Inbound Lead Generation & Conversion Optimization

  
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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 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

15m
FREE
Lesson
How to track digital sales and marketing mastery metrics with a HubSpot dashboard
Level: Intermediate Updated: Jul 2, 2021
You're implementing They Ask, You Answer, and you're currently on your journey toward achieving true digital sales and marketing mastery at your company. But how do you leverage HubSpot to help you keep track of all the key performance metrics and data you need? 

In this lesson with IMPACT Director of HubSpot Training Carina Duffy, you'll discover how to build a powerful HubSpot reporting dashboard that gives you a full, real-time picture of your digital sales and marketing mastery progress, anytime and anywhere.
You're implementing They Ask, You Answer, and you're currently on your journey toward achieving true digital sales and marketing mastery at your company. But how do you leverage HubSpot to help you keep track of all the key performance metrics and data you need? 

In this lesson with IMPACT Director of HubSpot Training Carina Duffy, you'll discover how to build a powerful HubSpot reporting dashboard that gives you a full, real-time picture of your digital sales and marketing mastery progress, anytime and anywhere.

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