HubSpot Mastery

HubSpot Training

HubSpot Mastery Made Simple: The IMPACT Way

Despite its incredible popularity with businesses all over the world, few organizations have the full set of skills and understanding needed to transform their sales, marketing, and business with this incredible software. But with our one-of-a-kind HubSpot Mastery program at IMPACT, you can now fully learn the tool, implement it seamlessly, and dominate your market in ways previously unimagined.

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Jessica Palmeri, HubSpot Certified Coach, walks through everything you need to know about HubSpot Mastery.
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“Not only is it worth the investment, but IMPACT's overall customized approach and strategy to training is far superior to anything else.”
Chris Garnett
Chief Marketing & Sales Officer, PartnerMD
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“Having a partner like IMPACT who really understands not just the HubSpot platform, but what it's there to do, and who helps companies with their marketing and really comes together in a way that's just amazing.”
Steve Mindrup
Senior Manager of Marketing, Schellman
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“The training is a collaborative approach that allows for really, well-rounded knowledge of HubSpot. IMPACT tailors it to what you need to learn and what's best for your company.”
Isabelle Braeutigam
Marketing Manager, Custom Built Design & Remodeling
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HubSpot Mastery Overview

The Massive Difference Between “Using” HubSpot and “Mastering” HubSpot

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Watch the Overview

As with anything in life, a tool is only as good as the hand that wields it.

Such is the case with HubSpot. Despite its extreme popularity and seemingly unlimited features, most organizations are dramatically underutilizing the tool and its capabilities. Because of this, they’re wasting money, seeing less ROI, and falling short of their sales and marketing goals.

Frustrated with HubSpot? Tired of Not Getting the Expected Results? You’re Not Alone.

Here are just a few of the challenges we hear about from HubSpot users when they reach out to us at IMPACT:
  • You've invested significant money and resources in adopting HubSpot, but you're not seeing the expected results or return on investment.
  • Your team lacks the necessary knowledge and expertise to leverage HubSpot effectively for sustained sales and marketing performance.
  • You find it difficult to make the desired changes or customization within HubSpot due to its complex interface or limitations of the platform.
  • Your HubSpot setup doesn't align with the evolving needs of your business or the expectations of your target audience. You know it’s not right, but you just don’t know how to fix it.
  • You feel overwhelmed by the sheer volume of features and options within HubSpot, making it challenging to navigate and utilize the platform efficiently.
  • You're experiencing difficulties integrating HubSpot with your existing systems and workflows, hindering seamless data flow and productivity.
  • You're unsure how to measure and analyze the impact of your HubSpot efforts, making it difficult to optimize your strategies and justify your investment.
  • You know your sales team is falling short with their HubSpot usage, but you can’t seem to get them to fully take advantage of the tool or use it the right way.

HubSpot Training from IMPACT — A Proven Approach to HubSpot Mastery

At IMPACT, we have a deep understanding of the struggles companies experience when using HubSpot. Our unique approach to helping companies master this tool includes:
  • A Proven Framework: As a framework driven company, we don’t want you to reinvent the wheel when it comes to HubSpot mastery. Instead, allow us to teach you the methods that have worked again and again with so many companies globally, creating dozens and dozens of stunning case studies along the way.
  • Marketing AND Sales Expertise: In the HubSpot partner ecosystem, many agencies excel in marketing but lack proficiency in utilizing HubSpot's sales capabilities. At IMPACT, we stand out with our deep expertise in both areas. With our expert team, you can be confident that all departments fully benefit from the tool, ensuring optimal performance across the board.
  • Unleashing Your In-House Potential: We empower your team with the knowledge and skills to enhance your entire digital performance. Through comprehensive training and ongoing support, we ensure you can fully leverage HubSpot on your own terms. With this, you can say goodbye to reliance on external agencies and take control of your success.
Benefits & Expected Outcomes

Take Ownership of Your HubSpot Portal

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Watch the Benefits & Expected Outcomes

HubSpot is a tool for growth at your organization. But that growth can only be realized if you're fully leveraging all aspects of this powerful, all-in-one platform. Once you understand how to harness the power of HubSpot in-house, you can expect benefits and outcomes such as:

Long-Term Cost Savings

By insourcing and training the right talent in-house, you ensure that you never need to be reliant on an outsourced agency again (and you won’t need to be saddled with ongoing high monthly retainers).


