Kixie

**Friday, February 27 @ 9am PST**

Getting Kixie live is easy. Setting it up to actually maximize connection rate, protect deliverability, and avoid spam issues? That’s where most teams go wrong.

The Kixie Onboarding Clinic is a practical, step-by-step walkthrough of the fundamentals that directly impact performance.

This session is designed for new Kixie users who want to:

*   Increase live connection rates
*   Avoid common setup mistakes
*   Protect their caller ID reputation
*   Ensure SMS compliance
*   Start seeing results immediately

### What We’ll Cover

**Initial Setup (Live Demo)**

How to configure your account properly from the start.

**What Drives Connection Rate**

Lead priority, intent freshness, dial timing, and PowerList structure.

**PowerDialer Best Practices**

The Priority Funnel and Waterfall structure that keeps reps calling the right leads at the right time.

**Dialing Settings That Quietly Kill Performance**

Ring time, call waiting, quiet mode, and other overlooked settings.

**Caller ID, ConnectionBoost & Spam Prevention**

How to improve answer rates and reduce spam labeling.

**SMS & 10DLC Compliance Explained Clearly**

What’s required, why it matters, and how to avoid carrier blocking.

**Reporting & Next Steps**

How to measure performance and know what to improve.

### Who Should Attend

*   New Kixie users
*   Sales reps getting started
*   Managers overseeing dialing performance
*   Anyone responsible for setup and configuration

This session includes live Q\&A so you can get answers specific to your workflow.

If you’re new to Kixie, this is the fastest way to make sure you’re set up correctly and positioned to win.


Kixie Onboarding — Set Up Kixie the Right Way From Day One | Kixie Clinic

**Your next customer is already signaling intent. Are you fast enough to win the conversation?**

Every minute of delay costs revenue. In competitive HubSpot sales motions, speed isn’t a tactic — it’s an operating decision.

In this live panel, leaders from **HubSpot, Kixie, and Salesmsg** unpack how high-performing HubSpot teams eliminate response delays, coordinate calls and texts, and consistently turn buying signals into real conversations.

This is not a demo. It’s a peer discussion focused on how teams actually execute speed-to-lead at scale, what breaks, and what finally works.

### **What You’ll Learn**

*   Why speed-to-lead is a competitive advantage (and where most teams lose it)
*   How top HubSpot teams orchestrate calls, texts, and workflows without rep guesswork
*   What execution looks like in the first critical minutes after a signal
*   Real outcomes from a customer operating in a high-intent medical sales environment
*   The operating principles behind repeatable speed, not just tools

### **Who Should Attend**

*   HubSpot admins and RevOps leaders responsible for execution
*   Sales and SDR leaders accountable for connect rates and response time
*   Directors and VPs of Sales, Revenue, or Growth
*   Teams in medical ecommerce, telehealth, or high-intent inbound sales
*   Anyone looking to improve speed-to-lead, connect rates, or follow-up consistency

***Bonus: One live attendee will be randomly selected to receive AirPods Max.***


From Signal to Sale: How HubSpot Sales Teams Win the Speed-to-Lead Game

This clinic, we’re doing a deep dive on **Kai**, Kixie’s AI-powered reporting assistant **🤖**, and how teams are using it to answer questions faster, uncover insights instantly, and build reports without the manual work.

We’ll also be joined by Peter Steiner, Brian Lucas, and Luis Leon from First Connect Insurance Services, who will share how their team uses Kai to create reports that actually drive action.

**What you will learn:**

*   How Kai helps you build call and SMS reports using simple, natural language
*   Real-world examples of how First Connect Insurance Services uses Kai to surface insights faster
*   Best practices for turning conversation data into transparent, actionable reporting
*   How to get more out of Kixie’s reporting without relying on spreadsheets or manual setup

Kai doesn’t just show you data — it helps you understand it, instantly. This session is designed to show you what that looks like in practice.


Kixie Clinic | Meet Kai - Kixie’s AI-Powered Reporting Assistant.

This Kixie Clinic is a strategic deep dive into **PowerLists** and how top teams use them to increase live connections without increasing dial volume.

In Part 1, we focus on fundamentals and strategy. You’ll learn how to structure PowerLists based on lead temperature, intent freshness, and priority so reps spend time on the right leads at the right moment.

We’ll break down real-world best practices, common mistakes that quietly burn good data, and how to work cold leads without wasting dials. The session wraps with a live Q\&A.

Part 2 (stay tuned!!) will build on this foundation and cover **PowerList automations** and how teams scale these workflows with minimal manual effort.

## **What you’ll learn**

*   PowerList setup best practices that directly impact connection rates
*   How to structure PowerLists by lead temperature and priority
*   Strategies for handling cold leads without burning dial volume
*   Common PowerList mistakes that degrade data quality and performance
*   Live Q\&A with practical, real-world scenarios


Kixie Clinic | PowerDialer List Prioritization Strategies to Increase Live Connections.

What you’ll learn

Speakers

Max Youngquist

CSM Team Lead @ Kixie

Edward Diep

CSM @ Kixie

Replays

Kixie Onboarding — Set Up Kixie the Right Way From Day One | Kixie Clinic

From Signal to Sale: How HubSpot Sales Teams Win the Speed-to-Lead Game