HubSpot Marketing Software study plan

HubSpot Marketing Software · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Inbound Marketing Fundamentals

Define inbound methodology stages (attract, engage, delight) and map each stage to the HubSpot tools that support it
Distinguish inbound from outbound tactics and identify content types that serve each buyer-journey stage
Explain the flywheel model and articulate how friction and delight affect customer retention
Build a one-page glossary of core inbound terms you can review before the exam

A one-page inbound glossary plus a buyer-journey-to-tool mapping table covering all three flywheel stages

Week 2

Configure contact properties, including custom properties, and explain property field types and their use cases
Create and manage static and active lists, then predict which contacts qualify for each list
Describe lifecycle stages and lead statuses and when to update each on a contact record
Explain contact deduplication, merging, and how associated records (companies, deals, tickets) behave on merge

A sample contact database of 10 records with custom properties, two active lists, and a written justification for each lifecycle-stage assignment

Week 3

Draft a blog post and landing page outline that aligns with a chosen persona and journey stage
Set up a campaign and associate a landing page, email, and blog post to it
Explain how forms, CTAs, and thank-you pages connect in a conversion path
Identify the settings that control campaign tracking and attribution

A campaign build checklist documenting every asset, its settings, and its association to the campaign

Week 4

Build an email from a template, applying personalization tokens and testing rendering
Segment a list for a send and explain how segmentation affects deliverability and engagement
Describe A/B testing setup, sample-size considerations, and how to interpret a winning variant
Explain the components of a marketing email that affect deliverability and spam compliance

A completed A/B test plan for one email, including hypothesis, variant differences, success metric, and decision rule

Week 5

Distinguish workflows from simple automation and list the enrollment triggers available
Build a multi-step workflow with a delay, a branch, and an internal notification
Explain re-enrollment rules and goal-conversion settings and their effect on contact behavior
Map a lead-nurture sequence from form submission to sales handoff

A documented workflow diagram with trigger, branch logic, delays, and goal criteria, plus a screenshot-free written walkthrough of each step

Week 6

Define the key metrics a workflow should move and where each metric appears in reporting
Explain attribution models and how campaign attribution is calculated
Read a funnel report and identify the stage with the largest drop-off
Describe how to build a custom report from scratch using filters and properties

A custom report specification listing dimensions, metrics, filters, and the decision each metric would drive

Week 7

Interpret email performance metrics including open rate, click rate, and unsubscribe rate, and explain their limitations
Compare traffic and conversion data across sources and identify underperforming channels
Explain dashboard creation and sharing permissions for stakeholders
Diagnose a scenario where reported numbers conflict and propose the likely cause

A written analytics case study resolving one data discrepancy and recommending two actions based on the findings

Week 8

Complete a timed full-length practice assessment and score each domain separately
Re-study the two weakest domains using your earlier deliverables as review notes
Recite definitions for the 30 highest-frequency terms without notes
Simulate explaining a workflow-and-reporting scenario aloud in under three minutes

A scored practice-exam log with per-domain results and a one-page remediation plan for the two weakest areas

Week 2: Can explain lifecycle stages, list types, and merge behavior without notes, and your sample database correctly reflects each concept

Week 4: A complete campaign exists with associated assets, and you can justify the A/B test design and success metric

Week 6: You can trace a contact from form submission through workflow branches to a reported conversion, naming the metric at each step

Week 8: Practice-exam score is at or above your target passing threshold in every domain, with no domain below 70 percent