HubSpot Training by Lake One

Build your customized, strategic, HubSpot Marketing Plan in 6 Weeks

Guided, Strategic, HubSpot Marketing Planning

Get hands-on training to build a strategic HubSpot marketing plan

By the end of six weeks, you’ll have a fully documented plan to help you get the most out of your HubSpot investment, fueled by data, and grounded in your unique business processes and goals. We’ll cover:

  • How to identify your unique business needs and your buyers
  • How to translate that uniqueness into competitive and keyword research
  • How to use that result to build a content strategy to drive leads
  • How to get sales and marketing on the same page so leads are qualified and create a pipeline
  • How to set realistic goals, specific to your business, and how that drives the levers of your marketing with HubSpot


About Lake One’s HubSpot training program

For the first 5 weeks, participants will spend 1 1/2 hours in a virtual workshop with Lake One facilitators. Each week covers a topic in building your strategic HubSpot plan. Participants will be provided with workshop materials. During the workshop, Lake One will facilitate a session covering the topic including what it is, how it’s relevant to the planning process, and share tools and strategies for facilitating research and developing the topical piece of the strategy. Finally, the cohort will work with Lake One virtually to begin working on the topic, asking questions as they go. The theme for that week will be homework over the next week, with a time to ask questions in the next week’s workshop. Once each participants plan is complete, they get a one hour, one on one session with a Lake One Senior Strategist to review, ask questions, and get feedback.

The Weekly Training Syllabus

Week 1: Getting to Know Your Business & Your Ideal Customer Profiles

Training Objectives:

  • Business Over Questionnaire
  • Persona Development

Homework: complete persona worksheets and begin developing persona narratives.

Week 2: Uncover Opportunities with Research

Training Objectives:

  • Competitive Research
  • Keyword Research

Homework: Complete competitive assessment and begin gathering keyword opportunities


Week 3: Getting Sales and Marketing on the Same Page

Training Objectives:

  • Sales & Marketing Alignment 
  • Content Audit

Homework: Complete content audit


Week 4: Aligning Content with your Prospects, Business, and Data

Training Objectives:

  • Content Mapping
  • Watering Holes

Homework: Complete content mapping (existing content and net new) and begin documenting watering holes


Week 5: Developing Goals for your Plan

Training objectives:

  • Putting the plan together
  • Goal Setting & Benchmarks

Homework: Finalize the plan for week 5 review

Week 6: Plan Review and Digital Strategy Coaching Session 

Personal 1:1 hour review with Lake One Strategist

Meet the Trainers

Lake One HubSpot Trainers

About Lake One: Lake One is a Platinum HubSpot solutions partner. We help organizations with complex sales processes in B2B and Ecommerce make impactful and business-transforming changes to sales and marketing strategy, technology, and execution.

About Ryan: Ryan is the Founder and CEO of Lake One and a Certified HubSpot Trainer. In addition to driving client strategy and managing Lake One, Ryan is also a startup mentor, nonprofit board member, and frequent contributor on sales and marketing transformation topics to third-party publications including CMS Wire, Customer Think, Smart Insights, Social Media Examiner, and more.

About Rachael: Rachael is the Sr. Director of Operations at Lake One and drives client success and sales and marketing alignment. Prior to joining Lake One, she ran onboarding operations for an AdTech company acquired in 2016.

Hubspot Certifications



Register Now, Limited to Just 10 Organizations

Registration is open for Q2 2021 HubSpot Training

When:  April 14 – May 19, 2021, Wednesdays, 11:00 A.M. – 12:30 P.M. C.S.T.

Where: Virtual, Zoom

Who: If you sell B2B, want more than just HubSpot implementation but maybe aren’t ready for in need of a full-blown strategic engagement with a HubSpot Solutions Partner, this training is for you.

Cost: $5,000 per organization, up to 3 people per organization included in the registration

What’s included:

  • All course materials built from Lake One’s FieldGuide research and planning methodology
  • One, 1 hour, one on one session to review the final plan
  • A closed group with your cohort during the course to ask questions of each other and your trainers during the homework periods

Refund and Cancellation Policy

HubSpot Training Registration

  • Price:
    One time training fee charge. You will be taken to a Stripe payment processing page on the next step.

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