Your team has HubSpot. Getting them to use it is a different problem.
Live sessions run in your portal, a custom video library recorded on your own setup, and written documentation your team will actually open. Not generic platform walkthroughs, and not a one-off session everyone forgets by March.
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JCI InstituteK CharlesMcIntyre IncReporting HubSuntiffREHQCadre AIViB TechGood2beSocialGet Trained AIHustle20Collectiv AcademyEasy Street OffersGobel GroupDigital DiabetesLearnBrandsPureNSMUncommon AgencyEuka AIAlphaline Tiny HomesBetterFleetGarner BioSports Plus TeamJoshua Trees ExpertsNueways StudioAll State GameDigital MomentumCompound FitnessOne Base HealthPop Events CoBayaan AcademyHemlaneFarotechTechForGoodNaked PoolsRocket SaaSCrown Workforce ManagementBarcliff GroupHermetic AIPerformativBeeontradeJCI InstituteThe CRM isn't the problem. Nobody knows how you want it used
Reps keep their own spreadsheet because it's faster than a system they were never properly shown.
Your admin answers the same five questions every week and has stopped getting their own work done.
HubSpot Academy is free and excellent, and almost nobody on your team has finished a course.
Everyone was trained once, at go-live, eighteen months ago, and half of them have since left.
Data quality is poor because nobody agreed what each field is for.
Leadership can't trust the reporting because the inputs are inconsistent.
You're paying full license cost for a system running at a fraction of its use. That gap is a training gap, and it's the cheapest one to close.
Three formats, because one alone doesn't stick
Training that's only live sessions gets forgotten. Training that's only documentation never gets read. We do all three, all of it built inside your portal using your pipelines, your properties and your real records. Sessions run live by role. Everything gets recorded as custom video walkthroughs of your own setup, not generic platform footage. And it all gets written up so there's something to check at 4pm on a Tuesday when nobody wants to sit through a video.
Live sessions
Delivered by role, in your timezone, in small groups. Sales, marketing, service and admin get different sessions because they need different things. Questions encouraged, no lecture format.
Role-based curriculum built around your process.
Small group sessions, 60 to 90 minutes.
Delivered live, in your portal, with your real records.
Follow-up session two weeks later once real questions have surfaced.
Custom recorded video
A video library recorded on your portal, not stock HubSpot footage. Short, task-based, and indexed so someone can find the two-minute clip they need instead of rewatching an hour.
Every live session recorded and edited.
Short task-based walkthroughs, 2 to 5 minutes each.
Recorded on your own setup, showing your pipelines and fields.
Indexed and searchable, ready for new hires.
Written documentation
The reference layer. Process guides per role, field definitions, and data standards, written so a new starter can follow them without asking anyone.
Step-by-step process guides per role.
Field and property definitions, so everyone logs the same thing.
Data hygiene standards your team can be held to.
A new-hire onboarding pack combining all three formats.
If the portal itself is badly configured, training won't fix it. That's implementation and we'll tell you if that's what you're actually looking at. If you need someone to run the portal ongoing rather than teach your team to, that's managed services.
Not sure whether it's a training problem or a build problem? Fifteen minutes with a specialist will tell you.
Three scopes, based on how many teams need it
Quoted per role track after a short call. Training a sales team and training an admin are different jobs, so we scope them separately rather than charging per head.
Get your scope and quoteSix steps, starting with your portal rather than a slide deck
Portal review
(WEEK 1)We go through your actual setup before designing anything. Half the time we find configuration issues that training alone won't solve, and we say so.
Needs assessment
(WEEK 1)Short conversations with a rep, a manager and your admin. What people are avoiding tells you more than what leadership thinks the gap is.
Curriculum and script design
(WEEK 1 TO 2)Sessions, video walkthroughs and documentation planned together so the three formats cover the same ground rather than overlapping randomly. You see the outline before we deliver.
Live delivery
(WEEK 2 TO 4)Sessions by role, run in your time zone, recorded as they go. Small groups, questions encouraged.
Video and documentation production
(WEEK 3 TO 5)Recordings edited into short indexed clips, written guides produced, field definitions documented. Delivered as a package.
Follow-up and handover
(WEEK 5 ONWARDS)Second session once real questions have surfaced, then the full library and documentation handed over for future hires.
What this looks like when it's done
Good fit, not a fit.
Good fit
Set Up Right, Adoption Lagging
Your portal is set up properly but adoption requires better training or coaching.
Answering the Same Questions Weekly
You're stuck re-answering the same questions every week.
Team Growing, Needs Training
You're leading through team growth but need structured training in place.
Not a fit
Portal Needs Fixing First
Your portal is badly configured — fix that before investing in admin training.
Wants Generic Certification
You need a generic HubSpot certification course — HubSpot Academy is free and better for that.
Wants Us to Do the Work
You want us to do the work instead of teaching your team that's a managed retainer, not training.
The questions we hear most.
Start with one. Most engagements begin with a single workflow or service (an automation, a CRM cleanup, one AI agent) and expand from there as the system proves itself. You never have to buy the whole thing up front.
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Every platform we build in has vetted us. None of this is self-declared.
