Host · The AI-Native Shift - Beyond Industrial Defaults, Hubsessed Office Hours: AI-Native and 1 more

Trisha Merriam

Trisha Merriam

RevOps Leader and HubSpot AdminSWOPtimize

As a RevOps leader for B2B SaaS companies, I specialize in building high-impact, efficient go-to-market systems that align marketing, sales, and customer success.

Episodes hosted
29
Shows
3
  • AI Data Readiness
  • Platform Strategy
  • Data Quality

Episodes with Trisha

29 hosted · the 24 most recent shown

HostAnother Orange Morning

Thursday, October 15, 2026, with Chris Carolan, Casey Hawkins, and Trisha Merriam

October 15, 2026

HostAnother Orange Morning

Thursday, October 8, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

October 8, 2026

HostThe AI-Native Shift - Beyond Industrial Defaults

What AI Should Never Decide First — AI Readiness, Part 1

October 7, 2026

HostHubsessed Office Hours: AI-Native

Hubsessed Office Hours - AI-Native - Oct 5, 2026

October 5, 2026

HostAnother Orange Morning

Thursday, October 1, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

October 1, 2026

HostAnother Orange Morning

Thursday, September 24, 2026, with Casey Hawkins and Trisha Merriam

September 24, 2026

HostAnother Orange Morning

Thursday, September 10, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

September 10, 2026

HostThe AI-Native Shift - Beyond Industrial Defaults

Fractional AI Orchestrator: The Role Your Org Chart Doesn't Have

September 9, 2026

HostAnother Orange Morning

Deals Were Never Designed to Carry Your Revenue

September 3, 2026

HostAnother Orange Morning

Copy Associations Retires a Pile of Workarounds, and the Mobile Run Got Serious

August 27, 2026

HostAnother Orange Morning

Thursday, August 20, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

August 20, 2026

HostAnother Orange Morning

Thursday, August 13, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

August 13, 2026

HostAnother Orange Morning

Not What I Thought It Was: Dropdown Conversions, Merge Rules, and Building a Lookup Property Live

August 6, 2026

HostThe AI-Native Shift - Beyond Industrial Defaults

The AI-Native Shift - Beyond Industrial Defaults — Part 4: Your Agents Are Only as Open as Your Gates

August 5, 2026

HostAnother Orange Morning

Set the Threshold First: Scoring Points, Campaign Cloning, and Reporting Comes to Starter

July 30, 2026

HostThe AI-Native Shift - Beyond Industrial Defaults

The AI-Native Shift - Beyond Industrial Defaults — Part 3: Your Agents Are Only as Free as Your Rules

July 29, 2026

HostAnother Orange Morning

Thursday, July 23, 2026, with Casey Hawkins and Trisha Merriam

July 23, 2026

HostThe AI-Native Shift - Beyond Industrial Defaults

The AI-Native Shift - Beyond Industrial Defaults — Part 2: Your Agents Are Only as Whole as Your Data

July 22, 2026

HostThe AI-Native Shift - Beyond Industrial Defaults

The AI-Native Shift - Beyond Industrial Defaults — Part 1: Building a Human-AI Partnership That Earns Trust

July 8, 2026

HostAnother Orange Morning

Thursday, July 2, 2026, with Casey Hawkins and Trisha Merriam

July 2, 2026

HostAnother Orange Morning

Thursday, June 25, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

June 25, 2026

HostAnother Orange Morning

Thursday, May 28, 2026, with Chris Carolan and Trisha Merriam

May 28, 2026

HostAnother Orange Morning

Thursday, May 21, 2026, with Casey Hawkins, Chris Carolan, and Trisha Merriam

May 21, 2026

HostValue-First Platform: AI Data Readiness

Value-First Platform: Data Readiness with AI and Trisha Merriam

November 25, 2025

On air with Trisha

Chris Carolan, Casey Hawkins, Amanda Martin, Erin Wiggers and 2 more

Also on these shows

People Trisha makes shows with.

Chris CarolanFounder · Value-First TeamTheir page
Architect
Coach
Educator
Peer

Transformation Catalyst: Helping Organizations Escape Complexity

Erin WiggersTheir page
Architect
Coach
Educator
Peer

HubSpot membership and subscription specialist.

More of Trisha’s work

Episodes · 29

and 26 more

Clips · 17

and 14 more

Takes · 7

and 4 more

About Trisha

About Trisha

Trisha Merriam specializes in helping organizations prepare their HubSpot infrastructure for AI collaboration. Through VF Platform: AI Data Readiness, she teaches practical approaches for building data foundations that enable AI-native workflows, demonstrating how proper platform configuration multiplies the value of both human expertise and AI capabilities.

Expertise Areas

  • AI Data Readiness Assessment: Preparing platforms for AI capabilities
  • HubSpot Platform Optimization: Configuring infrastructure for AI collaboration
  • Data Architecture for AI: Building structures that enable pattern recognition
  • Breeze Integration: Practical implementation of HubSpot's AI tools
  • AI-Native Workflow Design: Creating processes that leverage AI effectively

Why Listen to Trisha

Trisha provides grounded guidance for HubSpot administrators and RevOps professionals navigating AI adoption. She cuts through complexity to show practical steps for preparing platform infrastructure, demonstrating how proper data architecture becomes the foundation for effective AI-human partnership.

Philosophy

Trisha believes AI's value depends entirely on data quality and structure. Her work shows how investing in proper platform foundations—seemingly unglamorous work—creates the infrastructure that enables AI to multiply human capability rather than creating frustration through poor implementation.


Co-host of VF Platform: AI Data Readiness - AI-powered data strategies for platform excellence.

Working together since November 25, 2025

29 episodes across 12 months.

  1. November 20256 episodesValue-First Platform: AI Data Readiness
  2. May 20262 episodesAnother Orange Morning
  3. June 20261 episodeAnother Orange Morning
  4. July 20266 episodesAnother Orange Morning, The AI-Native Shift - Beyond Industrial Defaults
  5. August 20265 episodesAnother Orange Morning, The AI-Native Shift - Beyond Industrial Defaults
  6. September 20264 episodesAnother Orange Morning, The AI-Native Shift - Beyond Industrial Defaults
  7. October 20265 episodesAnother Orange Morning, Hubsessed Office Hours: AI-Native, The AI-Native Shift - Beyond Industrial Defaults