Forms + Workflows Standardization
We'll teach you our method for keeping forms - and the workflows triggered by their submissions - clean, organized and highly effective.
Ideal For
- Marketing teams
- CRM admins
What's Covered
Key points of focus in this workshop include:
- Defining categories for all your forms
- Standardizing each form type with required fields, contact settings and follow-up automation
- Developing a standard naming convention for your forms
- Creating form templates for each form category or type
- Aligning form types with standard workflow types
- Developing a standard naming convention for your workflows
Required HubSpot Licenses
Marketing Hub Professional or Enterprise
Sales + Deal Pipeline Integrity
A hands-on exercise for mapping out how your deal pipeline should function with stages, properties, automations, reports and more.
Ideal For
- Sales teams
- CRM admins
What's Covered
Key points of focus in this workshop include:
- Determining the ideal number of deal pipelines
- Mapping all the stages of your deal pipeline
- Choosing data that's required to advance deals throughout your pipeline
- Customizing data on deal records
- Designing automation to enable the sales team
- Mapping sales and deal reports
Required HubSpot Licenses
Sales Hub Professional or Enterprise
Post-Sale Handoff Optimization
Learn how to facilitate a smooth handoff from sales to implementation or customer service using deals, quotes, workflows, tickets, reports and more.
Ideal For
- Sales teams
- Service or implementation teams
- CRM admins
What's Covered
Key points of focus in this workshop include:
- Defining a process for submitting deals
- Automating the creation of tickets in an implementation or customer service pipeline
- Automating internal notifications for deal submissions
- Automating new customer welcome communication
- Planning reports
Required HubSpot Licenses
Sales Hub Professional or Enterprise and/or Service Hub Professional or Enterprise
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Account-Based Marketing
Define your ideal customer profile and learn how to design HubSpot to automatically label and prioritize target accounts for growth.
Ideal For
- Marketing teams
- Sales teams
- CRM admins
What's Covered
Key points of focus in this workshop include:
- Understanding the Target Accounts tool
- Defining your idea customer profile
- Setting existing companies as target accounts
- Using automation to automatically assign target accounts
- Defining rules or standard for ongoing target account outreach
- Using workflows to enforce target account outreach rules or standards
- Analyzing target accounts with reports
Required HubSpot Licenses
Marketing Hub Professional or Enterprise and/or Sales Hub Professional or Enterprise
Relationship-Driven CRM Design
Learn how to build a self-regulating CRM by customizing lifecycle stages and prioritizing relationships throughout your customer journey. A true game-changer.
Ideal For
- Marketing teams
- Sales teams
- Service teams
- CRM admins
- Literally anyone, honestly
What's Covered
Key points of focus in this workshop include:
- Understanding relationship-driven CRM design and why it's important
- Customizing lifecycle stages
- Creating action plans and rules for each of your different lifecycle stages
- Customizing workflows and CRM settings to implement action plans and enforce rules
- Customizing properties
- Segmenting lists
- Analyze lifecycle stages and the customer journey through reports
- Adopting an internal CRM playbook
Required HubSpot Licenses
Marketing Hub Professional or Enterprise
Customize Your Own Workshop
Don't see anything that fits? Get in touch with us. We'll work together to design a workshop that will be most impactful for you and your team(s).
Complete the form to get in touch with our team.
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David Marshall | Mongoose
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