21.10.2022, 00:20
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Hubspot For Sales - Sequences, Workflows & Reporting
Published 9/2022
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 7.12 GB | Duration: 7h 31m
A deep dive into HubSpot Sequences, Workflows & Reporting for Sales professionals
What you'll learn
Close hot leads the automated way with HubSpot Sequences
Build simple HubSpot Workflows to save time with data entry, lead assignment and other sales tasks
Build complex HubSpot Workflows with Conditional Segmentation to build multiple sales journeys for your customers
Create a comprehensive Reporting Dashboard to measure sales performance
Use the HubSpot Forecasting tool to monitor progress towards sales goals
Requirements
You need to know your way around the HubSpot CRM (adding contacts to HubSpot, creating lists, emails, and forms)
You need access to Automation (At least Sequences!) and Reporting in your HubSpot account
Description
Are you a Sales professional using HubSpot? If you're familiar with the HubSpot basics and know your way around the HubSpot CRM, it's now time to take things to the NEXT LEVEL.In this course, we cover HubSpot Sequences, Workflows, and Reporting for Sales professionals and teams - You'll learn how to leverage the power of Automation to close more deals without manual effort. If you want to learn HubSpot Advanced Sales features with a special focus on Automation and Reporting, this course is for you.At the end of the course you will be able to:1) Create effective HubSpot Sequences to close deals without manual input Send automated emails that look and sound personalSet up reminder alerts to help you with your to-do'sAutomate tasks for calls, to-do's, and others2) Plan, draft, build and publish Workflows from scratch by yourselfBuild simple Workflows to save time with data entry, lead assignment, updating properties, and other administrating workBuild complex Workflows with Conditional Segmentation (using Branches to segment your audience into different groups based on specific conditions you define - targeted messaging is the most efficient way to move leads down the Sales funnel!)Tweak your Workflow Strategy thanks to our real-world examples3) Monitor closely your sales performance with HubSpot Reporting and ForecastingSet up comprehensive Reporting dashboards Build all types of reports by yourself - Single Object Reports, Funnel Reports, Attribution Reports, and moreUse the HubSpot forecasting tool to monitor progress towards your Sales goals in a visual wayATTENTION:This course is NOT an introduction to HubSpot - If you need a HubSpot intro or a refresher course, check out my Instructor Profile. I have a course called HubSpot for Sales Professionals - this one will be more suitable for you!This course requires access to HubSpot Automation (Sequences at least) and Reporting - In this course, we cover Sequences, Reporting, and Workflows. You can definitely skip the Workflows section if you have limited access to this feature, however, Sequences and Reporting are a must-have! Ensure you have access to both before you purchase this course. I am a certified independent HubSpot expert providing HubSpot account management and training services to companies and professionals from all over the world. I have 14+ years of experience in Digital Marketing (4 working exclusively with HubSpot) and love helping businesses and professionals grow by learning HubSpot.This is one of my 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- Feel free to check out my website for more testimonials.I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.--ThalitaThis course is an independently developed course offered by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to this course offered by me, Thalita Milan.
Overview
Section 1: Introduction
Lecture 1 Introduction
Lecture 2 You need access to Automation and Reporting for this course
Lecture 3 READ THIS BEFORE YOU START
Section 2: Close hot leads the automated way - Intro to Sales Sequences
Lecture 4 Intro to Sequences & a Sequence example
Lecture 5 Have an overview of the Sequences tab
Lecture 6 Choose how you want to create your Sequence - from scratch or with a template
Lecture 7 Understand the Sequence structure - Learn about Enrollment & Unenrollment
Lecture 8 Use the 4 basic Sequence Actions - Automated email, email, to do and call
Section 3: Create your Sales Sequence and close deals without manual input
Lecture 9 Automate emails to contacts inside of your Sequence
Lecture 10 OPTIONAL - Review how you create email templates for your Sequences
Lecture 11 Send email reminders to yourself inside of Sequences
Lecture 12 Set up call reminders and task reminders inside of Sequences
