HubSpot CRM On-Boarding and Training

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Hubspot Onboarding

When you sign up with the HubSpot CRM Onboarding and Training, you will be introduced to the proven techniques of Inbound selling and the Inbound Sales Methodology.

  • Identify: You will learn how to pinpoint buyers that have recently visited your website, filled out a form, or responded to one of your email campaigns.
  • Connect: The instructor will guide you along the three integral components of a successful inbound connect strategy which are defining personas, the sequences for each persona, and the content for each sequence.
  • Explore: Here, you will be taught how to build a framework for evaluating your prospect’s needs and your ability to help them.
  • Advise: This basically covers the four steps to advising your prospect through a presentation, and converting leads opportunities into satisfied customers.


Why Work With Us?

We have a track record of providing CRM and Sales automation software for over a decade with expertise in the technical and commercial applications of CRM. We specialize in systems analysis and optimization to make them as easy for you to use as possible.

We also provide onsite training and tutoring to bring you and your organization up to speed on the different functionalities of the system and provide support in getting you to sustainability as early as possible.

Our CRM Packages & Services

Our CRM On-Boarding and Training program puts you in the pilot’s corner where you can make strategic decisions with regards to the direction of the organization while we take all the manual responsibilities of your hand.

Our team of HubSpot CRM Specialists will provide the technical capability of setting up the HubSpot CRM for you to successfully begin using the software suite to execute your sales and marketing strategy. 



Full CRM Onboarding and Training


Program costs $1,495 (+GST) and includes

  • Setting Up HubSpot CRM (includes items as listed below valued at $600)
  • Onsite Training (1/2 Day) for up to 4 people (including items as listed below valued at $800)
  • Integration to your WordPress website to automatically add new leads to HubSpot CRM, eliminating the need for retyping (valued $300) 
  • Integration with email systems to either Mailchimp, Aweber, Get Response, Constant Contact or Campaign monitor (value at $300)
  • 30 days support and additional training refreshers if required.


Setting Up HubSpot CRM

Cost $600 (+GST) this training program was specifically crafted for existing sales teams to help them acquire technical skill in setting up HubSpot CRM. It includes the following modules.

  • Add your team members (if required)
  • Create any additional custom fields (properties)
  • Create customer deal stages
  • Import existing leads and customers into HubSpot CRM
  • Linking HubSpot Leading Plugin (for WordPress Users Only)
  • If required connect to HubSpot Sales started or Sales professional


Onsite Training (1/2 Day) up to 4 people

Cost $800 (+GST)*

*This includes free travel to Brisbane and Gold Coast region. For interstate and regional areas, screen-sharing training service are made available using our online training room software.

It includes the following modules.

  • How to access your HubSpot CRM dashboard?
  • How to add a new contact to the HubSpot CRM?
  • How to add a new company in the HubSpot CRM?
  • How to add a new deal in the HubSpot CRM?
  • How to create a new task in the HubSpot CRM? 
  • How to enable Google Drive with the HubSpot CRM?
  • Deal stages in the HubSpot CRM and how to you edit them?
  • Where are your HubSpot CRM Settings and what can I change?
  • Create custom deal stages
  • Create email template and first sequence (requires HubSpot Sales)


We wrestle with marketing technology so that you don’t have to!

45 Nerang St, Southport QLD 4215
Call Us : 1300 887 865
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