How to track digital sales and marketing mastery metrics with a HubSpot dashboard

  
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1h 01m
PRO
Course
HubSpotter's guide to cleaning up a messy HubSpot portal
Level: Intermediate Updated: Jul 28, 2021
HubSpot is one of the most powerful marketing, sales, and service automation platforms on the market today. And, if you're the owner of your company's HubSpot portal (no matter your role), you know its potential. You also likely know that, without regular maintenance, proper organization, and structure from the outset, your HubSpot portal can quickly devolve into a mess that does more harm than good.

"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."

If this sounds like you, you're in the right place. 

In this course you'll learn:

  • The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
  • The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
  • Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date
HubSpot is one of the most powerful marketing, sales, and service automation platforms on the market today. And, if you're the owner of your company's HubSpot portal (no matter your role), you know its potential. You also likely know that, without regular maintenance, proper organization, and structure from the outset, your HubSpot portal can quickly devolve into a mess that does more harm than good.

"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."

If this sounds like you, you're in the right place. 

In this course you'll learn:

  • The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
  • The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
  • Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date

Carina Duffy

29m
FREE
Course
Getting Started with Sales Technology
Level: Beginner Updated: Sep 9, 2021
Many of us have been there before: Everyone is excited about what’s possible and the promise of inbound marketing. You start creating content, sending emails, creating offers, optimizing your website — but then, as the weeks and months roll by, the questions start, and doubt creeps in… 
“I don’t know how to clearly prove the ROI of our inbound marketing.”

“We know our content is driving traffic, but we don’t know if it’s impacting revenue.”

“Our leadership and sales teams don’t see the value of the content we’re producing.”

It doesn’t have to be like this. 

In this course, Carina Duffy will teach you how we’ve seen sales organizations at hundreds of companies utilize CRMs and other sales technology to sell better and track performance. You’ll learn:

  • What a CRM is and what it should be doing for your team
  • How to be more efficient and productive using sales technology
  • How to improve your sales enablement using sales technology
  • How to optimize your sales process using sales technology
  • How to choose the right CRM for you
  • How to get started with sales technology

This course is a great fit for both sales managers and sales reps who either have not adopted a CRM platform or are in the process of vetting platforms and who want to improve their sales processes and performance.

By the end, you’ll know exactly what a CRM and other sales technology can and should do for you and your team, and have the knowledge to get started vetting and adopting these tools confidently!

Many of us have been there before: Everyone is excited about what’s possible and the promise of inbound marketing. You start creating content, sending emails, creating offers, optimizing your website — but then, as the weeks and months roll by, the questions start, and doubt creeps in… 
“I don’t know how to clearly prove the ROI of our inbound marketing.”

“We know our content is driving traffic, but we don’t know if it’s impacting revenue.”

“Our leadership and sales teams don’t see the value of the content we’re producing.”

It doesn’t have to be like this. 

In this course, Carina Duffy will teach you how we’ve seen sales organizations at hundreds of companies utilize CRMs and other sales technology to sell better and track performance. You’ll learn:

  • What a CRM is and what it should be doing for your team
  • How to be more efficient and productive using sales technology
  • How to improve your sales enablement using sales technology
  • How to optimize your sales process using sales technology
  • How to choose the right CRM for you
  • How to get started with sales technology

This course is a great fit for both sales managers and sales reps who either have not adopted a CRM platform or are in the process of vetting platforms and who want to improve their sales processes and performance.

By the end, you’ll know exactly what a CRM and other sales technology can and should do for you and your team, and have the knowledge to get started vetting and adopting these tools confidently!

Carina Duffy

22m
FREE
Lesson
Content and cookies: Easy content ROI reporting in HubSpot (without revenue attribution)
Level: Intermediate Updated: Jul 2, 2021
You're creating content at your company to drive measurable results – specifically, traffic, leads, and sales. But how do you prove to your bosses, sales, and the rest of your company that the content you're creating is making a difference? How do you showcase beyond the shadow of a doubt that your strategy is delivering ROI if you're using HubSpot?

In this lesson, you'll learn:

  1. How to prove your content makes money
  2. How to report on content ROI like Marcus Sheridan
  3. How to create custom ROI reports in HubSpot

Resources:

  1. Fundamentals of ROI reporting in HubSpot
  2. How to install the HubSpot tracking code on your website
  3. How to use HubSpot forms
  4. How to create a powerful monthly content ROI newsletter
You're creating content at your company to drive measurable results – specifically, traffic, leads, and sales. But how do you prove to your bosses, sales, and the rest of your company that the content you're creating is making a difference? How do you showcase beyond the shadow of a doubt that your strategy is delivering ROI if you're using HubSpot?

In this lesson, you'll learn:

  1. How to prove your content makes money
  2. How to report on content ROI like Marcus Sheridan
  3. How to create custom ROI reports in HubSpot

Resources:

  1. Fundamentals of ROI reporting in HubSpot
  2. How to install the HubSpot tracking code on your website
  3. How to use HubSpot forms
  4. How to create a powerful monthly content ROI newsletter

Carina Duffy

24m
FREE
Lesson
How to use HubSpot Sales Hub to make assignment selling a breeze
Level: Intermediate Updated: Aug 18, 2021
The sales technique of assignment selling – wherein you assign content as homework strategically throughout the sales process – is proven to close more deals fasters across all industries. But how can you leverage technology (like HubSpot Sales Hub) to make your assignment selling more efficient and effective?

That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.

