Automate Your Workflow with Zapier

  • How to set up a Zap 
  • Best practices and things you need to know  
  • Our favorite zaps and example use case

Campaign Structure from Start to Finish

  • In-depth view into the progression from a general nurturing campaign to a current client campaign 
  • Overview into winning email content that converts 
  • Take away material for building your own dynamic campaigns

Capture Contacts with Hatchbuck Forms

  • What does my customer's buying process have to do with forms? 
  • What are the different types of forms I should use? 
  • What are some do's & dont's? 
  • What are the advantages? 
  • What are the code embedding options?

Content Creation 101

  • How to choose topics 
  • Tools and resources we like at Hatchbuck 
  • Creating content that converts 
  • How to re-use content to save time

Getting the Most Bang for Your Hatchbuck

  • Learn how to avoid the most common Hatchbucker mistakes 
  • Setup and Implementation 
  • Sales 
  • Marketing and Marketing Automation 
  • Deliverability

Hatchbuck Hacks: Our Favorite Tips and Tricks

  • Inputting Leads from a Form 
  • Task-Based Campaigns 
  • Sorting by Deal & Contact Score 
  • Ending Campaign for a New Opportunity 
  • Default Filters and New Filters 
  • Duplicating Emails  
  • Link Action Tagging Strategy 
  • Inverse Tagging 
  • Storing Dates as Events 
  • Lead Source Tracking 
  • User Level Security

Improving Sales with Hatchbuck's CRM

  • Optimize Sales Pipelines 
  • Take Advantage of Notes & Tasks 
  • Automate Sales Processes 
  • Use Deals to Track Opportunities

Navigating Hatchbuck for B2B Businesses

  • Bringing Hatchbuck functionality full circle for your business 
  • Follow a sample B2B company from beginning to end 
  • Discuss complete marketing strategy 
  • Discuss complete sales strategy 
  • Complete feature breakdown and best uses of the database

Putting the Pieces Together for B2C Businesses

  • Complete walk through of a sample B2C Business 
  • See each Hatchbuck Feature come together 
  • Regular and Event Based Campaign Ideas 
  • New Contact Nurture Flowchart take away
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