---
title: Mastering HubSpot for Office Technology and Managed IT | BTA
description: Monthly BTA HubSpot working session for office technology and managed IT companies. Nov 19. Free 1-hour HubSpot consulting and audit for BTA and IBPI members.
image: https://www.thequantumleap.business/hubfs/Deck%201.jpg
---

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HubSpot[HubSpot Implementation & Build](https://www.thequantumleap.business/hubspot-build?hsLang=en)[HubSpot Onboarding](https://www.thequantumleap.business/services/onboarding?hsLang=en)[HubSpot Admin](https://www.thequantumleap.business/services/hubspot-admin-as-a-services?hsLang=en)[Migrations](https://www.thequantumleap.business/services/migration?hsLang=en)[HubSpot Portal Audit](https://www.thequantumleap.business/hubspot-portal-audit?hsLang=en)[HubSpot Training](https://www.thequantumleap.business/hubspot-training?hsLang=en)[RevOps as a Service](https://www.thequantumleap.business/revops-services?hsLang=en)

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Tools[Cost Per Meeting Calculator](https://www.thequantumleap.business/tools/cost-per-meeting-calculator?hsLang=en)[AEO Health Check](https://www.thequantumleap.business/en/aeo-health-check?hsLang=en)[SEO and AEO Checklist](https://www.thequantumleap.business/tools/seo-aeo-checklist?hsLang=en)[Grade your Website](https://www.thequantumleap.business/website-grader?hsLang=en)[AI Task Matrix](https://www.thequantumleap.business/ai-task-matrix?hsLang=en)[AI Task Matrix for Copier Dealers](https://www.thequantumleap.business/ai-task-matrix/office-equipment?hsLang=en)[AI Task Matrix for MSPs](https://www.thequantumleap.business/ai-task-matrix/managed-services?hsLang=en)[Integrations with HubSpot](https://www.thequantumleap.business/common-integrations-with-hubspot?hsLang=en)

Playbooks and guides[Prospecting Playbook](https://www.thequantumleap.business/en/prospecting-playbook?hsLang=en)[Sales Sequences Playbook](https://www.thequantumleap.business/sales-sequences-playbook?hsLang=en)[Sales Hiring Playbook](https://www.thequantumleap.business/sales-hiring-playbook?hsLang=en)[Sales Blitz Playbook](https://www.thequantumleap.business/sales-blitz-playbook?hsLang=en)[HubSpot Super Admin Guide](https://www.thequantumleap.business/hubspot-super-admin-guide?hsLang=en)[Copier Dealer AEO Guide](https://www.thequantumleap.business/copier-dealer-aeo-guide?hsLang=en)[HubSpot Onboarding Resources](https://www.thequantumleap.business/hubspot-onboarding-resources?hsLang=en)[eBooks and Playbooks](https://www.thequantumleap.business/blog/tag/ebooks-playbooks?hsLang=en)

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Monthly webinar series · BTA Dealers Helping Dealers

# Mastering HubSpot for Office Technology and Managed IT Services Companies

A monthly working session from BTA Dealers Helping Dealers and Quantum. What shipped in HubSpot, what it means for your company, and what to do next. Then we open the floor.

When**Thursday, November 19**

Time**4 p.m. ET · 3 p.m. CT · 1 p.m. PT**

Where**Online on Zoom**

[Register for November 19](https://us06web.zoom.us/meeting/register/LZ-tk88CQ36yFTMx75344g)[Watch past sessions](https://www.thequantumleap.business/bta-mastering-hubspot#past-sessions)

Free to BTA members

![Watch a past session: group roundtable Q&A and best practices](https://img.youtube.com/vi/x7GnT0XGHCY/maxresdefault.jpg)

Watch a past session: group roundtable Q&A and best practices

Presented by

[![Business Technology Association (BTA)](https://www.thequantumleap.business/hubfs/QUANTUM/Quantum%20Website/BTA%20Logo%201.svg)](https://www.bta.org)

