The problem this solves
Training knowledge has a half-life. Six months after a great onboarding, three new people have joined and learned the portal by watching a colleague, two workflows have changed and nobody updated the cheat sheets, and HubSpot has shipped features the team does not know exist. Without a standing owner for enablement, portal knowledge erodes one small change at a time until the team works around the CRM instead of in it.
How we work
Each month combines three streams of work. New joiners get a structured onboarding onto your portal: the recorded curriculum, a live session where the volume justifies it, and a checkpoint after their first weeks. Existing users get refreshers when something changes: a new process, a reworked pipeline, or a HubSpot release worth adopting. And everyone has an async channel where how-do-I questions get answered in writing, so answers accumulate instead of evaporating.
We also keep the training assets alive. Recordings get re-recorded when the portal changes enough that they mislead, cheat sheets get updated, and the onboarding track for new hires stays accurate. For larger teams we maintain an auto-enrolled first-30-days track, so new joiners get the right material at the right moment without anyone scheduling a session.
Because this is a retainer, the rhythm matters more than any single session: a predictable monthly cadence of enablement work, sized to how fast your team and your portal change.
Deliverables
- Structured portal onboarding for every new hire
- Monthly refresher sessions or clips when processes or features change
- Standing async Q&A channel with answers in writing
- Training recordings and cheat sheets kept current with the portal
- Quarterly review of adoption gaps and training priorities
What buyers ask before scoping.
What does a typical month on this retainer look like?
It varies with what changed. A quiet month might be new-hire onboarding, a handful of async answers, and a cheat sheet update. A busy month might add a live refresher after a pipeline restructure or a session on a newly released HubSpot feature worth adopting. Scope per month is agreed upfront in the retainer terms.
How is this different from a technical support retainer?
A support retainer changes the portal: fixes, new workflows, configuration work. This retainer changes what people know: onboarding, refreshers, documentation, and answers. Teams often run both, but they solve different failure modes. A broken workflow is a support problem; a rep who never learned sequences is an enablement problem.
Do we need to have done a full training engagement with you first?
No, but we need a baseline. If your team was trained elsewhere or never formally trained, we start the retainer with a short assessment and build the initial asset set (recordings, cheat sheets, onboarding track) in the first month or two, then settle into the ongoing rhythm.
Related modules
Advanced Role-Based Training & Enablement
Advanced Role-Based Training & Enablement is a training engagement that goes past HubSpot fundamentals into ...
Executive Enablement & Alignment
Executive Enablement & Alignment is a leadership-focused engagement that teaches executives to run the ...
HubSpot Onboarding & Core Training
HubSpot Onboarding & Core Training is a hands-on enablement engagement that takes a team from a freshly ...
Sounds like your situation?
30 minutes, your calendar, no slide deck. We tell you honestly whether this module fits.
Book discovery call