Build great CRM habits to power your sales day. 

What you'll learn.

Over one focused afternoon, you’ll step through a typical sales day using HubSpot Sales Hub as your workspace. You’ll work through: 

• The CRM Framework: Understand how HubSpot actually works, how contacts, companies, deals, and activity connect, and why your CRM should be your single source of truth.
• Prospecting and Prioritisation: Learn how to find good-fit prospects, add them cleanly into HubSpot, and keep your data usable using your Ideal Customer Profile, bulk tools, and simple views.
• Outreach and Follow-up: Turn good intentions into consistent action. Plan your day with tasks and queues, and write effective outreach using templates and snippets.
• Pipeline Momentum and Reporting: Keep your pipeline honest and moving. Spot stalled deals, clean up red flags, and use dashboards and reports to prioritise and forecast with confidence.

It’s practical, interactive, and focused on building great CRM habits from day one.

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Who is it for?

• Sales professionals who are new to using HubSpot or any CRM
• New hires who need structured HubSpot onboarding
• Sales teams wanting a refresher on CRM best practice

(No HubSpot access needed — we’ll provide everything you need during training.)

What to expect

You’ll join a small group for a guided, interactive walkthrough of how a well-organised sales day looks inside HubSpot. You’ll leave with the tools and confidence to make CRM part of your daily sales rhythm.

Please note: To ensure a great experience, this training will proceed only if at least four attendees are registered. If the minimum is not met, the session will be cancelled.

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