Resources:

  1. What is assignment selling with Marcus Sheridan
  2. How to create and send email templates
  3. How to create and use snippets
  4. How to upload and share documents
  5. HubSpot sales content analytics

Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.
The sales technique of assignment selling – wherein you assign content as homework strategically throughout the sales process – is proven to close more deals fasters across all industries. But how can you leverage technology (like HubSpot Sales Hub) to make your assignment selling more efficient and effective?

That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.

Resources:

  1. What is assignment selling with Marcus Sheridan
  2. How to create and send email templates
  3. How to create and use snippets
  4. How to upload and share documents
  5. HubSpot sales content analytics

Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.

Carina Duffy

25m
FREE
Lesson
How to do HubSpot lead nurturing (that isn't terrible)
Level: Beginner Updated: Aug 17, 2021
Nurturing your leads via email is absolutely critical to the success of your digital sales and marketing strategies – and HubSpot is a fantastic platform for lead nurturing automation. Unfortunately, many digital marketers just like you know you need to be running automated email lead nurturing campaigns.... but often the results are lackluster, at best, no matter what you do.

If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
Nurturing your leads via email is absolutely critical to the success of your digital sales and marketing strategies – and HubSpot is a fantastic platform for lead nurturing automation. Unfortunately, many digital marketers just like you know you need to be running automated email lead nurturing campaigns.... but often the results are lackluster, at best, no matter what you do.

If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.

Carina Duffy

16m
FREE
Lesson
HubSpot Campaigns and Campaign Analytics
Level: Beginner Updated: Aug 17, 2021
You're using HubSpot to drive the traffic, leads, and sales you need through landing pages, blog articles, email marketing, and much, much more. But do you know how they're performing? That's exactly what the HubSpot Campaigns tool is for, but so many business leaders and digital marketers don't realize how powerful it can be.

In this lesson we’ll break down what HubSpot Campaigns actually are – how they function, and what you can do with the HubSpot Campaigns Analytics tools
You're using HubSpot to drive the traffic, leads, and sales you need through landing pages, blog articles, email marketing, and much, much more. But do you know how they're performing? That's exactly what the HubSpot Campaigns tool is for, but so many business leaders and digital marketers don't realize how powerful it can be.

In this lesson we’ll break down what HubSpot Campaigns actually are – how they function, and what you can do with the HubSpot Campaigns Analytics tools

Carina Duffy

1h 05m
FREE
Course
Inbound Lead Generation & Conversion Optimization
Level: Beginner Updated: Aug 30, 2021
In this course, you’ll learn all about how to convert your incoming website visitors into leads, and how to make those conversion points effective.

This course is a great fit for any marketing professional new to inbound marketing who is looking to learn how to bring in more prospects through their website, and ultimately provide new sales opportunities for their company.

By the end, you’ll know how to get started with inbound lead generation and conversion optimization - from the moment a visitor enters your site, to when they become a lead and beyond!
In this course, you’ll learn all about how to convert your incoming website visitors into leads, and how to make those conversion points effective.

This course is a great fit for any marketing professional new to inbound marketing who is looking to learn how to bring in more prospects through their website, and ultimately provide new sales opportunities for their company.

By the end, you’ll know how to get started with inbound lead generation and conversion optimization - from the moment a visitor enters your site, to when they become a lead and beyond!

Carina Duffy

1h 06m
FREE
Course
Marketing Automation Mastery (with HubSpot Workflows)
Level: Beginner Updated: Jul 20, 2021
In this course, you’ll learn how to master marketing automation tools in HubSpot in order to improve contact communication, nurturing, internal processes, and more for your marketing team.

This course is a great fit for any marketing professional who uses (or is starting to use) HubSpot and is looking to leverage the platform to both improve their overall buyer’s experience and save their team time and effort.

By the end, you’ll have a full understanding of how you can utilize HubSpot’s workflows tool to make your marketing process more seamless.
In this course, you’ll learn how to master marketing automation tools in HubSpot in order to improve contact communication, nurturing, internal processes, and more for your marketing team.

This course is a great fit for any marketing professional who uses (or is starting to use) HubSpot and is looking to leverage the platform to both improve their overall buyer’s experience and save their team time and effort.

By the end, you’ll have a full understanding of how you can utilize HubSpot’s workflows tool to make your marketing process more seamless.

Carina Duffy

45m
PRO
Course
Fundamentals of ROI Reporting in HubSpot
Level: Intermediate Updated: Sep 9, 2021
You’re publishing great content and beautiful videos. People can’t say enough good things about the work you’re doing. That’s awesome — but is any of it actually working? Inbound marketing isn’t easy. To make it worth the time and effort, especially to skeptical decision-makers, it needs to show return. IMPACT’s Carina Duffy is here to show you the way!

In this course, IMPACT’s resident HubSpot nerd dives into how your organization can use HubSpot to prove the ROI of its inbound marketing efforts. By the end, you will fully understand:

  • The different ways to define return on investment (ROI) at your organization
  • The tools HubSpot has to track your ROI (even if you’re not using HubSpot Sales) and how to use them
  • How to manage your data properly in HubSpot
  • How to create effective ROI reports in HubSpot

Chock-full of insights we’ve previously only shared with our clients, this course is a great fit for any marketing and sales professionals looking to show the fruits of their labor to their decision makers and organization in a reliable, easy-to-understand way. 

You’re publishing great content and beautiful videos. People can’t say enough good things about the work you’re doing. That’s awesome — but is any of it actually working? Inbound marketing isn’t easy. To make it worth the time and effort, especially to skeptical decision-makers, it needs to show return. IMPACT’s Carina Duffy is here to show you the way!

