HubSpot Workflows & Reporting for Marketing Professionals

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Paid

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Beginner

Last updated on June 30, 2024 6:52 am

Learn how to build simple and complex workflows, create a reporting dashboard, and utilize advanced features in HubSpot. Take your marketing to the next level with this course. Suitable for anyone familiar with HubSpot basics. Access a 14-day free trial if needed. Taught by a certified HubSpot expert.

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What you’ll learn

  • Build simple Workflows for email sequences, managing internal processes and other purposes
  • Build complex Workflows with Conditional Segmentation for lead segmentation and more
  • Create a complete Reporting Dashboard to measure business performance
  • Take advantage of Advanced features such as Lead Scoring, Tracking (UTM) links, Campaigns, and others

Are you looking to use HubSpot Automation (Workflows) and HubSpot Reporting? If you’re familiar with the HubSpot basics and know your way around the HubSpot CRM, it’s now time to take things to the NEXT LEVEL.

This course covers HubSpot Advanced Marketing features with a special focus on Automation and Reporting.

At the end of the course you will be able to:

1) Plan, draft, build, and publish Workflows from scratch by yourself

  • Build simple Workflows to automate email sequences or manage business internal processes better

  • Build complex Workflows with Conditional Segmentation (using Branches to segment your audience into different groups based on specific conditions you define)

  • Tweak your Workflow Strategy thanks to our real-world examples

2) Measure the performance of your Marketing efforts with HubSpot Reporting:

  • Create simple reports with just a few clicks

  • Create Advanced-level reports such as funnels and attribution reports to measure marketing ROI

  • Put together a dashboard containing many different reports in a matter of minutes

3) Use other Advanced-level HubSpot Marketing features:

  • Build and implement Lead Scoring

  • Set up a Campaign from scratch

  • Set up Tracking (UTM) links inside of HubSpot

  • And more!

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 Marketing Professionals – this one will be more suitable for you!

  • This course requires access to HubSpot Automation (Workflows) and Reporting – If you don’t have this, I can help you get access to a 14-day FREE trial for a HubSpot paid Account – just so that you can at least complete this course. Check out Lesson 2 inside of Section 1 for more info.

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 13+ 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 Workflows and Reporting
  • Marketing professionals using HubSpot
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    HubSpot Workflows & Reporting for Marketing Professionals
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