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: Jul 2, 2021
In this course you’ll learn how a sales organization can utilize CRMs and other sales technology to sell better and track performance. Understanding how powerful sales technology can be for you as an individual and an organization will serve as a catalyst for getting started, right now.

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.
In this course you’ll learn how a sales organization can utilize CRMs and other sales technology to sell better and track performance. Understanding how powerful sales technology can be for you as an individual and an organization will serve as a catalyst for getting started, right now.

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.

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: Jul 2, 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: Jul 2, 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: Jul 2, 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: Jul 2, 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

45m
PRO
Course
Fundamentals of ROI Reporting in HubSpot
Level: Intermediate Updated: Jul 20, 2021
Set your HubSpot portal to track the return on investment of your digital marketing efforts, specifically as it relates to revenue.
Set your HubSpot portal to track the return on investment of your digital marketing efforts, specifically as it relates to revenue.

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

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

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The revenue team approach to sales enablement content
Level: Intermediate Updated: Jul 2, 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.

The solution? Sales enablement content. 

But what is sales enablement content? 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 makes you look like a total money-making hero at your company?

Well, you're in good hands with Liz Moorehead, IMPACT's editor-in-chief. Because, by the end of this course, 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.

The solution? Sales enablement content. 

But what is sales enablement content? 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 makes you look like a total money-making hero at your company?

Well, you're in good hands with Liz Moorehead, IMPACT's editor-in-chief. Because, by the end of this course, 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

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Creating pillar content your buyers and search engines will love
Level: Intermediate Updated: Jul 27, 2021
SEO isn't dead. The way search engines map our content today is simply very different (and much more human) than it was when we all first started creating content marketing strategies to drive traffic, leads, and sales for our companies. That's why the way we architect our content strategies must shift toward a topic cluster and pillar page model, an approach that has proven, measurable benefits:

  1. Your website will be much more organized, with a clear structure
  2. You'll be able to spot content priorities, opportunities, and gaps with ease
  3. Search engines like Google will be able to map your content more efficiently
  4. As a result, 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 the questions (and much more) in this IMPACT+ Pro course. (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.)
SEO isn't dead. The way search engines map our content today is simply very different (and much more human) than it was when we all first started creating content marketing strategies to drive traffic, leads, and sales for our companies. That's why the way we architect our content strategies must shift toward a topic cluster and pillar page model, an approach that has proven, measurable benefits:

  1. Your website will be much more organized, with a clear structure
  2. You'll be able to spot content priorities, opportunities, and gaps with ease
  3. Search engines like Google will be able to map your content more efficiently
  4. As a result, 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 the questions (and much more) in this IMPACT+ Pro course. (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

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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

1h 14m
FREE
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Fundamentals of Social Media Marketing
Level: Beginner Updated: Jul 20, 2021
In this course, you’ll learn the fundamentals of social media for business. This includes how to choose the right platform for your business, some strategies for B2B vs. B2C businesses on social, best practices for different social channels, and more. This course does not cover paid social ads but sticks to organic social strategies. 

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 fail to successfully optimize your social media presence, you will be actively turning leads away. 

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. Ideally, you already have a solid content strategy in place that answers your buyers’ most common questions and have integrated video into your content. 

By the end of this course, you will have determined which social channels are the best fit for your business, what content to share on your social channels as well as when and how often, and you will have a plan for long-term social media success. 

In this course, you’ll learn the fundamentals of social media for business. This includes how to choose the right platform for your business, some strategies for B2B vs. B2C businesses on social, best practices for different social channels, and more. This course does not cover paid social ads but sticks to organic social strategies. 

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 fail to successfully optimize your social media presence, you will be actively turning leads away. 

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. Ideally, you already have a solid content strategy in place that answers your buyers’ most common questions and have integrated video into your content. 

By the end of this course, you will have determined which social channels are the best fit for your business, what content to share on your social channels as well as when and how often, and you will have a plan for long-term social media success. 

Stephanie Baiocchi

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: Jul 2, 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

1h 03m
PRO
Course
How to hire a content manager
Level: Intermediate Updated: Jul 28, 2021
If you’re practicing inbound marketing, content marketing, or They Ask, You Answer as a means to increase traffic, leads, and sales for your company, you absolutely need to hire a comma-wrangling storytelling boss of a content manager who owns your content creation efforts.

But is a content manager worth it? Absolutely. In addition to doubling their revenue after hiring their own content manager, Taffy Ragan of Bill Ragan Roofing had this to say about hiring their content manager, Matt:

“Matt has become a huge part of our culture. Our whole team looks up to him and new hires look at him as if he's someone famous. I am thrilled, absolutely thrilled. I’ve been saying for months that he’s the best hire our company has ever made.”

And in this course, you'll learn everything you need to know to hire your own content manager all-star, including:
  • The only content manager job description you'll ever need, with a section-by-section walk-through
  • How to screen your job applicants so you only spend time with candidates who are potential great fits for the role
  • The questions you should ask in an interview, as well as what to look for in their answers
  • How to run a situational activity in the hiring process that will show which candidates can "walk the walk" and "talk the talk"
  • And finally, how to set your company and your new content manager up for success before they walk in the door
If you’re practicing inbound marketing, content marketing, or They Ask, You Answer as a means to increase traffic, leads, and sales for your company, you absolutely need to hire a comma-wrangling storytelling boss of a content manager who owns your content creation efforts.

