Gracjan Kasprzyk, HubSpot consultant

HubSpot Training for Sales Reps

Reps move deals through stages, log calls and plan the next step, so the forecast is worth trusting.

phaseTraining
engagementProject

The problem this solves

Reps who spent years working from an inbox and a notebook won’t switch to a CRM after one demo. Deals sit in the wrong stage, calls never make it into the system, and every week the manager chases a sales status HubSpot should show on its own.

How I work

I teach the sales process on your pipeline stages and live deals. Each rep goes through their own deals: what stage each one is in, what the next step is and how to record it. We practice a working day in HubSpot, meaning views, tasks and logging emails and calls, plus the weekly pipeline review. I also show the time-savers: templates, snippets and meeting links.

The 1.5-2 hour sessions are spread over different days, because habits form between them. In the gaps reps work in HubSpot as usual, and at the next session we go over what didn’t work. I show the sales manager where in the reports to check whether the team sticks to what was agreed.

What you get

A description of pipeline stages and what has to happen at each one
Online 1.5-2 hour sessions on your pipeline
A review of each rep’s work between sessions
Ready-to-use templates, snippets and meeting links
A list of reports for the sales manager
Session recordings on request

What people ask before a quote

Our reps say the CRM slows them down. What can we do?

Sometimes they’re right, because needless required fields and double entry are setup mistakes I fix in the portal. Templates, meeting links and task queues handle the rest, and they give back more time than logging takes.

How will we know the training worked?

From the data in HubSpot: whether reps log activities, whether deals have a next step scheduled and whether stages are current. The sales manager keeps these reports after the training.

How long does sales rep training take?

It depends on the number of reps and whether they’ve worked in a CRM before. I give you the timeline and number of sessions after talking with the sales manager and reviewing the pipeline.

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