HubSpot Training
Comprehensive, Proactive HubSpot Training for your teams
HubSpot training tailored to your team, for marketing, sales and service
Table Of Contents
In a nutshell: Tailored HubSpot Training
The goal of the adaptive training sessions are to get everyone up-to-speed on:
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What HubSpot is
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Where it fits in (and where it doesn’t)
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Using HubSpot efficiently and effectively for your company's specific processes
What to expect: Confidence in using the system
You'll have a team of experienced HubSpot experts at the ready - available all year round (no need to worry about people going on holidays or off sick) - to proactively train your team to use HubSpot.
We will customise the training sessions for your requirements - for example, if you are only using Sales Hub.
Your expert HubSpot team
We've been using HubSpot as our own CRM platform since 2012 and serving HubSpot customers since 2013, across a range of industries and company sizes.
As a XEN customer you gain access to an experienced, highly certified team of HubSpot specialists and strategists.
XEN, along with Search and Be Found, are the team that produce HubShots, the #1 HubSpot focussed podcast in Australasia.
How does it work?
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Regular training sessions (eg weekly or twice weekly)
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50 mins training
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30 mins for questions (optional)
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Sales, Marketing and Support mix as needed
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Training sessions will be recorded and added to a Training Dashboard in your HubSpot portal
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The optimal mix of Administration, Strategy and Implementation.
Administration
Best practices in place, objects and items organised, new users added, security managed, old items archived.
Strategy and Coaching
Working with you and your team to plan and enable your HubSpot strategy, keeping everyone trained on new features and tools.
Implementation
Guide you to build all your assets (campaigns, landing pages, forms, emails, workflows, lists)
Expertise across HubSpot Hubs
Is this for you?
The HubSpot Training Sessions are ideal for companies who:
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want to maximise their use of HubSpot across Marketing Hub, Sales Hub, Service Hub and CMS Hub
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want to feel confident the foundations are in place
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want peace of mind that they are using the product correctly
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want immediate access to a team of HubSpot experts with deep knowledge
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want to keep their HubSpot momentum going (eg if a key HubSpot person internally has left)
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want the flexibility to pause or increase as required
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want an all-inclusive (ie 'all you can eat') option
Unlock the value of your HubSpot investment.
This is a good fit for you if:
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Inherited: You've inherited HubSpot (ie the person who set it up is no longer with the company)
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Upgraded: You've been using parts of HubSpot for years, but have recently upgraded to a higher tier
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Expanded: You've added another Hub to your portal
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Grown: You've grown your use of HubSpot, but haven't kept up with all the new features
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You are a mid-large company or enterprise
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You need a team of experts available to guide you through all the administration of your HubSpot portal
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You need a team experts available to guide you through campaigns, assets and workflows
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You want to maximise your use of HubSpot
This is NOT a good fit for you if:
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Ad-hoc: You just need ad-hoc help with items (instead see our HubSpot On-Demand option)
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Irregular: You are mostly happy with your use of HubSpot and what it is achieving for your company, and only need help occasionally
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Mature internal team: You already have an internal CRM Manager who looks after most of the day-to-day admin and setup items
Current State
No matter your starting point, we work to grow your business efficiency and effectiveness.
Even if your current state is predominantly manual, with little tracking and no way of reporting on effectiveness, there's a path forward for you.
Future State
A HubSpot portal that is organised, efficient and effective.
With best practices in place across settings, objects, tools and assets.
Combined with automation of all main processes.
And accurate attribution of all activities across contacts, deals and revenue.
The HubSpot Training Sessions
Here are a few of the training sessions we offer.
You can also access the whole schedule here.
