Tech Smart Boss

How to Successfully Set Up HubSpot CRM (The Tech Smart Boss Way)

$497 $97 Early Enrollment Discount

Have you reached the point where you need a centralized place to track customer activities, emails, and opportunities? You don’t have the pay an arm and a leg for a powerful business CRM. I’ll show you how to use the free HubSpot CRM to help take your business to the next level.

In this course, you will learn from beginning to end how to set up HubSpot CRM from the point of view of an entrepreneur who actively uses it every day. This course is designed with the business owner in mind and you don't need to be an IT expert. Just follow the video instructions to configure and successfully use HubSpot CRM for your business.

Check out the Course Outline Below

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Successfully Implement HubSpot CRM For Your Business Process

As a business owner I struggled for years to get my team to use my CRM. All while paying large software fees and admin costs to keep it working. I switched to HubSpot CRM and now everyone is using it and the cost is a fraction of what it used to be. I’ll show you how to do it with step by step instruction. 

In this course you will learn not only how to configure HubSpot CRM, but also get real world tips on how to configure it to work with your business processes. We'll discuss our recommended best practices, integrations and how to ensure your sales team is on the same page with your desired business sales processes. 

Course Outline

Over 3 hours of video and audio content delivered from an entrepreneur's experience using HubSpot CRM on a daily basis. Learn best practices combined with step-by-step tactical execution so you can make the most of the Dashboard, Contacts, Companies, Tasks, Deals, Sales Tools, and most importantly integration via Zapier.

Hubspot CRM - Getting Signed Up and Overview

Signing Up and Overview (Free Preview)

Signing up is easy but we'll walk you through the process and give you a high-level overview of the features included in the free version.

Hubspot CRM Couse Thumbnail  - Importing Contacts

Importing Contacts

One of the most important things to do if you are migrating from an existing CRM. Hint: We show you how to take baby steps to test before you import.

Hubspot CRM Couse Thumbnail - Importing Contacts w Custom Properties

Importing Contacts w/ Custom Properties (Free Preview)

The out of the box import template assumes you don't have a lot of existing data on your contacts. We show you how to import and keep that critical info.

Hubspot CRM - Company Import

Importing Companies w/ Custom Properties 

Companies will be automatically created from your contacts but you may have some custom fields you wish to add. We show you how.

Hubspot CRM - Import Deals

Importing Deals

If you are migrating from an existing CRM (even a notepad), you can import your deals if you plan carefully. We cover this here.

Hubspot CRM - Creating Properties

Creating Custom Properties

Not all custom properties will be created from an import. We show you the process after you've got your data loaded or if you're starting fresh.

Hubspot CRM - Property Default Widgets

Configuring Default Property Widgets

You want your team to be on the same page when it comes to your sales process. Setting up the default property widgets is essential.

Hubspot CRM - Setting up Views

Setting Up Team Views

Having a set of team views is another way to make sure everyone is on the same page. This module shows you how. 

Hubspot CRM - Tasks

Getting Started With Tasks (Free Preview)

The most important part of the CRM for me, a proper task strategy ensures no customer leads fall through the cracks.

Hubspot CRM - Task Queues

Task Queues

A great feature to stay very productive and effcient getting a task or call list finished. We show you how to use it.

Configuring Deal Stages (Coming Soon)

A critical step to make sure your pipelines and deal stages align with your business sales processes.

Creating Deals (Coming Soon)

Never let an opportunity go untracked when you leverage the deals section of HubSpot CRM.

Hubspot CRM - Settings Overview

Settings Overview

There's a lot of settings you can tweak to turn on and off functionality. If we haven't covered it in another module, we touch on them here.

Hubspot CRM - Creating Users

Adding Your Sales Team

If you have a sales team of more than one you have to invite everyone to the party. We show you how and adding users is free too.

Hubspot CRM - Email Setup and Usage

Email Setup and Usage

Email integration with Google Apps or Office 365 is perhaps the most valuable feature in HubSpot CRM. We show you how to do it.

Hubspot CRM - Dashboard Setup

Dashboard Setup (Free Preview

Stay on top of your team and your sales metrics with the out of the box dashboard. We cover what is included in the free version of HubSpot CRM.

Notifications (Coming Soon)

Part of the free Sales plug-in and very powerful to track who is opening your emails. With the upgrade to Sales Pro you can track unlimited emails.

Templates (Coming Soon)

Out of the box you get 5 templates for free. We show you how to use this powerful feature.

Documents (Coming Soon)

Out of the box you get 5 documents free. We cover how this works.

More (Coming Soon)

Our plan is to continue to add more on the Sales Pro features, 3rd party integrations, and other modules as requested by our students. Remember you get all new modules included with your enrollment.

Take a Look At Free Previews

I think this course will really help your business get the most from HubSpot CRM, but don't take my word for it, click here to see 4 free course videos

To see the entire course curriculum click here.  

Hubspot CRM Free Training

Frequently Asked Questions

How is this different than the Hubspot Academy training which is free?

HubSpot gives you access to lot of great knowledge articles and a course in HubSpot CRM that you should definetely take advantage of (go here - This course is taught from the perspective of an actual entrepreneur who leverages HubSpot CRM everyday and focuses not just on the set up of HubSpot CRM but how a business can configure it to their sales process via integrations and custom properties. This course also provides some real world use cases to give you ideas on how you can leverage HubSpot CRM in your business.

How long do I have access to the course materials?  

With your one-time enrollment cost you get lifetime access to the course materials and any future updates or additions to the course. 

What if I don't like the course?  

We have a 30-day money back guarantee, no questions asked. If you don't see the value in this course, anytime within the first 30 days after purchase simply let us know you want a refund and we will refund your price paid. No refunds will be granted after 30 days, but that should be plenty of time, right?

Will I have the ability to talk to a live person and ask questions?  

Yes, you'll be able to email the course instructor with any questions. Since we are not affliated with HubSpot, sometimes the answer may be that you have to contact HubSpot support, but we'll do our best to help you. We will also have a private members only group where you can ask questions to all our students and the instructor. Finally, we'll have a few Live Sessions for student "office hours" and special topics.

Do you work for Hubspot?  

No, the only relationship I have with Hubspot is as a customer. I was a HubSpot Marketing Enterprise customer for many years, and participated in the HubSpot CRM Beta and have been using it since. My passion with Tech Smart Boss is to help other entrepreneurs leverage free and affordable technology to grow their business and HubSpot CRM is part of my Tech Smart Boss tech stack so I decided to teach others how to get the most from it.  

Is this class open to International students?  

Yes, but the course is provided in English only.

Can I get a multi-student discount?  

Yes, please contact us at

Do you have an affiliate or reseller program?  

Please contact us at