• Chris Cortez

    INBOUND SALES CONSULTANT

    Your Implementation Specialist will work alongside you to support your sales strategy and business objectives, making sure you have all the strategy resources and advice you need to effectively use the HubSpot sales tools.

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    Kathleen Knapp

    SEO Guru

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    Al Gator

    Sales Associate

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  • sg-defaults_testimonial-avatar-1.svg

    Kathleen Knapp

    SEO Guru

    Lorem ipsum dolor sit amet, consecte tur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

  • sg-defaults_testimonial-avatar-2.svg

    Al Gator

    Sales Associate

    Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit. Duis aute irure dolor in reprehenderit in voluptate velit.

  • sg-defaults_testimonial-avatar-1.svg

    Kathleen Knapp

    SEO Guru

    Lorem ipsum dolor sit amet, consecte tur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

  • sg-defaults_testimonial-avatar-2.svg

    Al Gator

    Sales Associate

    Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit. Duis aute irure dolor in reprehenderit in voluptate velit.

  • Sales Professional Onboarding

Sales Professional Onboarding

Discover the best way to get the CRM and Sales Professional to work for you and your sales team, with expert guidance.

HubSpot Sales Professional Onboarding Overview

We begin with a discovery session, followed by a session each week with an Implementation Specialist within the first 60 days of purchasing the service. 

Your Implementation Specialist will discuss your current sales process and make recommendations based on best practices we’ve developed. You’ll receive actionable advice on how to close more deals using the HubSpot CRM and Sales Professional tools. 

This service is for you if:

You are looking to set up the HubSpot CRM and/or Sales Professional tools in order to simplify, measure, focus, and scale your sales process.

For established sales organizations looking for Premier Consulting Services to refine their sales process within the HubSpot CRM, we might recommend a more advanced consultation here

For assistance with technical migrations, please see our resource here.

This training may include, but is not limited to:


  • Strategic organization of your contacts and companies
  • Best practices for the Sales Professional tools (Calling, Templates, Sequences, Meetings, Messages, Notifications, Workflows, etc.) to help convert leads into more opportunities.
  • Deal management strategy to effectively move prospects from opportunity to customer
  • Lead generation tips using your HubSpot Marketing software
  • Guidance on the best reports to measure and track your success 

Key Details

Price:

Setting: Remote

Level: All Levels

Legal Description

Interested in Sales Professional Onboarding for your team? Fill out the form below, and we'll get back to you ASAP.