![IBPI](https://www.thequantumleap.business/hs-fs/hubfs/PARTNERS/IBPI/IBPI-logo.png?height=48&name=IBPI-logo.png)

[![Quantum Business Solutions](https://www.thequantumleap.business/hs-fs/hubfs/quantum_new.png?height=48&name=quantum_new.png)](https://www.thequantumleap.business?hsLang=en)[![HubSpot Partner](https://www.thequantumleap.business/hs-fs/hubfs/PARTNERS/HubSpot/hubspot-partner-badge.png?height=48&name=hubspot-partner-badge.png)](https://www.hubspot.com)

How each session works

## What shipped. What it means for a dealer. What to do next.

Most dealers own HubSpot but use a fraction of it. Each month we walk through what is new in HubSpot and the systems around it, translate it into dealership terms, and give you the next step to take before the following session. It is a working session, not a pitch. Bring your questions, your pipeline problems and your integration headaches, then we open the floor.

- Live walkthroughs inside HubSpot, built for office technology and managed IT services companies
- Practical next steps you can start the same week
- Open floor for questions and a community of dealers solving the same problems
- Past sessions recorded so you can catch up on demand

[Reserve your seat](https://us06web.zoom.us/meeting/register/LZ-tk88CQ36yFTMx75344g)

![HubSpot reporting dashboard shown during a Mastering HubSpot session](https://img.youtube.com/vi/A04u1vdJJZE/maxresdefault.jpg)

Is this your dealership?

## Your CRM has to live alongside everything else you run

The Mastering HubSpot series is built for office technology and managed IT services companies, not generic SaaS teams. If any of these sound familiar, this is for you.

HubSpot is set up, but your team only uses a fraction of it.

Your CRM and your dealer system (e-automate, CEO Juice and others) don't talk to each other.

Meter reads, lease expirations and service contracts never turn into sales conversations.

Your field sales reps don't sit at desks and don't update the CRM.

You can't tell which marketing, outbound or referral activity is actually creating pipeline.

You want to use HubSpot's AI tools but don't know where to start.

[Register free on Zoom](https://us06web.zoom.us/meeting/register/LZ-tk88CQ36yFTMx75344g)

Complimentary for BTA and IBPI members

## Book your free 1-hour HubSpot consulting and audit session

Every BTA and IBPI member can book a complimentary one-hour session with Quantum. We will look at how your HubSpot portal is set up, how much of it your team really uses, and where the biggest opportunities are. Bring your portal and your questions.

- A live review of your HubSpot portal and how your team uses it
- Your top growth opportunities, identified and ranked
- A clear next-step plan you can act on right away
- Complimentary for any BTA or IBPI member

[Book your complimentary session](https://meetings.hubspot.com/shawn-peterson/quantum-website?utm_source=bta-landing-page&utm_medium=offer-section&utm_campaign=complimentary-hubspot-consultation)

![Quantum Business Solutions session slide from the BTA event](https://www.thequantumleap.business/hs-fs/hubfs/Deck%202.jpg?width=1280&height=720&name=Deck%202.jpg)

What the series has covered

## Eight sessions from foundations to *scaling*, and counting

01

### Foundations

How HubSpot fuels growth for office technology and managed IT services companies.

02

### Sales enablement

Pipeline management, automation and tools to set more appointments.

03

### Marketing automation

Forms and landing pages, email campaigns, lead scoring and nurturing workflows.

04

### Closing more deals

Automated pipelines, reporting, and renewal and upsell strategies.

05

### Reporting and dashboards

The metrics that matter for CEOs, sales leaders and marketers.

06

### Integrations and advanced features

Auto-dialers, ZoomInfo, ERP and PSA systems, and HubSpot AI tools.

07

### Best practices roundtable

A collaborative, community-driven exchange of ideas.

08

### Scaling and optimizing

Governance, adoption and scaling HubSpot from reactive to strategic.

