EMPOWERING

GROWTH
HubSpot Marketing Hub Training

www.makewebbetter.com
Welcome
We're excited to explore how we can help your
business leverage HubSpot to streamline
processes, enhance customer engagement, and
drive growth.
 Table of Contents

01 Introduction 04 Timeline & Next Steps

Reviews & Case

02 Scope of Work 05 Studies

03 The MWB Approach

About MakeWebBetter
MakeWebBetter is a distinguished leader in HubSpot onboarding and implementation, specializing in inbound
marketing, customer engagement, and sales strategies. As an exclusive HubSpot Elite Solutions Partner in the
APAC region and one of the Top 5 Elite partners globally, we offer unparalleled expertise in setting up and
integrating HubSpot to transform your business. Discover how we can help you streamline your processes and
drive growth at www.makewebbetter.com.

Elite HubSpot partner 9+ years of Experience 25k+ app installations

Certified apps on 4.5+ average 100+ custom apps &

marketplace rating integrations delivered
HubSpot @ MakeWebBetter
Crafting Connected, Intelligent Experience for Tomorrow, Today 2024

Overall Rating Strength • Elite Partner of

4.95/5 100+
HubSpot
2023 • Partner council
• HubSpot
Certified
Best
30+
Trainer
700+ Certifications 4th Rated Countries
2022
• Elite Partner of
HubSpot • 4th best rated
in the world.
• Certified PSO
1 • Only HubSpot ELITE Partner in India Partner
• 4th Best-rated partner in the word • Top 10 best-rated
• HubSpot Certified Trainer • Platinum in HubSpot
• Top Accredited partner - Theme, App Partnership partner directory
• Certified App partner with 20K+ installs 2021 • Multiple Vertical
• Certified HubSpot Partner Focus
• PSO Partner - Filling-in for HubSpot • HubSpot
In-House Onboarding • Platinum Accredited partner
• HubSpot Community Champions 2020 Partnership with
HubSpot
• Selected in
• Gold Partner of Advisory Council
2019 HubSpot • 3k+ theme
• Community downloads OFFERING
2016-2018 • Premium
champion
• Product installation • Inbound Services
Integration • Custom Integration and
partner reached 14000 with
Implementation
• Product installation 5* rating • CRM/CMS Onboarding and setup
• Build the best
2015 reached to 10000 EXPERIENCE • Consulting & Roadmap
HubSpot ecommerce
with 5* rating • Migration and integration
integration • 150+ Project Implementations Services
• Started our • 700+ installations in 6 • Developed • 20+ Marketplace Apps build globally • Product Expertise: Marketing,
Journey with month Integrations for • 20000+ Active HubSpot Customers Sales, service, CMS, Integrations
HubSpot for • Achieved HubSpot Multiple Platforms using integration • Advance training and guidance
• 100+ Sales and Service
ecommerce Partner Status • Advisory Services
Implementations
Scope of Work
We have outlined the detailed scope of work for the Marketing Hub Enterprise Training in the
document. The details can be found on the next page.

The objective is to upskill the client’s internal marketing and operations teams through structured,
role-based training sessions on the full suite of HubSpot Marketing Hub Enterprise tools. The
program will empower the team to run scalable, data-driven campaigns, automate workflows, track
ROI, and own the HubSpot portal confidently.
Detailed Scope of work - Marketing Hub
Sessions DESCRIPTION

1. Kickoff & Portal Orientation ● HubSpot ecosystem

● Portal structure
● Permissions & roles
● Assets and tools overview

Outcome: To Understand portal structure, permissions, tools

2. Contact Management & Lists ● Contact properties

● Static vs Active lists
● Importing & deduplication

Outcome : Best practices in organizing, segmenting contacts &

Build audience-specific targeting
3. Lifecycle Stages & Lead Scoring ● Lifecycle stages
● Lead scoring setup
● MQL/SQL workflows
● Custom scoring use-cases

Outcome : To implement lead qualification framework

4. Email Marketing ● Email builder

● Personalization
● A/B testing

Outcome: Create and optimize enterprise emails

5. Forms & Progressive Profiling ● Form types

● Smart fields
● Custom properties

Outcome: Lead capture and data enrichment

6. Landing Pages & CTAs ● Templates

● Smart CTAs
● Conversion Optimization

Outcome : Build high-converting assets

7. SEO & Blogging Tools ● Content strategy
● Topic clusters
● SEO settings

Outcome : Drive organic growth through content

8. Marketing Automation (Basics) ● Workflow types

● Triggers
● Nurture Flows

Outcome: Automate marketing processes

9. Advanced Automation Use-Cases ● Lead scoring

● Webhooks
● Branching logic

Outcome: Implement complex enterprise workflows

10. ABM Tools ● Target accounts

● ICPs
● Company scoring

Outcome : Manage and track strategic accounts

11. Ad Campaign Management ● Ad tool integrations (Google, Meta, LinkedIn)
● ROI tracking

Outcome : Run and monitor paid ads within HubSpot

12. Campaigns Tool ● Campaign setup

● Asset grouping
● performance

Outcome: Organize and evaluate multi-asset campaigns

13. Reporting & Dashboards ● Custom reports

● Attribution
● KPIs

Outcome: Create actionable reports

14. Multi-touch Attribution ● Revenue attribution models & analysis

Outcome : Measure what’s working across the funnel

15. Review + Q&A + Custom Use-Cases ● Recap, Address specific queries, Live simulation

Outcome : Solidify learning, resolve real-world challenges

Post-Training Support

● 2 weeks of email-based Q&A

● Access to all training documents & recordings
● Support for internal documentation and adoption
Training Methodology
● Tailored Sessions to fit your specific needs
● Hands-on, Practical training
● Focused on Real-World Application

