Comprehensive Beginner Friendly HubSpot Training Video
Budget: $10 – $30 USD
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.
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.