A plenary hour with 80 people is forgotten two weeks later. We train in groups of five, on your own pipeline, with real deals and your own workflows. Admins and end-users get separate sessions. Two weeks after the session there is parallel support: a chat channel and a weekly office-hours call until the rhythm is established.
No standard curriculum, no plenary hour. We select modules based on the intake, split into groups of 5 per skill level, and set up all practice material on your own HubSpot environment. Below are a few examples of what is covered.
For admins. Which objects, which fields, how to keep them clean. Including automation, validations and governance for system owners.
For end-users in sales. Entering deals, stage discipline, keeping deal properties up to date. Pipeline review cadence and how to read your own forecast.
For end-users in marketing and service. Setting up marketing workflows or handling service tickets. Plus reading reports linked to real deal data.
Whatever fits your team. An online session works well for distributed teams. A full day on site often generates more interaction. Hybrid takes the best of both.
Via Teams or Zoom. Sessions of 90 to 120 minutes, with screen sharing on your own CRM. Works well for distributed teams or short updates. Up to 12 participants per session. Recording plus workbook afterwards.
At your office, a half-day or full day. More room for questions, practice cases and direct coaching at the screen. Up to 15 participants per day. We bring materials and practice data.
A kick-off on site, follow-up sessions online. Popular choice for teams working across multiple offices or where schedules are hard to align. Mix of group and 1-on-1. Coaching between sessions.
After the training, everyone works in their own role in the CRM without needing instructions for the basics. Two weeks later Kim checks whether it has all stuck.
For CRM training you work with Yoni and Kim. Yoni builds the curriculum on your intake and splits the group, Kim leads the groups of 5 and runs the parallel support for the two weeks that follow.
Want to put your team on a broader track, take a look at RevOps training.
For the AI side see AI training.
For a team of 30 reps we run 6 cohorts, split by skill level (beginners separate from power users) or role. Per cohort 2 to 3 sessions, followed by 2 weeks of parallel support where Kim sits alongside your team: a Slack or Teams channel for questions, a 30-minute office-hours call per week.
Kim joins the first real pipeline review or campaign launch live. The training sticks because there is a safety net at the moment things get tricky. After the final session everyone works in their own role in the CRM without needing instructions for the basics, ready for a potential migration or expansion.
Honest answers to the questions we hear before every CRM training. For broader adoption see also our adoption programme.
An online session is 90 to 120 minutes. A half-day on site is 3 to 4 hours, a full day 6 to 7 hours including a lunch break. We prefer shorter blocks over one long session, as attention drops quickly after 2 hours.
Yes. 1-on-1 works well for admins or team leads who have specific questions about configuration or reporting. For end-user training, a small group usually works better because colleagues ask each other questions.
Yes. By default you receive a workbook with all steps, screenshots from your own environment, and a recording of the online sessions. For on-site training we record a session or deliver the slides plus practice cases afterwards.
Depends on team size, format and number of sessions. A single session runs from around 950 to 1,800 euros, a programme of 3 to 5 sessions between 4,500 and 12,000 euros. We send a fixed scope price after the intake, no open time tracking. For ongoing support see RevOps as a Service.
Yes. We train in Dutch or English, and mix where useful for international teams. We deliver materials in the language you request.
HubSpot is our preference as we are a Platinum Partner, but we also train teams on Salesforce, Pipedrive and Zoho. The approach (intake, custom content, hands-on) stays the same.
From the final training session Kim sits alongside your team for two weeks. In practice: a Slack or Teams channel for questions, a 30-minute office-hours call per week, and Kim joining the first real pipeline review or campaign launch live. The training sticks because there is a safety net at the moment things get tricky.
Preferably not. A sandbox feels to the team like practice material, and what happens in practice material stays there. We prefer to work in your production environment with real deals and contacts, with clear agreements about what may and may not be changed.
We train in groups of 5. No plenary hour for 40 people, that is forgotten within two weeks. For a team of 30 reps we therefore run 6 cohorts, split by skill level (beginners separate from power users) or role. Per cohort 2 to 3 sessions, followed by 2 weeks of parallel support.
Schedule a short intake. We listen, outline the cohort structure and provide a fixed scope price, no open time tracking.