In this course, IMPACT’s resident HubSpot nerd dives into how your organization can use HubSpot to prove the ROI of its inbound marketing efforts. By the end, you will fully understand:

  • The different ways to define return on investment (ROI) at your organization
  • The tools HubSpot has to track your ROI (even if you’re not using HubSpot Sales) and how to use them
  • How to manage your data properly in HubSpot
  • How to create effective ROI reports in HubSpot

Chock-full of insights we’ve previously only shared with our clients, this course is a great fit for any marketing and sales professionals looking to show the fruits of their labor to their decision makers and organization in a reliable, easy-to-understand way. 

Carina Duffy

29m
FREE
Lesson
Lead Scoring in HubSpot
Level: Intermediate Updated: Jul 2, 2021
Lead scoring is one of those HubSpot features that everyone loves to talk about... but is rarely ever used effectively or consistently. In this lesson, we'll dive into how to set up, validate, and actually use your scoring properties in HubSpot.
Lead scoring is one of those HubSpot features that everyone loves to talk about... but is rarely ever used effectively or consistently. In this lesson, we'll dive into how to set up, validate, and actually use your scoring properties in HubSpot.

Carina Duffy

38m
PRO
Lesson
Sales reporting and dashboards in HubSpot
Level: Advanced Updated: Jul 28, 2021
You're using the HubSpot CRM and Sales Hub tools, but are you leveraging them to your fullest potential, so you can rely on the platform to help you maximize your revenue growth potential? If you're a sales manager or professional asking yourself this question, you're in the right place. 

In this lesson, you'll learn:

  • How to approach HubSpot reporting for sales 
  • The basics of HubSpot dashboards for sales
  • How to create your own dashboard as a sales rep
  • How to create your own dashboard as a sales manager

By the end of this short lesson, you'll feel 100% confident and comfortable navigating HubSpot's sales reporting tools, as well as how to use your dashboards to fuel real growth and help you close more deals faster.
You're using the HubSpot CRM and Sales Hub tools, but are you leveraging them to your fullest potential, so you can rely on the platform to help you maximize your revenue growth potential? If you're a sales manager or professional asking yourself this question, you're in the right place. 

In this lesson, you'll learn:

  • How to approach HubSpot reporting for sales 
  • The basics of HubSpot dashboards for sales
  • How to create your own dashboard as a sales rep
  • How to create your own dashboard as a sales manager

By the end of this short lesson, you'll feel 100% confident and comfortable navigating HubSpot's sales reporting tools, as well as how to use your dashboards to fuel real growth and help you close more deals faster.

Carina Duffy

Related Courses

57m
PRO
Course
Creating pillar content your buyers and search engines will love
Level: Intermediate Updated: Sep 15, 2021
So you hired a content manager, and you’re churning out high-quality, long-form articles on the reg, but still not seeing that killer organic traffic you need. With one of the only constants in life being Google’s algorithm updates, this is an all too common challenge. 

As much as it pains us, the way we marketers used to “do SEO” no longer cuts it. How search engines map our content today is very different (and much more human) than it was when we all first started creating content marketing strategies or our companies and we need to cater to this. Enter topic clusters and pillar pages.

Organizing your content in a topic cluster and pillar page model will help:
  • Your website be more organized, structured, and easier for users to navigate
  • You spot new content priorities, opportunities, and gaps with ease
  • Search engines like Google map your content more efficiently
  • Your search rankings go up due to better visibility
 
But what is the topic cluster and pillar content model? How does it work and why? What do great pillar pages look like across different industries? How do you select your own topic cluster and pillar content topics? How do you develop an out-of-this-world, revenue-generating strategy for a pillar page? And how do you track the success of your topic clusters and pillar pages?

You'll find the answers to these questions (and much more) in this IMPACT+ Pro course with the mind behind IMPACT’s traffic and lead-generating pillar strategy, Liz Moorehead. 

This course is ideally suited for content managers and digital marketers who are tasked with developing and executing robust content strategies that drive results for their company.

So you hired a content manager, and you’re churning out high-quality, long-form articles on the reg, but still not seeing that killer organic traffic you need. With one of the only constants in life being Google’s algorithm updates, this is an all too common challenge. 

As much as it pains us, the way we marketers used to “do SEO” no longer cuts it. How search engines map our content today is very different (and much more human) than it was when we all first started creating content marketing strategies or our companies and we need to cater to this. Enter topic clusters and pillar pages.

Organizing your content in a topic cluster and pillar page model will help:
  • Your website be more organized, structured, and easier for users to navigate
  • You spot new content priorities, opportunities, and gaps with ease
  • Search engines like Google map your content more efficiently
  • Your search rankings go up due to better visibility
 
But what is the topic cluster and pillar content model? How does it work and why? What do great pillar pages look like across different industries? How do you select your own topic cluster and pillar content topics? How do you develop an out-of-this-world, revenue-generating strategy for a pillar page? And how do you track the success of your topic clusters and pillar pages?

You'll find the answers to these questions (and much more) in this IMPACT+ Pro course with the mind behind IMPACT’s traffic and lead-generating pillar strategy, Liz Moorehead. 

This course is ideally suited for content managers and digital marketers who are tasked with developing and executing robust content strategies that drive results for their company.

Liz Moorehead

1h 01m
PRO
Course
HubSpotter's guide to cleaning up a messy HubSpot portal
Level: Intermediate Updated: Jul 28, 2021
HubSpot is one of the most powerful marketing, sales, and service automation platforms on the market today. And, if you're the owner of your company's HubSpot portal (no matter your role), you know its potential. You also likely know that, without regular maintenance, proper organization, and structure from the outset, your HubSpot portal can quickly devolve into a mess that does more harm than good.

