Transform HubSpot Into Your Company’s Revenue Engine.

The 28-Day HubSpot Onboarding Challenge

Build a Fully Connected Marketing, Sales & Service Platform in Just 28 Days.

Buying HubSpot is easy. Implementing it correctly is where most companies fail.

The 28-Day HubSpot Onboarding Challenge provides a practical, day-by-day implementation plan that takes you from an empty portal to a fully functioning Revenue Operations system. You’ll configure your CRM, Marketing Hub, Sales Hub, Service Hub, reporting dashboards, automations, customer journeys, and internal processes one step at a time.

Whether you’re launching HubSpot for the first time or rebuilding a portal that never reached its potential, you’ll finish with a scalable system designed to help your entire organization grow. By Day 28, you’ll have a HubSpot portal your marketing, sales, and customer service teams will actually enjoy using.
  • 28 Daily Challenges
  • Daily Email Coaching
  • Downloadable Resources
  • Lifetime Resource Library Access
  • Available in Paperback, Digital, Audio, or Daily Email Only
Start My Challenge How It Works

The 28-Day HubSpot Onboarding Challenge

Starting at $14.99
Choose Your Experience

Program Snapshot

Duration

28 Days

Skill Level

Beginner to Intermediate

Format

Paperback, Digital, Audio, or Daily Email

Downloads

CRM Worksheets, Property Maps, Workflow Templates, Dashboard Guides & Audit Checklists

Resource Library

Lifetime access

Delivery

Start immediately after purchase

Choose Your Experience
<strong>Paperback Experience</strong>

Paperback Experience

Implement your HubSpot portal one day at a time with guided lessons and practical exercises.

$24.99 Includes:
  • Paperback book
  • Daily challenge emails
  • Resource Library
Add to Cart
<strong>Digital Reader Edition</strong>

Digital Reader Edition

Perfect for following along while building directly inside HubSpot.

$19.99 Includes:
  • ePub for eReader
  • Daily challenge emails
  • Resource Library
Add to Cart
Most Popular
<strong>Challenge Experience</strong>

Challenge Experience

Receive one HubSpot implementation lesson every day so you can build your portal without feeling overwhelmed.

$14.99 Perfect for accountability.
  • Daily email delivered to your inbox
  • Resource library
Add to Cart
<strong>Audio Experience</strong>

Audio Experience

Learn HubSpot while commuting or traveling, then immediately implement what you’ve learned.

$29.99 Includes:
  • Audiobook file
  • Daily Challenge Emails
  • Resource Library
Add to Cart

Is This Program Right For You?

Who Should Take This Program?

  • Small business owners
  • Marketing managers
  • Sales Managers
  • Revenue Operations Professionals
  • CRM Administrators

Probably Not For You If…

  • You’re looking for shortcuts instead of implementation.
  • You don’t plan on actually using HubSpot.
  • You expect software alone to fix broken processes.
  • You’re unwilling to invest time into building better systems.
  • You want theory instead of hands-on execution.

Start Building HubSpot the Right Way

Get the first challenge free and begin creating a stronger foundation for your CRM.

HubSpot can do a lot, but getting everything set up correctly is where the real work begins. Get the first challenge free and see how the 28-Day HubSpot Onboarding Challenge guides you through building a stronger foundation one focused task at a time. Add the free chapter to your cart, check out, and download your sample.

FREE SAMPLE - The 28 Day HubSpot Onboarding Challenge - First Chapter

What You'll Accomplish

By Day 28 You’ll…

Week 1
Week 1
Built the technical foundation of your HubSpot portal by defining business goals, connecting your website, configuring portal settings, importing data, organizing CRM properties, connecting inboxes, and preparing your platform for long-term success.
Week 2
Week 2
Implemented Marketing Hub by creating forms, landing pages, lead magnets, blog infrastructure, email marketing campaigns, and automated lead nurturing workflows.
Week 3
Week 3
Configured Sales Hub with pipelines, meetings, templates, snippets, sequences, lead routing, tasks, and sales automation that keeps your team moving efficiently.
Week 4
Week 4
Completed your Revenue Operations system by implementing Service Hub, ticketing, chatbots, knowledge base, dashboards, attribution reporting, internal training, and your next 90-day optimization roadmap.
28 Days
One Connected Revenue Engine.
Paperback
Digital Reader
COMING SOON! Audiobook
Daily Emails

Inside the Program

A step-by-step look at the four-week system that takes you from a brand-new HubSpot account to an organized, functional CRM your team can confidently use. Each week builds on the last, helping you configure your portal, organize your data, set up essential tools and processes, and create a strong foundation for long-term growth.

Lessons

  • Business Goals & KPIs
  • Website Tracking
  • Portal Configuration
  • Data Imports
  • CRM Properties
  • Inbox Setup
  • Foundation Review

Learning outcomes

  • Launch HubSpot correctly
  • Clean and organize CRM data
  • Configure users and permissions
  • Build a scalable technical foundation

Lessons

  • Forms
  • Landing Pages
  • Lead Magnets
  • Blog Setup
  • Marketing Emails
  • Automation
  • Marketing Review

Learning outcomes

  • Generate leads
  • Build inbound marketing assets
  • Automate lead nurturing
  • Launch your marketing engine

Lessons

  • Deal Pipelines
  • Meeting Scheduling
  • Email Templates
  • Sales Sequences
  • Lead Routing
  • Sales Automation
  • Sales Review

Learning outcomes

  • Increase sales productivity
  • Automate repetitive tasks
  • Improve pipeline visibility
  • Standardize the sales process

Lessons

  • Conversations Inbox
  • Chatbots
  • Knowledge Base
  • Dashboards
  • Attribution Reporting
  • Team Training
  • 90-Day Planning

Learning outcomes

  • Improve customer support
  • Measure business performance
  • Align marketing, sales, and service
  • Create a long-term HubSpot strategy

Downloadable Resources

Lifetime access to practical HubSpot implementation resources.

