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Exclusive Workshops for PYB Customers

Stay ahead with industry-leading workshops designed for your growth.

HubSpot CRM
Workshop
Sales Hub
Workshop
Marketing Hub
Workshop
Customer Service
Workshop
Breeze AI
Workshop

HubSpot CRM (fundamentals)

Customers get access to exclusive training courses, including:

Coordinated

  • Sales, marketing and customer service jiving together
  • Ensure all existing customers are treated like Customers
  • Generate opportunities through cross team collaboration
  • Spot churn risks quickly… and do something about it

Alignment

  • Create a seamless handoff process after ‘sale’
  • Marketing and Sales working together ‘as one team’
  • Customer Service aligning with team processes

Allocation

  • Marketing working with Sales to define MQL/SQL definitions
  • The ‘right leads and tickets’ being routed correctly
  • SLAs for sales and customer service
  • How connecting your Inbox gives you 'lead intelligence'
  • Loads more hints and tips

North Star

  • Key metrics for each of the teams:
    • Volume of SQLs for Marketing team
    • Number of Opportunities/week for Sales
    • Hitting SLAs for Service Teams - and quality feedback scores
  • Discover the connection between Contacts, Companies, Deals, Tickets
  • How to create and use 'filters'
  • How connecting your Inbox gives you 'lead intelligence'
  • Loads more hints and tips

Running scenarios

  • Current vs. Desired behaviours - written into an ‘Internal Charter’
  • Case studies and practice sessions
  • Next steps and behavioural commitments

HubSpot Sales Sequences Workshop

Coaching your team to use the tool even better

A/B Testing

  • Learn the basics of HubSpot in 60 mins
  • Discover the connection between Contacts, Companies, Deals, Tickets
  • How to create and use 'filters'
  • How connecting your Inbox gives you 'lead intelligence'
  • Loads more hints and tips

Editing

  • Learn the basics of HubSpot in 60 mins
  • Discover the connection between Contacts, Companies, Deals, Tickets
  • How to create and use 'filters'
  • How connecting your Inbox gives you 'lead intelligence'
  • Loads more hints and tips

Shotgun vs Rifle

  • Learn the basics of HubSpot in 60 mins
  • Discover the connection between Contacts, Companies, Deals, Tickets
  • How to create and use 'filters'
  • How connecting your Inbox gives you 'lead intelligence'
  • Loads more hints and tips

Radar

  • Learn the basics of HubSpot in 60 mins
  • Discover the connection between Contacts, Companies, Deals, Tickets
  • How to create and use 'filters'
  • How connecting your Inbox gives you 'lead intelligence'
  • Loads more hints and tips

Amplification

  • Learn the basics of HubSpot in 60 mins
  • Discover the connection between Contacts, Companies, Deals, Tickets
  • How to create and use 'filters'
  • How connecting your Inbox gives you 'lead intelligence'
  • Loads more hints and tips

Marketing Hub Optimisation Workshop

Generate quality leads, for less cost

ROI

  • Review ROI dashboards together as a team
  • Understand system configuration issues
  • Deep dive into LinkedIn and Google Ads data
  • Compare with successful client case studies 

Reorder

  • Learn how to analyse marketing data across the HubSpot platform
  • Aggregate assets into meaningful campaigns
  • Learn new features and functionality between ‘hubs’

Playing a game

  • Learn how to optimise LinkedIn Ads
  • Learn what’s not working with your Google Ads, and change it
  • Learn how to better influence your results

Sample

  • Watch and quickly learn whether live campaigns are working
  • Learn new ways to take your message to market
  • Spend less money on an initial testing

Scheduling

  • Combine sales and marketing outreach
  • Analyse and discover ‘time based’ communication
  • Optimise based on platform and device

Customer Service Workshop

Create loyal customers and retain revenue

Cumulative and churn

  • Spot churn risks early and flag to sales
  • Higher level SLA for VIP customers

Course correction

  • Collect data around ‘issues’ effectively
  • Feedback to department lead to resolve problems ar source

Build a moat

  • Your Brand is your moat - and every touchpoint matters
  • Create agreements as to ‘how to resolve’ test case scenarios

Retention/loyalty

  • Discuss sentiment in an honest way
  • Generate small ways to make the customer feel they win

Cloning

  • Create an environment of mutual learning
  • Knowledge sharing through team best practice

HubSpot’s Breeze AI Adoption Workshop

The latest tools and techniques

Discovery

  • Introduction to HubSpot AI capabilities
  • Exploration of your current AI use
  • Roadmap for ‘tools application’ across the teams

Agents

  • Introduction to Agent Builder
  • Generation of AI agent ideas
  • Initiation of building your own agents

Co-pilot

  • Performance test of Co-Pilot on existing HubSpot data 
  • Application of Co-Pilot for Sales, Marketing and Customer Service teams

Enrichment

  • Access to up to 300,000+ target accounts
  • Learn the key data points that will influence behaviour

Signals

  • Learn your best ‘Breeze Intelligence’ configuration
  • Learn how to ‘read’ intent data
  • Increase data signals through ‘new and advanced’ tool kit
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