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HubSpot Training Courses
 

Indigo Iris’ HubSpot Training will guide you in mastering the platform to drive growth and transform your business.

 After many years of delivering training and consulting, the courses below have been designed to provide your company with a cost-effective solution for HubSpot Training whilst making the most of your time.

HubSpot Training Course Options and Prices

A

Starter

Perfect if you’re just starting with HubSpot or need training on 1 particular topic.

 

1 hour of training on any of the 1 hour courses, 1x 1hour follow-up session just to make sure you're all set, and a handy HubSpot essentials sheet:

  • 1 hour of training 

  • 1 hour follow-up session where you can ask questions or go back over any details

  • HubSpot essentials sheet with expert collated links to helpful articles, blogs and useful free templates

​

 

 

Cost:

£220 for 1-2 people (£55 per person per hour)

£70 per additional person (£35 per person per hour)​​​​

B

Pro-Bundle

For teams ready to optimise HubSpot, maximise their HubSpot investment and boost team productivity. 

 

4 hours of training on any combination of the courses below plus 1x 1hour follow-up session just to make sure you're all set, and a handy HubSpot essentials sheet:

  • 4 hours of training

  • 1 hour follow-up session where you can ask questions or go back over any details

  • HubSpot essentials sheet with expert collated links to helpful articles, blogs and useful free templates

 

Cost:

£460 for 1-2 people (£46 per person per hour)

£175 per additional person (£35 per person per hour)

C

Team Success bundle

The ultimate solution for training in all areas of HubSpot and growth. Growing SMEs needing support, training for new hires, and advanced team adoption.

 

5 hours of training on any combination of the courses below, plus 2x 1hr follow-up sessions just to make sure you're all set, and a HubSpot essentials sheet:

  • 5 hours of training

  • 2 x 1 hour follow-up sessions where you can ask questions or go back over any details

  • HubSpot essentials sheet with expert collated links to helpful articles, blogs and useful free templates

 

Cost:

£575 for 1-2 people (£41 per person per hour)

£245 per additional person (£35 per per person per hour)

If your team has  different requirements to the above please get in contact for a quote.
Training Courses

HubSpot Training Courses 

1

HubSpot's CRM & Data Training
1 hour

What you’ll learn on this course:​

  • Data Structure: Objects & Properties

  • Custom Properties

  • Contacts & Company Associations

  • Duplicate Management

  • HubSpot’s Lifecycles

  • Customising the CRM– Saved Views, Side Bars, Create new forms

  • Notification settings

​​

Who is this course for?

  • New HubSpot Users, existing Users with data issues, HubSpot Admins

  • Any Hub and Free, Starter, Professional or Enterprise Tiers â€‹

​​

Course Content:​

  • Learn about HubSpot's data structure: Objects & Properties. Useful for building Lists, Reports, Importing data and Workflows

  • Build Custom Properties

  • How to create Contact & Company Associations

  • Managing and preventing duplicates

  • Using and setting HubSpot’s Lifecycle stages

  • Customising the CRM so you can easily view and access your data through Saved Views, Side Bars and Create new forms

  • Set-up your Notifications so you receive relevant alerts in the right channel

2

HubSpot Marketing Email Training
Basic - 1 hour

What you’ll learn on this course:

  • How to build a segment (List) to send an email

  • Build an Email including personalisation and using HubSpot's AI tools

  • How to send a Marketing email

  • Email Marketing tracking

​​

Who is this course for?

  • Complete beginners or just started using Marketing Emails and would like further training on the features

  • Marketing Hub Starter to Enterprise

​​

Course Content:​

  • Build a segment to send your emails

  • Create a folder for your email templates

  • Build a Marketing Email template (having assets such as logos and images available to upload is helpful)

  • Use HubSpot’s AI

  • Personalise your email

  • Email Settings

  • Marketing Contacts

  • How to send and schedule an email

  • Basic automation

  • Email reporting – opens, clicks, not sent

  • Managing bounces

  • How to connect a domain to send Marketing Emails

3

HubSpot Marketing Email Training
Advanced - 2 hours

What you’ll learn on this course:

  • How to build a segment (List) to send an email

  • Build an Email including personalisation and using HubSpot's AI tools

  • A/B Testing

  • Using Smart Content

  • Automation

  • How to send a Marketing email

  • Email Marketing tracking

​​

Who is this course for?​

  • Beginners, users just starting with HubSpot or have experience with Marketing Emails and would like further training on the features

  • Marketing Hub Professional or Enterprise

​​

Course Content:​

  • Build a segment to send your emails

  • Create a folder for your email templates

  • Build a Marketing Email template (having assets such as logos and images available to upload is helpful)

  • Use HubSpot’s AI

  • Personalise your email

  • A/B Testing

  • CTAs

  • Email Settings

  • Marketing Contacts

  • How to send and schedule an email

  • Email reporting & dashboards 

  • Managing bounces

  • Using Smart Content

  • Automating Emails (workflows)

  • Managing Bounces

4

Importing and Migrating data to HubSpot
2 hours

What you’ll learn on this course:​​

  • How to prepare your data and import Contacts or Companies

  • Track the source of your data, useful for reporting and understanding attribution

  • Learn how to use the imported data in Lists, Automation and Reports

  • Understand data quality best practices and how to prevent duplicates and import issues

​​

Who is this course for?

