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Marketing Hub: Handoff Leads

Boost closing rates and recover lost opportunity with lead scoring, handoff automation, and trackable progress goals that span across marketing & sales.

Course Information

Who this Course is Best For

2021 Dates

Pacific Time Options:

  • April 14 | 8am-12pm
  • April 27 | 8am-12pm
  • May 12 | 8am-12pm
  • May 19 | 1-5pm
  • June 2 | 8am-12pm
  • June 28 | 1-5pm

Mountain Time Options:

  • April 19 | 1-5pm
  • May 4 | 8am-12pm
  • June 8 | 1-5pm
  • June 17 | 8am-12pm

Central Time Options:

  • April 13 | 1-5pm
  • May 3 | 1-5pm
  • May 27 | 1-5pm
  • June 23 | 8am-12pm


Eastern Time Options:

  • April 9 | 8am-12pm
  • April 22 | 8am-12pm
  • May 13 | 1-5pm
  • May 21 | 8am-12pm
  • June 11 | 8am-12pm
  • June 24 | 1-5pm
Central European Time Options:
  • April 22 | 13:00-17:00
  • May 7 | 13:00-17:00
  • May 20 | 8:00-12:00
  • June 11 | 13:00-17:00
  • June 24 | 13:00-17:00

Greenwich Mean Time Options:

  • April 16 | 8:00-12:00
  • April 29 | 8:00-12:00
  • May 28 | 13:00-17:00
  • June 3 | 8:00-12:00
  • June 16 | 8:00-12:00


Singapore Time Options:
  • April 28 | 8:00-12:00

Hong Kong Time Options: 

  • May 27 | 8:00-12:00

Australian Eastern Time Options:

  • April 15 | 8:00-12:00
  • May 13 | 13:00-17:00
  • June 22 | 8:00-12:00  

New Zealand Time Options: 

  • May 20 | 13:00-17:00

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Course Details

  • You’ll learn to use HubSpot to:

    • Maximize follow-up efficiency with an automated handoff process and logic-based lead distribution
    • Measure handoff success rates and track acquisition goals across marketing and sales
    • Prioritize leads and uncover more opportunity with structured lead scoring
    • Re-engage lost opportunities with nurturing campaigns and handback automation
  • Measuring Lead Handoff Success

    • Intro to lifecycle stages
    • How lifecycle stages enable your handoff
    • Analyzing lifecycle funnel reports
    • Developing MQL & SQL goals

    Defining Your Handoff Process

    • Developing fit criteria
    • Identifying sales-ready actions
    • Segmenting good fit and sales-read leads
    • Build your “good fit” list

    Automating Your Handoff Process

    • Understanding the three types of handoff
    • Defining your handoff actions
    • Create an MQL handoff workflow
    • Add branching logic to your handoff workflow
    • Build your handoff workflow
  • Each HubSpot training course is equipped with plenty of activities to help you apply what you have learned and keep you engaged from beginning to end. In this training course, you'll go through activities that will help you:

    • Define lead quality for your business
    • Test your knowledge of HubSpot Lifecycle Stages and Lead Statuses
    • Use a Lead Scoring model
    • Create a list of contacts who are a good fit for what you sell
    • Use a HubSpot Workflow to automatically upgrade leads to Marketing Qualified Leads
    • Use a HubSpot Workflow to automatically notify and assign leads to sales reps. 

     

  • We design each HubSpot training to help you gain experience in your Marketing Hub tools as quickly and easily. In this particular training you will see demos in the following areas:

    • HubSpot Lifecycle Stage and Lead Status Properties
    • Lead Scoring
    • Basic Lists
    • Workflows (for automation)

Cancellation Policy

  1. classroom

    Our Trainers

    You’ll love the hands-on approach of every training. A dedicated HubSpot professional will guide you through your marketing tools and strategies. Each trainer is engaging, talented, and, most importantly, here to help you reach your full potential as a HubSpot user.
     
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  • The Trainers were exceptional: Extremely knowledgeable, upbeat and supportive. The material covered all the right areas and the examples were spot on.

    Jackie

    Founder/Senior Consultant

    Bumplogic

  • You get much more than if you had just scanned through the documentation online. It was an excellent use of my time, even after taking it before. Great job. I honestly wouldn't change anything. Thanks!

    Alyssa

    Senior Director of Marketing

    The Energy Project

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