On demand

## Catch up on past sessions

Watch any session free, then bring your questions to the next one. The full recording library is free to BTA and IBPI members at bta.org/masteringhubspot.

### [![Session 1 recording](https://img.youtube.com/vi/1jZD0kKUm6E/maxresdefault.jpg) Session 1 Foundations: how HubSpot fuels growth for office technology and managed IT services companies Watch →](https://www.youtube.com/watch?v=1jZD0kKUm6E)

### [![Session 2 recording](https://img.youtube.com/vi/0drx-eN7Uqk/maxresdefault.jpg) Session 2 Sales enablement: pipelines, automation and appointment setting Watch →](https://www.youtube.com/watch?v=0drx-eN7Uqk)

### [![Session 3 recording](https://img.youtube.com/vi/woRRuSPEZwQ/maxresdefault.jpg) Session 3 Marketing automation: forms, landing pages and lead nurturing Watch →](https://www.youtube.com/watch?v=woRRuSPEZwQ)

### [![Session 4 recording](https://img.youtube.com/vi/QEESdRassxE/maxresdefault.jpg) Session 4 Sales acceleration: closing more deals Watch →](https://www.youtube.com/watch?v=QEESdRassxE)

### [![Session 5 recording](https://img.youtube.com/vi/A04u1vdJJZE/maxresdefault.jpg) Session 5 Essential reporting, dashboards and key metrics for office technology companies Watch →](https://www.youtube.com/watch?v=A04u1vdJJZE)

### [![Session 6 recording](https://img.youtube.com/vi/PeLQLGCqWzM/maxresdefault.jpg) Session 6 Integrations and advanced features in HubSpot Watch →](https://www.youtube.com/watch?v=PeLQLGCqWzM)

### [![Session 7 recording](https://img.youtube.com/vi/x7GnT0XGHCY/maxresdefault.jpg) Session 7 Group roundtable Q&A and best practices Watch →](https://www.youtube.com/watch?v=x7GnT0XGHCY)

### [Sessions 1 to 8 The full recording library, including Session 8: Scaling and optimizing Free to BTA and IBPI members on bta.org. Open the library →](https://www.bta.org/masteringhubspot/)

Put it to work

## Q2 Revenue Machine: HubSpot, built for how dealers actually sell

The ideas in this series come to life in Q2, a HubSpot-based sales, marketing and service platform with dealer-specific extensions. It connects to the systems you already run, so your CRM finally reflects your business.

- e-automate sync with lease and service contract visibility
- Renewal automation and contract expiration alerts
- Unified dashboards and automated pipeline tracking
- ZoomInfo enrichment and data hygiene automation
- Works with e-automate, CEO Juice, ZoomInfo, ConnectAndSell and ConnectWise

[Explore Q2 Revenue Machine](https://www.thequantumleap.business/q2-revenue-machine?hsLang=en)

![Q2 Revenue Machine connected systems diagram](https://www.thequantumleap.business/hs-fs/hubfs/q2%20Spoke.png?width=1280&height=720&name=q2%20Spoke.png)

Command Apps

## QuoteCommand: configure, quote, sign and fulfill without retyping the deal

QuoteCommand is a HubSpot-native CPQ app for office equipment dealers. The deal moves from configuration through payment on one record, so nothing gets retyped.

- Configure and price with compatibility rules, funder rate cards and a margin slider with an approval line
- Pre-filled documents for twelve document types, with e-signature and an audit trail
- A signature starts an order on a nine-stage board, and renewals are seeded six months before lease end

[See QuoteCommand](https://www.thequantumleap.business/command-apps?hsLang=en)

More from Shawn at BTA

## Other BTA sessions for office technology companies

Webinars, event sessions and slide decks for dealers and managed IT services companies.

