Session #1 How to organise your CRM
Tuesday 22nd June, 9.30 AM - 11 AM BST
- Importing Contacts to CRM
- Contact Management & Segmentation
- Integrations (Website, Email and others)
- Explaining HubSpot Subscriptions
Session #2 Setting up Sales
Tuesday, 6th July, 9.30 AM - 11:00 PM BST
- Managing Sales Opportunities (Deals)
- Tasks Management
- Sales Meetings & Quotes
- Setting up sales Templates & Documents
Session #3 Setting up Marketing
Tuesday, 27th July, 9.30 AM - 11:00 PM BST
- Setting up Marketing Defaults (signature, domain & GDPR)
- Collecting data via HubSpot Forms
- Setting up Emailing Campaign
- Creating Landing Pages
Session #4 Sales & Marketing Alignment
Tuesday, 17th August, 9.30 AM - 11:00 PM BST
- Automation
- Team Collaboration (Notes, Tasks)
- Prospect Alerts
- Reporting
Who can Benefit?
My HubSpot Summer Bootcamp includes 4x90 min sessions via Zoom to help get you started with HubSpot CRM. Once we complete the sessions I offer 2h tailored follow-up support.
- Ideal for HubSpot Free and Starter Subscribers.
- Ideal for self-employed or small firms with small sales teams
- Marketing Specialists who are new to HubSpot
- Sales Managers, Business Owners, Consultancy Firms
Are you struggling to set up your HubSpot CRM?
It took me over a year to figure out how to set up my CRM system. Uploading contacts, website & email integration, creating sales funnels, profiling my database, collecting and storing feedback. Why did it take me so long to organise? Non-stop calls from Clients, appointments, quotes, networking events, homeschooling... the time-sucks common to all professionals.
More Sales - Less Work - More Time
The irony is, the right CRM will boost your productivity and save you hours of monotonous record keeping. We are in the age of Industry 4.0 – why was I struggling with mundane tasks that technology could take off my hands? Because even the best system will waste more of your precious time if you don't set it up properly.
Once I learned how to harness the power of HubSpot, I freed up endless hours previously spent in interpreting databases & customer behaviour, creating sales funnels, profiling my database, collecting and storing feedback.
Bart Kowalczyk
HubSpot Sales Coach
AutomateNow
HubSpot Partner
AutomateNow is a HubSpot Partner. We are digital sales & marketing experts.
All Sessions will be recorded and available for you even if you cannot attend.