HubSpot Set Up, Training & Support Program
Simplify Your Sales Systems. Streamline Your Team. Scale Your Results.
If your team is still juggling sticky notes, spreadsheets, and endless follow-ups, it’s time to put your sales process on autopilot.
Our HubSpot Set Up, Training & Support Program was designed specifically for wholesale vendors and sales reps who sell to retail stores — giving you a done-for-you system to manage customer relationships, track activity, and grow sales without the chaos.
Sales reps and agencies using HubSpot Starter
Who It’s For?
Perfect for:
Vendors ready to onboard new reps fast
Teams who want a simple, clear, and repeatable process for managing customers and growing orders
What You’ll Get Inside:
Customized HubSpot Set-Up
We build your HubSpot around your exact sales process:
MarketTime Customer List Set-Up for import
Contact, Company & Property Imports — done right from the start
Custom Fields like territory, rep owner, and customer category
Role & Permission Setup for your team
Email/Calendar Integration + Mobile App Installation
You’ll have a system tailored to your business — not a cookie-cutter template.
HubSpot Basic Training: Group Coaching Call
A hands-on session covering:
Logging calls, emails, meetings & notes
Creating & tracking tasks and follow-ups
Managing contacts & companies daily
Using the mobile app at shows and on the go
You’ll have a system tailored to your business — not a cookie-cutter template.
Daily HubSpot Habits we’ll help you build:
Log every customer interaction
Start each day with your task review & activity feed
End each day with quick updates & notes
These simple habits turn HubSpot into your team’s sales command center.
8 Weekly Coaching Sessions + Live Q&A
Each week we’ll go deeper into the tools that make reps more productive and accountable:
Reports & Filters: Find your top customers instantly
Task Management: Create, complete, and automate reminders
Data Hygiene: Keep customer info clean and organized
HubSpot App Mastery: Daily and show usage made easy
Email Templates & Marketing Emails: Communicate like a pro
AI Tools: Automate your summaries and save time
This isn’t a one-time setup — it’s a full transformation of how your sales team works.
Plus, Access Our Online Training Library
You’ll get 24/7 access to our library of basic HubSpot training videos, so your reps can revisit lessons anytime.
Valued at $6,000 per sales rep.
Why It Works
We don’t just “set it and forget it.”
We train your team to use HubSpot every day — in real-world sales situations. From pre-show prep to post-show follow-up, your reps will know exactly how to track, follow up, and close more business with less effort.
The Result
✅ Clean, accurate data
✅ Streamlined workflows
✅ Reps who actually use HubSpot daily
✅ Managers who see what’s really happening in the field
Your team won’t just have HubSpot — they’ll actually use it to sell smarter.
ENROLL TODAY!
Learn exactly how the HubSpot Set Up, Training & Support Program can help your team work faster, sell smarter, and close more business — all in one place.
(No tech overwhelm. No guesswork. Just clarity, structure, and support.)