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      CRM Onboarding Syllabus

      This is the format that we follow for delivering the CRM Onboarding

      Instructors

      Louis Garcia - CEO louis@mediagarcia.com Leads Group Meetings
      Creed Hostetter - Expert creed@mediagarcia.com Leads 1-2-1 Meetings

      Contact Information

      Phone: 651-691-9123

      Email: client@hubspert.com 

      Reach out to us via email for support.

      Course Goal

      The goal of CRM Onboarding is to acquaint the users with the various tools within the HubSpot ecosystem and provide practical steps to complete that will begin to make use of the tools within the company's marketing, sales, and service processes. 

      Course Overview

      CRM Onboarding is a four-week program that covers the Marketing, Sales, and Service tools in HubSpot. We also show reports and dashboards that can be used for tracking measures in these areas.

      Resources:

      HubSpot Academy

      Hubspert Knowledge Base

      Zoom Recordings

      Office Hours

      Week # Topic Goals & Outcomes
      Week 1 Marketing Tools
      • Account Setup
      • Connecting Emails
      • Connecting Tracking Code
      • Setting up Email Signature
      • Importing Contacts
      • Setting up Lists, Forms, Emails, Meeting Link
      Week 2 Sales Tools
      • Customize Deal Pipeline
      • Deal Properties
      • Quotes
      • Tasks
      • Setup Documents, Templaes
      Week 3 Service Tools
      • Setup Tickets
      • Setup Conversations
      Week 4 Reports and Dashboards
      • Setting Up Key Reports