All the basics you need to know about the partner program in one place.
New to HubSpot or the partner program? Self-select which workshops are best for you based on your experience and role.
If you're more familiar with HubSpot, you can bypass the topics you don't need and focus on the ones you do with the modular format of Onboarding Foundations.
Flexible & accountable
Action-oriented
A live, interactive workshop allows you to learn and check items off your list so that you can get up and running in HubSpot.
Targeted
A modular format streamlines the onboarding process by empowering your team to get exposure to the tools most relevant to their roles.
Scalable
With your team onboarded in the topics that matter to them, you scale knowledge and usage of HubSpot from the very beginning.
Learn more about the process in this walkthrough video
Setup & CRM
What you'll learn:
- Account setup
- Account defaults
- Email connection
- Data migration
- Integrations
- CRM structure
Who should attend? Everyone
How to Sell with the HubSpot Sales Team
What you'll learn:
- Who and what your HubSpot sales resources are
- Sales program rules & sales motions
- Domain & deal registration
- SMAC framework
- Cross-selling & up-selling
- How commission works
Who should attend? Sales leaders and reps, partner managers, BDRs, SDRs, Account Executives
Creating Pitches & Delivering Demos
What you'll learn:
- Creating a pitch
- Pains and gains of each hub
- Why Choose HubSpot messaging
- Demo best practices
Who should attend? Sales leaders and reps, partner managers, BDRs, SDRs, Account Executives
Unlocking Success with New Customers
What you'll learn:
- Measuring successful implementations
- Quick wins in sales and service
Who should attend? Service leaders and reps, customer service, account managers
Onboarding & Managing Your HubSpot Customers
What you'll learn:
- Who and what are your HubSpot success resources
- How to access HubSpot support
- HubSpot services offerings
- How to prepare for and onboarding clients
- Working effective handoffs
- Essential client reporting
Who should attend? Service leaders and reps, partner managers, customer service, customer support
Sales Rep Productivity
What you'll learn about:
- Meeting links
- Snippets
- Templates
- Sequences
- Documents
- Tasks
Who should attend? Anyone in a sales role including sales operations
Pipeline Management & Automation
What you'll learn about:
- Pipeline automation
- Deal automation
- Sequences
- Workflows
Who should attend? Anyone in a sales role including sales operations
Sales Reporting
What you'll learn about:
- Types of sales reports
- Forecasting tools
- Common reports
- Dashboards
Who should attend? Anyone in a sales role, especially sales leaders, and including sales operations
Content Marketing & Lead Capture
What you'll learn about:
- Domains and landing pages
- Capturing data via forms
- Custom properties
Who should attend? Anyone in a marketing role, including marketing operations
Segmentation & Marketing Emails
What you'll learn about:
- Types of lists
- List filters
- Building an audience for emails
- Sending emails to lists
Who should attend? Anyone in a marketing role, including marketing operations
Lead Nurturing & Lead Development
What you'll learn about:
- Defining a lead nurture process
- Audience segmentation
- Nurturing automation
Who should attend? Anyone in a marketing role, including marketing operations
Marketing Reporting & Analytics
What you'll learn about:
- Types of reports
- Dashboards
- Custom reports
- Tracking web traffic
Who should attend? Anyone in a marketing role, including marketing operations and especially marketing leaders
Customer Service Channels & Ticket Management
What you'll learn about:
- Tickets, ticket pipeline and automation
- Support channels including shared inbox, live chat, chatbots, forms, and calling
Who should attend? Anyone in customer service roles including customer support and service operations
Create a Sales to Service Handoff Process
What you'll learn about:
- Building on Momentum Driven from Sales
- Cultivating an Onboarding Pipeline
- Turning Customers into Promoters
Who should attend? Anyone in customer service roles including customer support and service operations
Setting Up a Customer Success Workspace
What you'll learn about:
- The Customer Success Workspace
- HubSpot Customer Health Scoring
- CS productivity tools
Who should attend? Anyone in customer service roles including customer support and service operations
