HubSpot Sequences, Workflows Analytics for Sales

HubSpot Sequences, Workflows & Analytics for Sales, available at $69.99, has an average rating of 4.9, with 113 lectures, 17 quizzes, based on 77 reviews, and has 682 subscribers.

You will learn about Close hot leads the automated way with HubSpot Sequences Build simple HubSpot Workflows to save time with data entry, lead assignment and other sales tasks Build complex HubSpot Workflows with Conditional Segmentation to build multiple sales journeys for your customers Create a comprehensive Reporting Dashboard to measure sales performance Use the HubSpot Forecasting tool to monitor progress towards sales goals This course is ideal for individuals who are Anyone looking to learn HubSpot Sequences, Workflows and Reporting or Sales professionals using HubSpot It is particularly useful for Anyone looking to learn HubSpot Sequences, Workflows and Reporting or Sales professionals using HubSpot.

Enroll now: HubSpot Sequences, Workflows & Analytics for Sales

Summary

Title: HubSpot Sequences, Workflows & Analytics for Sales

Price: $69.99

Average Rating: 4.9

Number of Lectures: 113

Number of Quizzes: 17

Number of Published Lectures: 110

Number of Published Quizzes: 17

Number of Curriculum Items: 148

Number of Published Curriculum Objects: 145

Original Price: $34.99

Quality Status: approved

Status: Live

What You Will Learn

Close hot leads the automated way with HubSpot Sequences

Build simple HubSpot Workflows to save time with data entry, lead assignment and other sales tasks

Build complex HubSpot Workflows with Conditional Segmentation to build multiple sales journeys for your customers

Create a comprehensive Reporting Dashboard to measure sales performance

Use the HubSpot Forecasting tool to monitor progress towards sales goals

Who Should Attend

Anyone looking to learn HubSpot Sequences, Workflows and Reporting

Sales professionals using HubSpot

Target Audiences

Anyone looking to learn HubSpot Sequences, Workflows and Reporting

Sales professionals using HubSpot

Important notice before you buy this course:
I am currently working on a new version of this course to ensure it reflects HubSpot’s UI changes from May 2024. Most of the current course content is still relevant despite the latest UI updates. I’ve added a few lectures throughout the course to guide you through the most recent changes. However, there might be some content, mainly assignments, that is not currently up to date. This content can be skipped. I will send an email notification as soon as the new course version is live.

—

Are you a Sales professional using HubSpot? If you’re familiar with the HubSpot basics and know your way around the HubSpot CRM, it’s now time to take things to the NEXT LEVEL.

In this course, we cover HubSpot Sequences, Workflows, and Reporting for Sales professionals and teams – You’ll learn how to leverage the power of Automation to close more deals without manual effort.

If you want to learn HubSpot Advanced Sales features with a special focus on Automation and Reporting,this course is for you.

At the end of the course you will be able to:

1) Create effective HubSpot Sequences to close deals without manual input

Send automated emails that look and sound personal

Set up reminder alerts to help you with your to-do’s

Automate tasks for calls, to-do’s, and others

2) Plan, draft, build and publish Workflows from scratch by yourself

Build simple Workflows to save time with data entry, lead assignment, updating properties, and other administrating work

Build complex Workflows with Conditional Segmentation (using Branches to segment your audience into different groups based on specific conditions you define – targeted messaging is the most efficient way to move leads down the Sales funnel!)

Tweak your Workflow Strategy thanks to our real-world examples

3) Monitor closely your sales performance with HubSpot Reporting and Forecasting

Set up comprehensive Reporting dashboards

Build all types of reports by yourself – Single Object Reports, Funnel Reports, Attribution Reports, and more

Use the HubSpot forecasting tool to monitor progress towards your Sales goals in a visual way

ATTENTION:

This course is NOT an introduction to HubSpot– If you need a HubSpot intro or a refresher course, check out my Instructor Profile. I have a course called HubSpot for Sales Professionals – this one will be more suitable for you!

This course requires access to HubSpot Automation (Sequences at least) and Reporting – In this course, we cover Sequences, Reporting, and Workflows. You can definitely skip the Workflows section if you have limited access to this feature, however, Sequences and Reporting are a must-have! Ensure you have access to both before you purchase this course.

I am a certified independent HubSpot expert providing HubSpot account management and training services to companies and professionals from all over the world. I have 14+ years of experience in Digital Marketing (4 working exclusively with HubSpot) and love helping businesses and professionals grow by learning HubSpot.

This is one of my student testimonials:

I just completed the course – and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course!Tamara Biljman, Content Strategist

– Feel free to check out my website for more testimonials.

I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.

