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      How does On-Target! conduct a "Just the Basics" HubSpot Sales Pro training?

      HubSpot Sales Pro Just the Basics Training

      sales-process-training-headerAbbreviated "Just the Basics" Training Agenda for HubSpot Sales Pro

      1. Introduction to HubSpot Sales Pro

      Overview of HubSpot Sales Pro (0.5 hours)

      • Objective: Understand the capabilities of HubSpot Sales Pro.
      • Topics Covered:
        • Key features and benefits of HubSpot Sales Pro.
      • Activities:
        • Watch an introductory video on HubSpot Sales Pro.

      2. User Interface Tour

      User Interface Tour (0.5 hours)

      • Objective: Familiarize users with the HubSpot Sales Pro interface.
      • Topics Covered:
        • Main navigation menu.
        • Dashboard layout and components.
      • Activities:
        • Interactive walkthrough of the HubSpot Sales Pro interface.

      3. Contact and Company Management

      Creating and Managing Contacts (0.5 hours)

      • Objective: Effectively manage contact records.
      • Topics Covered:
        • Adding new contacts.
        • Editing contact details.
        • Associating contacts with companies.
      • Activities:
        • Add and edit contact records.
        • Associate contacts with companies.

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      4. Deal and Sales Pipeline Management

      Creating Deals (0.5 hours)

      • Objective: Manage deals effectively.
      • Topics Covered:
        • Adding new deals.
        • Editing deal details.
      • Activities:
        • Create and update deal records.

      Sales Pipelines (0.5 hours)

      • Objective: Set up and manage sales pipelines.
      • Topics Covered:
        • Creating and customizing sales pipelines.
        • Managing pipeline stages.
      • Activities:
        • Set up a sales pipeline.
        • Customize pipeline stages.

      5. Task and Activity Management

      Tasks and To-Dos (0.5 hours)

      • Objective: Manage tasks effectively.
      • Topics Covered:
        • Creating tasks.
        • Assigning and tracking tasks.
      • Activities:
        • Create and assign tasks.

      6. Email and Communication Tools

      HubSpot Email Integration (0.5 hours)

      • 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.

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      Templates and Snippets (0.5 hours)

      • Objective: Use email templates and snippets.
      • Topics Covered:
        • Creating email templates.
        • Using snippets for quick responses.
      • Activities:
        • Create and use email templates and snippets.

      7. Sequences

      Sequences (0.5 hours)

      • 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.

      8. Meeting Scheduling

      Meeting Scheduling (0.5 hours)

      • Objective: Schedule meetings efficiently.
      • Topics Covered:
        • Setting up meeting links.
        • Integrating with calendars.
        • Booking meetings.
      • Activities:
        • Create a meeting link.
        • Schedule a test meeting.

      9. Reporting and Analytics

      Dashboard Overview (0.5 hours)

      • Objective: Understand HubSpot dashboards.
      • Topics Covered:
        • Dashboard components.
        • Customizing dashboards.
      • Activities:
        • Create and customize a dashboard.

      10. Q&A and Support

      Live Q&A Session (0.5 hours)

      • Objective: Address user questions.
      • Topics Covered:
        • Open Q&A session.
      • Activities:
        • Participate in a live Q&A session.

      Total Estimated Training Time: 6 hours

      This abbreviated training agenda covers the essential elements of HubSpot Sales Pro, providing new users with a solid foundation to start using the platform effectively for sales management.

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      Step-by-Step Activities for HubSpot Sales Pro Training

      1. Introduction to HubSpot Sales Pro (30 minutes)

      2. User Interface Tour (30 minutes)

        • Objective: Familiarize with navigation and dashboard.
        • Activities: Interactive walkthrough of the interface.

      3. Contact and Company Management (30 minutes)

        • Objective: Manage contact records.
        • Activities: Add/edit contacts, and associate with companies.

      4. Deal and Sales Pipeline Management (1 hour)

        • Objective: Manage deals and sales pipelines.
        • Activities: Create/update deals, set up pipelines, customize stages.

      5. Task and Activity Management (30 minutes)

        • Objective: Manage tasks.
        • Activities: Create, assign, and track tasks.

      6. Email and Communication Tools (1 hour)

        • Objective: Integrate and use email.
        • Activities: Connect email, send/track emails, create templates and snippets.

      7. Sequences (30 minutes)

        • Objective: Automate follow-up emails.
        • Activities: Set up and manage email sequences.

      8. Meeting Scheduling (30 minutes)

        • Objective: Schedule meetings.
        • Activities: Create meeting links, integrate with calendars, book meetings.

      9. Reporting and Analytics (30 minutes)

        • Objective: Understand and customize dashboards.
        • Activities: Create/customize dashboards.

      10. Q&A and Support (30 minutes)

      • Objective: Address user questions.
      • Activities: Live Q&A session.

      Detailed Breakdown:

      1. Introduction to HubSpot Sales Pro

      • Steps:
        1. Explain the purpose and benefits of HubSpot Sales Pro.
        2. Show an introductory video covering its key features.

      2. User Interface Tour

      • Steps:
        1. Guide participants through the main navigation menu.
        2. Walkthrough the dashboard layout and components interactively.

      3. Contact and Company Management

      • Steps:
        1. Demonstrate adding a new contact.
        2. Show how to edit contact details.
        3. Explain associating contacts with companies.

      4. Deal and Sales Pipeline Management

      • Steps:
        1. Show how to create a new deal.
        2. Demonstrate editing deal details.
        3. Explain setting up a sales pipeline.
        4. Customize pipeline stages.

      5. Task and Activity Management

      • Steps:
        1. Demonstrate creating a task.
        2. Show how to assign tasks.
        3. Explain tracking tasks.

      6. Email and Communication Tools

      • Steps:
        1. Demonstrate connecting an email account.
        2. Show how to send and track emails.
        3. Explain creating and using email templates and snippets.

      7. Sequences

      • Steps:
        1. Explain setting up email sequences.
        2. Demonstrate enrolling contacts in sequences.
        3. Show managing and analyzing sequences.

      8. Meeting Scheduling

      • Steps:
        1. Demonstrate setting up meeting links.
        2. Explain integrating with calendars.
        3. Show booking meetings.

      9. Reporting and Analytics

      • Steps:
        1. Explain dashboard components.
        2. Demonstrate creating and customizing a dashboard.

      10. Q&A and Support

      • Steps:
        1. Conduct a live Q&A session to address any questions.

      This step-by-step guide provides a comprehensive approach to training users on the basics of HubSpot Sales Pro.