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      Agenda for HubSpot CRM training by On-Target!

      HubSpot Training by On-Target!

      HubSpot-Training-Agenda

      Agenda for Each Step

      1. Introduction to HubSpot CRM

      Overview of HubSpot (0.5 hours)

      • Objective: Understand the overall capabilities of HubSpot CRM.

      • Topics Covered:

        • History and evolution of HubSpot.
        • Key features and benefits of HubSpot CRM.
        • HubSpot’s position within the inbound marketing methodology.

      • Activities:

        • Watch an introductory video on HubSpot CRM.
        • Read an overview document summarizing HubSpot’s features.

      User Interface Tour (1 hour)

      • Objective: Familiarize users with the HubSpot interface.

      • Topics Covered:

        • Main navigation menu.
        • Dashboard layout and components.
        • Key sections: Contacts, Companies, Deals, Tasks, and Reports.
        • Search functionality.

      • Activities:

        • Interactive walkthrough of the HubSpot interface.
        • Hands-on practice navigating through different sections.

      2. Basic CRM Concepts

      Contacts, Companies, and Deals (1 hour)

      • Objective: Understand core CRM objects and their relationships.

      • Topics Covered:

        • Definition and purpose of Contacts, Companies, and Deals.
        • How these objects interact within HubSpot.
        • Creating and managing each type of record.

      • Activities:

        • Create sample contacts, companies, and deals.
        • Link contacts to companies and deals.

      Lifecycle Stages (0.5 hours)

      • Objective: Learn about customer journey stages in HubSpot.

      • Topics Covered:

        • Definition of lifecycle stages.
        • Using lifecycle stages to track customer progress.
        • Customizing lifecycle stages.

      • Activities:

        • Assign lifecycle stages to sample contacts.
        • Customize lifecycle stages based on business needs.

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      3. Setting Up and Customizing Your HubSpot CRM

      Profile and Preferences (0.5 hours)

      • Objective: Set up user profiles and preferences.

      • Topics Covered:

        • Updating personal information.
        • Setting notification preferences.
        • Configuring user settings.

      • Activities:

        • Update your user profile.
        • Set your notification preferences.

      Custom Properties (1 hour)

      • Objective: Create and manage custom properties for records.

      • Topics Covered:

        • Definition and purpose of custom properties.
        • Creating custom properties for contacts, companies, and deals.
        • Managing and editing custom properties.

      • Activities:

        • Create custom properties for contacts and deals.
        • Edit existing properties.

      Views and Filters (1 hour)

      • Objective: Organize data using views and filters.

      • Topics Covered:

        • Creating and managing views.
        • Using filters to segment data.
        • Saving and sharing custom views.

      • Activities:

        • Create and save custom views for contacts.
        • Apply filters to segment contact data.

      4. Importing Data

      Data Import Basics (1 hour)

      • Objective: Learn how to import data into HubSpot.

      • Topics Covered:

        • Preparing data for import.
        • Using the HubSpot import tool.
        • Common import errors and troubleshooting.

      • Activities:

        • Prepare a CSV file for import.
        • Import contacts using the HubSpot import tool.

      Data Mapping (0.5 hours)

      • Objective: Correctly map data fields during import.

      • Topics Covered:

        • Understanding field mapping.
        • Mapping source data fields to HubSpot fields.
        • Best practices for data mapping.

      • Activities:

        • Map fields for a sample import.
        • Review and adjust mappings.

      Managing Data Quality (0.5 hours)

      • Objective: Maintain high data quality.

      • Topics Covered:

        • Importance of data quality.
        • Common data quality issues.
        • Tools and techniques for maintaining data quality.

      • Activities:

        • Identify and correct data quality issues in a sample dataset.

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      5. Contact and Company Management

      Creating and Managing Contacts (1 hour)

      • Objective: Effectively manage contact records.

      • Topics Covered:

        • Adding new contacts.
        • Editing contact details.
        • Merging duplicate contacts.

      • Activities:

        • Add and edit contact records.
        • Merge duplicate contacts.

      Company Records (0.5 hours)

      • Objective: Manage company records and associations.

      • Topics Covered:

        • Creating and managing company records.
        • Associating contacts with companies.
        • Viewing company details.

      • Activities:

        • Create company records and associate them with contacts.

      Interaction Tracking (1 hour)

      • Objective: Track interactions with contacts and companies.

      • Topics Covered:

        • Logging calls, emails, and notes.
        • Using the timeline to view interactions.
        • Best practices for interaction tracking.

      • Activities:

        • Log interactions for a sample contact.
        • View and analyze the interaction timeline.

      6. Deal and Sales Pipeline Management

      Creating Deals (0.5 hours)

      • Objective: Manage deals effectively.

      • Topics Covered:

        • Adding new deals.
        • Editing deal details.
        • Closing deals.

      • Activities:

        • Create and update deal records.

      Sales Pipelines (1 hour)

      • Objective: Set up and manage sales pipelines.

      • Topics Covered:

        • Creating and customizing sales pipelines.
        • Managing pipeline stages.
        • Best practices for pipeline management.

      • Activities:

        • Set up a sales pipeline.
        • Customize pipeline stages.

      Deal Stages (0.5 hours)

      • Objective: Understand and use deal stages.

      • Topics Covered:

        • Definition of deal stages.
        • Moving deals through stages.
        • Using deal stages to track progress.