  • Anyone who would like to import data

  • Businesses that are migrating data to a new HubSpot account

  • Suitable for Free to Enterprise Tiers and any Hub​

​​

*Course Content:​​

  • Overview of HubSpot's data structure: Objects & Properties

  • Create an import template, format, cleanse and prepare your data including naming conventions

  • Required fields and prevent duplicates

  • Lifecycle Stages and Contact Owners

  • Create your import file

  • Contacts & Company associations

  • Tracking the data Source to report on attribution

  • Import options such as updating existing data

  • Import test data, correct issues and troubleshooting

  • How to find the data, view and use the data in Lists, Automation and Reporting

  • Overview of how to import multiple Objects in the same file such as Contacts and Companies

  • Customise the left sidebar and build saved views to see the data at a glance

​*Prior to the course, it's useful to have real-life or relevant test data that we can work with

5

Target Accounts and Account Based Marketing in HubSpot
2 hours

What you’ll learn on this course:​

  • Understand what Account Based Marketing (ABM) is and the benefits of an Account Based Marketing strategy

  • Evaluate if an ABM strategy is right for your company

  • Understand the principle of an Account Based Marketing strategy including the team and content creation

  • How to use the HubSpot Tools for ABM, Target Accounts and Ideal Customer Profiles

  • Reporting options & Dashboards

​​

Who is this course for?

  • Sales, Marketing, RevOps and Business Owners with a basic understanding of HubSpot

  • Professional or Enterprise Sales Hub with a Paid Sales Seat to access the Sales Workspace.

​​

Course Content:​​

  • Understand what are Target Accounts, Ideal Customer Profile Tiers and Account Based Marketing (ABM)

  • Learn the benefits of Account Based Marketing

  • Evaluate if an ABM Strategy is right for your company

  • ABM and Inbound Marketing

  • ABM teams and  the importance of alignment

  • Identify your Target Accounts and Ideal Customer Profiles and create a List

  • ABM measures of success

  • Learn how to use the HubSpot tools:

   - Switch on ABM in HubSpot

   - Create a new Team

   - Make an individual and multiple Companies a Target Account

   - Use automation

   - Target Accounts in the sales workspace

   - Automation to notify sales and set a Task

  - Create a list of Target Accounts

  - Create a saved view for your Target Accounts​

6

HubSpot Sales Training
2 hours

What you’ll learn on this course:

  • Use the Sales tools & features to support sales teams 

  • Learn how to log calls, set-up meetings and send a 1-1 email

  • Connect an inbox and calendar

  • Understand how to use and edit Lifecycles and Deal stages including when to create a Deal

  • Create a 1-1 email template, snippets and a saved view

  • Sales Reports & Dashboards

​​

Who is this course for?

  • Anyone who would like to start using the Sales Tools & Features

  • HubSpot Admins

  • Sales Hub Starter to Enterprise

​​

Course Content:​​

  • Using and editing Lifecycle Stages

  • Pipelines and Deal Stages, including best practice and when to create a Deal

  • How to edit Deal Stages

  • Create Deal Properties

  • Use Deal Tags

  • Edit the create new Deal Form

  • Create a Saved View

  • Create and use a 1-1 Email Template for Sales

  • Connect an Inbox

  • Connect your Calendar and use the Meetings Tools

  • How to log a call, set-up a meeting and send a 1-1 email

  • Using Snippets

  • Upload an attachment

  • Integrate an App from the Marketplace

  • Add a Sales Dashboard and edit a Report

  • HubSpot's mobile App

​

​

7

HubSpot Workflow Training (Automation)
2 hours

What you’ll learn on this course:​​

  • What is a workflow and the benefits of using them

  • Learn about different use cases

  • Build and test a workflow

  • Workflow settings

  • Troubleshooting issues

​​

Who is this course for?

  • HubSpot Admin, Marketing, Sales and Customer Success Teams

  • Professional and Enterprise Tiers

​​​

Course Content:​​​

  • What are Workflows and Sequences and the difference between them (overview)

  • When to automate and the benefits

  • Example Workflows such as improving data quality, updating records, sending marketing emails, copying data from one Object to another such as Company to Contact or Company to Deal, change a non-Marketing Contact to a Marketing Contact, tag a company as a Target Account and create a task etc...

  • Create a workflow, set the enrolment criteria and understand re-enrolment

  • Add an action, a delay and a branch

  • Settings and goals

  • Test and Troubleshooting

  • Create a workflow (30 min interactive session)

  • Troubleshooting errors

  • Operations Hub workflows

8

Managing Events in HubSpot
2 hours

What you’ll learn on this course:​​

  • Manage and report on Marketing Events in HubSpot

  • Integrating Event Apps

  • Create an online registration Form to add to a Landing Page and a Form to use at an event

  • Build and create automated pre and post event comms

  • Capture acquisition source

  • Importing data (overview)

  • Event reporting and Campaign ROI

​​

Who is this course for?

  • Event organisers, HubSpot Admin and Marketing Teams

  • Marketing Hub ​Starter to Enterprise Tiers 

​​

Course Content:​​

  • Manage and report on Marketing Events in HubSpot

  • Integrating Event Apps

  • Create a campaign for the event

  • Create an online registration Form and Landing Page (you will need an existing Landing Page template)

  • Create a data capture Form to use at an event such as a Trade Fair

  • Learn how to set-up workflows to send pre and post event automated comms

  • Create a List / segment

  • Understand how to capture

  • Use the Mobile App to scan business cards

  • Importing data (overview)

  • Event reporting and Campaign ROI

9

Create your own course

If you'd like to create your own course, please get in Contact with more information such as the features and tools you'd like to learn about.

​

The create your own courses can be a mix of topics from the courses offered or additional features.

 

Training can be across HubSpot Free through to Enterprise Tiers and cover Marketing, Sales and Service Hubs.

​

​Additional fees will apply​​

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