—

Thalita

This course is an independently developed course offered by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to this course offered by me, Thalita Milan.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: You need access to Automation and Reporting for this course

Lecture 3: READ THIS before you start

Lecture 4: Important notice

Lecture 5: Important notice on assignments

Lecture 6: A guide to the new navigation menu inside HubSpot

Lecture 7: A guide to the new navigation menu inside HubSpot – written

Chapter 2: Close hot leads the automated way – Intro to Sales Sequences

Lecture 1: What is HubSpot Automation and what can you expect from this course

Lecture 2: Intro to Sequences & a Sequence example

Lecture 3: Have an overview of the Sequences tab

Lecture 4: May 2024 updates

Lecture 5: Choose how you want to create your Sequence – from scratch or with a template

Lecture 6: Understand the Sequence structure – Learn about Enrollment & Unenrollment

Lecture 7: Use the 4 basic Sequence Actions – Automated email, email, to do and call

Chapter 3: Create your Sales Sequence and close deals without manual input

Lecture 1: May 2024 updates

Lecture 2: Automate emails to contacts inside of your Sequence

Lecture 3: OPTIONAL – Review how you create email templates for your Sequences

Lecture 4: May 2024 updates

Lecture 5: Send email reminders to yourself inside of Sequences

Lecture 6: Set up call reminders and task reminders inside of Sequences

Chapter 4: Publish your Sales Sequence & start closing deals without manual effort

Lecture 1: Define your Sequence Settings

Lecture 2: Sequence Enrollment tip – How to automatically remove people from a Sequence

Lecture 3: Sequence Enrollment tip – How to automatically enroll people into a Sequence

Lecture 4: Sequence Enrollment tip – How to MANUALLY enroll people into your Sequence

Lecture 5: Quick tip! Keep an eye on the numbers – Sequence Analytics

Lecture 6: May 2024 updates

Lecture 7: Watch me create a Sequence from beginning to end

Lecture 8: How to MANUALLY unenroll people from a Sequence

Chapter 5: Intro to HubSpot Workflows

Lecture 1: Quick note before you go ahead

Lecture 2: Intro to Workflows & a Workflow example

Lecture 3: Learn the main differences between Workflows and Sequences

Lecture 4: Have an overview of the Workflows tab

Lecture 5: Quick note

Lecture 6: Learn about workflow enrollment and unenrollment

Lecture 7: Create a Workflow from scratch

Lecture 8: Quick note on the previous video

Lecture 9: The 2 main elements of a Workflow – Triggers & Actions

Lecture 10: Quick note

Chapter 6: Choose your Workflow Triggers

Lecture 1: Actions that your audience takes as a Workflow Trigger

Lecture 2: Information stored as HubSpot Properties as a Workflow Trigger

Lecture 3: Other types of Triggers

Lecture 4: May 2024 updates on triggers

Lecture 5: May 2024 updates – written

Lecture 6: Using multiple triggers at once – The filters AND & OR

Lecture 7: May 2024 updates

Chapter 7: Select your Workflow Actions

Lecture 1: May 2024 updates on Actions

Lecture 2: May 2024 updates – written

Lecture 3: Quick intro to HubSpot Workflow Actions

Lecture 4: Assign contacts to specific team members (Owner Assignment)

Lecture 5: Create tasks for you and other team members

Lecture 6: Add Delays between Actions

Lecture 7: May 2024 update

Lecture 8: Get HubSpot to create records for you

Lecture 9: Streamline internal communications

Lecture 10: Get HubSpot to automatically update properties for you

Chapter 8: Exclusive Workflow Actions & Workarounds

Lecture 1: Intro to Exclusive Workflow Actions

Lecture 2: Send automated emails to contacts

Lecture 3: Add contacts to a list via Automation

Lecture 4: Advanced Actions – Webhook, Custom code & Format data

Lecture 5: May 2024 update

Chapter 9: Building your first simple workflow

Lecture 1: Learn about your Workflow's important settings

Lecture 2: May 2024 updates

Lecture 3: Set your Workflow goals

Lecture 4: May 2024 updates

Lecture 5: Set Re-enrollment criteria for your Workflow

Lecture 6: May 2024 updates

Lecture 7: Test your Workflow before publishing!

Lecture 8: Turn on your workflow!

Lecture 9: Watch me create a basic Workflow from beginning to end

Lecture 10: If you need to manually unenroll people from your Workflow, do this

Lecture 11: If you need to manually ENROLL people into a Workflow, this is what you do

Instructors

Thalita Milan | Marketing Automation & HubSpot expert
HubSpot expert | Marketing Automation Consultant

Rating Distribution

1 stars: 1 votes

2 stars: 1 votes

3 stars: 7 votes

4 stars: 17 votes

5 stars: 51 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!