### [BTA webinar, 2023 2023 Vision: navigating sales and marketing technology Building My Business series on how to navigate the changing sales and marketing technology landscape to drive growth. Read →](https://www.thequantumleap.business/blog/2023-vision-navigating-the-evolving-landscape-of-sales-and-marketing-technology-to-drive-growth?hsLang=en)

### [BTA event, slides How to double your meetings in the next 90 days Session 1 deck from the BTA event: the Quantum Growth Model for booking more net-new meetings. Download →](https://www.thequantumleap.business/hubfs/QUANTUM/DOCUMENTS/Quantum%20-BTA%20Day%201.pptx?hsLang=en)

### [BTA event, slides Turning your data into dollars: the RevEfficiency Model Session 2 deck from the BTA event on using your data to drive revenue efficiency. Download →](https://www.thequantumleap.business/hubfs/QUANTUM/DOCUMENTS/Quantum%20-%20BTA%20Day%202.pptx?hsLang=en)

### [BTA webinar, 2021 Creating a culture of revenue growth Slides from Shawn's September 2021 BTA webinar. View slides →](https://www.bta.org/assets/pdf/Peterson_09.16.21_Webinar/)

### [BTA Mastering HubSpot on bta.org BTA's own page for the Mastering HubSpot discussion group. Visit BTA →](https://www.bta.org/masteringhubspot/)

Keep going between sessions

## Guides, tools and services for office technology companies

Free tools to find your gaps, and the guides we use with dealers every week.

### [Free tool AI Task Matrix for Copier Dealers See which dealership tasks AI can take off your team's plate. Try it →](https://www.thequantumleap.business/ai-task-matrix/office-equipment?hsLang=en)

### [Free tool AEO Health Check Find out whether AI engines are citing your company. Run the check →](https://www.thequantumleap.business/en/aeo-health-check?hsLang=en)

### [Guide Copier Dealer AEO Guide Get your dealership cited by AI search engines. Read the guide →](https://www.thequantumleap.business/copier-dealer-aeo-guide?hsLang=en)

### [Guide HubSpot Super Admin Guide Admin practices that keep your portal clean and scalable. Read the guide →](https://www.thequantumleap.business/hubspot-super-admin-guide?hsLang=en)

### [Service HubSpot Portal Audit A fast review of how much of HubSpot you are really using. See the audit →](https://www.thequantumleap.business/hubspot-portal-audit?hsLang=en)

### [Playbook Prospecting Playbook Strategies, scripts and best practices for office technology sales teams. Open the playbook →](https://www.thequantumleap.business/en/prospecting-playbook?hsLang=en)

![Shawn Peterson, CEO of Quantum Business Solutions](https://www.thequantumleap.business/hs-fs/hubfs/QUANTUM/IMAGES/Shawn%20Headshot%20Photos/shawn-photo-1-web.jpeg?width=400&height=400&name=shawn-photo-1-web.jpeg)

Your host

## Shawn Peterson

CEO, Quantum Business Solutions

Shawn leads Quantum Business Solutions, a HubSpot Diamond Solutions Partner that builds revenue systems for office technology and managed IT services companies. He brings executive-level experience in the technology services industry and focuses on sales, marketing and client experience, using automation, AI and tech stack integration to improve operational efficiency and financial performance. Want a straight answer on where your HubSpot stands? Book time with him.

[Book time with Shawn](https://meetings.hubspot.com/shawn-peterson/quantum-website?utm_source=bta-landing-page&utm_medium=host-card&utm_campaign=complimentary-hubspot-consultation)

Frequently asked questions

## Questions dealers ask about the series

What is the Mastering HubSpot series?

Mastering HubSpot is an ongoing monthly working session for office technology and managed IT services companies. It is hosted by BTA Dealers Helping Dealers and Quantum Business Solutions, and it helps dealers adopt, leverage and maximize HubSpot and the systems around it to work more efficiently.

Who is it for?

Office technology and managed IT services companies, including copier dealers and MSPs, whose CRM has to work alongside dealer systems like e-automate and CEO Juice, meter reads, lease expirations, service contracts and field sales reps who do not sit at desks.

