HubSpot Sequences, Workflows & Analytics for Sales

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Thalita Milan | HubSpot expert

7:23:26

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1 - Introduction

1 - Introduction.mp4

01:46

2 - You need access to Automation and Reporting for this course.html

3 - READ THIS BEFORE YOU START.html

2 - Close hot leads the automated way Intro to Sales Sequences

4 - Intro to Sequences & a Sequence example.mp4

02:39

5 - Have an overview of the Sequences tab.mp4

02:56

6 - Choose how you want to create your Sequence from scratch or with a template.mp4

02:29

7 - Understand the Sequence structure Learn about Enrollment & Unenrollment.mp4

03:41

8 - Use the 4 basic Sequence Actions Automated email email to do and call.mp4

03:45

3 - Create your Sales Sequence and close deals without manual input

9 - Automate emails to contacts inside of your Sequence.mp4

05:28

9 - not familiar with meeting links learn more here.zip

10 - OPTIONAL Review how you create email templates for your Sequences.mp4

11:24

11 - Send email reminders to yourself inside of Sequences.mp4

04:23

12 - Set up call reminders and task reminders inside of Sequences.mp4

04:41

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

13 - Define your Sequence Settings.mp4

04:05

14 - Sequence Enrollment tip How to automatically remove people from a Sequence.mp4

10:18

15 - Sequence Enrollment tip How to automatically enroll people into a Sequence.mp4

04:10

16 - Sequence Enrollment tip How to MANUALLY enroll people into your Sequence.mp4

04:47

17 - Quick tip Keep an eye on the numbers Sequence Analytics.mp4

01:45

18 - Watch me create a Sequence from beginning to end.mp4

06:38

5 - Intro to HubSpot Workflows

19 - Quick note before you go ahead.html

20 - Intro to Workflows & a Workflow example.mp4

06:29

21 - Learn the main differences between Workflows and Sequences.mp4

04:20

22 - Have an overview of the Workflows tab.mp4

03:00

23 - Learn about workflow enrollment and unenrollment.mp4

05:55

24 - Create a Workflow from scratch.mp4

03:33

25 - The 2 main elements of a Workflow Triggers & Actions.mp4

02:52

6 - Choose your Workflow Triggers

26 - Actions that your audience takes as a Workflow Trigger.mp4

11:31

26 - read more about apples new privacy protection features.zip

26 - read more about the regular expression option in filters.zip

27 - Information stored as HubSpot Properties as a Workflow Trigger.mp4

10:24

27 - a cheat sheet for filter types in triggers.zip

28 - Other types of Triggers.mp4

07:38

28 - set up email subscription types.zip

28 - understand email subscription types.zip

29 - Using multiple triggers at once The filters AND & OR.mp4

05:48

30 - Advanced hacks for multiple triggers.mp4

04:28

7 - Select your Workflow Actions

31 - Quick intro to HubSpot Workflow Actions.mp4

02:08

32 - Assign contacts to specific team members Owner Assignment.mp4

08:12

33 - Create tasks for you and other team members.mp4

07:21

34 - Add Delays between Actions.mp4

09:06

35 - Get HubSpot to create records for you.mp4

09:19

35 - learn more about lifecycle stages.zip

36 - Streamline internal communications.mp4

08:13

37 - Get HubSpot to automatically update properties for you.mp4

08:29

8 - Exclusive Workflow Actions & Workarounds

38 - Intro to Exclusive Workflow Actions.mp4

02:56

38 - marketing pro account.zip

39 - Send automated emails to contacts.mp4

08:55

40 - Add contacts to a list via Automation.mp4

00:41

41 - Advanced Actions Webhook Custom code & Format data.mp4

06:24

41 - learn more about custom code.zip

41 - learn more about send a webhook.zip

41 - learn more about the operations hub subscriptions.zip

9 - Building your first simple workflow

42 - Learn about your Workflows important settings.mp4

07:46

42 - the benefits of using hubspot campaigns.zip

43 - Set your Workflow goals.mp4

05:54

44 - Set Reenrollment criteria for your Workflow.mp4

03:12

45 - Test your Workflow before publishing.mp4

03:04

46 - Turn on your workflow.mp4

06:32

46 - marketing contacts on hubspot.zip

47 - Watch me create a basic Workflow from beginning to end.mp4

12:03

48 - If you need to manually unenroll people from your Workflow do this.mp4

01:18

10 - Building an Advancedlevel Workflow

49 - Intro to Advanced Workflows.mp4

01:09

50 - Build a timely Workflow on specific day in the calendar Advanced triggers.mp4

03:51

51 - Handy images to help you understand the next lecture.html

52 - Apply Conditional Formatting to your Workflow The VALUE equals branch.mp4

10:26

53 - How to find out it which branch a contact was redirected to.mp4

02:36

54 - Apply Conditional Formatting to your Workflow The IFTHEN branch.mp4

07:22

55 - When segmenting based on properties should I go for IFTHEN or VALUE EQUALS.mp4

04:15

56 - Enrolling other objects into your Workflow.mp4

04:13

57 - Choose a trigger based on a property different than the object enrolled.mp4

07:00

58 - OPTIONAL An alternative solution to last lectures problem.mp4

02:23

59 - Save time with a quick hack The GO TO action.mp4

02:52

60 - Watch me create a Complex Workflow from beginning to end.mp4

13:03

11 - Monitor your sales performance Reporting fundamentals

61 - Intro to HubSpot Reporting & the easiest way to use Reports.mp4

04:55

62 - ExplorE the Analytics Tool.mp4

04:29

63 - Build an individual Report from a Template.mp4

07:45

64 - The 2 main elements you need to build ANY report.mp4

11:02

65 - How do update an existing report.mp4

04:19

66 - Update the Date Range of a Report.mp4

02:31

67 - Narrow down the data.mp4

03:05

68 - Change the Reports data completely.mp4

06:06

69 - Create a Dealbased Report from scratch.mp4

08:47

12 - Use Advanced Reporting features Other Reports & Forecasting

70 - Create a Funnel report to monitor Deals progress.mp4

13:53

71 - The difference between next step conversion and cumulative conversion.mp4

04:54

72 - Create a Contactbased Funnel report.mp4

03:50

73 - Measure ROI with an Attribution Report.mp4

09:30

74 - Choose the right Attribution Model.mp4

11:25

74 - blog post i mention.zip

74 - choose your attribution model.zip

75 - Create an Attribution report from scratch.mp4

07:03

76 - Use the HubSpot Forecasting tool to track progress towards sales goals.mp4

14:38

77 - Add revenue goals to your Forecasting tool.mp4

05:56

78 - Check out the category model for Forecasting.mp4

03:06

79 - Set up sales goals not related to revenue.mp4

04:36

13 - And to finalize

80 - Thanks for watching.html

14 - BONUS Section

81 - BONUS lecture.html

Description

A deep dive into HubSpot Sequences, Workflows & Reporting for Sales professionals

What You'll 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 is this for?

Anyone looking to learn HubSpot Sequences, Workflows and Reporting

Sales professionals using HubSpot

What You Need to Know?

You need to know your way around the HubSpot CRM (adding contacts to HubSpot, creating lists, emails, and forms)

You need access to Automation (At least Sequences!) and Reporting in your HubSpot account

More details

Description
Are you a Sales professional using HubSpot? If youâ€™re familiar with the HubSpot basics and know your way around the HubSpot CRM, itâ€™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.

Who this course is for:
Anyone looking to learn HubSpot Sequences, Workflows and Reporting
Sales professionals using HubSpot

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BPM Business Process Management

Hi, I'm Thalita. I'm a Marketing Automaton enthusiast with 14+ years of experience in Digital Marketing. I've been working as a certified independent HubSpot consultant & trainer since 2018. I've helped more than 3000 people learn HubSpot for their jobs and businesses.I love helping professionals upskill and businesses scale through Marketing Automation. When not working, I love climbing, hiking, and all things outdoors.

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