Intermediate practitioner
HubSpot, End to End
FoundationalModule 174 reps, about 13 min total
HubSpot is deep, and most people only ever touch a corner of it. From five-plus years in the ecosystem, I give you a practical run through Marketing, Sales, CRM, Service, and Automation, so the whole platform finally hangs together. Useful whether you are starting out or filling gaps.
What you will be able to do
- The object model that everything else is built on top of
- The week-one decisions that decide whether it is usable in year two
- Where automation saves real time in HubSpot
- Avoiding the common ways portals get messy
- 01The object model is the whole platform
Four objects and how they connect, which is what everything else is built on top of.
About 4 min
- 02Setup that does not create a mess
The three decisions made in week one that determine whether the portal is usable in year two.
About 3 min
- 03Where automation saves real time
The three automations worth building first, and the ones that create more work than they save.
About 3 min
- 04Keeping a portal clean
The quarterly habit that stops a working portal from silently rotting.
About 3 min