      • Activities:

        • Move deals through different stages in a sample pipeline.

      7. Task and Activity Management

      Tasks and To-Dos (0.5 hours)

      • Objective: Manage tasks effectively.

      • Topics Covered:

        • Creating tasks.
        • Assigning and tracking tasks.
        • Completing and reviewing tasks.

      • Activities:

        • Create and assign tasks.
        • Mark tasks as complete.

      Activity Tracking (0.5 hours)

      • Objective: Track activities efficiently.

      • Topics Covered:

        • Logging activities.
        • Viewing activity history.
        • Best practices for activity tracking.

      • Activities:

        • Log and review activities for sample contacts.

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      8. Email and Communication Tools

      HubSpot Email Integration (1 hour)

      • Objective: Integrate email with HubSpot.

      • Topics Covered:

        • Connecting email accounts.
        • Sending emails from HubSpot.
        • Tracking email interactions.

      • Activities:

        • Connect an email account.
        • Send and track emails.

      Templates and Snippets (1 hour)

      • Objective: Use email templates and snippets.

      • Topics Covered:

        • Creating email templates.
        • Using snippets for quick responses.
        • Managing templates and snippets.

      • Activities:

        • Create and use email templates and snippets.

      Sequences (1 hour)

      • Objective: Automate follow-up emails.

      • Topics Covered:

        • Setting up email sequences.
        • Enrolling contacts in sequences.
        • Managing and analyzing sequences.

      • Activities:

        • Create and manage an email sequence.

      9. Automation and Workflows

      Basic Automation (0.5 hours)

      • Objective: Understand basic automation in HubSpot.

      • Topics Covered:

        • Introduction to automation.
        • Common automation use cases.
        • Setting up simple automation.

      • Activities:

        • Create a basic automation workflow.

      Creating Workflows (1 hour)

      • Objective: Set up advanced workflows.

      • Topics Covered:

        • Workflow triggers and actions.
        • Designing multi-step workflows.
        • Managing and editing workflows.

      • Activities:

        • Design and implement a multi-step workflow.

      Workflow Best Practices (0.5 hours)

      • Objective: Optimize workflow use.

      • Topics Covered:

        • Workflow best practices.
        • Avoiding common pitfalls.
        • Monitoring and optimizing workflows.

      • Activities:

        • Review and optimize an existing workflow.

      10. Reporting and Analytics

      Dashboard Overview (0.5 hours)

      • Objective: Understand HubSpot dashboards.

      • Topics Covered:

        • Dashboard components.
        • Customizing dashboards.
        • Using dashboards for insights.

      • Activities:

        • Create and customize a dashboard.

      Standard Reports (1 hour)

      • Objective: Use built-in reports.

      • Topics Covered:

        • Overview of standard reports.
        • Generating and interpreting reports.
        • Using reports for decision-making.

      • Activities:

        • Generate and analyze standard reports.

      Custom Reports (1 hour)

      • Objective: Create custom reports.

      • Topics Covered:

        • Setting up custom reports.
        • Using custom report builder.
        • Analyzing custom report data.

      • Activities:

        • Create and review a custom report.

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      11. HubSpot Integrations

      Integration Overview (0.5 hours)

      • Objective: Understand HubSpot’s integration capabilities.

      • Topics Covered:

        • Benefits of integrations.
        • Popular integrations.
        • Managing integrations.

      • Activities:

        • Explore available integrations.

      Popular Integrations (0.5 hours)

      • Objective: Integrate common tools.

      • Topics Covered:

        • Overview of popular integrations (e.g., Gmail, Outlook, Slack).
        • Use cases for popular integrations.

      • Activities:

        • Set up a popular integration.

      Setting Up Integrations (1 hour)

      • Objective: Connect third-party tools.

      • Topics Covered:

        • Steps to set up integrations.
        • Managing integration settings.
        • Troubleshooting integration issues.

      • Activities:

        • Connect and configure a third-party tool.

      12. Best Practices and Advanced Tips

      Data Hygiene (0.5 hours)

      • Objective: Maintain clean data.

      • Topics Covered:

        • Importance of data hygiene.
        • Techniques for data cleaning.
        • Regular data maintenance.

      • Activities:

        • Perform a data cleaning exercise.

      CRM Best Practices (0.5 hours)

      • Objective: Maximize CRM efficiency.

      • Topics Covered:

        • CRM usage best practices.
        • Tips for effective CRM management.
        • Avoiding common CRM pitfalls.

      • Activities:

        • Review and apply CRM best practices.

      Advanced Features (1 hour)

      • Objective: Explore advanced HubSpot features.

      • Topics Covered:

        • Lead scoring.
        • Sales forecasting.
        • Advanced automation.

      • Activities:

        • Set up and use an advanced feature.

      13. Q&A and Support

      Live Q&A Session (1 hour)

      • Objective: Address user questions.

      • Topics Covered:

        • Open Q&A session.
        • Specific user scenarios and solutions.

      • Activities:

        • Participate in a live Q&A session.

      Support Resources (0.5 hours)

      • Objective: Learn about support options.

      • Topics Covered:

        • HubSpot’s help center.
        • Community forums.
        • Contacting support.

      • Activities:

        • Explore HubSpot’s support resources.

      By following this detailed training guide, new HubSpot CRM users will gain a comprehensive understanding of the platform, ensuring they can effectively utilize its features to manage customer relationships and drive business growth.

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