Training & Onboarding

training

GROW YOUR HUBSPOT KNOWLEDGE WITH A CUSTOMIZED TRAINING APPROACH.

Whether you’re new to HubSpot or you’ve been using the software for years, our in-house HubSpot Certified Trainers can help you evaluate your specific onboarding and training needs. Based on your unique situation, we’ll collaborate on your training roadmap to make sure we can fill in the learning gaps and enable you to feel confident when working in your organization’s HubSpot portal. To get started, lets determine which solution is right for you!

I’m a new HubSpot customer and just purchased a software license.

I’m an existing HubSpot customer and just upgraded a software license.

I’m an existing HubSpot customer and need to onboard a new employee.

I’m an existing HubSpot customer and need additional training.

I haven’t made a decision yet, but would like to take a deeper dive.

I’m a new HubSpot customer and just purchased a software license.

With any purchased software, HubSpot requires that you receive onboarding so you understand the technical aspects of the platform and have a general knowledge of the tools available to you. But, did you know that you can also go through your onboarding process with a HubSpot partner agency?

 

As a Diamond-tier HubSpot partner, you have the ability to waive your standard onboarding and work directly with us. With years of experience under our belts onboarding companies across many diverse industries to HubSpot, you can rest easy knowing that your HubSpot CRM and purchased tools will be configured to create strong alignment between your marketing, sales, and customer success teams.

 

Plus, you get to work directly with our in-house HubSpot Certified Trainers who takes a hands-on approach to training you within your HubSpot portal. From one-on-one to team trainings, our trainers will customize your learning to what works best for your business.

I’m an existing HubSpot customer and just upgraded a software license.

Upgrading your HubSpot software is a great way to unlock additional features that will help take your team’s marketing, sales, or customer success efforts to the next level. However, if you don’t have the right onboarding and training in place, you may not see the full return on your investment. If you waive your standard onboarding that’s required by HubSpot and work directly with us, you’ll have full access to our in-house HubSpot Certified Trainers.

 

In order to identify the best training plan for you, our trainers will collaborate directly with you and your team to understand how you currently use your HubSpot software and gauge your level of comfort with the tools. Before diving into training you on your new software features, our trainers will ensure that your team has a technically sound foundation to build upon. Once your foundation is set, you have the ability to pick and choose from a menu of trainings that our trainers will tailor to align with your new software and learning goals.

I’m an existing HubSpot customer and need to onboard a new employee.

Onboarding a new employee to HubSpot is a huge undertaking. You need to make sure they fully understand the technical aspects of the platform as well as how your internal and external business processes function in your HubSpot portal. We’ve got you covered.

 

Our in-house HubSpot Certified Trainers will work directly with you to understand how your business uses HubSpot and identify the specific trainings needed for your new employee to fully integrate with your team. Whether you’d like your new employee to have one-on-one trainings, or if you or other team members would like to sit in on the trainings too, our trainers will accommodate everyone and record each training, so you can reference them at any time.

I’m an existing HubSpot customer and need additional training.

HubSpot is always evolving, which means it’s sometimes harder to stay on top of newly available features or updates to your existing software. Luckily, you don’t have to with our training services.

 

Our in-house HubSpot Certified Trainers live and breathe HubSpot, which means you will always have a resource to lean on when it comes to making sure your team is adept in working within your HubSpot portal. Whether you need a one-time large group training or a bucket of hours each month, our trainers will help you identify the best solution for your organization.

I haven’t made a decision yet, but would like to take a deeper dive.

When it comes to your tech stack, finding the right software solution takes time and planning. As a Diamond-tier HubSpot partner, we’ll work with you to evaluate your software needs for free, even if it means HubSpot isn’t the right solution for your business.

 

If HubSpot is the right choice for your business, we’ll put together a plan of action to get your team onboarded to HubSpot and trained on how to best use the software.

MEET OUR TRAINERS

Hi! Jillian (left) and Lizzy (right) here! Regardless of where your business is at in your adoption of the platform, our ultimate goal is to make sure you have the right training in place to get the most out of your HubSpot software. We take a very hands-on approach to training, meaning we’ll have open discussions about how you currently use HubSpot to identify any learning gaps and areas of opportunity. We’ll also collaborate and work directly within your HubSpot portal, so you fully understand how to use the tools available to you. At the end of the day, we want you and your team to feel empowered when using HubSpot so you can further advance your marketing, sales, or customer success efforts and create better alignment between teams. We can't wait to work with you! 

JS&LL (1)

INTERESTED IN HUBSPOT TRAINING?

Contact our trainers to get started!