🎯 HubSpot CRM Mastery
Learn everything about managing contacts, deals, companies, and automation in HubSpot. These tutorials will make you a HubSpot expert!
HubSpot CRM Complete Tutorial for Beginners
Complete walkthrough of HubSpot CRM interface, contact management, and basic features. Perfect for getting started.
Contact Management & Lead Tracking
Master contact creation, lead scoring, and tracking customer interactions. Essential for managing client relationships.
Deals Pipeline & Sales Management
Learn to create and manage deals, track sales pipeline, and use deal stages effectively for Cochran Films projects.
Email Templates & Automation
Create professional email templates, set up automated sequences, and manage client communications efficiently.
Reports & Analytics Dashboard
Generate reports, track performance metrics, and create custom dashboards to monitor business growth.
Integrations & Workflow Automation
Connect HubSpot with other tools, create automated workflows, and streamline your daily tasks.
📅 Calendly Scheduling Mastery
Master appointment scheduling, meeting management, and client booking systems. Essential for managing Cody's calendar and client meetings.
Calendly Complete Setup & Configuration
Complete setup guide for Calendly, including account configuration, calendar connections, and basic settings.
Creating Event Types & Meeting Templates
Learn to create different meeting types for discovery calls, consultations, and project meetings.
Availability & Time Zone Management
Set up availability windows, manage time zones, and handle scheduling conflicts effectively.
Custom Forms & Data Collection
Create intake forms, collect client information, and set up automated data collection for meetings.
Integrations & Workflow Automation
Connect Calendly with HubSpot, Google Calendar, and other tools for seamless workflow management.
Analytics & Meeting Insights
Track meeting statistics, analyze booking patterns, and optimize scheduling for better efficiency.
💰 WaveApps Invoicing Mastery
Master invoicing, customer management, and financial tracking. Essential for managing Cochran Films' billing and client payments.
WaveApps Complete Setup & Configuration
Complete setup guide for WaveApps, including business profile, tax settings, and account configuration.
Creating & Managing Invoices
Learn to create professional invoices, add line items, set payment terms, and track invoice status.
Customer Management & Database
Manage customer information, track payment history, and maintain client records for Cochran Films.
Products & Services Catalog
Set up service packages, pricing tiers, and product catalogs for different Cochran Films offerings.
Payment Processing & Tracking
Set up payment methods, track payments, handle refunds, and manage overdue invoices.
Financial Reports & Analytics
Generate financial reports, track revenue, analyze business performance, and export data for accounting.