Your Guide To HubSpot Success
Sharpen your skills with our self guided HubSpot Academy lessons.
Whether you need support for a new HubSpot implementation or need guidance after inheriting a messy portal, our lessons will build your HubSpot confidence within 90 days. Lessons are self guided, at no cost, so that you can execute HubSpot changes at your own pace.
Are you new to HubSpot? Click HERE
Are you a sales professional who just inherited HubSpot? Click HERE
Are you a marketing professional who just inherited HubSpot? Click HERE
Why HarvestROI?
HarvestROI is a 4x accredited Diamond tiered HubSpot Solutions Partner specializing in HubSpot Growth Suite implementations, HubSpot onboarding, RevOps, optimizations, and CRM migrations for startups and fast scaling companies.
Our range of services includes solutions for any business intending to leverage HubSpot and its AI toolset for improved operations and revenue growth.
Your first 90 days with HubSpot, mapped out.
A structured rollout framework built on the RevOps Hierarchy of Needs™.
From data foundation and team alignment to dashboards that drive decisions, not debates.
Walk away with a clear leadership vision, trusted reporting, and an experimentation cadence tied to your North-Star KPI.
Who is this for?
CROs, CMOs, Heads of RevOps, and any leader accountable for making a new HubSpot investment pay off.
What you'll learn
- How to prioritize your HubSpot rollout using the RevOps Hierarchy of Needs™
- How to build a foundation that earns trust: clean data architecture, shared definitions, clear handoffs, and role-based enablement.
- How to build dashboards that trigger action and run a 90-day cadence tied to a single North-Star KPI.
You inherited a portal. The pipeline is a mess.
This lesson gives you a 90-day triage framework to stabilize it
Walk away with a clean pipeline, a team operating on proof instead of optimism, and a forecast leadership actually trusts.
Includes a Survival Kit Workbook so execution starts on day one.
Who is this for?
VPs of Sales, Sales Directors, Sales Ops leaders, and any sales leader who just inherited a HubSpot portal they didn't build.
What you'll learn
- How to audit and purge your pipeline so the mess doesn't rebuild itself.
- How to enforce deal-stage exit criteria so deals don't advance without evidence.
- How to replace dozens of legacy dashboards with a single Pulse Check dashboard that measures what actually matters.
You inherited a portal. The database is full of ghosts.
This lesson gives you a 90-day triage framework to stabilize it.
Walk away with a clean database, a lead handoff sales actually trusts, and three numbers that prove marketing's impact in dollars.
Includes a Survival Kit Workbook so execution starts on day one.
Who is this for?
VPs of Marketing, Marketing Directors, Demand Gen leaders, and any marketing leader who just inherited a HubSpot portal they didn't build.
What you'll learn
- How to audit and purge your contact database so deliverability stops bleeding.
- How to fix the marketing-to-sales handoff so leads are defined by intent and qualification, not volume.
- How to replace vanity dashboards with a single Revenue Bridge report that ties every campaign back to closed revenue.
The Team Behind Our Lessons
Inside These Lessons
- Short, executive-level, video modules without any fluff.
- A detailed workbook that will accompany you throughout the lesson.
- A realistic 90-day rollout plan with clear owners and milestones.
- HubSpot mapping tips to translate the framework into CRM objects, pipelines, and reports.
Rather Not Go At It Alone?
The framework gives you the roadmap. But if your portal complexity or team bandwidth demands more firepower,
Our RevOps specialists can step in and execute it with you. Book a discovery call today.