"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."

If this sounds like you, you're in the right place. 

In this course you'll learn:

  • The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
  • The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
  • Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date
HubSpot is one of the most powerful marketing, sales, and service automation platforms on the market today. And, if you're the owner of your company's HubSpot portal (no matter your role), you know its potential. You also likely know that, without regular maintenance, proper organization, and structure from the outset, your HubSpot portal can quickly devolve into a mess that does more harm than good.

"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."

If this sounds like you, you're in the right place. 

In this course you'll learn:

  • The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
  • The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
  • Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date

Carina Duffy

23m
FREE
Lesson
Website conversion copywriting secrets that get results (in under 30 minutes)
Level: Beginner Updated: Jul 30, 2021
After a ton of internal collaboration, meetings, and research, you’ve nailed your messaging strategy. You also understand the broad strokes of what you need to write on your website pages to hook your ideal customers in and make them excited about buying from you. 

Still, something isn’t right. For some reason, your website is failing to close the deal by attracting and converting those perfect-fit prospects. 

Often, the culprit for this is your website copy. Instead of bringing those customers to you, the well-intentioned words you’ve chosen are letting you down by scaring off, confusing, or otherwise repelling the people you’re trying to reach.

If website copywriting for your company is stumping you, you’ve come to the right place. In this lesson, you will:

  • Establish a deep understanding of the role of your website and precisely what it is that your buyers are seeking from you.
  • Discover the four essential things every single one of your ideal-fit prospects is looking for from your website, no matter what it is that you do or sell.
  • Unlock seven simple, yet powerful website copywriting techniques that will empower you to deliver your well-researched messages and value propositions with greater clarity.

Please enjoy this course with its companion, Elements of a Great They Ask, You Answer Website.

Resources:
After a ton of internal collaboration, meetings, and research, you’ve nailed your messaging strategy. You also understand the broad strokes of what you need to write on your website pages to hook your ideal customers in and make them excited about buying from you. 

Still, something isn’t right. For some reason, your website is failing to close the deal by attracting and converting those perfect-fit prospects. 

Often, the culprit for this is your website copy. Instead of bringing those customers to you, the well-intentioned words you’ve chosen are letting you down by scaring off, confusing, or otherwise repelling the people you’re trying to reach.

If website copywriting for your company is stumping you, you’ve come to the right place. In this lesson, you will:

  • Establish a deep understanding of the role of your website and precisely what it is that your buyers are seeking from you.
  • Discover the four essential things every single one of your ideal-fit prospects is looking for from your website, no matter what it is that you do or sell.
  • Unlock seven simple, yet powerful website copywriting techniques that will empower you to deliver your well-researched messages and value propositions with greater clarity.

Please enjoy this course with its companion, Elements of a Great They Ask, You Answer Website.

Resources:

Liz Moorehead

41m
FREE
Course
The revenue team approach to sales enablement content
Level: Intermediate Updated: Sep 9, 2021
No matter how much we publish great traffic-driving, lead-generating content, many of us still have sales teams telling us, “You’re still not publishing what we need” or “Yeah, only maybe 1% of our content helps me close any deals.” 

In fact, B2B sales teams report that only 27% of the leads passed to them from marketing are even remotely qualified. Enter the revenue team and sales enablement content. 

As we’ve seen with businesses all over the world, when your marketing and sales teams join forces as a revenue team, you can start creating powerful content that actually helps close deals (also known as sales enablement content).

But how is it different from what you're already creating? And how do you go about creating a sustainable, scalable sales enablement content strategy that doesn't make you want to rip your hair out and also makes you look like a total money-making hero at your company?

By the end of this course with Liz Moorehead, IMPACT's editor-in-chief, you'll know:

  • What sales enablement content is (and isn't)
  • What a revenue team is and how the revenue team model is the key to your success
  • How to run powerful content brainstorms with your sales team
  • How to leverage Liz's custom-built revenue content brainstorm tool
  • How to report on the ROI of your content, so no one ever questions your value
No matter how much we publish great traffic-driving, lead-generating content, many of us still have sales teams telling us, “You’re still not publishing what we need” or “Yeah, only maybe 1% of our content helps me close any deals.” 

In fact, B2B sales teams report that only 27% of the leads passed to them from marketing are even remotely qualified. Enter the revenue team and sales enablement content. 

As we’ve seen with businesses all over the world, when your marketing and sales teams join forces as a revenue team, you can start creating powerful content that actually helps close deals (also known as sales enablement content).

But how is it different from what you're already creating? And how do you go about creating a sustainable, scalable sales enablement content strategy that doesn't make you want to rip your hair out and also makes you look like a total money-making hero at your company?

By the end of this course with Liz Moorehead, IMPACT's editor-in-chief, you'll know:

  • What sales enablement content is (and isn't)
  • What a revenue team is and how the revenue team model is the key to your success
  • How to run powerful content brainstorms with your sales team
  • How to leverage Liz's custom-built revenue content brainstorm tool
  • How to report on the ROI of your content, so no one ever questions your value

Liz Moorehead

1h 14m
FREE
Course
Fundamentals of Social Media Marketing
Level: Beginner Updated: Sep 9, 2021
Facebook, Instagram, Twitter, LinkedIn, TikTok — the list of social media networks is ever-growing and their prevalence in our society and everyday lives is undeniable, but how do you really use them for business successfully? How can your business and brand use them toactually drive real awareness and engagement? 

