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Marketing Hub: Handoff Leads

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

Course Information

Who this Course is Best For

2021 Dates

Eastern Time (New York):

July 22: 8am-12pm

August 3: 1-5pm

August 6: 9am-1pm

September 1: 1-5pm 

Septemeber 24: 9am-1pm  

Central European Time:

July 22: 13:00-17:00

August 19:  08:00-12:00

September 16: 13:00-17:00

Greenwich Mean Time:

July 30: 08:00-12:00

August 11: 08:00-12:00

August 23: 13:00-17:00

September 7: 13:00-17:00

Septmeber 20: 13:00-17:00

Singapore Time:

Coming Soon

Hong Kong Time: 

August 27: 08:00-12:00

Australian Eastern Time:

July 29: 08:00-12:00

August 26: 08:00-12:00 

September 16: 08:00-12:00

New Zealand Time:

September 9: 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.


    Founder/Senior Consultant


  • 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!


    Senior Director of Marketing

    The Energy Project

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