Overview
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Overview of HubSpot
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Where it fits in
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Including how it fits in with other systems
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Where it doesn’t
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What you can do in HubSpot
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Sales versus Marketing
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Understanding the current Sales process
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Getting everyone setup in HubSpot
Integrating with HubSpot
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Installing the HubSpot Connector
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How it works, how to use it
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Troubleshooting - fixing install issues
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Understanding the other company integrations
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Quick tips
Email in HubSpot
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Marketing Contacts versus Non-Marketing Contacts
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The 4 main types of email in HubSpot
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Sales emails
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Using Snippets
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Using Templates
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Sequences
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Marketing emails
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Newsletters
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Nurture emails (using Workflows)
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Conversations Inbox
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General emails
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Conversations Inbox
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Transactional emails
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Sales in HubSpot
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Overview of the CRM
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Tailoring the layout
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Using Views
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Deals
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Pipeline management
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Tasks
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Target Accounts
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Task management
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Ad audiences and events
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Conversation Inboxes
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Ticket pipelines
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Business process 'recipes'
Attribution in HubSpot
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Attribution and Context
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Current state versus Desired state
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Two significant shifts
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How to spot Attribution problems
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How to fix Attribution problems
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How to use Attribution in HubSpot
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When to move from Pro to Enterprise
Inclusions:
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Training sessions: The agenda of the sessions is adaptive - we start with our recommended set of training topics, but adapt based on uptake, focus areas that arise, and issues discovered along the way
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Basic settings: We go through your portal to ensure the basics are set up eg Neverlog settings, Ads connected, Social channels connected, and more.
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Best practices: Everything from naming conventions, to managing your marketing contacts.
Exclusions:
- Change management: We can help train the team if they have a 'can do' attitude. It would be tough to train if someone is not willing to learn or adapt to change.
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Custom integrations: We only have expertise across the HubSpot Marketplace integrations. We don't build custom integrations.
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In-person training and workshops: We are happy to accommodate in-person meetings where possible and where appropriate. If we agree on an in-person meeting/workshop, our time spent travelling will be charged on top of your subscription.
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Custom documentation: We provide training videos, slide decks and process documents where appropriate but we don't develop, manage, or maintain custom documentation for your HubSpot portal.
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In-depth HubSpot implementation and projects. For that, please check out:
$6,000
Per 6 tailored sessions. You can purchase additional sessions for further training as required.
This includes
- 1 Pre-discovery Session
- 6 Tailored Training Sessions
- 2 Hours of Additional HubSpot Implementation
Frequently Asked Questions
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Who is this for?
This is ideal for mid-large companies who have been using HubSpot for at least 6 months.
It's ideal for companies who don't have (people or time) to manage all the strategy, administration and implementation pieces of HubSpot.
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How much does it cost?
This depends on the number of sessions you need.
The pricing is $6,000 per 6 sessions. These sessions are tailored to your business and team experience levels. This includes a pre-discovery session and 2 hours of implementation.
You can purchase additional session as needed.
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What is a pre-discovery session?
We recommend having an initial call with the sales lead/ manager or marketing lead/ manager to understand your existing business processes. This would help us better scope the training sessions for your team.
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What is additional implemention?
We will set up backend processes, build custom reports, and any other implementation required so that the training runs smoothly.
We also optimise your portal as we go along (eg optimising property layouts in sidebars, setting tags, tweaking mandatory deal stage properties, pre-filling properties, etc).
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Will this reduce my costs (ie save me money)?
Yes, it definitely will.
We will train your team and ensure that they use HubSpot to its fullest potential. You'll have immediate access to HubSpot experts all year round, with no need to worry about holidays or sick leave. You can enjoy peace of mind knowing that your portal is in good hands, and you can focus on growing your business.
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Do you have a brochure I can download?
Yes, here's a PDF brochure you can download.
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Is there a training schedule that I can refer to?
Yes, you can access the training schedule here.
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Are we locked in to follow all these sessions? Or can this be customised?
No, this training schedule is an overview. We will identify the key areas and customise the sessions accordingly.
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Am I locked in to a date range?
We recommend scheduling in at least one training session per week to keep momentum (ie 6 weeks).
To accelerate results you can schedule two sessions per week, and be all done within 3 weeks.
That said, there's no expiry (you can scheduled every fortnight if that works better for you to slowly roll out the training).
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I've just purchased HubSpot - is this a good fit for me?
Probably not.
We have a whole other service focussed on getting you up to speed on HubSpot quickly. It's our HubSpot Onboarding service.
Once your HubSpot portal is all set up, then you can come back here.
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What's the HubShots Framework?
The HubShots Framework is a capability maturity model showing the journey companies take in implementing HubSpot through their business.
It has 5 stages that show a company progressing from a predominantly manual set of processes with little tracking, through to a highly automated business with clear tracking and attribution of processes, contacts, deals and revenue.
Still not sure if this is for you?
No problem.
The first step we always start with is exploring your requirements and quickly confirming whether we think we're going to provide value to you.
If we don't think you'll get value, we'll advise other options for you.