Playbook-Driven HubSpot Training for High-Growth B2B Teams
Go beyond playlists and training videos. Our comprehensive HubSpot training is personalized, live training focused on your business, your HubSpot portal, and your processes. Team training aims to orient your front-line teams to your process with HubSpot at the center to make them comfortable and efficient, and to fix low adoption.
Role-Specific HubSpot Training Programs
We empower each part of your GTM team with the processes and skills to succeed.
HubSpot Training for Marketing: Master Your Demand Engine
We train your marketing team to execute flawlessly within HubSpot, turning your strategy into a scalable system that nurtures and converts high-quality leads.
- Mastering the Lead Lifecycle: Learn best practices for managing leads within your defined process, from capture to MQL and sales handoff.
- Workflow & Automation Mastery: Your team will learn to build, manage, and optimize nurturing workflows and data automations based on your marketing strategy.
- Executing High-Impact Campaigns: Train on how to properly set up and manage multi-channel campaigns in HubSpot for accurate attribution and ROI tracking.
- Data-Driven Reporting: We teach your team to build, customize, and interpret the marketing dashboards that measure your most important KPIs.
HubSpot Sales Training: Close More Deals, Faster
Equip your reps with the skills to efficiently manage their pipeline, automate outreach, and forecast accurately. We turn HubSpot into a high-performance sales machine.
- Process Overview: Train your team to a standardize the deal journey with clearly defined stages, properties, probabilities, and exit criteria.
- Pipeline Hygiene: Demonstrate how to build routines and automation to ensure deals are always up-to-date, eliminating guesswork.
- Sequences & Outreach: Show your team how to use effective, multi-touch, multi-channel sequences for prospecting and follow-up that book meetings.
- Forecasting: Leverage deal stages and sales analytics to build a reliable and accurate sales forecast.
HubSpot Training for Service: Drive Retention and Expansion
Transform your customer service team from a cost center into a revenue driver by delivering proactive support and identifying expansion opportunities.
- Mastering Your Ticketing Process: We train your team on best practices for managing tickets from submission to resolution within your established system.
- Effective Ticket Management & SLAs: Learn how to use HubSpot's automation to efficiently triage tickets and consistently meet your Service Level Agreements (SLAs).
- Knowledge Base Best Practices: Train your team on how to create, update, and effectively utilize knowledge base articles to empower customers and reduce ticket volume.
- Service Reporting & Analytics: We teach your team to interpret service dashboards and reports to track key metrics like resolution time and CSAT for continuous improvement.
Stop Clicking, Start Winning
Our HubSpot training is different. We focus on the three pillars of a high-performance GTM engine.
Playbook-Driven Training
We don't just teach features. We train to your playbook with HubSpot at the center, ensuring consistency, scalability, and visibility.
Measurable Outcomes
Success isn't about course completion. It's about improved data quality, higher user adoption, and accurate reporting. We track progress with our Adoption Scorecard.
Role-Based Learning
Generic training fails. We deliver tailored learning paths for Marketing, Sales, Service, and RevOps, focusing on the skills they need to excel in their roles. Confident, knowledgeable teams will use their tools. Teams that are not simply will not.
A Complete Enablement System
This isn't just a webinar. It's a comprehensive training program designed for lasting change and measurable results.
Complete Team Training
Our all-inclusive HubSpot training package gets your entire GTM team confident, proficient and productive.
Everything you need for lasting results:
- Training for Marketing, Sales & Service teams
- All deliverables from our Enablement System
- Custom playbooks for your core processes
- 60-day post-training adoption support
Frequently Asked Questions
HubSpot Academy is a fantastic resource for learning the features of the tool. Our training is different. First, it’s live. We focus on training your teams on your specific processes and systems. We provide the strategic context, and accountability that turns knowledge into measurable action and team-wide adoption.
Our playbook-driven approach. We don't just teach your team where to click; we help you build and document the repeatable processes that drive revenue. We measure our success by your team's confidence as measured by adoption and the improvement in your data quality and reporting, not just by a course completion certificate.
We establish baseline metrics before we begin, using our Adoption Scorecard to measure things like user login rates, CRM activity, data hygiene, and pipeline accuracy.
Yes. We offer both remote and onsite training options to fit your team's needs and preferences.
Ready to Maximize Your ROI with HubSpot Training?
Schedule a complimentary 30-minute discovery call to discuss your challenges and see how we can help you build a revenue-driving HubSpot system.
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