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Exclusive Corporate Training | Live Virtual or On-Site

HubSpot Automation Training

Empower your Marketing, Sales, and Ops teams to eliminate manual work, build cross-channel workflows, and accelerate revenue generation — built live right inside your portal.

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Led by Ex-HubSpotters with direct in-house experience

Hands-on enablement delivered by experts trained straight from the source.

  • Ex-HubSpotter Founder: Built by a former HubSpot employee with deep internal expertise and dozens of official certifications completed at HubSpot HQ.
  • Gold Solutions Partner: Officially accredited within the HubSpot ecosystem to build and scale RevOps architecture.
  • 10+ HubSpot Certifications: Field-tested, proven expertise to align your teams and maximize CRM adoption.

 

What We'll Cover in the Training

Maximize the ROI on your HubSpot investment. This hands-on program equips your team to leverage the tools you already pay for—streamlining day-to-day operations, eliminating process bottlenecks, and scaling efficiency.

Click the arrows below to explore the session modules

Automatic Lead Rotation

Real-Time Lead Routing

Instantly route inbound prospects to the right sales rep or AI SDR the exact second a form is submitted—ensuring zero response delay.

Automated CRM Hygiene

Automatic CRM Cleanup

Build workflows that continuously clean up inactive contacts, bounced emails, and duplicate data to optimize tier limits and keep your portal pristine.

Purchase Intent Alerts

Purchase Intent Signals

Trigger instant real-time notifications for your sales team the moment a high-intent prospect visits your pricing page, reopens a proposal, or engages with key website content.

Lead Generation and Nurturing

Demand Gen & Automated Nurturing

Build automated workflows for webinars and lead magnets to capture pipeline. Learn how to design multi-touch nurture sequences that guide prospects through every stage of the buyer's journey.

AI-Powered Workflows

AI-Powered Workflows

Incorporate AI into your HubSpot workflows to automate market research, enrich contact data on the fly, and seamlessly enroll leads into specialized prospecting agents.

Only join if your company faces these operational bottlenecks

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Sales & Marketing Misalignment

Sales claims inbound leads aren't ready to buy, while Marketing insists they delivered qualified pipeline. Without clear lifecycle stage handoffs, your business loses high-value opportunities.

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Platform Friction & Workarounds

Operations are stalled because your team lacks deep HubSpot expertise—forcing them to rely on external point solutions instead of utilizing features you already pay for.

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Constant Dependency on IT or Agencies

Simple updates to active lists or automation workflows require submitting tickets to internal IT or paying external consultants—slowing down execution when speed is critical.

 

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Inaccurate Data & Unreliable Reporting

Because team members log CRM data inconsistently, leadership lacks visibility into reliable metrics and real pipeline performance.

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Leaky Pipeline Due to Missed Follow-ups

Without automated task triggers and deal activity alerts, reps miss critical next steps—causing sent proposals to go dark and deals to stall in the CRM.

 

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Underutilized Pro & Enterprise Tier Features

You pay for Professional or Enterprise licenses, yet use HubSpot like an entry-level CRM. Your team misses out on paid automation and intelligence features simply due to configuration gaps.

Practical and Flexible Enablement for Your Team

Tailored to your company’s specific workflows. Sessions combine strategy, live portal analysis, and immediate resolution of operational bottlenecks.

Format:  Live Virtual or On-Site at your office.

Duration: 5 structured sessions (or a custom on-site immersion), combining hands-on technical transfer with dedicated Q&A.

 

Module 1 — Foundations: Defining enrollment criteria and building scalable automation architecture.

Module 2 — Demand Generation: Automating multi-touch engagement for webinars, events, and lead magnets.

Module 3 — Real-Time Lead Routing: Handing off inbound prospects in seconds to sales reps or AI agents..

Module 4 — Pipeline Nurturing: Building automated nurturing rules for top, middle, and bottom of funnel leads.

Module 5 — Database Hygiene: Designing workflows for continuous data cleansing and CRM maintenance.

Frequently Asked Questions About the Training

Everything you need to know about delivery formats, prerequisites, and how we tailor enablement for your team.

Who is this enablement program designed for?

Marketing, Sales, and Operations teams using paid HubSpot tiers (Pro or Enterprise) who need to eliminate operational bottlenecks, clean up data, and maximize platform ROI.

How are the sessions delivered?

Programs are delivered exclusively for your organization. Sessions can be hosted as Live Virtual workshops or On-Site at your headquarters, scheduled around your team’s availability.

Can the training be customized to our portal and tech stack?

Yes. We analyze your live portal and existing bottlenecks beforehand to tailor the workflows, lead routing, and integrations directly to your operational needs.

Investment Tiers

Select the enablement model that best fits your team’s immediate operational goals.

 

Live Online

$1,500

Exclusive to your company
  • 5 live hands-on sessions hosted directly inside your HubSpot portal

  • Flat rate for your entire team—no per-seat charges

  • Complete access to session recordings and SOP playbooks
  • 14 days of dedicated post-enablement Slack/email support

On-Site & Advisory

Custom Quote

Tailored corporate programs scoped to your specific architecture and team size.
  • On-site immersion hosted directly at your company headquarters

  • Portal audit and live workflow reconfiguration

  • Process mapping and custom RevOps strategy blueprint

  • Dedicated executive support and post-workshop advisory

Empower your team with Dig RevOps

Fill out the form below so we can schedule a quick conversation. We’ll get a sense of your company’s situation and send you a proposal tailored to your team.