HubSpot Webinar Series: Five Days, Five Fixes
Live, 45-minute sessions built from real HubSpot rebuilds, not slides. September 21 - 25, 12:00 - 12:45 PM ET.
Five common HubSpot problems, five live sessions, one week. Each session takes a real build: a portal audit, a list rebuild. a forecasting rollout, a recurring-services process, a specialty pipeline, and walks through exactly how we'd fix it. No theory slides, no generic best-practice list. Register for the ones that hit closest to home, or all five.
Jump to a session:
Mon 9/21 - The Portal Cleanup
Tue 9/22 - Lists and Segments That Don't Rot
Wed 9/23 - A Forecast Your Team Actually Trusts
Thu 9/24 - Turning Repeat Customers Into a Repeatable Process
Fri 9/25 - HubSpot Beyond the Obvious
Webinar 1 - Monday, September 21 - 12:00 - 12:45PM ET
The Portal Cleanup: What Years of HubSpot Debt Look Like (and How to Fix It)
Every portal that's been alive for a few years carries debt, duplicate properties, workflows nobody remembers building, lists that quietly stopped updating. We'll walk through a real portal audit live and show exactly how to triage it: what to fix first, what to leave, and what to rebuild from scratch.
What you'll walk away with:
How to spot debt before it costs you: duplicate properties, dead workflows, orphaned lists
A repeatable triage method for cleanup, not just a one-time checklist
Where to start if you inherited a portal you didn't build
Webinar 2 - Tuesday, September 22 - 12:00 - 12:45PM ET
Lists and Segments That Don't Rot
Lists are easy to build and easy to forget. A year in, most portals have a graveyard of one-off segments nobody remembers the purpose of. We'll rebuild a folder and list structure live and show what actually keeps segmentation accurate months later.
What you'll walk away with:
A folder and naming structure that still makes sense past 50 lists
How to tell an active list from digital clutter
What to archive versus rebuild, and how to decide
Webinar 3 - Wednesday, September 23 - 12:00 - 12:45PM ET
A Forecast Your Team Actually Trusts
A lot of HubSpot forecasts get built once and ignored forever, because nobody trusts the number. We'll walk through a real forecasting rollout and show what it actually takes to get a sales team to believe the dashboard instead of arguing with it in the meeting.
What you'll walk away with:
Why most HubSpot forecasts lose the room's trust
The setup behind a forecast number people stop arguing with
What to fix first if forecasting is already live but nobody uses it
Webinar 4 - Thursday, September 24 - 12:00 - 12:45PM ET
Turning Repeat Customers Into a Repeatable Process
Repeat business is great until it's running entirely on memory and goodwill. We'll build a recurring-services process live, from a real client engagement, and show how the pieces: properties, pipeline stages, automation, connect into something that runs without you having to remember it.
What you'll walk away with:
Why most HubSpot forecasts lose the room's trust
The setup behind a forecast number people stop arguing with
What to fix first if forecasting is already live but nobody uses it
Webinar 5 - Friday, September 25 - 12:00 - 12:45PM ET
HubSpot Beyond the Obvious: Specialty Builds for Unusual Business Models
HubSpot's defaults assume a fairly standard sales funnel, and plenty of businesses don't run that way. We'll close the series with a real specialty build, a grant pipeline rebuilt inside HubSpot, and show what it takes to bend the platform toward a business model it wasn't originally built for.
What you'll walk away with:
When to break from HubSpot's default sales-funnel assumptions
A real example: running a grant pipeline inside HubSpot
How to tell if your business needs a custom build instead of a standard one
Can only make some of them?
Register for whichever sessions fit your schedule, there's no need to commit to all five. Can't make one live? Register anyway. Recordings for the full series go out to everyone the week after, so you won't miss the content either way.
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