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 your email, calendar and Outlook.
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
Manage Your Pipeline
Work the UBH Sales Pipeline and keep stages, probabilities, outcomes and next steps accurate.
3 sections0 of 3 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.