What You Get.
- Role-based training sessions. Separate sessions for sales reps, managers, and admins. Each role learns the parts of HubSpot relevant to their daily work.
- Sales rep training. How to log calls and emails, create and manage deals, update deal stages, use tasks, and read their personal dashboard.
- Manager training. How to monitor pipeline health, review team activity, read forecasting reports, and identify stalled deals.
- Admin training. How to manage properties, update views, maintain workflows, and handle common support requests from the team.
- Super user preparation. One person on your team is trained to handle day-to-day questions, troubleshoot issues, and act as the internal HubSpot contact.
- Written guides. Step-by-step walkthroughs for daily workflows: logging activity, managing deals, reading dashboards, and using sequences.
- Post-launch check-ins. Follow-up sessions after go-live to answer questions, address issues, and reinforce usage patterns.
How It Works.
1. We review your HubSpot setup and identify what each role needs to know.
2. We prepare training materials tailored to your pipelines, properties, and workflows.
3. We run live sessions (remote, screen-share) grouped by role.
4. We deliver written guides your team can reference on their own.
5. We follow up after launch to check adoption and answer questions.
Is This Right For You?
- Your team has a new HubSpot setup and needs to learn how to use it.
- Your team has been using HubSpot but adoption is low because people were never properly trained.
- You are onboarding new sales reps and want a structured way to get them up to speed.
- You want one person on your team who can support the rest without relying on an external partner for every question.
