HubSpot Training: Sales and Marketing Alignment

Sales and Marketing Alignment

In this one-day training course, marketing and sales leaders will learn to align internal teams for scaleable growth. Attendees will identify and document sales and marketing's shared business goals and establish an actionable definition of qualified leads. Using this foundation attendees will develop a handoff process and an aligned content and communication strategy.


per seat
  • Duration: 1 Day, 9 AM-4:30 PM
  • Level: Beginner
  • Language: English
  • Best For: Marketing and Sales leaders looking to create alignment in their company’s goals, definition of quality leads, technical processes, and communication strategy.

    Training is best suited for Professional and Enterprise subscriptions, as they will be able to access all the tools covered in the demos, best practices, and activities in training.


  • North America
  • Europe
  • Asia
  • Oceania

North America

  • October 14 - Virtual (Pacific Standard Time)
  • November 24 - Virtual (Eastern Standard Time)
  • December 8 - Virtual (Eastern Standard Time)


  • September 30 - Virtual (Greenwich Mean Time)
  • October 15 - Virtual (Greenwich Mean Time)
  • November 19 - Virtual (Central European Time)


  • December 7 - Virtual (Singapore Time)


  • December 2 - Virtual (Australian Eastern Time)

Course Topics:

  • Service Level Agreements
  • Defining Ideal Customer Profiles
  • Qualifying Leads
  • Lead Handoff Procedure
  • Lead Hand Back Procedure
  • Developing a Lead Score
  • Aligning Content & Communication
  • Funnel Reporting and Goals

This training does not include the HubSpot Sales tools or sequences.

Meet Our Team

  • emily-morgan.jpg

    Emily Morgan

    Emily spent the last 3 years at HubSpot both in Support and as a Customer Training specialist and has no shame in admitting she loves to nerd out with a whiteboard, coffee, and a challenging workflow.

  • David Chaves

    David Chaves

    David joined HubSpot's Localization team in 2016. After two and a half years, he became a Customer Training Specialist to help customers all over the world grow better. He loves food, very cold beer, books, and the beach.

  • dsc01565 (1)

    Kendra Ring

    Kendra has a background in Marketing and was a Hubspot customer before she joined the team in 2017. She loves problem solving, whether that be helping a customer find a solution to a tricky problem or playing one of her favorite strategic board games (especially cooperative games!)

  • Erica Agrodnia

    Erica Agrodnia

    Erica's been supporting Agency Partners and customers on the Partner Services team since 2016. She loves helping customer problem solve and utilize HubSpot to grow better! She loves being outdoors hiking or snowboarding.

  • Serena Polverino

    Serena Polverino

    Serena is passionate about all things content and loves helping brands optimize their content marketing strategy and grow their business with HubSpot tools. In her free time she loves cooking Italian food and working on DIY projects.

  • HSHeadshot923-TheDangerBooth-82

    Liz Coralli

    When it comes to empowering customers to succeed, Liz is a zealot. She's enthusiastic about problem-solving and is always up for a lively strategizing session. When she's not in the classroom, you'll likely find her exploring a new city, getting lost in the woods, or doling out high fives.

  • Shane Wiley

    Shane Wiley

    Shane began her HubSpot career in 2018 coming from another Customer Training role in Charleston, SC. She loves meeting customers and learning about all the different use cases. In her spare time she’s hanging with Duck and Bear (her cats), traveling, and/or eating Smartfood popcorn.

  • Screen Shot 2017-04-05 at 4.47.33 PM (1)-1

    Kelby Ledford

    Kelby joined the HubSpot sales team in 2017, shortly after she joined the partner team to support some of HubSpot's best solutions partners. She considers herself a sales process guru and enjoys being able to see customers set and attain their goals. When she's not changing a business one HubSpot portal at a time, you can find her watching a sunset or playing volleyball with friends.

  • Screenshot 2020-01-13 at 16.49.05-1

    Natashe Oliveira

    Natashe (The ’Na’ and ‘e’ are silent) became a Hubspotter in the New Year of 2020. Whether it’s training street dogs in Brazil or a Silicon Valley Giant in California, Tash has applied her patience to her passion in helping where she can, however she can. Her superpowers include photosynthesis and making popcorn and sushi disappear.

  • IMG_6216-1

    Casey McGaw

    Casey has been working with customers at HubSpot since 2016. She loves helping people have lightbulb moments as they grow and scale their businesses, along with being outside, and hanging out with her dogs, Scooby and Waffle.

  • I learned so much in this class and am already putting it to work today.

    Liza Barry


  • The team was very knowledgeable not only about Hubspot but about the nuances of Inbound and prospect behavior. They were very well prepared and had created a great structure for the class.

    Tracey Moon


Request More Information

Not too sure what it is you're looking for? We can help find the class that is right for you.