But is a content manager worth it? Absolutely. In addition to doubling their revenue after hiring their own content manager, Taffy Ragan of Bill Ragan Roofing had this to say about hiring their content manager, Matt:

“Matt has become a huge part of our culture. Our whole team looks up to him and new hires look at him as if he's someone famous. I am thrilled, absolutely thrilled. I’ve been saying for months that he’s the best hire our company has ever made.”

And in this course, you'll learn everything you need to know to hire your own content manager all-star, including:
  • The only content manager job description you'll ever need, with a section-by-section walk-through
  • How to screen your job applicants so you only spend time with candidates who are potential great fits for the role
  • The questions you should ask in an interview, as well as what to look for in their answers
  • How to run a situational activity in the hiring process that will show which candidates can "walk the walk" and "talk the talk"
  • And finally, how to set your company and your new content manager up for success before they walk in the door

Liz Moorehead

25m
FREE
Lesson
How to do HubSpot lead nurturing (that isn't terrible)
Level: Beginner Updated: Jul 2, 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: Jul 2, 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

45m
PRO
Course
Fundamentals of ROI Reporting in HubSpot
Level: Intermediate Updated: Jul 20, 2021
Set your HubSpot portal to track the return on investment of your digital marketing efforts, specifically as it relates to revenue.
Set your HubSpot portal to track the return on investment of your digital marketing efforts, specifically as it relates to revenue.

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: Jul 29, 2021
"I know I need to create memorable content. But even when I’m happy with something I create, the process to get to that point often, well, sucks. It’s painful and takes too much time. What do I need to know to make creating memorable, money-making content not suck so much?"

Does this sound familiar? If so, you need to know two things. First, you are not alone. And second, are not the problem, even though it feels like it. The whole content marketing industrial complex has spent years beating the “you absolutely must create content” drum without ever bothering to teach the writing formulas, techniques and surprisingly easy (and repeatable) processes it takes to actually create content.

Instead of acknowledging this massive gap exists, however, it’s assumed that we all learned what we needed to know in school about crafting persuasive, engaging, powerful content our audiences will adore. Of course, that’s not true, but many of you don’t realize it.

So, how do we overcome this gap in knowledge and understanding? How do we make this unrelenting pain and angst around content creation go away, no matter our background, native skill sets or experience?

Well, if those are the questions you’ve got, you’ve come to the right place.

By the end of this lesson, you will:

  • Unlock the super simple processes and tools you need to produce the highest quality content possible every single time. 
  • Learn how to make sure that when you’re answering the questions of your ideal buyers through your content, you’re doing so the right way, so your content is guaranteed to be a deal-closer.
  • Understand how to craft insanely memorable blog introductions that hook your audience and make them hungry to learn more from you.
  • Know precisely how to craft conclusions that excite your ideal buyers and make them ready to take immediate action. 
  • You’ll also learn why adding personality into your content is mission-critical to your success as a content creator today, as well as the dos and don'ts of adding personality to content.
  • And finally, the best tools for bringing focus, serenity, and a little visual razzle-dazzle to everything you publish.
"I know I need to create memorable content. But even when I’m happy with something I create, the process to get to that point often, well, sucks. It’s painful and takes too much time. What do I need to know to make creating memorable, money-making content not suck so much?"

Does this sound familiar? If so, you need to know two things. First, you are not alone. And second, are not the problem, even though it feels like it. The whole content marketing industrial complex has spent years beating the “you absolutely must create content” drum without ever bothering to teach the writing formulas, techniques and surprisingly easy (and repeatable) processes it takes to actually create content.

Instead of acknowledging this massive gap exists, however, it’s assumed that we all learned what we needed to know in school about crafting persuasive, engaging, powerful content our audiences will adore. Of course, that’s not true, but many of you don’t realize it.

So, how do we overcome this gap in knowledge and understanding? How do we make this unrelenting pain and angst around content creation go away, no matter our background, native skill sets or experience?

Well, if those are the questions you’ve got, you’ve come to the right place.

By the end of this lesson, you will:

  • Unlock the super simple processes and tools you need to produce the highest quality content possible every single time. 
  • Learn how to make sure that when you’re answering the questions of your ideal buyers through your content, you’re doing so the right way, so your content is guaranteed to be a deal-closer.
  • Understand how to craft insanely memorable blog introductions that hook your audience and make them hungry to learn more from you.
  • Know precisely how to craft conclusions that excite your ideal buyers and make them ready to take immediate action. 
  • You’ll also learn why adding personality into your content is mission-critical to your success as a content creator today, as well as the dos and don'ts of adding personality to content.
  • And finally, the best tools for bringing focus, serenity, and a little visual razzle-dazzle to everything you publish.

Liz Moorehead

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