Creation of a CRM Training Course
Skills Used
Instructional Design, Curriculum Development, and Presentation Skills
Content Expertise, Educational Psychology, and Technical Proficiency
Project Management, Assessment, and Feedback Incorporation
My Role
While working as the Marketing Operations Manager at BubbleUp, I identified a need for training materials to be created so that the entirety of the BubbleUp team could learn how to properly utilize their new CRM. I was both the sole implementer and strategist for this project.
There were three departments needing individual training in order to make the most out of HubSpot, so I created a series of training modules for each department including resources, links, templates, videos, and examples of efficient records.
Below you will find examples of the training modules and import templates I created for the Marketing department. Please note: any identifying information and links to internal processes have been removed or blocked from view.
Training Modules
Click each Module image to open the accompanying PDF.
Module 01
Intro + Setup
Module 02
Teamwork
Module 03
Data Flow
Module 04
Create Records
Module 05
Import Basics
