We believe you learn best when applying skills to your own business. That's why we favour on-the-job trainng rather than hypothetical classroom exercises.
ON-THE-JOB TRAINING
Both our group and one-to-one training programmes are delivered via web meeting, direct to your team wherever they are.
Structured training programmes build your team's knowledge session-by-session, with 'homework' to be completed between sessions.
All of our training programmes are delivered by certified HubSpot, SharpSpring and Eloqua experts, with real-world experience of working with B2B, B2C and Not-for-Profit clients.
Overview
Structured HubSpot Marketing, Sales and Service Hub training and onboarding programme to take you from zero to going live with your first campaign in just 60 days.
- Weekly 1.5 hour group training sessions delivered via Teams
- ‘Homework’ tasks for learners to complete between training sessions
- Support hours for questions arising between training sessions
- Training delivered by Pacific Marketing's Certified HubSpot consultants
HubSpot Accelerated Onboarding
Session 1: Platform setup & overview
- Configuring your portal for use
- Adding and inviting users
- Custom properties and setting up views
- Set up your analytics and tracking tools
- Uploading logos and favicons
- Configuring company brand colours
- GDPR settings setup
Session 2: CRM
- HubSpot CRM Overview
- Contacts - managing contacts
- Companies - managing companies, linking to contacts
- Calls & prospecting
- ABM / Target accounts (requires Pro subscription or higher)
- Tasks & activity feeds
- Understanding Subscription types
- Setting up inboxes & conversations
- Opportunities - setting up and managing the sales Pipeline(s), associating with contacts and accounts, scheduling calls and meetings, 1-2-1 email
- Installing the HubSpot email & calendar plugins
- Meetings
- Reporting
Session 3: Marketing Hub (Part 1)
- Emails
- Your brand templates
- Building from scratch
- Landing pages
- Creating from templates
- Building from scratch
- Lead capture
- How to create and use forms
- Form styling and adding to your website or landing page
- CTAs - how to create and use them
Session 4: Marketing Hub (Part 2)
- Blog & SEO
- How to use the HubSpot blog features
- Files
- Uploading assets
- Trackable links
- Social Media
- Connecting your Facebook, Instagram, Twitter and LinkedIn accounts
- Publishing permissions
- How to publish posts
- Campaigns
- Tying it all together using campaigns
- Campaign reporting
Session 5: Lead Scoring, Personas & Lists
- Lead Scoring
- Overview
- Understand Decay
- Lead Scoring Best Practices
- Personas
- Identify Potential Personas
- Create Personas
- Persona Based Dynamic Content
- Persona Based Automation
- Lists
- Building lists overview
- Creating a master list
- Qualified lists (MQLs vs SQLs)
- Creating lists from custom fields
Session 6: Automation
Requires Marketing Hub Pro/Enterprise or Sales Hub Pro/Enterprise
- Workflows overview
- Using workflows to manage existing data
- Sequences for sales teams
- Example workflows
- Form-fill notification automation
- Email drip campaign automation
- Time-based automation
Session 7: Analytics & reporting
- Custom reports (Pro/Enterprise subscription required)
- Website traffic
- Email reports
- Campaigns
- Social
- UTM Codes
Session 8: Service Hub
Requires Service Hub Pro/Enterprise
- Ticketing overview and setup
- Conversations inbox
- Creating customer feedback surveys and NPS scoring
- How to build a knowledge base
- Customer portals
Sessions 9 & 10: Putting it all together
- 2x 1-hour sessions to assist with building your first campaign
Post Training Support
A facility for to raise questions and get help from Pacific Marketing to resolve real-time issues:
- Log support tickets direct with Pacific Marketing
- Pacific Marketing team on hand to respond & fix tickets
- Learning through real situations; Pacific Marketing will, where possible, advise learners how to resolve issues themselves rather than simply fixing the problem so they build up experience and knowledge
- Relate real issues to topics covered on training programme
Overview
Structured SharpSpring training and onboarding programme to take you from zero to going live with your first campaign in just six weeks.