Never be reliant on an agency again. When your team is correctly trained on how to use the tools, and fully leverages all areas of your HubSpot portal, you won’t need to wait around for an agency to do the work for you.

Adoption Across All Departments

Your dedicated HubSpot coach is designed to be an extension of your team. They understand the nuances of your business and work with your sales and service reps to ensure that they can properly translate their existing day-to-day processes into a new approach that actually saves time, energy, and effort across the board.

Better Communication and Collaboration

When your team is using the CRM correctly (with complete and accurate data that tracks the entire customer journey across marketing, sales, and service), leaders can have a true sense of what’s going on with customers and prospects.

Better Data, Better Decisions

With complete and accurate information at your disposal, your leaders can make data-driven decisions from up-to-date dashboards to optimize strategies, refine campaigns, and identify areas for improvement.

A Healthier Business, Built to Meet the Demand of Today's Customers

Today’s modern business not only needs to embrace modern CRM platforms, but it’s expected by today’s modern buyers who want a unified experience from initial sales conversation to final purchasing decision and ongoing customer support.

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“Our sales team now uses our CRM to learn about the client journey from start to finish. They know how to tailor their communication and the content they give to the clients.”
Isabelle Braeutigam
Marketing Manager, Custom Built Design & Remodeling
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“The benefits I saw from the HubSpot training was having the right person trained from day 1; this was extremely important for our business so we could continue to function and start innovating as soon as possible.”
Chris Garnett
Chief Marketing & Sales Officer, PartnerMD
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“Our folks got trained to do this in an ongoing manner. So we didn't have to go and engage a third party again; we had the access, the power, and the knowledge.”
Steve Mindrup
Senior Manager of Marketing, Schellman
HubSpot Services

A Flexible Program, Customized to Your Organizational Objectives, and Agile Enough to Meet the Needs of the Moment

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Watch the HubSpot Services Overview

HubSpot support at IMPACT can take many forms (and that’s by design). We know that getting the most from your HubSpot investment isn’t a “one size fits all” approach. Here are a few of the ways our team can ensure you reach your long term goals:

Onboarding & Portal Setup

You’ve decided to make the investment and purchase HubSpot so all your marketing and sales efforts can live in one space. Now, it’s time to set up your portal and onboard your team! But how can you be sure you don’t waste your team’s time, energy, effort and — more importantly — money? And how can you know that you set up your portal correctly for long term adoption?

Through a customized training program designed to meet your unique organizational needs, you’ll be guided through onboarding and configuration of each area of the tool by your dedicated HubSpot Coach. You can expect a hands-on approach to:

  • Completing standard onboard requirements to ensure HubSpot is properly connected to your existing website, new users are set up with the right permissions, and the right integrations from the HubSpot marketplace are fully leveraged to ensure all of your data lives in one tool
  • Customizing the HubSpot CRM to ensure a solid architectural foundation where all business-critical information is collected via custom properties at each stage of the buyer’s journey
  • Creating automation to ensure the right information is tied to the right CRM records and that information flows seamlessly from one area of the tool to the next
  • Setting a training schedule so that all front-line users know how to efficiently and effectively accomplish their day-to-day tasks
  • Establishing baseline reporting so that you have a solid understanding of where your marketing and sales efforts stand for your organization

The best part? Your team receives training and adoption support every step of the way so you are empowered to make changes and own your HubSpot portal in the long run. Imagine the time and money saved not spent on HubSpot support calls or waiting for an outside agency to get back to you.

HubSpot Audit & Portal Cleanup

Your HubSpot portal can be downright daunting after a few years of use. Are you using all of the features you’re paying for? How can you remove unnecessary pages, workflows, or properties without the fear of “breaking” things under the hood?

