HubSpot for Marketing Teams
Build confidence with the tools, records, and processes your marketing team uses every day.
Clear, useful marketing operations instruction your team can put into practice right away, without the agency jargon.
Tell us what you want to accomplish, your experience level, and how quickly you want to move. The guided planner will create a practical learning path for you.
Start with a free three-page worksheet featuring instructions, a worked example, planning space, and a completion checklist. Download a printable PDF or an editable text version for any of the eight topics.
Download all eight worksheets: complete 24-page workbook (PDF) ↓
Build confidence with the tools, records, and processes your marketing team uses every day.
Plan, clean, map, and validate contact data before it reaches your CRM.
Create a scoring foundation sales and marketing can understand, trust, and improve.
Design reliable automation and test every enrollment, branch, action, and exit.
Understand the systems, processes, data, and reporting that keep marketing moving.
Set practical standards for ownership, quality, access, naming, and maintenance.
Define who owns each lead, when it moves, and what happens next.
Turn your mission, events, and weekly moments into a manageable content plan.
For practitioners and small teams with time to implement. Start with a free preview, then ask about the full toolkit or live guidance.
Plan, clean, map, and validate a contact import. Price: $29. Contact our team to purchase the workbook.
Download the free import starter →Build a repeatable review of data quality and ownership. Price: $49. Contact our team to purchase the toolkit.
Ask about the audit toolkit →Bring a practical operations challenge to a guided session. Public workshops are listed at $49 per attendee; ask about the next available topic and date.
Ask about a workshop →If your CRM needs a defined cleanup or your team needs an expert review, explore consulting with 360 Marketing Solutions.
Scope a Clean CRM Sprint →Turn practical marketing operations knowledge into reusable resources you can put to work right away. Ask our team about product availability, the right version for your needs, and how to purchase. Free starter worksheets are available above.
Learn alongside other professionals, bring focused instruction to your team, or get direct one-on-one guidance.
Focused live instruction for individual attendees.
$49per attendeeAsk about workshopsPractical training tailored to your organization.
$1,500per workshopPlan team trainingGuided learning, application, and peer support.
$750per participantAsk about the cohortDirect help for your specific marketing operations challenge.
$175per hourRequest an advisory sessionChoose the level of access and guidance that fits your work. Save with annual billing and move between plans as your needs grow.
For prospects and beginners
For individual marketers and small-business owners
$390 annually, two months free
For marketing operations professionals and consultants
$990 annually, two months free
For growing marketing and sales teams
$2,990 annually, five seats included
Ask our team to confirm current pricing, included resources, access, and delivery details before making a purchase.
Discuss membership options →Pick a practical topicStart with the challenge your team needs to solve now.
Choose your formatLearn independently with a download or book a live team workshop.
Put it into practiceUse clear prompts, checklists, and action steps in your real workflow.