IMPACT’s director of membership & events, Stephanie Baiocchi, is here to show you the way!

By understanding the fundamentals of social media for business, you’ll be able to drive traffic, leads, and revenue to your business, foster engagement with your content, and create a positive representation of your brand online. If you neglect it or simply put it on auto-pilot, however, you could be actively turning leads away. 

In this just over one-hour-long course, you’ll learn:

  • How to choose the right social platforms for your business
  • When and how often to post on those platforms
  • Basic best practices for different social media channels
  • B2B vs. B2C practices on social media
  • How to run social media contests successfully and legally online
  • When and how to hire a social media manager
  • How to monitor and measure the success of your social media strategy

This course is a great fit for anyone who doesn’t feel very comfortable on social media or has used it for personal use but wants to understand how to best use social for business.

By the end of it, you will be well-prepared to tackle social media for your business head-on and see long-term success!


Facebook, Instagram, Twitter, LinkedIn, TikTok — the list of social media networks is ever-growing and their prevalence in our society and everyday lives is undeniable, but how do you really use them for business successfully? How can your business and brand use them toactually drive real awareness and engagement? 

IMPACT’s director of membership & events, Stephanie Baiocchi, is here to show you the way!

By understanding the fundamentals of social media for business, you’ll be able to drive traffic, leads, and revenue to your business, foster engagement with your content, and create a positive representation of your brand online. If you neglect it or simply put it on auto-pilot, however, you could be actively turning leads away. 

In this just over one-hour-long course, you’ll learn:

  • How to choose the right social platforms for your business
  • When and how often to post on those platforms
  • Basic best practices for different social media channels
  • B2B vs. B2C practices on social media
  • How to run social media contests successfully and legally online
  • When and how to hire a social media manager
  • How to monitor and measure the success of your social media strategy

This course is a great fit for anyone who doesn’t feel very comfortable on social media or has used it for personal use but wants to understand how to best use social for business.

By the end of it, you will be well-prepared to tackle social media for your business head-on and see long-term success!


Stephanie Baiocchi

1h 03m
FREE
Course
Vidyard 101: Tool basics, tips, and tricks
Level: Beginner Updated: Sep 3, 2021
At IMPACT Plus, we help you drive more sales from your inbound marketing by teaching you to execute a powerful framework, They Ask, You Answer. 
But, why is video so important for sales and marketing? It’s simple. Using video for sales can help you break through inboxes and can earn 3x more responses. It allows sellers to build relationships at a distance, explain topics simply, and help accelerate deal cycles. Some companies who have used Vidyard have even cut their deal cycles in half with video! 


Video is an incredibly powerful medium that makes it easier than ever to evoke emotion and forge human connections at scale. For organizations that sell primarily to other businesses, B2B video marketing has emerged as an incredibly effective tactic for reaching, educating, and nurturing potential customers. Use video to get more views on content, more attendees at webinars and virtual events, and to move accounts forward in the sales cycle. 

How to Use Marketing for Video:
  • Drive registration and attendance at webinars and virtual events with promo videos
  • Get more people to view content with a promo video
  • Show the value of your product to help close deals and encourage adoption
  • Create personalized videos for ABM
  • Increase open and CTR for emails by using video


You can benefit from using Vidyard with HubSpot to help supercharge your video for marketing and sales efforts. With the Vidyard for HubSpot integration, you can unlock capabilities to visibly showcase how video is helping move the business needle and drive key results; in HubSpot’s case, Vidyard helped their sales team achieve 4x booked meetings, 77% click-through rate on video, and a 94% retention rate for their top sales rep. Whether it’s through list building and segmentation, or workflow creation and lead scoring, Vidyard will showcase a broad view of data that’s necessary for you to see if your video efforts are valuable right inside of the HubSpot platform.


In this course, you will learn:
  • How to get started with your Vidyard account
  • Using Vidyard with Sales and what best practices you need to know
  • How to use Vidyard to supercharge your most important sales and marketing videos (The Selling 7)
  • Building client relationships
  • Setting up your branded Vidyard page
  • How to empower your sales team with the sales enablement videos they need with Vidyard
  • Understanding the power you have in using Vidyard with your marketing
  • How you can leverage Vidyard for your educational content videos
  • How to optimize the execution of your content strategy, start to finish, with Vidyard
  • The benefits from using Vidyard with HubSpot to help supercharge your marketing and sales efforts with video.
  • Other best practices, client stories, and words for the Vidyard and IMPACT Plus team!


Additional Resources: 

IM+ courses mentioned:
At IMPACT Plus, we help you drive more sales from your inbound marketing by teaching you to execute a powerful framework, They Ask, You Answer. 
But, why is video so important for sales and marketing? It’s simple. Using video for sales can help you break through inboxes and can earn 3x more responses. It allows sellers to build relationships at a distance, explain topics simply, and help accelerate deal cycles. Some companies who have used Vidyard have even cut their deal cycles in half with video! 


Video is an incredibly powerful medium that makes it easier than ever to evoke emotion and forge human connections at scale. For organizations that sell primarily to other businesses, B2B video marketing has emerged as an incredibly effective tactic for reaching, educating, and nurturing potential customers. Use video to get more views on content, more attendees at webinars and virtual events, and to move accounts forward in the sales cycle. 

