Beginner
CRM Setup and Sales Automation for Small Teams
Configure a practical sales operating system using HubSpot free CRM and fictional small-team data. Practise imports, ownership, follow-up specifications, handoffs and honest reporting without depending on paid workflows. Finish with a tested CRM operating pack and maintenance guide.
2h 24m 9 lessons Beginner level
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Course content
Module 1: Design a free-first sales system
Choose a workable plan, pipeline and minimum data model.
- Choose a realistic free CRM operating model16 min
- Design stages with evidence-based entry and exit rules16 min
- Define fields, ownership and privacy boundaries16 min
Module 2: Import safely and build follow-up discipline
Pilot imports, reconcile changes and specify idempotent follow-up rules.
- Clean and map a small contact import16 min
- Run an import pilot and reconcile the result16 min
- Build reliable follow-up tasks without paid automation16 min
Module 3: Operate, report and hand over
Test handoffs, explain metrics and submit a maintainable CRM pack.
- Make handoffs explicit and test exceptions16 min
- Report pipeline health with honest denominators16 min
- Final project: deliver a tested CRM operating pack16 min