🎓 GUIDED COURSE •

HubSpot for non-HubSpot people

Learn HubSpot as a Customer Value Platform — the unified system that helps you and your business grow better.

✓ No HubSpot experience needed
✓ 7 modules
✓ 20 lessons

💡 What You'll Achieve

→ Understand why "leads" thinking limits your growth
→ Know the four views that unify your customer data
→ See how customers actually become champions
→ Identify which HubSpot objects matter most
→ Configure objects for unified customer intelligence
→ Apply real-world patterns to your business

Course Content

1
MODULE 1

The Customer Value Platform

1.1

The CRM Problem

Why most businesses struggle with customer data

5 min read
1.2

The Customer Value Platform

A better way to think about HubSpot

6 min read
2
MODULE 2

The Four Unified Views

2.1

Unified Customer View

Who are these people, really?

7 min read
2.2

Unified Revenue View

What's the commercial reality?

7 min read
2.3

Unified Business Context

What intelligence do we have?

6 min read
2.4

Unified Team Enablement

How do we work together?

6 min read
3
MODULE 3

The Value Path

3.1

Beyond Leads

Why the funnel fails

5 min read
3.2

The Eight Stages

From Audience to Champion

10 min read
4
MODULE 4

See It In Action

4.1

Meet Sarah Chen

Setting the stage

3 min read
4.2

Four Views Theater

Interactive Experience

Interactive journey experience

15 min interactive
4.3

What Did You Notice?

Reflecting on the journey

5 min read
5
MODULE 5

Native HubSpot Objects

5.1

Core Objects

Contact & Company

6 min read
5.2

Engagement Objects

Calls, Emails, Meetings, Notes, Tasks & More

7 min read
5.3

Revenue Objects

Deals, Quotes, Products, Payments & More

8 min read
5.4

Delivery Objects

Services, Projects, Deliverables & Orders

6 min read
5.5

Content & Service Objects

Courses, Listings, Signals & Tickets

5 min read
5.6

Try the Record Builder

Interactive Experience

Configure objects interactively

10 min interactive
6
MODULE 6

Apply What You Learned

6.1

Common Use Cases

Patterns that work

8 min read
6.2

Your Next Steps

Where to go from here

4 min read
7
MODULE 7

Course Assessment

7.1

Final Assessment

Quiz

15 questions covering key concepts

10 min quiz

Ready to Begin?

Start with the first lesson and work your way through. Each lesson builds on the last, giving you a complete understanding of HubSpot as a Customer Value Platform.

Start Lesson 1
🎓

Earn Your Badge

Complete all lessons and pass the final assessment to earn your Customer Value Platform Foundations badge.