The problem with most HubSpot audits is that they are often a one-time purchase, focused on quick fixes in the moment versus establishing a more effective process for owning and optimizing your portal long term. With IMPACT’s HubSpot coaching and training, we teach you the necessary skills to audit your portal on an ongoing, regular basis. The most common areas we’ll dive into with you are:

  • Contacts
  • Imports
  • Lists
  • Mass Emails
  • Automated Emails
  • Open/Click Rate
  • Lost Contacts
  • Forms
  • Chatbots/Live Chat
  • Workflows
  • Landing Pages
  • Blog
  • Social Media
  • Ads
  • Deals
  • Activity and Tasks
  • Campaigns
  • Custom Reports and Dashboards

Once we identify your unique areas of opportunity, we teach best practices for long-term data hygiene and ongoing maintenance. Plus, we train your larger team on data collection best practices so you can avoid messy portals in the future.

Group Training/Masterminds

When it comes to mastering HubSpot skills, don’t go it alone. In addition to one-on-one support, IMPACT’s approach to HubSpot coaching and training gives you access to regular group training sessions with other HubSpot admins. These mastermind sessions create a community connection to share best practices, provide insightful feedback, and offer shared troubleshooting when things go wrong.

HubSpot CRM Setup & Training

If you’ve had HubSpot for years, but feel like the tool is being underutilized across the board, it’s time to go back to basics and reconfigure your portal for long-term success. IMPACT provides a dedicated coach who acts as an extension of your in-house team & understands your long-term strategic needs and vision for growth. With this added layer of support, your team can learn to leverage the tool and drive adoption across the organization.

Sales/Success Team Training

If you’ve struggled to drive adoption across your organization, it’s time for a more hands-on approach. We know that long-term adoption is the end goal, so we’re one of the only HubSpot Partners that provides personalized, hands-on training for your end users (not impersonal point-and-click tutorials that might be forgotten after a few months). Through interactive discussions with built-in accountability/homework, your reps can learn the tool the right way, and follow a consistent process that gathers the data your leadership needs to keep a pulse on the organization’s long-term growth.

CMS Hub Migration

Replatforming from an existing website content management system to HubSpot can be a daunting task (which is why it’s so often outsourced to the lowest-cost provider). But cutting corners to save money in the short term leads to long-term headaches and underwhelming website performance. IMPACT’s web development team offers flexible modules with an easy-to-update framework built on our HubSpot Theme purchased from the Marketplace. We can also include hands-on training and launch support to ensure that your team not only moves over to the HubSpot CMS, but also knows how to own your website in-house for the long run.

CMS Hub Website Design & Development

For more customization or additional design and development work, we offer a full suite of website design and development services. Launch your site faster with a more scalable, flexible foundation for you to build upon. After your site goes live, we continue to train your team, as well as iterate and optimize your website, so you understand how to control and update it for the long term.

ChatSpot and Other Cutting Edge Tools

IMPACT’s HubSpot coaches and trainers are responsible for staying on top of product updates, Private Betas, and cutting-edge tools in HubSpot so that you never fall behind the curve.


What Does the Process Look Like?

Book a Call with a HubSpot Coach

Start by talking to the experts upfront. At IMPACT, you won’t go through a typical discovery process with an account executive before being passed off to someone else. We want you to book a call with one of our HubSpot Coaches so that you can ask the technical questions upfront, and understand what it would be like to work with your dedicated HubSpot trainer before you sign on the dotted line.

Book a Call With an IMPACT Coach

Kickoff and Objective Setting

Once an agreement is signed, your HubSpot coach will schedule an initial HubSpot kickoff session where we’ll dive into the nitty gritty of your HubSpot setup and take a 30-thousand-foot view of your long-term organizational goals and objectives. By incorporating elements of your long-term strategic vision, we make sure we’re building a platform that will work for your current team while laying the groundwork for future growth and adoption for years to come.