How to Use Marketing for Video:
  • Drive registration and attendance at webinars and virtual events with promo videos
  • Get more people to view content with a promo video
  • Show the value of your product to help close deals and encourage adoption
  • Create personalized videos for ABM
  • Increase open and CTR for emails by using video


You can benefit from using Vidyard with HubSpot to help supercharge your video for marketing and sales efforts. With the Vidyard for HubSpot integration, you can unlock capabilities to visibly showcase how video is helping move the business needle and drive key results; in HubSpot’s case, Vidyard helped their sales team achieve 4x booked meetings, 77% click-through rate on video, and a 94% retention rate for their top sales rep. Whether it’s through list building and segmentation, or workflow creation and lead scoring, Vidyard will showcase a broad view of data that’s necessary for you to see if your video efforts are valuable right inside of the HubSpot platform.


In this course, you will learn:
  • How to get started with your Vidyard account
  • Using Vidyard with Sales and what best practices you need to know
  • How to use Vidyard to supercharge your most important sales and marketing videos (The Selling 7)
  • Building client relationships
  • Setting up your branded Vidyard page
  • How to empower your sales team with the sales enablement videos they need with Vidyard
  • Understanding the power you have in using Vidyard with your marketing
  • How you can leverage Vidyard for your educational content videos
  • How to optimize the execution of your content strategy, start to finish, with Vidyard
  • The benefits from using Vidyard with HubSpot to help supercharge your marketing and sales efforts with video.
  • Other best practices, client stories, and words for the Vidyard and IMPACT Plus team!


Additional Resources: 

IM+ courses mentioned:

Renee Hernandez

22m
FREE
Lesson
Content and cookies: Easy content ROI reporting in HubSpot (without revenue attribution)
Level: Intermediate Updated: Jul 2, 2021
You're creating content at your company to drive measurable results – specifically, traffic, leads, and sales. But how do you prove to your bosses, sales, and the rest of your company that the content you're creating is making a difference? How do you showcase beyond the shadow of a doubt that your strategy is delivering ROI if you're using HubSpot?

In this lesson, you'll learn:

  1. How to prove your content makes money
  2. How to report on content ROI like Marcus Sheridan
  3. How to create custom ROI reports in HubSpot

Resources:

  1. Fundamentals of ROI reporting in HubSpot
  2. How to install the HubSpot tracking code on your website
  3. How to use HubSpot forms
  4. How to create a powerful monthly content ROI newsletter
You're creating content at your company to drive measurable results – specifically, traffic, leads, and sales. But how do you prove to your bosses, sales, and the rest of your company that the content you're creating is making a difference? How do you showcase beyond the shadow of a doubt that your strategy is delivering ROI if you're using HubSpot?

In this lesson, you'll learn:

  1. How to prove your content makes money
  2. How to report on content ROI like Marcus Sheridan
  3. How to create custom ROI reports in HubSpot

Resources:

  1. Fundamentals of ROI reporting in HubSpot
  2. How to install the HubSpot tracking code on your website
  3. How to use HubSpot forms
  4. How to create a powerful monthly content ROI newsletter

Carina Duffy

1h 03m
FREE
Course
How to hire a content manager
Level: Intermediate Updated: Sep 9, 2021
It’s not enough to simply say you’re doing content marketing. You need to commit to it. That means hiring a comma-wrangling storytelling boss of a content manager to own your content creation effort and make sure it not only gets done, but that it accomplishes your goals. 

In just one hour, Liz Moorehead, IMPACT's editor-in-chief, shares everything you need to know to find the powerhouse content manager who will truly own your strategy, tell your story, and start driving the traffic, leads, and sales results you’re looking for. You’ll learn the same expertise and proven playbook we’ve helped all of our clients implement to successfully find their dream content managers  — and Liz will make you laugh out loud while doing it.

This course teaches you:

  • What should be in your content manager job description
  • How to screen applicants so you only spend time with the best fits 
  • The questions you should ask in an interview and what to look for in answers
  • How to run a situational activity in the hiring process that shows which candidates can "walk the walk" and "talk the talk"
  • How to set your new content manager up for success before they walk in the door
It’s not enough to simply say you’re doing content marketing. You need to commit to it. That means hiring a comma-wrangling storytelling boss of a content manager to own your content creation effort and make sure it not only gets done, but that it accomplishes your goals. 

In just one hour, Liz Moorehead, IMPACT's editor-in-chief, shares everything you need to know to find the powerhouse content manager who will truly own your strategy, tell your story, and start driving the traffic, leads, and sales results you’re looking for. You’ll learn the same expertise and proven playbook we’ve helped all of our clients implement to successfully find their dream content managers  — and Liz will make you laugh out loud while doing it.

This course teaches you:

  • What should be in your content manager job description
  • How to screen applicants so you only spend time with the best fits 
  • The questions you should ask in an interview and what to look for in answers
  • How to run a situational activity in the hiring process that shows which candidates can "walk the walk" and "talk the talk"
  • How to set your new content manager up for success before they walk in the door

Liz Moorehead

24m
FREE
Lesson
How to use HubSpot Sales Hub to make assignment selling a breeze
Level: Intermediate Updated: Aug 18, 2021
The sales technique of assignment selling – wherein you assign content as homework strategically throughout the sales process – is proven to close more deals fasters across all industries. But how can you leverage technology (like HubSpot Sales Hub) to make your assignment selling more efficient and effective?

That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.

Resources:

  1. What is assignment selling with Marcus Sheridan
  2. How to create and send email templates
  3. How to create and use snippets
  4. How to upload and share documents
  5. HubSpot sales content analytics

Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.
The sales technique of assignment selling – wherein you assign content as homework strategically throughout the sales process – is proven to close more deals fasters across all industries. But how can you leverage technology (like HubSpot Sales Hub) to make your assignment selling more efficient and effective?

That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.

