HubSpot Sequences, Workflows & Analytics for Sales

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

1 - Introduction

1 - Introduction

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

5 - Have an overview of the Sequences tab

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

7 - Understand the Sequence structure Learn about Enrollment & Unenrollment

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

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

9 - Automate emails to contacts inside of your Sequence

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

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

11 - Send email reminders to yourself inside of Sequences

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

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

13 - Define your Sequence Settings

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

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

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

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

18 - Watch me create a Sequence from beginning to end

5 - Intro to HubSpot Workflows

19 - Quick note before you go ahead.html

20 - Intro to Workflows & a Workflow example

21 - Learn the main differences between Workflows and Sequences

22 - Have an overview of the Workflows tab

23 - Learn about workflow enrollment and unenrollment

24 - Create a Workflow from scratch

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

6 - Choose your Workflow Triggers

26 - Actions that your audience takes as a Workflow Trigger

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

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

28 - Other types of Triggers

28 - set up email subscription types.zip

28 - understand email subscription types.zip

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

30 - Advanced hacks for multiple triggers

7 - Select your Workflow Actions

31 - Quick intro to HubSpot Workflow Actions

32 - Assign contacts to specific team members Owner Assignment

33 - Create tasks for you and other team members

34 - Add Delays between Actions

35 - Get HubSpot to create records for you

35 - learn more about lifecycle stages.zip

36 - Streamline internal communications

37 - Get HubSpot to automatically update properties for you

8 - Exclusive Workflow Actions & Workarounds

38 - Intro to Exclusive Workflow Actions

38 - marketing pro account.zip

39 - Send automated emails to contacts

40 - Add contacts to a list via Automation

41 - Advanced Actions Webhook Custom code & Format data

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

42 - the benefits of using hubspot campaigns.zip

43 - Set your Workflow goals

44 - Set Reenrollment criteria for your Workflow

45 - Test your Workflow before publishing

46 - Turn on your workflow

46 - marketing contacts on hubspot.zip

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

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

10 - Building an Advancedlevel Workflow

49 - Intro to Advanced Workflows

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

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

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

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

54 - Apply Conditional Formatting to your Workflow The IFTHEN branch

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

56 - Enrolling other objects into your Workflow

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

58 - OPTIONAL An alternative solution to last lectures problem

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

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

11 - Monitor your sales performance Reporting fundamentals

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

62 - ExplorE the Analytics Tool

63 - Build an individual Report from a Template

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

65 - How do update an existing report

66 - Update the Date Range of a Report

67 - Narrow down the data

68 - Change the Reports data completely

69 - Create a Dealbased Report from scratch

12 - Use Advanced Reporting features Other Reports & Forecasting

70 - Create a Funnel report to monitor Deals progress

71 - The difference between next step conversion and cumulative conversion

72 - Create a Contactbased Funnel report

73 - Measure ROI with an Attribution Report

74 - Choose the right Attribution Model

74 - blog post i mention.zip

74 - choose your attribution model.zip

75 - Create an Attribution report from scratch

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

77 - Add revenue goals to your Forecasting tool

78 - Check out the category model for Forecasting

79 - Set up sales goals not related to revenue

13 - And to finalize

80 - Thanks for watching.html

14 - BONUS Section

81 - BONUS lecture.html

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