HubSpot Sales study plan

Map every Sales Hub object and navigation area (contacts, companies, deals, tasks, inbox, reports) by building a labeled diagram from the product UI

Configure a sandbox portal with users, teams, and permission sets that mirror a two-tier sales org

Create and customize record properties for contacts, companies, and deals, including field types and required flags

Build one saved view per object and explain in writing which filters each view uses and why

Set up connected email and calendar, then verify logging and tracking behavior on outbound messages

Configure templates, snippets, documents, and meetings links, and attach each to the correct workflow step type

Build a task queue and sequence of follow-up tasks, then document how task priority and due dates drive daily execution

Configure notification settings and explain which events should alert a rep versus a manager

Draft a short admin checklist for onboarding a new rep into Sales Hub

Define pipeline stages with explicit exit criteria and required properties per stage

Configure deal properties that drive forecasting, including amount, close date, and deal type

Create automation rules that advance or flag deals when stage criteria are unmet

Design a forecast category scheme and map each pipeline stage to a category

Build a deal-stage automation that creates tasks and logs activity when a deal enters a stage

Construct a dashboard showing pipeline value by stage, win rate, and average deal age

Configure deal rotting or stale-deal alerts and justify the thresholds chosen

Simulate ten deals moving through the pipeline and record where the automation fired correctly or failed

Write a deal-desk playbook covering discount approval and closed-lost handling

Design a contact and company property schema that avoids duplicate fields and enforces data types

Configure lifecycle stages and lead statuses, and document the transition rule between each

Build list segmentation using property filters, activity filters, and association filters

Set up deduplication rules and a merge procedure for contacts and companies

Define a data hygiene policy covering required fields, stale record review, and ownership

Build a prospecting sequence with at least four touches across email, call task, and LinkedIn task

Configure enrollment criteria and unenrollment triggers that prevent contacting opted-out or active-customer records

Set up email tracking, open and click signals, and explain how those signals feed lead scoring

Create a lead scoring model that combines fit properties and engagement signals with explicit thresholds

Draft three message templates with personalization tokens and document which tokens require fallback values

Run the sequence against a seeded test list and measure delivery, open, reply, and task completion

Build a report that connects sequence activity to deals created and pipeline generated

Diagnose and fix two failure modes found in the test run, such as broken tokens or missed unenrollment

Refine stage exit criteria based on what the outreach data revealed about buyer behavior

Document a weekly rep routine that ties prospecting activity to pipeline review

Audit the sandbox against a checklist of every domain and close configuration gaps

Retake a timed practice set per domain and log every missed concept with its root cause

Rebuild two weak configurations from memory without referencing notes

Write a one-page decision guide mapping common sales scenarios to the correct Sales Hub feature

Summarize the ten concepts most likely to be tested and state each in one sentence