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Mastering HubSpot

Mastering HubSpot logo

The Mastering HubSpot series is a biweekly educational and community-driven program designed specifically for office technology dealers and managed service providers (MSPs). Each session provides practical tips, best practices, feature overviews and growth strategies to help participants leverage HubSpot more effectively in their businesses.

In addition to the live training, participants will gain access to a community space where they can share insights, ask questions and exchange best practices with peers.

This program is FREE for BTA members.

Click here to register for the Oct. 16 session.

Program Structure

  • Frequency: Biweekly (every two weeks)
  • Length: 45-60 minutes per session — 30 minutes by the presenter and 15-30 minutes of interactive conversation to address your questions on HubSpot topics
  • Content Style: Practical, tactical and highly relevant to the office technology and MSP industries
  • Community: Ongoing forum/chat for members to interact between sessions
  • Cost: Free to BTA members

Program Outline

(1) Kickoff & HubSpot Foundations - Held Thursday, Oct. 2

  • Why HubSpot is a growth engine for office technology dealerships and MSPs
  • Core CRM setup and navigation
  • Quick wins: getting your sales team engaged

(2) Sales Enablement With HubSpot to Set More Appointments - 4 p.m. Eastern, Thursday, Oct. 16 - CLICK HERE TO REGISTER

  • Pipeline setup tailored for dealers and MSPs
  • Automating deal stages and forecasting
  • Using templates, snippets and sequences to save time

(3) Marketing Automation & Lead Generation - Oct. 30

  • HubSpot forms, landing pages and CTAs
  • Email marketing campaigns that convert
  • Lead scoring and nurturing workflows

(4) Closing More Deals With HubSpot

  • Automatically managing pipeline
  • Leveraging reports and tools to never lose track of a deal
  • Automating renewals and upsells

(5) HubSpot Reporting & Dashboards

  • Key reports for CEOs, sales leaders and marketing directors
  • Building dashboards for tracking MRR, pipeline and campaign ROI
  • Attribution reporting to prove marketing's impact

(6) Integrations & Advanced Features

  • Connecting HubSpot with key tools (autodialers, ZoomInfo, ERP/PSA systems)
  • AI features in HubSpot
  • Custom objects and advanced automation

(7) Best Practices Roundtable (Community-Driven)

  • Open Q&A session
  • Members share what's working in their dealerships/MSPs
  • Peer-to-peer best practice exchange

(8) Scaling & Optimizing HubSpot

  • Taking HubSpot usage from "basic" to "strategic"
  • Governance and adoption strategies
  • Planning for long-term growth

Instructor

Shawn Peterson

Shawn Peterson is the CEO of Quantum Business Solutions, where he brings more than a decade of executive-level experience in the technology services industry. A forward-thinking visionary, Peterson excels in driving high growth and superior performance through innovative strategies in sales, marketing and client experience. His expertise extends to leveraging cutting-edge technologies, including automation, AI and comprehensive tech stack integration, to enhance operational efficiency and financial performance. Deeply passionate about elevating organizational capabilities, Peterson champions the Quantum Growth Model. This strategic approach is designed to revolutionize sales and marketing processes, aiming for five- to 10-times sales productivity within just 180 days. Under his leadership, businesses embrace the integration of advanced technologies to not only meet, but exceed, their growth objectives, setting new benchmarks in the industry.