Intellegentia's HubSpot Training Workshops

Small group or one-to-one HubSpot training from Intellegentia's sales, marketing and service experts.  Our courses available by video call or at your own UK office.

Led by Intellegentia's HubSpot experts, these HubSpot training & consultancy workshops deliver results.

We'll be sharing our knowledge and practical experience of using HubSpot.  By working in your own HubSpot portal on the day, you'll actually put your learning into practice for your own business.  No more sitting and listening - this is about learning and doing! 

Course content will be adapted to suit your needs.  The following agendas provide a guide, but we'll tailor everything to your needs. Contact us for more info.

Complete HubSpot Overview

Best practice guidance and hands-on training

HubSpot Sales, Service, Marketing

This course is aimed at people who are new to HubSpot. Perhaps you’ve joined a business that already has HubSpot and you are trying to fathom out how it all works? Or maybe you’ve just licensed HubSpot and would value a face-to-face overview and basic training?

Or maybe you have HubSpot Free and want to clearly understand the options for HubSpot upgrades?

By the end of this session, you will:

  • Have a good understanding of all elements of HubSpot (Marketing, CRM, Sales and/or Service)
  • Understand the fundamentals of Inbound Marketing and Inbound Sales
1 hour audit of your hub, followed by 3 hours hands-on training / consultancy tailored to your specific needs.  (This may be longer, depending on your areas of interest.)


Content Marketing Planning

Creating a content marketing plan for your business

Buyer-centric content marketing

Inbound marketing devours content: at least 4 blog post a week, gated content to capture contact details, social to drive visitors, emails and more.... Our Content Roadmap provides structure to your plan and clever shortcuts to creating content.  

We'll tailor a series of short workshops to your needs to help you get the most out of what you learn without committing to a full day.

By the end of this short series of workshops, you will:

  • Have reviewed the needs of your own buyer personas, and carried out keyword analysis
  • Have created an outline Content Roadmap for your business
  • Have a formula for successful content planning
1 hour audit of your hub, followed by 3 x 2 hour video calls tailored to your needs


Lead Nurturing Workflows

Workflow to drive leads through all stages in their buyer journey

Successful lead nurturing

During these virtual workshops we'll explore options, discuss your own business needs and create the lists, workflows, emails etc needed to nurture your leads.  

The course isn't JUST about how to use HubSpot workflow, it's about implementing lead nurturing and automation for your business.

By the end of this series of workshops, you will:

  • Understand how to build HubSpot workflows
  • Have set up core workflows for your own business
  • Have a plan for extending and improving those workflows for the future

1 hour audit of your hub, followed by 2 x 2 hour video calls tailored to your needs is usually sufficient, but we're happy to adapt this to suit your needs. Complete the form and we'll call you to discuss the best approach.


HubSpot CRM 

Implementing HubSpot CRM for Sales and Marketing Alignment

Sales handover and recycling

Our overall aim is to facilitate sales and marketing alignment; this course works well if a sales person attends together with a colleague from marketing. You'll agree a process for managing leads to minimise pipeline leakage and learn how to set up & use CRM. 

By the end of this half day workshop, you will:

  • Have agreement between sales & marketing on lead handover and recycling processes
  • Set up properties, lists, filters, views, alerts and workflows to improve lead management
  • Map your sales process in HubSpot CRM


HubSpot Sales Enablement

Enabling sales reps to work smarter and improve win rates

Improving sales team efficiency

This workshop is delivered by a very experienced sales person to help businesses introduce a structured process without stifling the individual sales person's creativity.  Put a plan in place to re-engineer your sales process to take full advantage of HubSpot Sales tools.

By the end of this workshop, you will:

  • Identify marketing alerts and content that will support your sales process
  • Understand how HubSpot Sales tools can be used to automate elements of the sales process
  • Set up essential elements of your own process


Inbound Sales Strategy

Time to rethink your sales strategy?

Buyer-centric selling

Struggling with low responses to outbound calls and emails?  With over 20 years strategic sales experience, our MD, Mike, embarked on this approach before the term Inbound Sales was invented and shares his personal experience in this unique workshop.

By the end of this full day workshop, you will have:

  • Discovered ways to make your calls, emails and presentations more buyer-centric
  • Learned how to find and focus on active buyers
  • Understood the fundamentals of the Inbound Sales Methodology


HubSpot Service Hub Setup

Implementing HubSpot Service Hub in your business

Tailored consultancy & training

HubSpot Service Hub comprises some neat tools for helpdesk ticketing, knowledge base, shared support inbox and more.

And we have the expertise to help you deliver "remarkable" service to your customers / internal staff.

We deliver training and consultancy in a series of short workshops - an agile approach to meet your needs.

You may select any or all of the following short workshops or agree a tailored agenda to suit you:

  • Creating a knowledge base
  • Setting up your support process, form, chat,  shared inbox and ticketing
  • Using automation for alerts and reminders to maintain efficient comms
  • Using HubSpot Surveys for NPS and Customer Satisfaction


HubSpot Audit and Training

A report and suggestions for optimising your use of HubSpot

A quick start for new employees 

Do you feel that the set up of your HubSpot portal simply isn't driving the results you need, and want to know why?

Struggling to fathom out what and why your hub has been set up the way it is?  Confused about workflows and worried that they conflict?

We'll review your business goals, then get to work on reviewing everything in your portal to come up with technical and business-related suggestions for improvement. Then we'll show you how to do it!

Typical areas that we review:

  • Data integrity
  • Workflow performance and conflicts
  • Overall sales and marketing performance
  • SEO and content performance
  • Potential for efficiency through automation

Tailored Training

Training designed around your company's needs.

Tailored training & consultancy

You can choose the location, time and agenda and receive personalised consultancy and training focused on your business needs.  

We have first hand experience of working in many B2B sectors, so as well as extensive HubSpot knowledge, we have the knowledge to help you use this software to deliver results.  Example requests from other customers:

  • In depth lead nurturing review to improve pipeline velocity
  • Sales and marketing alignment workshop for your team(s)!
  • Help with data integrity and management
  • Automation and alerts to improve the timeliness and quality of your customer service response



'The Intellegentia team have made me rethink some of the approaches we have been taking'

'Intellegentia were flexible to accommodate our short time scales, and had the expertise to deliver our in-depth and specific training needs.'



'Having a two-way dialogue is much more useful than a one-way presentation as it allows you to engage with the ideas that are being broached'

'The training was tailored to our needs and we now feel that we can get the best use out of the system.'

'I would highly recommend Intellegentia as the people to go to if you need to formulate a solid and most importantly achievable strategy for inbound lead generation.'