HubSpot Coaching

HubSpot Journey Stage: All


If you are a busy Marketing Manager or work for a B2B Technology Company that's looking to get some of your HubSpot questions answered in the most simple yet efficient way, then our HubSpot Coaching is for you.

This new starter offering is a simple, first step for you to engage with, get value from and expand if appropriate, your HubSpot knowledge.

HubSpot Coaching


The HubSpot Coaching will basically be a weekly call on Zoom with Certified HubSpot Consultants with the aim to:

  • Go through one or two key items in each call and provide guidance on how to achieve those items needed or solve any problems that need to be fixed. 
  • Could include some implementation done on the call e.g setting up a dashboard, editing a template, etc.

Who is the HubSpot Coaching ideal for?

HubSpot Coaching is ideal for:

  • Marketing managers
  • Mid-large B2B companies

What Do Customers Say?

Peter and Doro from FireMate chat about their HubSpot Coaching experience:

HubSpot Video


What's Included?

The HubSpot Coaching includes a weekly call via zoom with Certified HubSpot Consultant - Craig  Bailey, where he'll review your HubSpot Portal while going through any key items that may need improvement and provide recommendations. He will walk you through the findings and answer any questions you have.

  • Call with Craig
  • Solve one or two key questions or problems you may have
  • Give a few tips
  • Could include some implementation eg setting up a dashboard, editing a template, etc

HubSpot Areas Reviewed

  • Review all naming conventions
    • Lists, emails, forms, workflows, campaigns, files, pages
    • Recommend naming convention improvements
  • Review all settings and options including:
    • Report settings
    • Contact settings
    • Content settings
    • Social settings
    • Integration settings
    • Properties and default
    • Email settings
  • Check Lists and Filters
  • Check Campaigns
  • Review Active Lists for typical database hygiene activities including:
    • Cold contacts (low engagement, disinterested, legacy customers)
    • Low contact, high-value contacts
  • Review Workflows to:
    • Highlight potential problems (eg workflows with risky entry and re-enrollment criteria)
    • Ensure consistency of naming
    • Check internal notification send lists
  • Review Lead Scoring rules
  • Review Emails to:
    • Highlight old/legacy emails used in workflow automations
    • Freshen email design templates
    • Optimise internal notification emails
  • Review Forms to:
    • Highlight progressive field functionality where appropriate
  • Review Pop-Up Forms:
    • Optimise page targeting
    • Recommend splitting into separate Pop-Up Form offers where appropriate
  • Review CTAs:
    • Check all CTAs and Smart CTAs for accuracy and performance
  • Review Page Performance:
    • Optimise web pages and landing pages for optimal results in Google
  • Review Content Strategy terms
  • Review Competitor Tracking
  • Review Reporting Dashboards
    • Naming
    • Scheduling

What's NOT included?

Any additional implementation work would be separate from the calls (and charged separately).

How Much Does it Cost?

Pricing is fixed at $3,000 + GST for companies with a reasonable range of contacts, lists, forms, pages, workflows and emails.

Since it's limited to one session a week, any additional implementation work would be separate from the calls (and charged separately).

What are the Benefits?

Some of our offerings can be quite complex and overwhelming and if you're looking to just start with simple, entry-level training on how to get started, then our HubSpot Coaching will work for you.

Our highly talented coaches will efficiently answer whatever enquiries you may have and slowly but efficiently help you reach your marketing goals.

Download the HubSpot Coaching Brochure

XEN HubSpot Coaching Image

Register your interest

If you'd like to discuss whether HubSpot Coaching is a fit for you and your business please fill in the form below. We'll be in touch to chat through in more detail.

Frequently Asked Questions

How much does the HubSpot Coaching cost?

Please view our Pricing page for full details.

How long does the Coaching take?

It would depend on how much you think we should cover during the session. Could be 1 or 2 hours. There's no exact time.

Who is the HubSpot Coaching ideally suited for?

The HubSpot Coaching is ideal for Marketing managers or Mid-large B2B companies.

I'm already working with a HubSpot Agency, is this a problem?

If you're already working with a Hubspot Partner Agency, then as a first step we suggest you chat with them about doing a review of your portal - getting us involved will probably just complicate things.

But as with all things... it depends. It will depend what you've engaged your existing agency to do - it might just be strategy or specific campaigns. In cases like that, bringing us in may be useful - but check with your agency first - we don't want to be treading on anyone's toes.


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Contact Us

Sydney Office

XEN Systems
Suite 404 
56 Hercules Street
Chatswood NSW 2067 Australia

02 8006 4428
+61 2 8006 4428 (International)
Another happy client LG Energy

Impressed with XEN’s combination of strategic, technical and implementation skills

We initially engaged XEN to assist LG Solar & Energy to improve our lgenergy website SEO, however the project quickly grew to include strategy across paid and social channels as well, with a focus on driving leads.

With the site now gaining 1100 visits per day and providing more than 1200 new leads per month, the project has been a great success.

It has been a vital part of our 35% sales growth , compared to last year.

We've been impressed with XEN's combination of strategic, technical and implementation skills, and have now introduced them into other divisions across LG.

Markus Lambert

National Manager, Solar Sales, LG Electronics Australia Pty Ltd