Resources:

  1. What is assignment selling with Marcus Sheridan
  2. How to create and send email templates
  3. How to create and use snippets
  4. How to upload and share documents
  5. HubSpot sales content analytics

Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.

Carina Duffy

1h 20m
FREE
Course
Inbounder’s Guide to Email Marketing
Level: Beginner Updated: Jul 20, 2021
You might be surprised by this fact, but email marketing has been around since before the introduction of the internet. Yeah, in fact, the very first marketing email was sent in 1978 by none other than Gary “The Father of Spam” Thuerk, Marketing Manager of Digital Equipment Corp. Gary used email via Arpanet (basically the forerunner to the internet) to promote their new DEC machines to 400 recipients. The email blast resulted in $13 million in sales. And email marketing has been a critical tool in every marketer’s tool bag ever since.

But just like with any medium of marketing, there will be marketers who exploit it and abuse it. Those who care more about open rates and click-through rates than they do about the actual people receiving their emails. And when they do this, they make the rest of us look bad.

Ultimately, the purpose of this course is to teach you how to use email marketing appropriately and responsibly so that you’re only sending emails to people who want your emails, who sign up to receive them. 

This course is a great fit for beginners just getting started and intermediate marketers tired of sending emails that don’t get opened, don’t get clicked on, or get recipients to unsubscribe or mark them as spam.

Here you’ll learn the inbound approach to email marketing. We’ll cover what email marketing is, how to keep it inboundy, benefits of email marketing, how to grow your email contact database, and the different types of emails you can send to recipients (that they actually want to open).

By the end of this course, you’ll be an inbound email marketing padawan. Not quite a Jedi master (that’s for a later course), but well on your way to saving the universe from awful emails nobody ever wants to open or read.
You might be surprised by this fact, but email marketing has been around since before the introduction of the internet. Yeah, in fact, the very first marketing email was sent in 1978 by none other than Gary “The Father of Spam” Thuerk, Marketing Manager of Digital Equipment Corp. Gary used email via Arpanet (basically the forerunner to the internet) to promote their new DEC machines to 400 recipients. The email blast resulted in $13 million in sales. And email marketing has been a critical tool in every marketer’s tool bag ever since.

But just like with any medium of marketing, there will be marketers who exploit it and abuse it. Those who care more about open rates and click-through rates than they do about the actual people receiving their emails. And when they do this, they make the rest of us look bad.

Ultimately, the purpose of this course is to teach you how to use email marketing appropriately and responsibly so that you’re only sending emails to people who want your emails, who sign up to receive them. 

This course is a great fit for beginners just getting started and intermediate marketers tired of sending emails that don’t get opened, don’t get clicked on, or get recipients to unsubscribe or mark them as spam.

Here you’ll learn the inbound approach to email marketing. We’ll cover what email marketing is, how to keep it inboundy, benefits of email marketing, how to grow your email contact database, and the different types of emails you can send to recipients (that they actually want to open).

By the end of this course, you’ll be an inbound email marketing padawan. Not quite a Jedi master (that’s for a later course), but well on your way to saving the universe from awful emails nobody ever wants to open or read.

Kevin Phillips

25m
FREE
Lesson
How to do HubSpot lead nurturing (that isn't terrible)
Level: Beginner Updated: Aug 17, 2021
Nurturing your leads via email is absolutely critical to the success of your digital sales and marketing strategies – and HubSpot is a fantastic platform for lead nurturing automation. Unfortunately, many digital marketers just like you know you need to be running automated email lead nurturing campaigns.... but often the results are lackluster, at best, no matter what you do.

If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
Nurturing your leads via email is absolutely critical to the success of your digital sales and marketing strategies – and HubSpot is a fantastic platform for lead nurturing automation. Unfortunately, many digital marketers just like you know you need to be running automated email lead nurturing campaigns.... but often the results are lackluster, at best, no matter what you do.

If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.

Carina Duffy

16m
FREE
Lesson
HubSpot Campaigns and Campaign Analytics
Level: Beginner Updated: Aug 17, 2021
You're using HubSpot to drive the traffic, leads, and sales you need through landing pages, blog articles, email marketing, and much, much more. But do you know how they're performing? That's exactly what the HubSpot Campaigns tool is for, but so many business leaders and digital marketers don't realize how powerful it can be.

In this lesson we’ll break down what HubSpot Campaigns actually are – how they function, and what you can do with the HubSpot Campaigns Analytics tools
You're using HubSpot to drive the traffic, leads, and sales you need through landing pages, blog articles, email marketing, and much, much more. But do you know how they're performing? That's exactly what the HubSpot Campaigns tool is for, but so many business leaders and digital marketers don't realize how powerful it can be.

In this lesson we’ll break down what HubSpot Campaigns actually are – how they function, and what you can do with the HubSpot Campaigns Analytics tools

Carina Duffy

1h 06m
FREE
Course
Marketing Automation Mastery (with HubSpot Workflows)
Level: Beginner Updated: Jul 20, 2021
In this course, you’ll learn how to master marketing automation tools in HubSpot in order to improve contact communication, nurturing, internal processes, and more for your marketing team.

This course is a great fit for any marketing professional who uses (or is starting to use) HubSpot and is looking to leverage the platform to both improve their overall buyer’s experience and save their team time and effort.

By the end, you’ll have a full understanding of how you can utilize HubSpot’s workflows tool to make your marketing process more seamless.
In this course, you’ll learn how to master marketing automation tools in HubSpot in order to improve contact communication, nurturing, internal processes, and more for your marketing team.

