Training Playbook

This is a training playbook copy and paste that you can use to add links to our trainings into a customer's HubSpot

How to Manually Log Activity in HubSpot

This training teaches you how to effectively track and record your interactions with contacts in HubSpot. By learning this skill, you can maintain accurate records of your communication history, ensuring better organization and improved collaboration within your team.

How to connect your Email, Calendar, and Phone

This training guides you through the process of integrating your email, calendar, and phone with HubSpot. By syncing these essential tools, you can streamline your workflow, maintain a centralized communication hub, and stay on top of your tasks and appointments, resulting in increased productivity.

How to enroll a contact in a Sequence

This training provides you with the skills to enroll contacts in automated sequences within HubSpot. By understanding this process, you can design personalized and targeted sequences, nurture leads, automate follow-ups, and ultimately improve your conversion rates and customer engagement.

How to create a Deal

This training teaches you how to create deals in HubSpot, enabling you to manage your sales pipeline effectively. By mastering this skill, you can track the progress of your deals, assign tasks and activities, forecast revenue, and gain a comprehensive overview of your sales performance, empowering you to drive revenue growth.

How to use a Playbook

This training demonstrates how to utilize playbooks in HubSpot to guide your sales and marketing efforts. By learning to leverage playbooks, you can standardize your processes, improve collaboration, automate repetitive tasks, and deliver a consistent and efficient experience to your prospects and customers.

How to create Quotes

This training provides you with the ability to generate quotes directly within HubSpot. By acquiring this skill, you can streamline your quoting process, reduce manual errors, track quote statuses, and enhance your sales team's efficiency, enabling you to close deals faster and improve customer satisfaction.

How to read Reports

This training equips you with the knowledge to interpret and analyze reports in HubSpot. By understanding the data presented in reports, you can gain valuable insights into your marketing and sales performance, identify trends and patterns, measure the effectiveness of your strategies, and make data-driven decisions to optimize your business outcomes.