HubSpot Sequences, Workflows & Reporting for Sales

📚 Course Title: HubSpot Sequences, Workflows & Analytics for Sales Professionals

🚀 Course Headline: A Deep Dive into HubSpot Sequences, Workflows & Reporting for Sales Mastery!

Introduction: Before diving in, please note that I'm currently updating this course to align with the latest HubSpot User Interface changes from May 2024. The majority of the content is still highly relevant and I've added lectures to guide you through the recent updates. Some assignments may be outdated due to these changes, but fear not! They can be skipped as I'll notify you via email once the new version is live with all the updates.

🎉 What You'll Learn: If you're a Sales professional using HubSpot and are comfortable with the CRM basics, it's time to elevate your skills with our HubSpot Advanced Sales Features course, with a special emphasis on Automation and Reporting. By the end of this course, you will be adept at:

1. Creating Effective HubSpot Sequences:

   • Send personalized automated emails that resonate with your audience.
   • Set up reminder alerts to streamline your to-do list.
   • Automate tasks such as calls, follow-ups, and more, saving you precious time.

2. Planning and Building Workflows from Scratch:

   • Craft simple Workflows to automate routine tasks like data entry and lead assignment.
   • Develop complex Workflows with Conditional Segmentation to deliver targeted messaging, ensuring your leads are moving efficiently down the Sales funnel.
   • Learn to refine your Workflow Strategy through real-world examples provided in the course.

3. Monitoring Sales Performance with HubSpot Reporting and Forecasting:

   • Set up comprehensive Reporting dashboards tailored to your needs.
   • Build various types of reports including Single Object Reports, Funnel Reports, and Attribution Reports.
   • Utilize the HubSpot forecasting tool to visualize progress towards your Sales goals.

🎓 Course Prerequisites: This course is not intended for beginners. It assumes you have access to and are familiar with HubSpot Automation (specifically Sequences) and Reporting features. If you're new to HubSpot or need a refresher, I recommend my introductory course: "HubSpot for Sales Professionals."

👩‍🏫 Instructor Profile: With over 14 years of experience in Digital Marketing, and 4 years dedicated to HubSpot, I am a certified independent HubSpot expert providing account management and training services globally. My mission is to help you grow your business by mastering HubSpot's powerful tools.

💬 Student Testimonials: "I just completed the course - and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course!" - Tamara Biljman, Content Strategist

For more testimonials, please visit my website.

🤝 Support Throughout Your Learning Journey: I am committed to assisting my students and coaching clients every step of the way, so feel free to reach out with any questions during the course.

Please note that this course is independently developed by Thalita Milan and is not created, endorsed, or verified by HubSpot, Inc. Any liability regarding this course offered by me, Thalita Milan, rests with me alone.