Course Code: hubspotbg
Prerequisites:
  • An understanding of HubSpot CRM
  • Minimal Experience with HubSpot CRM

Audience

  • Sales professionals who want to streamline HubSpot functionalities 
Overview:

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
Course Outline:

Sales Sequences & Lead Qualification 

Module 1: Understanding & Setting Up Sales Sequences 

  • Overview of sales sequences and lead qualification
  • Defining and segmenting leads in HubSpot
  • Structuring a sales sequence (calls, emails, follow-ups)

Module 2: Automating & Managing Sales Sequences 

  • Linking sales sequences to task lists for sales reps
  • Ensuring opt-out compliance and lead management
  • Hands-on practice: setting up and modifying sequences in HubSpot

 

Drip Campaigns & Lead Engagement 

Module 3: Setting Up Drip Campaigns for Uninterested Leads 

  • Identifying and segmenting leads for drip campaigns
  • Creating automated email sequences (brand intro, product content, call-to-action)

Module 4: Tracking & Optimizing Drip Campaign Performance 

  • Ensuring compliance and opt-out options
  • Tracking engagement, open rates, and lead readiness
  • Adjusting campaigns based on analytics

 

Sales Productivity & Email Optimization 

Module 5: Creating Interactive Lead Qualification Forms 

  • Importance of interactive forms for efficient lead qualification
  • Building and using a form in HubSpot with key discovery questions

Module 6: Optimizing Sales Emails & Using Templates 

  • Setting up and customizing email templates in HubSpot
  • Organizing templates by language and linking them to sequences
  • Hands-on practice: selecting, personalizing, and sending emails