Hands-on Working Sessions & Training

Once we’re on the same page for the goals and objectives we’re going after, we start hands-on training with key stakeholders on your teams. This might look like bi-weekly working sessions to configure your CRM for long-term success, mastermind sessions to learn how to leverage new automation that you’ve never had the chance to dive into before, or weekly small group training sessions with cohorts of your sales/service reps, to ensure that each rep has the dedicated time to ask questions and receive that 1:1 training that drives adoption.

Pivoting to Meet the Needs of the Moment

At no point will you be locked into a rigid roadmap. Our coaches and trainers know how to pivot to meet your current organizational needs, (but we also ensure that we keep an eye on our long-term end goals so that we don’t go down unnecessary rabbit holes).

Meet the Team

Our Trainers Have Over 25+ Years of Combined HubSpot Experience

IMPACT’s team of HubSpot Certified Trainers have a long track record of training HubSpot clients on how to maximize their investment in the tool. With more than 25+ years of combined HubSpot experience, they’re fully certified and accredited to tackle any technical challenge or internal alignment struggle at your organization.

Our team of in-house experts regularly connect with go-to market strategists and product managers at HubSpot to provide feedback on their upcoming product roadmaps. The team has also been featured at INBOUND, and often collaborates with HubSpot Academy professors on new educational content to ensure that all HubSpot users have a chance to grow in their knowledge and understanding of the tool.


How Much Do HubSpot Services Cost?

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How Much Do HubSpot Services Cost?

The cost of your investment will depend on what your specific needs are. In addition to the monthly investment, there is a setup fee at the beginning of our engagement. However, it's important to note that this setup fee includes tickets to in-person They Ask, You Answer events, as well as an IMPACT+ for Teams membership. This membership provides access to a comprehensive suite of courses and training tools that our coaches utilize during the coaching process.


HubSpot Training

Our HubSpot training programs are designed to meet your needs. Your project's size and scope will impact your program's total cost, but on average, you can expect to invest a minimum of $5,000 per month for stand-alone HubSpot coaching and training with us. Larger organizations, particularly those seeking hands-on training with a large team of sales/service reps, generally invest between $10,000 and $15,000 per month. Your cost will depend on your specific requirements and the scale of your operations. We’ll be able to determine that with you when we talk.


HubSpot Training with They Ask, You Answer Mastery

HubSpot Training is also leveraged in our broader coaching and training framework, They Ask, You Answer Mastery. This program dives much deeper into training your team on content, video, sales and more.

The average cost of taking the more all-encompassing approach to your marketing and sales efforts is $10,000 per month. Some invest more, some less, depending on their specific requirements and the scale of their operations, but the goal of this program is to interweave the best HubSpot tactics and training with the proven long-term strategic results of the They Ask, You Answer framework.


HubSpot CMS and Custom Website Development

We also recognize the need for focused training and implementation on the HubSpot CMS. For custom website work, you’ll engage with our team of Web Strategists to create an easy-to-use website that better educates prospects and continuously drives results for your traffic, leads, and sales.

For HubSpot CMS and Custom Website development, a typical client will invest $50,000 to $120,000+ on the Website Mastery program over 8-12 months.

This range includes your initial website strategy, design, and development, as well as your ongoing training and optimization for the 8-12 months you’re with our Website Mastery team.

“It really was a no-brainer.”

“The meeting cadence over time was really invaluable in terms of helping our folks think differently and how we approached HubSpot. We're building experiences that really resonate with our clients.”

Steve Mindrup, Senior Manager of Marketing, Schellman
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“You'll see a return on this, as long as you continue to be invested and present.”

“Since making the investment to be in HubSpot training, we've really been able to push our sales team and bring value to their roles. It's not just something they're doing because they have to do it; it's something that brings value to their conversations with clients.”

Isabelle Braeutigam, Marketing Manager, Custom Built Design & Remodeling
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“The value that we've seen from our training really comes well before, because we've been great partners with IMPACT for years.”

“When I had to modify the organization to create a new role, IMPACT was right there, and they continued to check in even after the training.”

Chris Garnett, Chief Marketing & Sales Officer, PartnerMD
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  • Custom-Built-Logo

  • PartnerMD-logo

Are We Right for You?

