Course curriculum

    1. How to add a contact in Hubspot

    2. Deal: Adding a Deal and what fields are important

    3. How to book a meeting in Hubspot

    4. Set up your email signature

    5. How to manage Lifecycle + Lead Status

    6. How to turn on workflow notifications

    7. Updating Subscription Type In Hubspot

    8. How to check and update a contact to a Marketing Contact

    9. Offboarding a Contact

    10. How to use email templates

    11. Playbooks, Template + Snippets Explained

    12. How to use Snippets within a Quote

    1. Deal Negotiation + Commercials - How to gain Internal + Client Approval

    2. Negotiating Rates + Changing Rates during negotiation process

    3. How to create an MSA Agreement/Quote

    4. How to Add Additional Terms in my Quote (Implementation Discount or Ramp Up Notes)

    5. How to find your Agreements or Quotes in Hubspot

    6. How to email your MSA Agreement or Negotiation Quote

    7. Update Line Items in MSA Agreement Quote

About this course

  • 19 lessons
  • 0.5 hours of video content

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