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TRAINING & ADOPTION

Adoption programme: continuous measurement, champions and course correction.

Three months after go-live, half the teams fall back into old habits. An Excel here, a mailbox flow there. We run a retainer that prevents exactly that: an adoption dashboard built on your data, a champion programme within the team, and a monthly meeting cadence. Drift becomes visible the week it starts, and management steers on behaviour rather than gut feel.

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What do we deliver?
  • 01
    Adoption dashboard on your own CRM data Login frequency, data completeness and pipeline hygiene made visible
  • 02
    Champion programme with defined roles Power users given a light role plus recognition
  • 03
    Monthly meeting cadence plus quarterly retrospective Drift becomes visible before it turns into regression
The observation

Adoption figures usually slip in silence. We make them visible, and set a rhythm to keep them on track.

Half of all CRM projects deliver the same results after a quarter as before go-live. Not because the system does not work, but because nobody sees anything moving until a quarterly report shows a dip. By then regression is already a fact. Start our maturity scan to make the current state visible, these are four patterns we encounter.

01

Drift in silence

Pipeline discipline slowly erodes. Nobody notices, until a quarterly report shows a dip and it has already become a pattern.

02

No internal driver

Power users help colleagues spontaneously, but without a role or recognition it remains accidental. A knowledge island disappears the moment that one person leaves.

03

Management steers on gut feel

The adoption figures are there, but in a report nobody opens. Management steers on anecdotes from the steering meeting.

04

Releases are not embedded

A new HubSpot release, a new workflow or a new Breeze agent. Nobody responsible for the attention cycle, so it drowns.

Approach

From standalone training sessions to a continuous rhythm.

A retainer in quarterly blocks. The first block is about building, after that the rhythm continues until management and the champions can run it without us. We do this differently from a one-off adoption workshop: we embed the work in your own CRM architecture, not in a report nobody opens.

01 Month 1

Baseline measurement plus dashboard

We measure the current state: login frequency, pipeline hygiene, property completeness, workflow participation. We then build the adoption dashboard on your own CRM data, with early-warning thresholds.

Wat je krijgt live adoption dashboard plus baseline report for management
02 Month 2

Champion programme

We select 3 to 6 power users based on early-adoption data, give them a light role and recognition, and launch the monthly champion call. Champions receive a tips channel and a meeting cadence for what they observe within the team.

Wat je krijgt role definition for champions plus knowledge channel in your own stack
03 Month 3

Meeting cadence and management ritual

Monthly adoption review with champions, quarterly retrospective with management. Plus rituals around releases and updates so a new feature does not drown. The rhythm runs, we measure whether it holds.

Wat je krijgt review template, retrospective format, release checklist
04 Quarter+

Course correction

Every three months we check whether the rhythm still holds and whether management is steering on it. Adjust where drift returns, scale where champions have capacity. Often self-sustaining after six to nine months.

Wat je krijgt quarterly evaluation plus adjusted metric set
What is included

Three tracks that carry the rhythm together.

Not just a dashboard, not just champions, not just reviews. The combination is what keeps adoption standing. We set up all three simultaneously, so they reinforce each other.

TRACK

Adoption dashboard

Login frequency, data completeness per field, pipeline hygiene, workflow participation. A dashboard that makes drift visible before it turns into regression. With early-warning thresholds that you monitor yourselves.

TRACK

Champion programme

Giving power users a light role, plus recognition. With a monthly champion call, a shared tips channel and a meeting cadence for what they observe within the team. No separate FTE, but someone with a clear mandate.

TRACK

Operating cadence

Monthly adoption review with champions, quarterly retrospective with management, and a refresh rhythm for new features or new Breeze agents. The rituals you agree on around a release or update.

What your team can do after three months

Adoption as a rhythm, not a project.

Concrete actions for your management team and your champions. No vague change management, but a cadence you run without us.

What your team can do after three months

  • Read and interpret adoption figures
  • Signal drift before it turns into regression
  • Facilitate an adoption review
  • Keep a champion programme running
  • Embed a release or update into the rhythm
  • Have management steer on behaviour rather than gut feel
Who runs the programme

Yoni facilitates, Kim keeps the rhythm.

For the Adoption programme you work with Yoni and Kim. Yoni facilitates the management retrospectives and the kick-off, Kim builds the adoption dashboard, trains the champions in monthly calls and runs the rhythm of the reviews until your team takes it over.

For broader context see the training offering.

  • Yoni Lammens

    Yoni Lammens

    Strategist & programme architect

    Facilitates the kick-off with your management team and the quarterly retrospectives. Translates the operating model into an adoption cadence. Ensures the programme is still on track towards the desired end state after three months.

  • Kim Loonen

    Kim Loonen

    Consultant & adoption coach

    Builds the adoption dashboard on your data, trains the champions in monthly calls and runs the rhythm of the reviews until your team takes it over. Usually self-sustaining after six to nine months.

Case · B2B mid-market

Adoption as a rhythm, not a project

Concrete actions for your management team and your champions. No vague change management, but a cadence you run without us. After three months the team can read and interpret adoption figures, signal drift before it turns into regression, facilitate an adoption review and keep a champion programme running.

A new release or update is embedded into the rhythm, and management steers on behaviour rather than gut feel via the HubSpot environment. Often self-sustaining after six to nine months, with a quarterly check from us to adjust where drift returns.

Read more cases
B2B client
Training Lead, ~50 employees · B2B client
3 mths
until the rhythm runs
3-6
champions per team
6-9 mths
until self-sustaining
Questions

What clients usually ask.

Honest answers to the questions we hear before every Adoption programme. For the leadership track we refer to our RevOps training.

Is this a one-off engagement or a retainer?

A retainer. Adoption is not a project, it is a rhythm. We work in quarterly blocks and evaluate every three months whether the rhythm can be handed over internally. Some clients run it themselves after six to nine months, others keep us on board for the ongoing meeting cadence.

What is the difference from RevOps training?

RevOps training sets leadership on shared definitions and KPI discipline. The Adoption programme is the continuous rhythm underneath, with champions in the team and a dashboard that makes drift visible. Many clients combine the two: leadership sessions first, then the retainer.

What is a champion and how do I find one?

Champions are internal power users who help colleagues and actively develop the tool further. You find them by looking at early-adoption data: who was already actively using it within 30 days, who is already helping colleagues spontaneously. Those people receive a light role and recognition.

How do you measure adoption?

With concrete metrics on your own data: login frequency, data completeness per field, pipeline hygiene, workflow participation, ticket discipline. The adoption dashboard makes drift visible before it turns into regression, often in the very week it begins.

What does the Adoption programme cost?

Our services are bespoke. The Adoption programme typically sits within a RevOps-as-a-Service retainer where strategy, execution and the meeting cadence come together. Book a call for a quote based on your team size and ambition level.

Does this also work after a failed CRM implementation?

Yes, often especially then. We start with an honest baseline measurement and help the team move from "we are not using it" mode to a workable rhythm. Sometimes that requires a minor re-configuration along the way, which we handle via the CRM implementation page.

What if our management team has little time for this?

In that case we keep management involvement deliberately light: a monthly adoption review of one hour, a quarterly retrospective of two hours. In between, Kim runs the rhythm with the champions. But without any management attention it will always slip back, that is the honest caveat.

How large does our team need to be for this to be worthwhile?

From around 15 active CRM users a real adoption cadence becomes worthwhile. Below that threshold, a lighter track of CRM training plus a quarterly check usually works better than a full retainer programme.

Ready to start?

Ready for adoption that still holds after three months?

Book a short intake. We listen, outline the cadence and give you an honest price.

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