We believe you learn best when applying skills to your own business. That's why we favour on-the-job trainng rather than hypothetical classroom exercises.
ON-THE-JOB TRAINING
Both our group and one-to-one training programmes are delivered via web meeting, direct to your team wherever they are.
Structured training programmes build your team's knowledge session-by-session, with 'homework' to be completed between sessions.
All of our training programmes are delivered by certified HubSpot experts, with real-world experience of working with B2B, B2C and Not-for-Profit clients.
Overview
Structured HubSpot Marketing, Sales and Service Hub training and onboarding programme to take you from zero to going live with your first campaign in just 60 days.
- Weekly 1.5 hour group training sessions delivered via Teams
- ‘Homework’ tasks for learners to complete between training sessions
- Support hours for questions arising between training sessions
- Training delivered by Pacific Marketing's Certified HubSpot consultants
HubSpot Accelerated Onboarding
Session 1: Platform setup & overview
- Configuring your portal for use
- Adding and inviting users
- Custom properties and setting up views
- Set up your analytics and tracking tools
- Uploading logos and favicons
- Configuring company brand colours
- GDPR settings setup
Session 2: CRM
- HubSpot CRM Overview
- Contacts - managing contacts
- Companies - managing companies, linking to contacts
- Calls & prospecting
- ABM / Target accounts (requires Pro subscription or higher)
- Tasks & activity feeds
- Understanding Subscription types
- Setting up inboxes & conversations
- Opportunities - setting up and managing the sales Pipeline(s), associating with contacts and accounts, scheduling calls and meetings, 1-2-1 email
- Installing the HubSpot email & calendar plugins
- Meetings
- Reporting
Session 3: Marketing Hub (Part 1)
- Emails
- Your brand templates
- Building from scratch
- Landing pages
- Creating from templates
- Building from scratch
- Lead capture
- How to create and use forms
- Form styling and adding to your website or landing page
- CTAs - how to create and use them
Session 4: Marketing Hub (Part 2)
- Blog & SEO
- How to use the HubSpot blog features
- Files
- Uploading assets
- Trackable links
- Social Media
- Connecting your Facebook, Instagram, Twitter and LinkedIn accounts
- Publishing permissions
- How to publish posts
- Campaigns
- Tying it all together using campaigns
- Campaign reporting
Session 5: Lead Scoring, Personas & Lists
- Lead Scoring
- Overview
- Understand Decay
- Lead Scoring Best Practices
- Personas
- Identify Potential Personas
- Create Personas
- Persona Based Dynamic Content
- Persona Based Automation
- Lists
- Building lists overview
- Creating a master list
- Qualified lists (MQLs vs SQLs)
- Creating lists from custom fields
Session 6: Automation
Requires Marketing Hub Pro/Enterprise or Sales Hub Pro/Enterprise
- Workflows overview
- Using workflows to manage existing data
- Sequences for sales teams
- Example workflows
- Form-fill notification automation
- Email drip campaign automation
- Time-based automation
Session 7: Analytics & reporting
- Custom reports (Pro/Enterprise subscription required)
- Website traffic
- Email reports
- Campaigns
- Social
- UTM Codes
Session 8: Service Hub
Requires Service Hub Pro/Enterprise
- Ticketing overview and setup
- Conversations inbox
- Creating customer feedback surveys and NPS scoring
- How to build a knowledge base
- Customer portals
Sessions 9 & 10: Putting it all together
- 2x 1-hour sessions to assist with building your first campaign
Post Training Support
A facility for to raise questions and get help from Pacific Marketing to resolve real-time issues:
- Log support tickets direct with Pacific Marketing
- Pacific Marketing team on hand to respond & fix tickets
- Learning through real situations; Pacific Marketing will, where possible, advise learners how to resolve issues themselves rather than simply fixing the problem so they build up experience and knowledge
- Relate real issues to topics covered on training programme
Ready to get started?
If you'd like to have a free, no obligation chat to discuss how we could help transform your marketing operations, please use the calendar to book a call at a time that works for you. Alternatively please visit our contact page for other ways to get in touch with us.
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