Delivery Materials Recorded Sessions

Our sessions are conducted Comprehensive training All training sessions are
live and virtually, allowing for materials, including recorded, ensuring that your
interactive participation and step-by-step guides and team can revisit the content
immediate feedback. reference documents, are as needed for reinforcement
provided to support the and clarification.
learning process.
Timeline & Pricing

Task Description Amount

● Deliver role-based, structured
training sessions.
Marketing Hub Enterprise ● Enable scalable campaigns,
automation, and ROI tracking. $1000
● Build confidence to manage the
HubSpot portal independently.

The timeline of the Project will be 45 days and each session scheduled in advance based on
mutual availability.
 Next Steps
1. Proposal Approval
○ Review and confirm the scope, deliverables, and commercial terms.
2. Finalize Participants
○ Share the list of team members to be trained.
3. Schedule Sessions
○ Align on preferred dates and times for each session (based on mutual availability)
4. Kickoff Session
○ Conduct the first session to introduce the Trainer and align expectations.
5. Session Execution
○ Deliver sessions as per the agreed timeline with live Q&A and documentation.
Video Reviews

More on
Hubspot Reviews

Read all reviews here

Success Stories

More on
The Linux Foundation
Challenge:
● Data privacy issues due to excessive partner access.
● No defined team structure for Sales, Project, and Marketing.
● Missing lifecycle stages, social media integrations, and tracking codes.
● Poor data quality, lack of automations, and multiple users assigned to the same contacts.

Our Solution:
● Set up team hierarchies and segmented users by role and domain.
● Built pipelines with lifecycle stages and automations for each business unit.
● Added tracking codes across domains and optimized social media targeting.

Impact:

● Improved data security and team collaboration.

● Enabled full tracking and efficient workflow automations.
● Enhanced social media reach and accurate web tracking across all units.
TATA 1mg
Challenge:
● Relied on Excel instead of a CRM, limiting visibility and tracking.
● No reporting for BDA and Sales teams, and inadequate revenue tracking.
● Client management and forecasting issues.

Our Solution:
● Established CRM with lead nurturing and conversion tracking.
● Automated revenue goals and segmented employee reports.
● Created pipelines and lead stages for effective client tracking.

Impact:

● Enhanced revenue tracking and forecasting accuracy.

● Streamlined reporting and insight into employee performance.
● Improved client management from lead to conversion.
Internshala
Challenge:
● Unsegmented lead intake from multiple channels.
● High volume of junk leads, wasting sales team time.
● No deal flows, pipelines, or defined stages.

Our Solution:
● Optimized lead channels for real-time syncing and junk lead separation.
● Built pipelines and automations for both Sales and Marketing teams.

Impact:

● Faster lead response and higher conversion rates.

● Time savings and improved sales efficiency with automations.
Augnito

Augnito is an AI-powered voice recognition platform enabling doctors to create clinical

documentation faster and more accurately. With rapid growth across healthcare networks,
hospitals, and private practices, their sales and onboarding teams needed a unified CRM that
could power better automation, reporting, and customer engagement.

Objective

● Seamlessly migrate CRM data from Salesforce to HubSpot

● Maintain complete historical activity (calls, notes, emails)
● Preserve object relationships (Accounts → Contacts → Deals)
● Enable marketing and sales collaboration using a single platform
● Improve pipeline visibility and reporting
Challenges

● Disparate data spread across multiple Salesforce objects and user

● Complex object relationships: Account → Lead → Opportunity
● Multiple activity types (notes, emails, call logs, chatter, attachments) needed migration
● Risk of data loss or broken associations between records
● Sales team resistance due to long-time Salesforce usage

Execution & Tools Used

● Salesforce Data Export: Manual + API (for activity logs)

● Data Mapping Sheet: Custom mapping for every field, object, and activity
● HubSpot APIs: For object import, association, and note creation
● Automation: Post-migration workflows for lead rotation and deal follow-ups

Results

● Achieved 100% clean migration of CRM and activity data

● Rebuilt sales pipelines with real-time deal forecasting
● Boosted CRM usability and reduced sales process friction
The Impact

● Optimized lead management and sales processes boosted conversions by 15%.

● Simplified customer onboarding and renewals, driving consistent revenue.
● Smooth transition to HubSpot, improving team efficiency by 25%.
● Centralized data management, enhancing sales and marketing collaboration.
● Automated lead nurturing, improving engagement and follow-ups.
● Clear customer segmentation, enabling more focused marketing efforts.
 Thanks!
Address

Email
[email protected]

Website
www.makewebbetter.com