HubSpot Training, Consulting & Onboarding

Work with a Trusted & Accredited HubSpot Agency

Platform Enablement Accredited-Feb-03-2023-11-34-49-2582-AM (1)-1

HubSpot Workshops & Training Customized for You

Your team could be doing more with HubSpot and you know it. Our 1:1 and team HubSpot training will help align your team around using HubSpot as your CRM, sales, marketing and service tools. When your team knows what they need to do and why, your company will see increased efficiency, improved output, and you'll finally see the value of the tools you're investing in. 

Our team lives and breathes HubSpot. We create and execute inbound marketing game plans. We design HubSpot websites. Our HubSpot developers build custom modules for simple and enterprise websites built on the HubSpot CMS. We conduct HubSpot CRM contact audits. We automate marketing workflows. We 💘 smarketing (sales + marketing). And we attribute leads in HubSpot reports so you know your true contact acquisition ROI. Your team should be doing this, too.


HubSpot Training & Consulting

Empowering your team to be confident and competent in HubSpot is vital for them to fully use the platform. Our HubSpot Certified Trainers have experience running workshops to help your team find alignment and increase HubSpot adoption, strengthening the weak links in your organization.  

We offer our HubSpot workshops and training in-person and online. We can tailor any workshop for any audience in a format that encourages and facilitates audience engagement and interaction. 

We offer training sessions on:

  • HubSpot CRM - managing contacts, companies, and tasks. Logging emails and tracking conversations. Creating custom properties. Best practices. 
  • HubSpot CMS - adding and editing content and templates in the HubSpot CMS. How to create campaigns and track on performance. Implementing Smart content in Marketing Pro. 
  • HubSpot Sales - creating templates, sequences and automating admin tasks. Creating and managing deals. Shared conversations inboxes, lead rotation, & aligning the sales team. Sales reporting. 
  • HubSpot Marketing - building workflows, personalizing content, creating campaigns & SEO topic clusters, lead scoring, and lead attribution. Building meaningful marketing reports. 
  • HubSpot Service - automating ticket creation, syncing ticket systems, creating a knowledge base and rolling out NPS strategies. 
  • HubSpot Reporting - creating meaningful reports for each department and stakeholder. We will set up dashboards and discuss how to build custom reports.

Your Team Needs Training

When you purchased HubSpot you likely had to do a HubSpot-facilitated onboarding. However, most companies find that in the initial onboarding when you're all new to the tool, a lot of the features and functionality and basic 'how-to's go right over your head. HubSpot is a robust tool and you can quickly get overwhelmed. 

When your team doesn't know what to do, they don't do it. Or they do it incorrectly. This results in a CRM that's messy and leaves your sales and marketing processes disjointed, adhoc and an all around disaster in what could be a smooth and streamlined process. 

With our trainings you will:

  • Align your team around WHY you're using HubSpot
  • Allow each team member to see the benefit to their role and their department
  • Create agreed-upon contact, company, and deal properties
  • Document & standardize your processes
  • Remove friction & increase accountability between sales, marketing & service teams by creating clear responsibility
  • Ensure you have the right reports and dashboards to show business intelligence for those who need it


Client Testimonials

Marketing Operations Training

Tanya is a truly strategic, all-around digital marketer and marketing operations pro. She understands her customer needs and priorities and comes with a big picture strategic digital marketing plan while not neglecting the tactics and details. On top of that, her analytical skills are like no other. We had her analyze a very complex data set, after a short time, she came back with operational recommendations on how to clean the data and how to market to the different groups.

HubSpot Sales Training

Tanya went above and beyond in developing an understanding of our business and how to apply HubSpot for maximum effectiveness. Never impatient with us, she assisted our staff with no understanding of the system on how to use it effectively. Highly recommended! 

Amazing Tools and Amazing Support

My experience has been amazing. I've received one on one training and have not only managed my current book of business but have also found new account generation far easier than our previous CRM. Great support and Great tool for companies looking to expand business and generate ultimate growth objectives

Our HubSpot Services

HubSpot has many different features and tools. If your team is feeling stretched and needs an extra hand, some of the HubSpot services we offer are: 

Content Marketing

Creating engaging and relevant content for your niche, such as blogs, eBooks, Whitepapers and Infographics and integrating them into a comprehensive inbound marketing campaign.

Social Media Marketing

We can advise on or take full ownership of your online presence, engaging your audience through channels like Facebook, Twitter, LinkedIn, Instagram and more through the HubSpot social media tools. 

HubSpot Ads Tools

Link your accounts, create custom targeting (or exclusion) lists and pull all your ads data into your CRM. We can manage your campaigns and maximize your return on investment.

Buyer Persona Development

We can help you understand who your potential customers are, what challenges they face and how we can target and help them to become qualified leads. We can add these Personas to HubSpot and provide detailed reporting on them.

Marketing Automation

We can build automated workflows to streamline your processes and marketing messages to send the right content to your leads at the right time. We can also automate internal processes and tasks so you don't have to do them.

Email Marketing

Creating engaging, highly targeted campaigns through audience segmentation, data collection, lead nurturing and studying your analytics. If you have a contact list and want to put them in your lead funnel, we can help. 

HubSpot Reporting & Analytics

Lead attribution, ad performance, topic clusters, campaigns, and contact to customer conversion rates. Get the data you need on a custom dashboard, so you can make informed business decisions. 

HubSpot Training & Workshops

We live and breathe HubSpot. It's a bit cliche but it's platform of choice and we wouldn't have it any other way. If your team needs some hands on training - whether they're new to the platform or just ready for a refresher, we can help. 

Onboarding, Integrations & Data Migrations

Moving your CRM, CMS or other data in or out of HubSpot requires a plan. Working with a partner who has done several successful HubSpot data migrations will make the process a whole lot easier. 

If you are looking for the right team to push your marketing efforts to the next level, just fill in the form below and we will get right back to you!