- Weekly 1.5 hour group training sessions delivered via Teams
- ‘Homework’ tasks for learners to complete between training sessions
- Support hours for questions arising between training sessions
- Training delivered by Pacific Marketing's Platinum Certified SharpSpring consultants
6-Weeks to SharpSpring Success
Session 1: Platform setup & overview
- Configuring your portal for use
- Setting up users
- CRM Overview
- Contacts - managing contacts, life-of-lead tracking, memberships
- Accounts - managing accounts, linking to contacts
- Opportunities - setting up and managing the sales Pipeline(s), associating with contacts and accounts, scheduling calls and meetings, 1-2-1 engagement and Smart Mail
- Reporting
Session 2: Content
- Emails
- Using designer templates
- Building from scratch
- Landing pages
- Creating from templates
- Building from scratch
- Forms
- How to create and use forms
- Form styling and adding to your website or landing page
- Media Center
- How to use the Media Center
- Trackable Links
- Social Media
- Connecting your Facebook, Instagram, Twitter and LinkedIn accounts
- Publishing permissions
- How to publish posts
- Content Calendar
- How to use the content calendar to plan, schedule and publish content
Session 3: Lead Scoring, Personas & Lists
- Lead Scoring
- Overview
- Understand Decay
- Lead Scoring Best Practices
- Personas
- Identify Potential Personas
- Create Personas
- Persona Based Dynamic Content
- Persona Based Automation
- Lists
- Building lists overview
- Creating a master list
- Qualified lists (MQLs vs SQLs)
- Creating lists from custom fields
Session 4: Automation
- Visual Workflow builder overview
- Action Groups vs Workflows
- Example workflows
- Form-fill notification automation
- Email drip campaign automation
- Time-based automation
Session 5: Analytics & reporting
- Website traffic
- Traffic sources
- Email jobs
- Email reports
- Campaigns
- Organic
- Social
- UTM Codes
6. Putting it all together
- 2x 1-hour sessions to assist with building your first campaign
SharpSpring Ads Training
- 2x 2-hour sessions delivered via Teams
- SharpSpring Ads overview
- Building ads
- Creating an audience
- Campaigns
- Tracking success and reporting
Post Training Support
A facility for to raise questions and get help from Pacific Marketing to resolve real-time issues:
- Log support tickets direct with Pacific Marketing
- Pacific Marketing team on hand to respond & fix tickets
- Learning through real situations; Pacific Marketing will, where possible, advise learners how to resolve issues themselves rather than simply fixing the problem so they build up experience and knowledge
- Relate real issues to topics covered on training programme
Pricing
6-Weeks to SharpSpring Success (up to 3 people): £1,750
Additional people: £250pp
SharpSpring Ads training: £750
Post training support (10 hours): £1250
* All prices exclude VAT where applicable
Overview
Structured training programme in two phases; Eloqua Essentials & Eloqua Marketing Automation.
- Weekly 1.5 hour group training sessions delivered via Teams
- ‘Homework’ tasks for learners to complete between training sessions
- Support hours for questions arising between training sessions
- Training delivered by Pacific Marketing's certified 'Eloqua Master' consultants
Eloqua Essentials Training
Eloqua Essentials training includes four, 1.5 hour online Teams sessions to cover fundamental Eloqua skills needed to create and execute a simple campaign.
- Session 1: Email Fundamentals
- Session 2: Landing Page Fundamentals
- Session 3: Data Segmentation & Campaign Execution
- Session 4: Reporting & Campaign Review
Eloqua Marketing Automation Training
More advanced training to cover general approach to marketing automation, best practice and execution of automated campaigns using Eloqua.
- Session 5: Introduction to Marketing Automation on Eloqua
- Session 6: Forms & Blind Forms
- Session 7: The Eloqua Canvas (Workflows)
- Session 8: Review & Reporting/Insights
Post Training Support
A facility for to raise questions and get help from Pacific Marketing to resolve real-time issues:
- Log support tickets direct with Pacific Marketing
- Pacific Marketing team on hand to respond & fix tickets
- Learning through real situations; Pacific Marketing will, where possible, advise learners how to resolve issues themselves rather than simply fixing the problem so they build up experience and knowledge
- Relate real issues to topics covered on training programme
Pricing
Eloqua Essentials (up to 3 people): £1,500
Eloqua Marketing Automation (up to 3 people): £1,500
Additional people: £250pp
Post training support (10 hours): £1250
* All prices exclude VAT where applicable
Ready to get started?
If you'd like to have a free, no obligation chat to discuss how we could help transform your marketing operations, please use the calendar to book a call at a time that works for you. Alternatively please visit our contact page for other ways to get in touch with us.
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