This course is a great fit for any marketing professional who uses (or is starting to use) HubSpot and is looking to leverage the platform to both improve their overall buyer’s experience and save their team time and effort.

By the end, you’ll have a full understanding of how you can utilize HubSpot’s workflows tool to make your marketing process more seamless.

Carina Duffy

1h 52m
PRO
Course
Creating memorable, money-making content for beginners
Level: Intermediate Updated: Sep 9, 2021
You know you need to create persuasive, engaging, powerful content your audiences will adore, but frankly, for many, that process — well, sucks. It’s painful trying to get information out of your team, and it takes time to write, edit, and publish. On top of that, so much of the content doesn’t show any return in traffic, leads, or sales. 

What’s a marketer to do to make creating memorable, money-making content easier?

Believe it or not, creating great content can be broken down into surprisingly easy (and repeatable) writing formulas, techniques, and processes that anyone can put into action — and that’s what this lesson is focused on. 

By the end of it, IMPACT’s Liz Moorehead will help you master:

  • The simple processes you need to produce the highest quality content possible every single time. 
  • How to make sure you’re answering your ideal buyer’s questions through your content.
  • How to craft insanely memorable blog introductions that hook your audience.
  • How to craft conclusions that excite your ideal buyers and make them ready to take immediate action. 
  • Why adding personality into your content is mission-critical to your success as a content creator today.
  • The dos and don'ts of adding personality to content.
  • The best tools to help you optimize your content and production.
You know you need to create persuasive, engaging, powerful content your audiences will adore, but frankly, for many, that process — well, sucks. It’s painful trying to get information out of your team, and it takes time to write, edit, and publish. On top of that, so much of the content doesn’t show any return in traffic, leads, or sales. 

What’s a marketer to do to make creating memorable, money-making content easier?

Believe it or not, creating great content can be broken down into surprisingly easy (and repeatable) writing formulas, techniques, and processes that anyone can put into action — and that’s what this lesson is focused on. 

By the end of it, IMPACT’s Liz Moorehead will help you master:

  • The simple processes you need to produce the highest quality content possible every single time. 
  • How to make sure you’re answering your ideal buyer’s questions through your content.
  • How to craft insanely memorable blog introductions that hook your audience.
  • How to craft conclusions that excite your ideal buyers and make them ready to take immediate action. 
  • Why adding personality into your content is mission-critical to your success as a content creator today.
  • The dos and don'ts of adding personality to content.
  • The best tools to help you optimize your content and production.

Liz Moorehead

45m
PRO
Course
Fundamentals of ROI Reporting in HubSpot
Level: Intermediate Updated: Sep 9, 2021
You’re publishing great content and beautiful videos. People can’t say enough good things about the work you’re doing. That’s awesome — but is any of it actually working? Inbound marketing isn’t easy. To make it worth the time and effort, especially to skeptical decision-makers, it needs to show return. IMPACT’s Carina Duffy is here to show you the way!

In this course, IMPACT’s resident HubSpot nerd dives into how your organization can use HubSpot to prove the ROI of its inbound marketing efforts. By the end, you will fully understand:

  • The different ways to define return on investment (ROI) at your organization
  • The tools HubSpot has to track your ROI (even if you’re not using HubSpot Sales) and how to use them
  • How to manage your data properly in HubSpot
  • How to create effective ROI reports in HubSpot

Chock-full of insights we’ve previously only shared with our clients, this course is a great fit for any marketing and sales professionals looking to show the fruits of their labor to their decision makers and organization in a reliable, easy-to-understand way. 

You’re publishing great content and beautiful videos. People can’t say enough good things about the work you’re doing. That’s awesome — but is any of it actually working? Inbound marketing isn’t easy. To make it worth the time and effort, especially to skeptical decision-makers, it needs to show return. IMPACT’s Carina Duffy is here to show you the way!

In this course, IMPACT’s resident HubSpot nerd dives into how your organization can use HubSpot to prove the ROI of its inbound marketing efforts. By the end, you will fully understand:

  • The different ways to define return on investment (ROI) at your organization
  • The tools HubSpot has to track your ROI (even if you’re not using HubSpot Sales) and how to use them
  • How to manage your data properly in HubSpot
  • How to create effective ROI reports in HubSpot

Chock-full of insights we’ve previously only shared with our clients, this course is a great fit for any marketing and sales professionals looking to show the fruits of their labor to their decision makers and organization in a reliable, easy-to-understand way. 

Carina Duffy

29m
FREE
Lesson
Lead Scoring in HubSpot
Level: Intermediate Updated: Jul 2, 2021
Lead scoring is one of those HubSpot features that everyone loves to talk about... but is rarely ever used effectively or consistently. In this lesson, we'll dive into how to set up, validate, and actually use your scoring properties in HubSpot.
Lead scoring is one of those HubSpot features that everyone loves to talk about... but is rarely ever used effectively or consistently. In this lesson, we'll dive into how to set up, validate, and actually use your scoring properties in HubSpot.

Carina Duffy

1h 33m
PRO
Course
4 content guides to convert leads, close deals, and delight customers
Level: Intermediate Updated: Jul 28, 2021
Content managers, are you looking for ways to attract more visitors to your website, convert more leads, close more sales and turn more customers into brand evangelists? We thought you might be – in this course, we’re going to talk about four different types of guides you can create to help you achieve those very goals.
Content managers, are you looking for ways to attract more visitors to your website, convert more leads, close more sales and turn more customers into brand evangelists? We thought you might be – in this course, we’re going to talk about four different types of guides you can create to help you achieve those very goals.

Kevin Phillips