Automating 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

  • 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

  • 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

Maximizing Hatchbuck for B2B Businesses
  • Bringing Hatchbuck functionality full circle for your business. In this webinar we will:
  • 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

  • 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