Section 4: Publish your Sales Sequence & start closing deals without manual effort
Lecture 13 Define your Sequence Settings
Lecture 14 Sequence Enrollment tip - How to automatically remove people from a Sequence
Lecture 15 Sequence Enrollment tip - How to automatically enroll people into a Sequence
Lecture 16 Sequence Enrollment tip - How to MANUALLY enroll people into your Sequence
Lecture 17 Quick tip! Keep an eye on the numbers - Sequence Analytics
Lecture 18 Watch me create a Sequence from beginning to end
Section 5: Intro to HubSpot Workflows
Lecture 19 Quick note before you go ahead
Lecture 20 Intro to Workflows & a Workflow example
Lecture 21 Learn the main differences between Workflows and Sequences
Lecture 22 Have an overview of the Workflows tab
Lecture 23 Learn about workflow enrollment and unenrollment
Lecture 24 Create a Workflow from scratch
Lecture 25 The 2 main elements of a Workflow - Triggers & Actions
Section 6: Choose your Workflow Triggers
Lecture 26 Actions that your audience takes as a Workflow Trigger
Lecture 27 Information stored as HubSpot Properties as a Workflow Trigger
Lecture 28 Other types of Triggers
Lecture 29 Using multiple triggers at once - The filters AND & OR
Lecture 30 Advanced hacks for multiple triggers
Section 7: Select your Workflow Actions
Lecture 31 Quick intro to HubSpot Workflow Actions
Lecture 32 Assign contacts to specific team members (Owner Assignment)
Lecture 33 Create tasks for you and other team members
Lecture 34 Add Delays between Actions
Lecture 35 Get HubSpot to create records for you
Lecture 36 Streamline internal communications
Lecture 37 Get HubSpot to automatically update properties for you
Section 8: Exclusive Workflow Actions & Workarounds
Lecture 38 Intro to Exclusive Workflow Actions
Lecture 39 Send automated emails to contacts
Lecture 40 Add contacts to a list via Automation
Lecture 41 Advanced Actions - Webhook, Custom code & Format data
Section 9: Building your first simple workflow
Lecture 42 Learn about your Workflow's important settings
Lecture 43 Set your Workflow goals
Lecture 44 Set Re-enrollment criteria for your Workflow
Lecture 45 Test your Workflow before publishing!
Lecture 46 Turn on your workflow!
Lecture 47 Watch me create a basic Workflow from beginning to end
Lecture 48 If you need to manually unenroll people from your Workflow, do this
Section 10: Building an Advanced-level Workflow
Lecture 49 Intro to Advanced Workflows
Lecture 50 Build a timely Workflow on specific day in the calendar - Advanced triggers
Lecture 51 Handy images to help you understand the next lecture :)
Lecture 52 Apply Conditional Formatting to your Workflow - The VALUE equals branch
Lecture 53 How to find out it which branch a contact was redirected to
Lecture 54 Apply Conditional Formatting to your Workflow - The IF/THEN branch
Lecture 55 When segmenting based on properties, should I go for IF/THEN or VALUE EQUALS?
Lecture 56 Enrolling other objects into your Workflow
Lecture 57 Choose a trigger based on a property different than the object enrolled
Lecture 58 OPTIONAL - An alternative solution to last lecture´s "problem"
Lecture 59 Save time with a quick hack - The GO TO action
Lecture 60 Watch me create a Complex Workflow from beginning to end
Section 11: Monitor your sales performance - Reporting fundamentals
Lecture 61 Intro to HubSpot Reporting & the easiest way to use Reports
Lecture 62 ExplorE the Analytics Tool
Lecture 63 Build an individual Report from a Template
Lecture 64 The 2 main elements you need to build ANY report
Lecture 65 How do update an existing report?
Lecture 66 Update the Date Range of a Report
Lecture 67 Narrow down the data
Lecture 68 Change the Report's data completely
Lecture 69 Create a Deal-based Report from scratch
Section 12: Use Advanced Reporting features - Other Reports & Forecasting
Lecture 70 Create a Funnel report to monitor Deals progress
Lecture 71 The difference between next step conversion and cumulative conversion
Lecture 72 Create a Contact-based Funnel report
Lecture 73 Measure ROI with an Attribution Report
Lecture 74 Choose the right Attribution Model
Lecture 75 Create an Attribution report from scratch
Lecture 76 Use the HubSpot Forecasting tool to track progress towards sales goals
Lecture 77 Add revenue goals to your Forecasting tool
Lecture 78 Check out the category model for Forecasting
Lecture 79 Set up sales goals not related to revenue
Section 13: And to finalize...
Lecture 80 Thanks for watching
Section 14: BONUS Section
Lecture 81 BONUS lecture
Anyone looking to learn HubSpot Sequences, Workflows and Reporting,Sales professionals using HubSpot
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