Who this is for
This is for a team that already has Sales Hub and needs it to become the place the work happens.
- A sales team whose seats are half used, with deals updated only when a manager asks.
- Reps and SDRs who need a cadence they can keep, rather than another tab to check.
- Sales managers who want a forecast built from stage data instead of optimism.
- Sales ops or RevOps staff who maintain the pipeline for everyone else.
- A team that has just moved from another CRM, or from Starter to Professional or Enterprise.
What the team learns
The agenda follows your sales process. These are the areas most sales teams need first.
- Pipeline and deal stages. Rebuilding stages to match how the team actually sells, with exit criteria for each one, rather than the default labels that came with the account.
- Deal hygiene. Which properties are required at each stage, how close dates are set, and how a stalled deal surfaces on the board before the forecast review.
- Sequences and task queues. A cadence reps can keep, with tasks that appear on the day they are due and a queue that clears in one sitting.
- Forecasting. How the forecast rolls up from stages, owners and close dates, and which settings quietly distort the total.
- Manager reporting. Dashboards by rep, stage and source that a sales manager can read before a Monday meeting.
- Custom objects, where your subscription includes them and deals are not enough. Multi-location accounts, renewal cycles or usage-based contracts that a single deal record cannot represent.
- Contact and company records. When to create a company, how to associate it to a deal, and which fields reps should leave alone.
How sessions run
Every engagement starts with a short scoping call. I look at your pipeline, ask how the team sells and where the handoffs break, then build an agenda around what is missing rather than a standard syllabus.
Sessions are live and remote. A whole team usually takes a half-day or full-day intensive, and a larger team is better served by role-specific workshops across several weeks. Managers often get a session of their own on pipeline inspection and forecast review, since their work in HubSpot differs from a rep's.
View access to your portal helps me prepare with real examples. If access is restricted, training can run on screen share only. Every session is recorded on request, and the work is quoted at a fixed price after scoping.
Why train your sales team with me
I hold the HubSpot Certified Trainer credential, an official HubSpot Academy certification earned through an exam and a reviewed training practicum, on top of 26+ HubSpot certifications that include HubSpot Sales Hub Software, Sales Enablement and Inbound Sales.
I also build the systems a sales team works inside: custom-coded workflow actions, a HubSpot app I built and operate, and RevOps architecture during a PE-backed three-company merger. When a rep asks whether HubSpot can do something, the answer comes from having built the workflow or the app that does it. That matters in sales, where one property, stage or ownership rule can decide whether a report is right or useless.
If you are comparing formats for a wider group, start with HubSpot training for teams.