Gracjan Kasprzyk, HubSpot consultant

HubSpot Onboarding Training for Your Team

Your team runs its daily work in HubSpot: records, deals, activities, tasks and reports for every role.

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The problem this solves

The portal is ready and the licenses are paid for, but reps soon drift back to spreadsheets. Nobody showed them how HubSpot fits into their day, so activities get logged only now and then, and the leadership dashboard runs on patchy data.

How I work

I build the program after talking with the people who will work in the portal and reviewing its setup. We practice on your pipelines, properties and records, so people see the same screen in training that they see at work the next day.

Sessions run 1.5-2 hours, online, on different days, so your team has time between them to use what they learned. We cover the basics for each role: creating and updating records, moving deals through stages, logging emails and calls, tasks, views and reports. After the sessions you get a write-up of the working practices we agreed on, and a recording if you ask for one.

What you get

A training program built around the roles on your team
Online 1.5-2 hour sessions in your portal
Exercises on your records and pipelines
A write-up of agreed working practices in HubSpot
Session recordings, if you ask for them

What people ask before a quote

How is this different from HubSpot Academy courses?

Academy teaches on a sample portal and generic processes. In this training you practice in your own portal on your own data, so nobody has to translate a course into their daily work. Academy is a good add-on once the basics are in place.

Does the portal need to be ready before training?

Pipelines, properties and the main processes should already work. If something is missing, I tell you after reviewing the portal, and either set it up first or build the training around what’s ready.

How many sessions does a team need?

It depends on the number of roles on your team and how many hubs you use. I give you the timeline and number of sessions after talking with your team and reviewing the portal.

What usually goes with this service 1

Advanced Role-Based HubSpot Training

Sales, marketing, admins and managers each get their own sessions on the tools that role uses every day.

Learn more

Let’s check whether this service fits your situation

After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.

Your call is with Gracjan Kasprzyk