Is IMPACT Really the Right HubSpot Coach for Me?

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Watch Are We Right For You

We quickly admit at IMPACT we’re not the right fit for every company that approaches us. In fact, if we feel there isn’t a match when our team talks with yours, we’ll be the first to let you know. That being said, here’s how you can know if we’re a potential fit:

  • If you truly want to master HubSpot in-house with your own team, and not just rely on an agency to use the tool for you, then we might be a great fit for you.
  • If you enjoy working with a coach that will hold you to a higher standard and push back when necessary, then we might be the right fit for you.
  • If you want your entire organization to embrace HubSpot, especially your sales team (and you’re willing to do the work to make this a reality), then we might be a great fit for you.

Results & Success Stories

IT Company Learns to Track the Data That Matters

Schellman is a Florida-based company that offers IT compliance services.

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The team at Schellman already knew IMPACT. After all, it was IMPACT’s web design team that had built and launched their new website. This new site came with a slew of features to collect and analyze user data. And the Schellman team wanted to learn all they could.



The modern marketer is swimming in data. The hard part is paying attention to the right metrics so you can make better decisions. With IMPACT’s help, Schellman’s marketing and sales team started diving into advanced data reporting in HubSpot, utilizing the tools more than they ever had in the past.


Today, the team is empowered to track, analyze, and act on data that it collects itself. Instead of paying an agency to generate reports, they learned to generate the reports themselves. They can spot changes, anticipate trends, and update their site accordingly — all without having to call for agency experts.

Home Services Firm Gets Its Salespeople The Data They Need

Custom Built Design & Remodeling is a Michigan-based custom home remodeling contractor.

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Custom Built Design & Remodeling had been a HubSpot company for a while. Like a lot of other businesses, that meant they paid each month for a powerful tool — and then only used 10% of it. They knew there was more they could get out of HubSpot, but they didn’t know how.



The team’s first impressions of HubSpot training were resoundingly impressive. The trainings were fun, interactive, high-energy, and richly valuable. The goal was always the same: Train the Custom Built team so they became HubSpot experts, ready to implement what they learned — and also to explore and experiment on their own.


Today, HubSpot is the single source of truth at Custom Built. Marketers, sales reps, and company leaders can all use the portal to track the numbers that matter. When a buyer reaches out to the sales team, they can see exactly which pages that buyer has visited, making each sales conversation richer and more personalized.

IMPACT Helps Health Services Company Find Its Missing Piece

PartnerMD is a concierge health provider.

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The PartnerMD team knew that the HubSpot CRM was vital to the company’s growth, but it lacked an in-house expert who could help them get more out of the platform. This meant they weren’t getting all the data they could from HubSpot.


PartnerMD came to IMPACT with two questions: Can you help us find the right digital marketer to fit our team, and can you help train us all to be HubSpot experts? PartnerMD trusted IMPACT to understand their unique business.


In a short time, PartnerMD had the right person on board — and a training regimen to get the whole team up to speed on HubSpot. The new digital marketer was soon spotting issues early so the team could pivot and act. And with everyone learning together, HubSpot became the single source of truth for the whole company.

  • Schellman

  • Custom-Built

  • PartnerMD-Logo

How To Get Started

Take the First Step to HubSpot Mastery

Whether you’re absolutely positive you want to work with IMPACT, or still debating, there’s no need to overthink it. Have a free coaching session with one of our trainers today. If at that time you like what you see, we can then proceed forward with what a long-term relationship might look like.

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What to Expect On Your Call with an IMPACT Coach
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Courses & Additional Insights

Get a Feel for Our Content and Our People with These Free Resources

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Frequently Asked Questions

You Ask, We Answer

Who is IMPACT? Who is IMPACT?
What is IMPACT+? What is IMPACT+?
What countries does IMPACT work with? What countries does IMPACT work with?
What happens if I’m not satisfied with the service? What happens if I’m not satisfied with the service?
Does IMPACT work with marketing agencies? Does IMPACT work with marketing agencies?
My business is unique, how can I know your services will work for me? My business is unique, how can I know your services will work for me?