessions, about 3.5 hours. Install it in your own portal, then run it and report on it. Core from $397 early-bird until Nov 27.

See the AI Agent Bootcamp ↗