The spreadsheet still runs next to the CRM
A rep tracks deals in Excel, and only half the information makes it into HubSpot.
Your team learns what it uses every day, in its own portal and on its own data. Every program is built around your company.
A rep tracks deals in Excel, and only half the information makes it into HubSpot.
One rep logs emails, another doesn’t, and the report shows only part of your sales.
Training happened at implementation, and new people inherit their predecessors’ workarounds.
Deals, tasks, sequences and views where reps see their day.
Forms, lists, campaigns and a report on where leads come from.
Tickets, the shared inbox and the knowledge base in Service Hub.
Properties, workflows, permissions and imports, for the person who keeps the portal in order.
Filtered reports instead of monthly Excel summaries, and a dashboard for leadership.
Breeze on your data: customer history summaries and draft replies.
AI trainingYou tell me who works in HubSpot and what is slow today. I propose a program.
I collect the tasks your team retypes or spends too long on, and build the program around them.
We practice in your portal, on your data. Participants do the clicking, and I walk them through step by step.
After the sessions you have a written guide to the ways of working we agreed on, plus a recording if you ask for one.
After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.
Yes. Each participant works on their own computer, in your portal.
I split the program into 1.5-2 hour sessions on different days. The number of sessions depends on scope.
If you ask, yes. The recording helps people who join the team later.
Yes. Then I build the program around what isn’t working today instead of starting from the basics.
We’ll work it out on the call, once I know your team and your portal.
Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.