Section 1
Sales Training
Learn the UBH way of working HubSpot — setup, daily habits, prospecting and pipeline discipline. Your progress is saved to your account in the Success Center.
Training modules
Work through them in order, or jump to what you need.
- Module 1
Get Set Up
Connect Gmail, Google Calendar and the Chrome extension.
6 steps0 of 6 complete - Module 2
Start Your Day
Use the Sales Workspace to review new contacts, tasks, meetings and follow-up activities.
4 sections0 of 4 complete - Module 3
Work a Prospect
Review contact history, communicate with prospects, record notes, schedule follow-up and use Breeze AI to prepare and draft faster.
9 sections0 of 9 complete - Module 4
Creating & Managing UBH Sales and Deals
Learn how to start a UBH sale from a HubSpot contact, complete the required information in the UBH account portal, and review the resulting deal in HubSpot.
10 sections0 of 10 complete - Module 5
Contact Status & Automated Follow-Up
November 2026: qualification questions, how Contact Status is set (replaces Lasso Rating) and the automated email schedules.
1 section0 of 1 complete
Five Daily Habits
Do these every day and HubSpot works for you instead of against you.
- 1Review your Sales Workspace every morning.
- 2Respond to new contacts promptly.
- 3Log meaningful prospect communication.
- 4Keep contact and deal information current.
- 5Always create the next follow-up task.
“Preparation creates confidence. Consistent follow-up creates results.”
Setup checklist
Seven short steps. Most agents finish in under an hour.