Mastering HubSpot will help you get meaningful results with less pain and fewer money-losing mistakes by sharing everything I’ve learned running and optimizing my wildly successful HubSpot portal over the past 4 years.
The long, costly road to success
I started off on HubSpot not knowing what I was doing.
The product documentation was fantastic at telling me how to do things, but I didn’t know what things I should be doing, or how to prioritize.
I felt overwhelmed by the number of decisions I had to make, and I was afraid that poor choices would sink the project my CEO trusted me to lead. I desperately needed a best practices guide (which didn’t exist) or a full-time HubSpot consultant (which I couldn’t afford).
Do any of these questions sound familiar?
- Should I switch from WordPress to the HubSpot blog platform?
- Should I host my whole website in HubSpot or just my landing pages?
- How does UTM tagging affect my HubSpot reports?
- What should I use workflows for?
- How do I track the ROI of my marketing efforts?
- What about all of my offline activity?
- Am I making setup mistakes that I’m going to regret later?
- What’s missing from HubSpot that I should supplement with other products?
Mastering HubSpot addresses these questions and many more.
You could easily spend weeks combing through forums and reading outdated blog posts trying to get the answers you need. The goal of this course is to help cover all of your bases and avoid wasting time.
After spending literally thousands of hours fine-tuning my HubSpot portal and inbound marketing strategy, I finally have a proven, repeatable system. I now know what it takes to apply sound inbound marketing techniques within the HubSpot platform to get outsized results.
If I hadn’t misconfigured, misused, and completely overlooked critical parts of the software, I would have reached my goals much sooner and with a lot more money in my pockets.
Introducing the course I wish I had when I first started
Mastering HubSpot is the most extensive and detailed guide of advanced HubSpot techniques and best practices available today. This resource is crammed with practical, immediately actionable things you can do to quickly maximize your investment in HubSpot.
This isn’t just academic training. Mastering HubSpot is tried and tested marketing automation know-how. I personally use everything I teach in this course to run and grow my business. I’ll guide you, step-by-step, through setup, configuration, customization, optimization, and beyond.
What exactly will I learn in Mastering HubSpot?
- Installing HubSpot with Segment
- Important setup tasks
- CAN-SPAM and Terms of Service
- Identity stealing setup gotcha
- Default personalization values setup gotcha
- What’s in the box
- Understanding Sources
- Attribution: the CMO’s white whale
- Deciding what to track
- Enterprise events
- Setting up (better) conversion tracking
- Campaign tagging best practices
- Understanding contacts, companies, and deals
- Special properties (lifecycle stage, revenue, and more)
- Property history
- Custom properties
- To COS or not to COS?
- Personalization without the COS
- Landing pages
- Understanding Email Types
- Understanding bounces
- Email campaign tagging
- Email personalization
- Automation emails vs. broadcasts
- Preventing workflow and broadcast overlap
- Automation best practices
- NPS surveys
- Email courses
- Demo and event follow-ups
- Product launch sequences
- Advanced webinar registration
- Self-identified personas
- Data repair
- Inbound KPIs
- Sales and marketing alignment
- Closed-loop reporting
- Sources Report
- Contacts Report
- Data warehousing
- Funnels and cohorts with Mixpanel
- Traffic and content analysis with Google Analytics
API and tools
- API basics
- API paging gotcha
- Lifecycle stage reset script
- Campaign-o-matic script
- Data warehouse ETL script
- Marketing strategies
- Hiring a marketing team
- Running a marketing team
Why I created this course
I consult with approximately two clients in a year. I get asked to work with dozens. I got tired of saying “no” to people. Hence, this course.
I want to turn talented inbound marketers into HubSpot success stories through strategies and tactics that produce successful outcomes (the kind that result in pay raises 💸).
For a fraction of the cost of a month’s subscription to HubSpot, you’ll save weeks of time and considerably reduce the risk of failure.
Get Mastering HubSpot
Buy the full course for $497 $397.
- All 9 training modules
- Lifetime access
- Video tutorials
- Scripts, tools, worksheets
- COS templates
- Access to a private HubSpot Pro community
This course is currently under development, with an expected final release date of autumn/winter 2016.
You can pre-order the course now at a discount. You’ll also get instant access to the HubSpot Pro Slack channel and get lessons as soon as they’re published. As a charter member you’ll help me decide which lessons to make first and help shape the final product. (Plus, who can say no to a $100 discount?!)
Want some sample content? Read: HubSpot Gotcha #1: Identity De-duplication
Want to share this with your whole team?
A team license lets you share the course with up to 100 people at *your* company. (Honor system, no DRM. 😇)
Want 1-on-1 coaching?
I can help you with any project you’re working on (doesn’t have to be HubSpot related) via a series of private sessions (4 hours).
About the author
Hey, I’m Rob Sobers, designer/developer turned marketing exec. I’ve turned over ever rock and hit every edge case in HubSpot. Through lots of hard work and planning, my team and I have used automation to drastically increase our monthly traffic and marketing qualified leads and you can, too.
“How is this different than the HubSpot documentation?”
The documentation is great at telling you how to use the software, but it doesn’t have opinions and advice. Same the HubSpot Academy. They cover the basics and give you click-by-click instructions, but they don’t dive deep to show you how to customize HubSpot in powerful ways. I’ll also tell you when non-HubSpot tools are better for a certain job.
“Can I find this stuff for free on the web?”
Maybe? But this course is surely a faster way to learn how to get the most out of HubSpot. I’ve put together these videos to save you months of trial and error and digging around the internet for what you need. You can go through the lessons in order, or jump around depending on what you need, but the everything you need is neatly organized in one place.
“I’ve been using HubSpot for years. Will this course still be useful to me?”
Yes! When I talk to friends that are HubSpot veterans, they’re often amazed by the ways I’ve managed to stretch the software. Plus, with access to the HubSpot Pro Slack channel, we can all share ideas! Apart from the developer forums, which are mostly focused on APIs and integrations, I’ve yet to find a really solid group of HubSpot-focused technical marketers that want conversation to go beyond “13 Funny Animated GIFS about Email Marketing” posts.
“I’m not technical. Is this course too advanced for me?”
Mastering HubSpot is focused on advanced topics that aren’t covered anywhere else, with a few exceptions. If I think the official docs are missing critical info about a basic topic, I’ll cover it. That said, most lessons don’t require programming. You have lifetime access to the content and it’s designed to help you push your limits and become a technical marketer.
“Do I need HubSpot Enterprise?”
A handful of lessons use Enterprise features, but I always try to give an alternative method for Basic customers.
“Are you affiliated with HubSpot? Are they paying you for this?”
Nope. I know a lot of HubSpotters personally and love using the product.
“Why is this course available for a limited time?”
One of the things I love about HubSpot is how fast they implement new features and enhance existing ones. But that also means the interface changes quite often. I will only offer this course 3 times per year so I can ensure the lessons match how HubSpot works and what it looks like on your screen. NOTE: If you purchase now, you’ll get lifetime access to any future versions of this course (with updated lessons based on new features).
“What if I have more questions?”
Email me directly. I’m happy to answer any questions and help you decide if this course is right for you.