Service

Training

Our approach to training is focused on custom-tailoring our sessions to exactly who we are going to be training. Reps, marketers, and admins all need different things from the same tool, so each session is built around the roles in the room and the way your team uses HubSpot today. We have used HubSpot ourselves for nearly a decade, and we teach how to get value out of it every day, not only where each feature is. Sessions are hands-on, and we record them so your next hire has a place to start.

Training is one of the most overlooked parts of a successful CRM. A well-built portal that nobody knows how to use is a portal people work around. Whether your team has used HubSpot for years or is coming from a different CRM entirely, we meet them where they are.

Training by role

• Sales reps. Running the day from HubSpot: working the pipeline, logging activity, tasks and sequences, and keeping deal stages honest so the forecast means something.
• Sales managers. Pipeline reviews, forecasting, and the dashboards that show where deals are stuck.
• Marketers. Lists, forms, emails, campaigns, and how lifecycle stages connect marketing’s work to sales.
• Service teams. Tickets, pipelines, and handoffs between sales and support.
• Admins. Properties, permissions, workflows, imports, and how to change the system without breaking something else.

How it works

1. Find out where the team is. We learn what your team does in HubSpot today, what they avoid, and where they lose time.
2. Build the sessions. Sessions use your portal and your process, not a demo account with somebody else’s pipeline.
3. Train hands-on. Your team works in HubSpot during the session, so the first time they do something isn’t when it matters.
4. Record and hand over. You keep the recordings, so the next person you hire can watch them on day one.

When teams ask for training

• After a new implementation or a migration from another CRM.
• When new hires join and the person who knew the system has left.
• When the portal works, but nobody uses half of what you’re paying for.
• When adoption is low and reps keep going back to spreadsheets.

Common questions

Can you train in Spanish?

Yes. We work in English and Spanish.

Is training included in a migration or implementation?

Yes. Training is part of every migration and implementation we run, because we want you to be confident that we can hand over the keys to your team and let you drive things going forward.

Can you train just our admins?

Yes. Some teams want one or two people who can run the portal themselves. We’ll train them on how the system is built and how to change it safely.