HubSpot trainings

Train the team that's using your HubSpot.

Hands-on sessions on your portal, with your data, mapped to the roles that actually use the platform. Rollouts often stall at adoption, not configuration - so we treat training as part of the build, not an afterthought.

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Formats we run

Pick how your team learns best.

Onboarding cohort

Onboarding cohort

New team, new portal. A guided sequence of live sessions that walks the team from blank portal to working day-to-day. Sales reps, marketers, and admins each get their own track, with checkpoints between sessions.

Typically 4-6 sessions over 2-3 weeks

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Custom workshop

Custom workshop

Specific gap, specific session. Lead scoring, reporting, workflow logic, attribution, lifecycle stages - whatever the team needs to level up on. We build the workshop around your portal and the questions your team already has.

Half-day or full-day · On-site or remote

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Recorded course

Recorded course

For larger teams or for onboarding new hires after launch. We record a curriculum on your actual portal, deliver it as videos plus written cheat sheets, and your team can revisit it whenever someone joins the company.

Yours to keep · Re-record on update

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How a training engagement runs

Assess → Design → Run → Reinforce.

01

Assess

Audit the team's current use

Short interviews with reps, marketers, and admins. Where the portal hurts, what's avoided, what's faked. The gap list becomes the syllabus.

02

Design

Tailor the syllabus to your portal

No generic HubSpot 101 deck. The training uses your pipelines, your properties, your workflows - so the moment someone goes back to their desk, the screen they see matches the slides.

03

Run

Live sessions, recorded

Live (remote or on-site) with hands-on exercises. Every session is recorded and clipped, so the team has a permanent reference and new hires can catch up later.

04

Reinforce

Cheat sheets + a follow-up window

One-page cheat sheets for the workflows that actually matter day-to-day. Plus a 30-day window after the last session where the team can ask follow-up questions and we answer in writing.

What you walk away with

Training that survives the first month.

Curriculum

Syllabus mapped to roles

  • → Sales rep track (pipeline, sequences, reports)
  • → Marketer track (campaigns, workflows, attribution)
  • → Admin track (properties, permissions, integrations)
  • → Manager track (forecast, coaching, dashboards)
Live sessions

On your portal, with your data

  • → Live remote (Zoom or Meet)
  • → On-site available within EU
  • → Hands-on exercises every session
  • → Q&A blocks throughout, not just at the end
Recordings

Yours to keep

  • → Full session recordings
  • → Topic-level clips (5-10 min each)
  • → Hosted in HubSpot or your LMS
  • → Re-record on portal updates if you want
Cheat sheets

One-page references

  • → 'How do I log this activity?'
  • → 'How do I find a deal?'
  • → 'How do I run this report?'
  • → Printed or digital, your call
Playbooks

Process SOPs

  • → Lead handoff (Marketing → Sales)
  • → Disqualification rules
  • → Pipeline stage definitions
  • → Reporting cadence (weekly / monthly)
Follow-up

30 days of 'ask anything'

  • → Async channel (Slack or email)
  • → Answers in writing
  • → Recorded short videos when needed
  • → Extendable as a light retainer

Common questions

What teams usually ask about trainings.

Do you run trainings standalone, or only as part of implementation?

Both. Trainings are included as part of a full implementation engagement, and we also run them standalone for teams that already have HubSpot but never got proper onboarding. Plenty of portals were configured years ago and the people using them today never met the consultant who set them up.

How long does a training engagement take?

An onboarding cohort is usually 4-6 live sessions across 2-3 weeks. A single custom workshop is half a day or a full day. A recorded course depends on scope - typical curriculum is 6-10 hours of finished video.

Can the recordings be hosted in our LMS?

Yes. We can deliver as raw video files, host them in HubSpot's Knowledge Base or Learning Center, or hand them off in the format your LMS expects (SCORM-compatible export available on request).

Do you train in Polish or English?

Both. Polish for Polish teams, English for international or mixed teams. Recordings can be subtitled in either language. The cheat sheets are written in the language the team works in.

What about new hires after the initial training?

The recordings + cheat sheets are the long-term answer. For larger teams we also build a 'first 30 days' onboarding track in HubSpot that auto-enrols new hires - so new joiners get the right videos at the right moment, without anyone running a session every time someone starts.

Related services

Often paired with this.

HubSpot Consulting

Full implementation, optimisation, and retainer work.

See HubSpot consulting

Portal Audits

A structured review and a prioritised fix list.

See portal audits

Brief first, scope follows

Tell us who needs training.

Team size, roles, current pain points, timeline. We come back with a fixed-bid scope - usually within a few business days.

Fill the briefBook discovery call