HubSpot for Small Business Owners - Fast track course

Explore your HubSpot account and learn how account and billing determine access to free, starter, and professional features, plus how to manage primary and billing contacts.

Navigate the HubSpot navigation and CRM data, including contacts, companies, deals, and tickets. See how marketing, content, sales, and service tools, plus Breeze AI, streamline campaigns, forms, SEO, and reporting.

Learn the four HubSpot objects—contacts, companies, deals, and tickets—and how to use each for accurate data, proper CRM structure, and meaningful reporting.

Explore how HubSpot interconnects data by creating associations between a contact, a company, a deal, and a ticket, and view these links in the contact or the company profiles.

Explore HubSpot profile pages to view all data about a record, with a left properties panel, a middle activity timeline, and a right associations panel showing linked records.

Invite teammates to your HubSpot account, choose quick or custom invites, and customize permissions (including super admin) across contacts, CRM, automation, marketing emails, lists, forms, and files.

Learn how HubSpot properties store data points for contacts, companies, deals, and tickets, including editable versus exclusive fields, create date, record ID, and behavior insights from website tracking.

Explore how to view all HubSpot contact properties, search for gaps, and create a custom property such as favorite ice cream flavor, including field types, groups, and access settings.

Manually add an individual contact in HubSpot by filling the create contact form, which assigns you as the contact owner and records the create date for lists.

Import a list of contacts into HubSpot from a CSV, ensuring one data point per column and mapping to HubSpot properties. Create or update contacts using unique identifiers.

Learn how to sync data from another CRM into HubSpot using the HubSpot App Marketplace, map fields like email and first name, and send contacts to HubSpot.

Explore HubSpot's marketing tools beyond the CRM, including campaigns, email, social, ads, forms, and content creation, with a focus on the free plan's capabilities.

Learn how to create and send marketing emails in HubSpot Marketing Hub, choosing templates, editing content with text, images, and buttons, and ensuring a footer with company information.

Learn how to configure marketing emails in HubSpot, including subject line, preview text, and sender details. Choose recipients from lists, manage subscription types, and schedule sends for campaigns and automation.

Learn to generate quick CRM reports with filtered views in HubSpot, then create and manage audience lists—distinguishing active versus static lists, and applying property filters like job title and country.

Discover how HubSpot forms enable autopilot lead capture and automatic CRM enrollment. Use form editors, properties, mandatory fields, and embed options.

Discover HubSpot's content creation tools, including emails, social posts, forms, landing pages, websites, and blogs, and learn drag-and-drop templates to build and publish assets.

Explore basic automation in HubSpot on the starter plan, including form submissions, automated emails, delays, notifications, tasks, and lead assignments.

Explore HubSpot's sales and commerce features to tailor quotes, orders, products, and subscriptions to your business needs, using only what is relevant.

Track ongoing sales negotiations with HubSpot deals, the most used sales feature. Learn to customize a deals pipeline, move stages, and associate deals with contacts and companies, then create deals.

Learn to manage your work in HubSpot by creating and tracking tasks that attach to contacts, companies, and deals in the CRM, keeping teams aligned and avoiding duplicate efforts.

Explore how HubSpot reporting uses dashboards and templates to monitor marketing and sales performance, auto-generating reports and offering a custom report builder for tailored analytics.

Explore how HubSpot automation saves time by automating marketing, sales, and operations through workflows and sequences, with examples like lead qualification, internal notifications, and automated emails.

Wrap up by offering a high-level overview of HubSpot features, and invite learners to explore marketing, sales, automation, and reporting in other courses via the instructor profile or bonus lecture.

HubSpot's Breeze AI assistant introduces Copilot, enabling you to summarize contacts, create records, and generate reports via suggested prompts, while agents and intelligence remain in development.

Share your feedback to improve this course and help others decide if it fits their needs, while the bonus lecture guides your HubSpot learning journey and next-course options.