HubSpot Training
Tailored training across all key HubSpot items in your portal
Ideal for new and existing HubSpot customers.
Hourly training via zoom to guide your setup of all the key HubSpot items in your portal including:
- Reporting
- Setting up tracking
- Custom reports
- Dashboards
- Attribution: so you can tell where your customers are coming from
- Settings
- Contact settings (views, lists, custom fields)
- Content settings (eg domains, email sending settings, colours, types)
- Report settings (including IP exclusions)
- Setting up your default forms, smart lists and workflows
- Preparing default emails and internal notifications
- Integrating HubSpot with your site (eg if using WordPress)
- Adding Google Analytics and Facebook pixels
- Adding default forms to pages (eg Contact Us)
- Using all the marketing tools
- Social
- Paid advertising
- Emails
- Landing pages and web pages
- Blog posts
- CTAs
- Chatflows
- SEO planning
- Using all the sales tools
- Deals
- Quotes
- Meetings
- Snippets and Templates
- Tasks
- Documents
- Using all the Support tools
- Tickets
- Conversations
- Assignment
- Workflows
- Reports and Dashboards
Schedule
You can download a typical training schedule example here.
Format
- Training is via zoom
- We typically start with an hour long introductory session to agree on the key HubSpot areas you need help with to grow your business
- And then organise 2 hour sessions to deep dive into specific areas
- The format is ad-hoc with us providing guidance around:
- Key friction points and increasing efficiency
- Best practices based on years of experience with HubSpot and multiple clients
- New features we recommend you use
Pricing
- Training is billed at an hourly rate, and is also available as part of our HubSpot On-Demand service.
Benefits
You've made a significant investment by choosing HubSpot, make sure you are putting it to optimal use.
Related Services
HubSpot Ignition (Onboarding)
A fully tailored HubSpot onboarding process to setup, implement and optimise your new HubSpot hub
HubSpot HealthCheck (Audit)
A complete review of your HubSpot portal to highlight issues, recommend fixes and streamline your campaigns
HubSpot On-Demand (Ad-hoc)
Access to HubSpot specialist guidance, implementation, training and support via a simple ad-hoc model
HubSpot Website Development
A HubSpot website that is functional, beautiful and focussed on your business goals
Join these companies getting the most out of their HubSpot Portals
XEN came recommended to us to aid in ramping up our inbound digital marketing efforts and it was evident right from the very first meeting with Craig that he brought with him a lot of knowledge and experience in HubSpot and digital marketing. XEN’s combination of technical knowledge, processes, attention to detail and digital campaign strategy development make them an asset; and with their collaborative approach they really are an extension of our marketing team.
My go-to HubSpot Guru. As the only Marketing employee in my organisation, I see XEN as a much-needed extension of my team of one. As a company, we rely heavily on Craig and the team to turn our plans into reality. Irrespective of the task at hand, XEN continually takes the time to understand why and guide us in the right direction - from emailing a subset of our contacts, to transforming our outdated website into a clean, contemporary site, with strategic goals in mind. It was only after starting with my current company that I realised Craig was a HubSpot guru. He's been instrumental in our adoption of HubSpot and the success we've seen as a result of using it. I often catch myself bragging about Craig's expertise and I consider myself lucky to work with him. I'm certain that we wouldn't be in the favourable position we are in today without XEN.
We selected XEN from a collection of agencies when we were redesigning the Maestrano.com site and scaling up our digital marketing efforts. XEN provided great advice on strategy and also managed the site redesign plus HubSpot rollout. The project was a big success and we continue to rely on XEN for expert advice and assistance. Aside from strength at strategy, we've been impressed with XEN's comprehensive knowledge of the HubSpot product, even to the most detailed technical points.