What happens in each session?

Each session covers what shipped in HubSpot, what it means for a dealership specifically, and what to do about it before the next session. Then the floor opens for questions and discussion.

When is the next session and how do I register?

The next session is Thursday, November 19 at 4 p.m. Eastern, 3 p.m. Central and 1 p.m. Pacific, online on Zoom. Use the Register button on this page to reserve your seat.

How much does it cost?

The series is free to BTA members. BTA and IBPI members can also book a complimentary one-hour HubSpot consulting and audit session with Quantum.

Is there a free HubSpot consulting and audit session for BTA and IBPI members?

Yes. BTA and IBPI members can book a complimentary one-hour HubSpot consulting and audit session with Quantum. The team reviews how your HubSpot portal is set up, how much of it your team uses, and where the biggest growth opportunities are. Use the booking button on this page to pick a time.

Can I watch past sessions?

Yes. Recordings of past sessions are available on demand on this page and in the Webinars and Podcasts section of the Quantum Business Solutions website.

Who leads the series?

The series is hosted by the Business Technology Association (BTA) Dealers Helping Dealers group and led by Shawn Peterson, CEO of Quantum Business Solutions, a HubSpot Diamond Solutions Partner that builds revenue systems for office technology and managed IT services companies.

Does the series cover tools beyond HubSpot?

Yes. Sessions cover integrations and adjacent systems, including how HubSpot connects to the dealer and service platforms you already run, plus HubSpot's AI and automation tools.

## Join us *November 19*

4 p.m. ET · 3 p.m. CT · 1 p.m. PT on Zoom. Free to BTA members. Bring your questions.

[Register for November 19](https://us06web.zoom.us/meeting/register/LZ-tk88CQ36yFTMx75344g)

![Quantum Business Solutions](https://www.thequantumleap.business/hubfs/Quantum%20Logo%20White.png) ![Quantum Business Solutions](https://www.thequantumleap.business/hubfs/quantum-theme/brand/quantum-light.png)

Quickly understand your business and what technology you are using.

[Contact Us](https://www.thequantumleap.business/contact-us?hsLang=en)  ·  [(712) 389-4639](tel:+17123894639)  ·  [shawn@thequantumleap.business](mailto:shawn@thequantumleap.business)

<https://www.facebook.com/profile.php?id=100075560065925> <https://www.instagram.com/the.quantum.leap/> <https://www.linkedin.com/company/quantum-business-solutions> <https://www.youtube.com/@the.shawn.peterson>

Solutions

[Outbound Sales](https://www.thequantumleap.business/outbound-sales?hsLang=en) [ZoomInfo as a Service](https://www.thequantumleap.business/zoominfo-as-a-service?hsLang=en) [Connect and Sell](https://www.thequantumleap.business/cas?hsLang=en) [HubSpot Admin as a Service](https://www.thequantumleap.business/services/hubspot-admin-as-a-services?hsLang=en) [HubSpot Implementation](https://www.thequantumleap.business/hubspot-implementations?hsLang=en) [Website Design](https://www.thequantumleap.business/website-services?hsLang=en)

Resources

[Blog](https://www.thequantumleap.business/blog?hsLang=en) [Webinar](https://www.thequantumleap.business/blog/tag/webinar?hsLang=en) [eBooks & Playbooks](https://www.thequantumleap.business/blog/tag/ebooks-playbooks?hsLang=en) [Enroll in Quantum Academy](https://webservices.lightspeedvt.net/regform/register.aspx?linkid=B36EEFE3C48B02587B912B814114415A)

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×

For BTA and IBPI members

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[Book my complimentary session](https://meetings.hubspot.com/shawn-peterson/quantum-website?utm_source=bta-landing-page&utm_medium=slide-in&utm_campaign=complimentary-hubspot-consultation)

Not now

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```

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```

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```