Comprehensive Beginner Friendly HubSpot Training Video

HubSpot Training Video Project I am looking for someone to create a clear, detailed training video showing new team members how to use HubSpot. This training should be designed for someone who has never used a CRM before. The person watching should be able to follow the video from beginning to end and understand not only where to click, but also why each step matters and how it fits into the overall sales process. The video must move at a slow, easy-to-follow pace. Do not rush through the platform or assume the viewer already understands CRM terminology. Training Style The trainer must: Record a clear screen walkthrough of HubSpot Use their own voice throughout the training Speak clear, professional English Explain each area slowly and thoroughly Explain both the “how” and the “why” Use realistic examples Avoid skipping steps Clearly show where information should be entered Explain common mistakes and how to avoid them Make the training understandable for a complete beginner This project should be treated as though the viewer will only have one opportunity to learn the process correctly. Topics the Video Should Cover The training should include: How to log in and navigate HubSpot Overview of the main dashboard Understanding contacts and companies How contacts and companies are connected How to search for existing records How to avoid creating duplicates How to create a new company How to create a new contact How to assign a lead owner How to complete required contact fields How to update lead or pipeline stages How to enter detailed notes How to log calls and emails How to create tasks How to set follow-up dates How to review upcoming and overdue tasks How to update a lead after contact is made How to document customer responses How to move a lead through the sales process How to mark a lead as won, lost, or long-term follow-up How to review previous activity How to confirm that all required information has been entered FM3 HubSpot Requirements The training should clearly explain that every active lead must have: A current status An assigned owner A detailed note A clear next action A follow-up date The video should show examples of both correct and incorrect lead records. It should also explain that HubSpot is the official record for all lead and customer activity and should not be replaced by personal notes, spreadsheets, email folders, or chat messages. Video Format I am open to either: One complete training video, or A series of shorter training videos divided into clear sections If the video is divided into sections, each section should have a clear title and logical order. Suggested sections include: HubSpot Overview Contacts and Companies Lead Ownership and Required Fields Notes and Activity Tracking Tasks and Follow-Up Dates Pipeline Stages Duplicate Prevention Daily HubSpot Workflow Common Mistakes Final Review Checklist Quality Requirements The final video must have: Clear video quality Readable screen text Clear audio No distracting background noise Slow and understandable narration Logical organization Accurate explanations No rushed sections No unexplained shortcuts The final product should be professional enough to use for onboarding future team members. Final Deliverables Please provide: Final training video or video series Clearly labeled video files Editable source file, if available A table of contents or section list Any supporting notes or written instructions used in the video One round of reasonable revisions if important information is missing or unclear Before Starting Before recording the full video, I would like to review: Your proposed outline The order of the training sections A short sample of your voice and screen-recording quality Confirmation that you understand the project is for complete beginners Please include examples of similar software training, CRM training, tutorial videos, or screen-recording projects you have completed. The most important qualities for this project are patience, clear English, attention to detail, and the ability to explain software in a way that a complete beginner can understand.

Project ID: 40576353