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HubSpot's CRM 


This 1.5 hour course is for anyone wishing to learn the basics of HubSpot's CRM which is key to ensuring clean data to be used in automations and reporting. 

The course is £260 ( for a small team) and covers:

  • Understanding HubSpot’s CRM and data structure

  • CRM best practise

  • Creating and customising properties, values, and records (database fields)

  • Customising the sidebars

  • Capturing mandatory data when manually creating a contact or company

  • Data cleansing - using lists and workflows to monitor data and deduping

CRM, Lead & Contact Management


This 2 hour course is designed to optimise the CRM to attract, engage and convert more leads.

The course is £290 (for a small team) and covers:

  • CRM, customisation and best practise

  • Importing data

  • Form creation

  • Inbound and the Flywheel (attract, engage, delight)

  • Personas and Ideal Customer Profiles

  • Account Based Management in HubSpot

  • Lifecycles & Lead Statuses

  • Creating a lead qualification matrix

  • Content requirements for each stage of the Flywheel

  • Workflows and Sequences overview

Optimising for Sales


This 2 hour course is to help get the most from your investment in Sales hub.

The course is £290 (for a small team) and covers:

  • Deals & Pipelines based on your Buyer's Journey

  • Automation (Workflows and Sequences)

  • Account Based Management, Ideal Customers and Target Accounts

  • Prospects list and notifications

  • Leads and Lifecycles

  • Lead Qualification matrix

  • Mobile App

  • Logging Calls, Notes and Emails

  • Sales tools including snippets, playbooks, templates, and documents

HubSpot Team Training

Personalised HubSpot group training courses for Marketing, Sales and Customer Services. After an initial introduction call to discuss the objectives, the training course is customised to your needs and HubSpot account

Training Courses

Optimising for Marketing


Designed for experienced marketeers who want to learn how to use and optimise the marketing features. Due to the number of features, the 2 hour course includes an overview of some areas such as Workflows and Events etc.. with more in-depth sessions available.

The course is £290 (for a small team) and covers:

  • Inbound and the Flywheel

  • Personas and Ideal Customer Profiles

  • Leads Statuses and Lifecycles

  • Lead Scores (HubSpot Scores)

  • ABM overview

  • Prospect list and automation

  • Form creation 

  • Event management and event app integration overvie

  • Campaign Management and ROI

  • List creation and management

  • Social Media Account Integration

  • App and Asset Marketplace 

  • Mobile App

  • Email creation and send, A/B testing, smart content, email tracking, marketing contacts and email health

  • Workflow overview 

  • Marketing effectiveness reporting

Optimising for Customer Support


Similar to the Sales and Marketing optimisation courses but this 2 hour session is for Customer Services and Support teams to get the most from HubSpot's features and reduce operating costs

 The course is £290 (for a small team) and covers:

  • Ticket creation, Pipeline and Ticket Stages

  • Inbox and Conversations

  • Live chat

  • App integration such as Facebook Messenger and What's App

  • Knowledge Base (overview)

  • Supporting content and assets such as email templates, documents, notifications and snippets

  • Automation (Workflows and Sequences)

  • Customer Portal

  • Logging Notes, Emails and Calls 

  • Reporting

Automation -Workflows and Sequences


Automation supports companies wishing to scale and reduce operating costs. But automation isn't just for communications. Sequences enable you to automate your sales processes through a series of personalised emails, LinkedIn InMail and follow-up tasks. If you'd like to understand more about how automation can support you, this 2 hour course is for you.

The course is £290 (for a small team) and covers: 

  • What are Workflows and Sequences?

  • The difference between a Workflow and a Sequence

  • When to automate and the benefits

  • Using Workflows and Sequences for Sales Tasks, Communications and updating records

  • Creating a workflow, and using settings and goals

  • Testing before going live

  • Create a workflow (interactive session)

  • Troubleshooting errors

Importing data


Importing data into HubSpot’s is easy when you know how! Some understanding of HubSpot's CRM is useful for this course but not essential as it can be built in. So whether you're importing event data or migrating from an existing CRM, this 1.5 hour course will ensure you're importing data correctly.

The course is £260 (for a small team) and covers:

  • Creating an import template

  • Required fields

  • Data cleansing and preparing the import file

  • Test import

  • Importing the data

  • Correcting any errors

  • How to find the imported data to use in lists, automation and reporting

Super Users and Admin


This 3 hour course covers everything your Super Users & Administrators need to know to get started in HubSpot.

The course is £350 (for a small team) and covers:

  • CRM, customisation and best practise

  • Domain set-up for email, blogs and landing pages

  • GDPR options

  • Profiles and Preferences

  • Email integration and considerations

  • HubSpot Business database

  • Synching Contacts and Companies 

  • Branding

  • Product Updates

  • Data health and data cleansing

  • Customising sidebars

  • Project Management

  • Customising create forms for contacts, companies, deals and tickets including required fields

  • Integrations, App and Asset Marketplace

  • Help & Support 

  • HubSpot Academy

Event Management


This 1.5 hour course focuses on managing events in Hubspot including online events and face to face events such as Trade shows.

The course is £260 (for a small team) and covers:

  • Enabling Events in HubSpot

  • Using the Project tool

  • Integrating Event Apps

  • Create a campaign for the event

  • Create an online registration form and Landing Page (you will need a Landing Page template)

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

  • Pre and post event automated comms

  • Creating a list

  • Capturing acquisition source

  • Using the Mobile App 

  • Importing data (overview)

  • Event reporting and Campaign ROI

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