HubSpot for Sales Professionals – Fundamentals course

Course Curriculum

Chapter 1: Introduction

Lecture 1: READ THIS before you start

Chapter 2: HubSpot CRM Basics – Optional section if you already know the basics

Lecture 1: IMPORTANT – Quick note on the first two sections of this course

Lecture 2: What you need to know about your HubSpot account

Lecture 3: Important HubSpot settings to keep an eye on

Lecture 4: Explore your HubSpot account navigation menu

Lecture 5: Understand the 4 HubSpot objects

Lecture 6: Explore your HubSpot CRM and profile pages

Lecture 7: What are HubSpot properties and why do you need them?

Lecture 8: Learn how to customize your HubSpot CRM to see relevant contact information

Lecture 9: Learn how to create a CRM filtered view for quick analysis

Lecture 10: Learn how to customize a record's profile page

Lecture 11: Update note

Lecture 12: Create a HubSpot CUSTOM property to store relevant contact information

Chapter 3: Add data to your HubSpot CRM – Optional section if you already know the basics

Lecture 1: Method 1 – Add one individual user to your CRM (Contact create form)

Lecture 2: Customize contact creation forms to ensure data consistency

Lecture 3: Associate different types of objects manually

Lecture 4: Method 2 – Import a list of contacts to HubSpot

Lecture 5: Learn how to import files with multiple objects (contacts, deals, companies, etc

Lecture 6: Method 3 – Collect contact information through HubSpot Forms

Lecture 7: Method 4 – Set up data integrations (CRM sync, and others)

Chapter 4: Communicate with prospects and customers using HubSpot

Lecture 1: Introduction to using HubSpot for communications

Lecture 2: The difference between HubSpot 1-1 and marketing emails

Lecture 3: Why should you use HubSpot emails?

Lecture 4: Connect your email inbox to HubSpot to be able to send emails

Lecture 5: Learn how to send a 1-1 email with HubSpot

Lecture 6: Use HubSpot email templates to save time with customer outreach

Lecture 7: Personalize a HubSpot email template to increase engagement

Lecture 8: Create a HubSpot Snippet to save time with your emails

Lecture 9: Install the HubSpot Sales Extension to use sales tools directly in your inbox

Lecture 10: Intro to HubSpot Meetings

Lecture 11: Learn how to schedule a meeting with someone inside HubSpot

Lecture 12: Connect HubSpot with Zoom and other videoconference apps

Lecture 13: Create a meeting booking page to enable customers to book meetings with you

Lecture 14: Create meeting booking pages from different types – PAID FEATURE

Lecture 15: Learn how to embed your meeting booking pages into external pages

Lecture 16: Make and record calls directly from HubSpot – PAID FEATURE

Lecture 17: Organize your work with HubSpot Tasks

Lecture 18: Use HubSpot Lists to select who you want to reach out to

Chapter 5: Track negotiations and sales with HubSpot Deals

Lecture 1: Intro to tracking sales with HubSpot deals

Lecture 2: What do HubSpot deals have to do with your sales funnel?

Lecture 3: Considerations on using HubSpot deals

Lecture 4: Create a HubSpot deal together with me

Lecture 5: Customize deal pipelines and stages according to your sales funnel

Lecture 6: Great tip for sales teams – Make deal properties mandatory to ensure consistency

Lecture 7: Have a quick overview of deal pipeline rules and deal automation

Lecture 8: Create additional HubSpot deal pipelines

Lecture 9: Learn to import and export HubSpot deals

Chapter 6: Sales Analytics inside HubSpot – HubSpot Reporting for Sales

Lecture 1: Intro to HubSpot Reporting

Lecture 2: Create a Sales reporting dashboard together with me

Lecture 3: Understand the two elements of a report – Data + Date Range

Lecture 4: Create a simple sales report together with me {reports from templates}

Lecture 5: Learn how to create a HubSpot custom sales report – PAID FEATURE

Lecture 6: OPTIONAL – Understand how you can apply filters to custom reports – PAID FEATURE

Lecture 7: Pre-built Sales Analytics reports – PAID FEATURE

Lecture 8: Set up HubSpot sales Goals to track progress – PAID FEATURE

Lecture 9: Learn about the HubSpot Forecast tool – PAID FEATURE

Lecture 10: Explore the HubSpot custom report builder – PAID FEATURE

Chapter 7: Make sales and receive payments with HubSpot

Lecture 1: Intro to the HubSpot Commerce Hub

Lecture 2: Receive payments with HubSpot – Stripe integration and HubSpot Payments

Lecture 3: Create products to use in your HubSpot quotes, invoices, etc

Lecture 4: Create a HubSpot invoice together with me

Lecture 5: Create a HubSpot Quote together with me

Lecture 6: Create a payment link that integrates with your HubSpot CRM

Chapter 8: Additional HubSpot features

Lecture 1: Give people access to your HubSpot account – User permissions

Lecture 2: What are paid sales seats?

Lecture 3: Have a quick overview of HubSpot Sales Automation

Chapter 9: And to finalize…

Lecture 1: I hope you enjoyed the course

Chapter 10: BONUS Section

Lecture 1: BONUS lecture