CRM Resources

CRM Resources

Portal Setup Checklist, CRM Audit Workbook, Property Planning Worksheets, Object Mapping Templates
Marketing Resources

Marketing Resources

Landing Page Templates, Email Campaign Checklists, Lead Magnet Planner, Automation Worksheets, Campaign Planning Guides
Sales Resources

Sales Resources

Pipeline Planning Worksheets, Sequence Templates, Lead Routing Guides, Sales Process Maps, Task Frameworks
Reporting Resources

Reporting Resources

Executive Dashboard Templates, KPI Worksheets, Reporting Guides, Revenue Scorecards
Operations Resources

Operations Resources

HubSpot Implementation Checklist, 90-Day Roadmap, Team Training Guides, Portal Governance Framework
Trackers & Reporting Tools

Trackers & Reporting Tools

Simple trackers for engagement, analytics, A/B testing, community activity, campaign performance, and ROI.

Meet Your Coach.

Robert M. Coles

I’ve spent years helping organizations implement HubSpot—from startups launching their very first CRM to enterprise organizations aligning marketing, sales, and customer success around Revenue Operations.

The biggest lesson I’ve learned?

HubSpot isn’t difficult because of the software.

It’s difficult because businesses try to automate broken processes.

This challenge focuses on building the right systems first, then configuring HubSpot to support those systems. When your people, processes, and technology work together, HubSpot becomes far more than a CRM—it becomes the operating system for your business.

Learn More

What Makes The 28 Day Challenge Different?

Typical HubSpot Courses Traditional CRM Consultants The 28 Day Challenge
❌ Feature-focused ❌ Expensive engagements ✅ Daily implementation
❌ Software demonstrations ❌ Limited knowledge transfer ✅ Business-first approach
❌ Little business strategy ❌ Dependence on outside experts ✅ Marketing, Sales & Service together
❌ Few implementation exercises ❌ Little day-to-day accountability ✅ Revenue Operations mindset

Frequently Asked Questions

Find answers to common questions below

Yes. The 28-Day HubSpot Onboarding Challenge is designed to guide you through HubSpot step by step, even if you’re starting with a brand-new account. You don’t need to be a CRM expert or have previous HubSpot experience. The program focuses on helping you understand what you’re setting up, why it matters, and how the pieces work together.
No. You can complete the challenge without owning every HubSpot Hub. The program is designed around the core CRM foundation first, then introduces Marketing, Sales, and Service functionality where applicable. You can simply focus on the tools available within your subscription and the areas most relevant to your business.
Yes. The challenge is useful across Starter, Professional, and Enterprise accounts. Some advanced features—such as certain automation, reporting, permissions, and customization options—may only be available on higher-tier plans, but the underlying onboarding strategy applies regardless of your subscription level.
Absolutely. If you’re moving from Salesforce, Zoho, Pipedrive, another CRM, or even spreadsheets, the challenge can help you plan the transition more deliberately. You’ll work through data organization, field structure, pipelines, processes, imports, and other foundational decisions that can make your migration cleaner and easier to manage.
Yes. The challenge introduces the core concepts and setup considerations across Marketing Hub, Sales Hub, and Service Hub so you can build a more connected customer lifecycle inside HubSpot. You do not need to own all three Hubs to participate.
Yes, where your HubSpot subscription supports them. You’ll learn how to identify opportunities for automation and build practical workflows that reduce repetitive work, improve follow-up, and help keep your CRM data and processes organized.
Most days are designed to be completed in approximately 20 to 45 minutes, although implementation time can vary depending on the size and complexity of your HubSpot account. Some days may involve quick configuration changes, while others may require more time for data cleanup, process mapping, or building out your CRM.
Yes. The challenge includes practical resources, worksheets, checklists, and implementation templates designed to help you move from learning into action. Rather than simply explaining HubSpot features, the program helps you document decisions and build the systems you’ll actually use.
By Day 28, you should have a much stronger HubSpot foundation and a clear understanding of how your CRM supports your business. From there, you can continue improving automation, reporting, integrations, segmentation, processes, and adoption as your organization grows. The goal isn’t to make HubSpot “finished” in 28 days—it’s to make sure you have a system worth building on.
Yes. Reporting is an important part of the onboarding process. You’ll learn how to think about the metrics your organization actually needs, organize your reporting foundation, and build dashboards that help your team understand performance without creating unnecessary reporting clutter.

Great Companies Don’t Grow Because They Buy Better Software.

They Grow Because They Build Better Systems.

HubSpot is simply the platform.

Your processes are what create predictable growth.

Over the next 28 days, you’ll build a connected Revenue Operations system that aligns your marketing, sales, and customer service teams, improves efficiency, and creates a scalable foundation for long-term growth.

Choose your preferred format and begin building your HubSpot portal today.

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