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HubSpot Training

Comprehensive, Proactive HubSpot Training for your teams

HubSpot training tailored to your team, for marketing, sales and service.


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XEN HubSpot Training Sessions

In a nutshell

The goal of the training session is to get everyone up-to-speed on:

  • What HubSpot is

  • Where it fits in (and where it doesn’t)

  • Starting to use HubSpot


What to expect: Confidence in using the system 

You'll have a team of experienced HubSpot experts at the ready - available all year round (no need to worry about people going on holidays or off sick) - to proactively train your team to use HubSpot.

We will customise the training sessions for your requirements - for example, if you are only using Sales Hub. 

HubSpot Training Sessions

Your expert HubSpot team

We've been using HubSpot as our own CRM platform since 2012 and serving HubSpot customers since 2013, across a range of industries and company sizes.

As a XEN customer you gain access to an experienced, highly certified team of HubSpot specialists and strategists.

XEN, along with Search and Be Found, are the team that produce HubShots, the #1 HubSpot focussed podcast in Australasia.

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How does it work?

  • Regular training sessions (eg weekly or twice weekly)

    • 50 mins training 

    • 30 mins for questions (optional)

  • Sales, Marketing and Support mix as needed

  • Training sessions will be recorded and added to a Training Dashboard in your HubSpot portal

  • The optimal mix of Administration, Strategy and Implementation.



Best practices in place, objects and items organised, new users added, security managed, old items archived.

Strategy and coaching

Strategy and Coaching

Working with you and your team to plan and enable your HubSpot strategy, keeping everyone trained on new features and tools.



Guide you to build all your assets (campaigns, landing pages, forms, emails, workflows, lists)

Access the HubSpot Training Deck

Explore our HubSpot Training Session Overview

Access the deck

HubSpot Training Deck

Expertise across HubSpot Hubs

Is this for you?

The HubSpot Training Sessions are ideal for companies who:

  • want to maximise their use of HubSpot across Marketing Hub, Sales Hub, Service Hub and CMS Hub

  • want to feel confident the foundations are in place

  • want peace of mind that they are using the product correctly

  • want immediate access to a team of HubSpot experts with deep knowledge

  • want to keep their HubSpot momentum going (eg if a key HubSpot person internally has left)

  • want the flexibility to pause or increase as required

  • want an all-inclusive (ie 'all you can eat') option


Unlock the value of your HubSpot investment.

Schedule a call

Is this for you?

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This is a good fit for you if:

  • Inherited: You've inherited HubSpot (ie the person who set it up is no longer with the company)

  • Upgraded: You've been using parts of HubSpot for years, but have recently upgraded to a higher tier

  • Expanded: You've added another Hub to your portal

  • Grown: You've grown your use of HubSpot, but haven't kept up with all the new features

  • You are a mid-large company or enterprise

  • You need a team of experts available to guide you through all the administration of your HubSpot portal

  • You need a team experts available to guide you through campaigns, assets and workflows

  • You want to maximise your use of HubSpot

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This is NOT a good fit for you if:

  • Ad-hoc: You just need ad-hoc help with items (instead see our HubSpot On-Demand option)

  • Irregular: You are mostly happy with your use of HubSpot and what it is achieving for your company, and only need help occasionally

  • Mature internal team: You already have an internal CRM Manager who looks after most of the day-to-day admin and setup items

Current State

No matter your starting point, we work to grow your business efficiency and effectiveness.

Even if your current state is predominantly manual, with little tracking and no way of reporting on effectiveness, there's a path forward for you. 

Future State

A HubSpot portal that is organised, efficient and effective.

With best practices in place across settings, objects, tools and assets.

Combined with automation of all main processes.

And accurate attribution of all activities across contacts, deals and revenue.

The HubSpot Training Sessions

Here are a few of the training sessions we offer.

You can also access the whole schedule here.


  • Overview of HubSpot

  • Where it fits in

  • Including how it fits in with other systems 

  • Where it doesn’t

  • What you can do in HubSpot

  • Sales versus Marketing

  • Understanding the current Sales process

  • Getting everyone setup in HubSpot

Integrating with HubSpot

  • Installing the HubSpot Connector

  • How it works, how to use it

  • Troubleshooting - fixing install issues

  • Understanding the other company integrations

  • Quick tips

Email in HubSpot

  • Marketing Contacts versus Non-Marketing Contacts

  • The 4 main types of email in HubSpot

    1. Sales emails

      • Using Snippets

      • Using Templates

      • Sequences

    2. Marketing emails

      • Newsletters

      • Nurture emails (using Workflows)

    3. Conversations Inbox

      • General emails

    4. Conversations Inbox

      • Transactional emails

Sales in HubSpot

  • Overview of the CRM

  • Tailoring the layout

  • Using Views

  • Deals

  • Pipeline management

  • Tasks

  • Target Accounts

  • Task management

  • Ad audiences and events

  • Conversation Inboxes

  • Ticket pipelines

  • Business process 'recipes'

Attribution in HubSpot

  • Attribution and Context

    • Current state versus Desired state

  • Two significant shifts  

  • How to spot Attribution problems

  • How to fix Attribution problems

  • How to use Attribution in HubSpot

  • When to move from Pro to Enterprise 


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Save time
(do stuff quicker)

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Minimise effort
(do less stuff)

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Automate stuff
(do stuff at scale)

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Team continuously trained

Training Scope

We highly value our customer relationships and we do our best to make sure you're happy with the work we do. We find it helps to make sure we are both on the same page from the start about what's included and what's not to avoid any confusion later on.

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  • Training sessions: The number of sessions would be an agreed number dependent on the pricing package

  • Basic settings: We would go through the portal to ensure the basics are set up like Neverlog settings, Ads connected, Social channels connected, and more.

  • Best practices: Everything from naming conventions, to managing your marketing contacts. 

Exclusions icon
  • Change management: We can help train the team if they have a 'can do' attitude. It would be tough to train if someone is not willing to learn or adapt to change.
  • Custom integrations: We only have expertise across the HubSpot Marketplace integrations. We don't build custom integrations.

  • In-person training and workshops: We are happy to accommodate in-person meetings where possible and where appropriate. If we agree on an in-person meeting/workshop, our time spent travelling will be charged on top of your subscription.

  • Custom documentation: We provide training videos, slide decks and process documents where appropriate but we don't develop, manage, or maintain custom documentation for your HubSpot portal.

  • In-depth HubSpot implementation and projects. For that, please check out:


Prices are in AUD and exclusive of GST. Australian businesses will be charged an additional 10% GST.

$4,000 - $14,000

Pricing depends on the number of sessions needed. Please get in touch with us so we can provide a quote.  

Frequently Asked Questions


I'm Interested - What's the Next Step?

If you are interested in chatting further about the HubSpot training offering:

Schedule a Call

Find a time that works for you:


Want more details?

Fill in the form to request a chat:


Still not sure if this is for you?


No problem.

The first step we always start with is exploring your requirements and quickly confirming whether we think we're going to provide value to you.

If we don't think you'll get value, we'll advise other options for you.

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Here's a video overview of the process: