HubSpot Training & Workshops
Learn how to navigate a customer-centric world with our comprehensive training programs, offered on-site and virtually.

Let Our Experts Lead the Way
Ready to sharpen your HubSpot skills and refine your digital marketing tactics? We’ve got the industry expertise and technical know-how to get you started.






Choose Your Own Path
Whether you're a seasoned pro or a total novice, our training sessions will equip you with the skills, knowledge, and confidence to drive your business forward.
Duration: Up to five one-hour sessions over a four-week period
Focus: This workshop offers the basics of Intelligent Inbound® marketing to sales and marketing professionals who are just getting started.
- Buyer Personas and the Buyer’s Journey
- Inbound Content Strategy
- Database Segmentation
- Lead Nurturing and Automation
- Demand Generation and Conversions
- SEO, Topic Clusters, and Off-Page SEO
- Social Media Basics
- Performance and Measurement of ROI

Duration: Up to five one-hour sessions over a four-week period
Focus: This course is for senior-level sales and marketing professionals who will be deeply involved in the implementation and strategy of digital marketing.
- Goals and Funnel Benchmarks
- SLAs
- Ideal Buyer Personas
- Customer Journey Mapping
- Quality Lead Generation
- Lead Routing
- Lead Scoring Implementation
- Sales Content That Converts

Duration: Up to five one-hour sessions over a four-week period
Focus: This course is for marketers and customer success professionals who are excited about creating a five-star buyer experience through customer marketing.
- Buy-In for Customer Marketing
- Marketing Strategy for Customer Success
- Buyer Personas
- Key Customer Touchpoint Mapping
- Content Strategy
- Key Technology
- Customer Marketing Performance

Duration: Up to five one-hour sessions over a four-week period
Focus: This course is for marketing leaders who are focused on B2B and want to develop targeted marketing strategies through account-based marketing (ABM).
- ABM Metrics
- Target Accounts
- Inbound-Centric Account Strategy
- Content Mapping to Your Account Strategy
- Account Data Mining and Engagement

Duration: Up to five one-hour sessions over a four-week period
Focus: This course is for any marketing leader who has a solid handle on the inbound methodology and is ready to implement those principles with HubSpot.
- Buyer Personas Creation in HubSpot
- Contact, Companies, and List Creation
- Content Planning and SEO
- Blogging, Forms, Landing Pages, and Your Website
- Workflows Creation and Management
- Social Media Post Creation and Monitoring
- Analytics and Reporting Tools

Duration: Up to five one-hour sessions over a four-week period
Focus: Whether your marketing and sales professionals are just getting started or are seasoned pros, this course is for those who will be using the HubSpot CRM on a daily basis.
- Customer Journey Mapping and Sales Processes
- HubSpot Alignment Based on Business Needs
- Inbox Setup
- Deals, Contacts, and Companies Management Within HubSpot
- Properties, Contacts, and Companies List Management
- Deals and Deal Pipeline Management
- Assessment of Key Performance Indicators (KPIs)

Duration: Up to five one-hour sessions over a four-week period
Focus: This course is for pioneering sales, marketing, and customer success professionals who want to leverage HubSpot’s new Service Hub.
- Help Desk and Ticketing
- Knowledge Base Building
- Live Chat Monitoring and Configuration
- Customer Survey Tools and Analysis

Explore Our Approach
Discovery & Preparation
- We’ll get to know your team, your industry, your hurdles, and your goals so we can hit the ground running on Day 1.
- Choose from workshops, which focus on process development and strategy support, or HubSpot training, which teaches technical mastery. Customize your agenda based on your needs.
Workshops & Trainings
- We offer personalized attention and group support as your team explores the adoption, integration, and optimization of new technology.
- Day 1: Attend a presentation and group training. Learn how the adoption of new technology and processes will benefit your business.
- Day 2: Put your technical skills to the test with breakout sessions and 1:1 support from our team.
Follow-Up
- Need more support? We’re here to provide tactical solutions as you begin to master HubSpot and other industry-leading tools.



Meet Our Team

Paul Schmidt’s training experience started when he was a HubSpot inbound marketing consultant in 2012. Paul has onboarded more than 250 companies to HubSpot, showing brands the most effective ways to use the software to reach their goals. His style mixes verbal, visual, and hands-on training in order to accommodate every type of learner. His favorite part of training is seeing the light bulb go off when a trainee realizes how automated tools can save them hundreds of hours on something they used to do manually every single day.

Sandy Moore is a senior director at SmartBug Media. Sandy has over 20 years of sales and marketing experience and began her career at Omni Media, a division of the world’s third-largest (publicly traded) communications company, Publicis Groupe. For the last five years, Sandy has specialized in creating sales enablement programs and providing CRM sales training and inbound marketing services for her clients using HubSpot. Sandy graduated magna cum laude from the University of Toledo. She first studied industrial and mechanical engineering for two years before switching her major to complete her degree in marketing and e-commerce (digital marketing). Sandy believes that organizations must clearly align their sales and marketing teams to truly succeed and reach their revenue potential.

Tabitha is a director of client strategy at SmartBug Media. She is well versed in implementing marketing strategies for many industries, including SaaS, healthcare, consumer services, automotive, and more. Outside of work, you'll find Tabitha traveling with her husband, taking her two corgis on adventures, and researching a Costa Rican retirement plan.
Your Training, Your Way
We know that every team operates differently. That’s why we offer virtual and on-site learning opportunities to give you freedom and flexibility.
Virtual & On-Site
Virtual
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