TRAINING

CRM Onboarding Employees: productive in your HubSpot by day 5.

HubSpot Academy teaches HubSpot in general, not your HubSpot. We build a role-specific onboarding package on your own pipeline, properties and workflows. Built once, then every next sales, marketing or service colleague works through the package on their own in week 1. Ramp-up cut from 6 weeks to 5 working days, without the manager answering the same question every morning.

Book an intake Take the Maturity scan first

What do you deliver?

01
Role-specific path for sales, marketing or service A package tailored to the role, not to "HubSpot in general"
02
Workbook built on your own HubSpot environment With screenshots and step-by-step guides that apply in your team
03
Reusable package for every next new colleague Build once, reuse indefinitely

The observation

A new colleague who has to work through the Academy on their own is not productive after a month.

The Academy teaches HubSpot in general, not your HubSpot. New colleagues learn what a deal stage is, not how your pipeline works, which properties are required or what the scoring is set to. Result: they enter contacts incorrectly, forget to update lifecycle stages and still call their manager for basics after three weeks. Onboarding on your own CRM architecture resolves that in week 1.

3-4 wks

Ramp-up takes too long

Before a new sales colleague can enter deals independently. Three to four weeks of the manager looking over their shoulder every morning.

Same questions to the manager

Per week the manager gets the same question. Where is this, how do I do that, can I clear this field. A workbook catches all of that.

2 to 1

Two colleagues, one newcomer

Two colleagues needed to get one person up to speed. The manager for strategy, a power user for the tool. Both spending hours per week.

Built for every next hire

Build once, reuse indefinitely for every new colleague. A package that makes a new role-colleague productive in week 1 without hand-holding.

Approach

Three phases: scope, sessions, reference.

Three to four weeks to build the package, after which every next new colleague works through it independently in week 1. With live 1-to-1 sessions at the moments that matter, within the broader training offering.

01 Phase 01

Scope on role and environment

We speak with the hiring manager and a current colleague in the role. What actions does that person take in week 1, week 2, week 4? Which properties are required, which workflows does this role touch?

Wat je krijgt role-specific learning path with measurable check-in milestones

02 Phase 02

Sessions on your own data

Two to four live sessions in week 1 with the new colleague, on your own pipeline. Logging in, creating a real deal or contact, reading a report about their own quota. No sandbox, no training data from a manual.

Wat je krijgt live sessions plus screenshot workbook on your environment

03 Phase 03

Workbook as reference

The workbook with screenshots, step-by-step guides and the agreements that apply in your team stays in place. Next time someone starts, they receive it immediately. A quarterly check keeps it current.

Wat je krijgt reusable workbook plus quarterly check-in appointment

CLASSROOM

Classroom

A fixed onboarding week each quarter with multiple new colleagues at the same time. Works well for teams that hire in waves or work in cohorts. On-site or remote via Teams. Up to 8 participants per cohort.

1-TO-1

1-to-1 with trainer

Live sessions between the new colleague and a trainer in week 1, on your own environment. Fast, personal and easy to schedule. 2 to 4 one-hour sessions. Buddy template for the manager included.

SELF-STUDY

Self-study with buddy

Video modules plus a workbook the new colleague works through independently, with an internal buddy as a point of contact. Scales well if you onboard more than ten colleagues per year. Module of 20 to 40 minutes. Check questions after each module.

What a new colleague can do after week 1

Logs in and navigates to the correct view for their role
Enters a contact, deal or ticket with the correct properties
Moves a deal through stages according to your definition
Reads the report that covers their own work
Knows which workflows run automatically and what they do
Checks the workbook when unsure before calling the manager

Who builds the package

Yoni designs, Kim delivers.

Yoni conducts the scoping conversations and designs the role-specific learning path. Kim builds the workbook on your own environment and runs the live sessions with new colleagues.

For the broader CRM foundation, see also CRM training.

Yoni Lammens

Strategist & training architect

Conducts the intake with the hiring manager and a current colleague in the role. Designs the learning path per role and determines which modules are truly needed in week 1. Ensures the package does not expand into a full academy that nobody completes.
Kim Loonen

Consultant & trainer

Writes the workbook with screenshots of your environment, records the video modules and runs the 1-to-1 sessions in week 1 with the new colleague. Returns for a check call after week 4.

Case · B2B mid-market

From 6 weeks ramp-up to productive in your HubSpot by day 5

A new sales colleague who has to work through the generic Academy is still not entering deals independently after three to four weeks. The manager gets the same question five times a week, two colleagues are needed to get one person up to speed in the HubSpot environment.

We build the package once, then every next colleague works through it on their own in week 1. 3 to 5 working days of the new colleague's time, in blocks of 30 to 60 minutes, not sitting still for a full day. With a buddy template for the manager and check-ins in week 1 and 4.

What clients usually ask.

Honest answers to the questions we hear before every onboarding package. Not sure where you stand? Take the maturity scan first.

Is this HR onboarding or CRM onboarding?

CRM onboarding. We train new colleagues on working in your HubSpot. The welcome email, the employee handbook week and the first 1-to-1 with the manager you organise yourselves. We ensure the new colleague can work functionally in the CRM from day 5.

How much time does the new colleague need to invest?

3 to 5 working days spread across the first week, including live sessions. After that, they use the workbook occasionally as a reference. We divide it into blocks of 30 to 60 minutes, not a full day of sitting still.

Does this work for roles other than sales?

Yes. We build learning paths for sales, marketing, service and customer success. If finance or operations also works in HubSpot for invoicing or project integration, we add a role module for that. For deeper role-specific training, see team training.

Who keeps the material up to date when we change HubSpot?

A quarterly check is included in the package as standard: we review what has changed in your environment and update the workbook where needed. Many clients hand it over to an internal buddy or team lead after a year, which works well.

What does an onboarding package cost?

One-time build 4,500 to 9,500 euros depending on the number of roles and the size of your environment. After that, only costs for quarterly updates or a new role module. No additional cost per new colleague you onboard afterwards. For ongoing support, see RevOps as a Service.

Is this also available in English for international teams?

Yes. We deliver the workbook and videos in Dutch or English, and can build both alongside each other. Live sessions are run in the language the group prefers.

Do you only do this for HubSpot?

HubSpot is our preference, where we are Platinum Partner in the Netherlands. We also build onboarding packages for Salesforce or Pipedrive, though with slightly less hands-on depth at the admin level.

Ready to get started?

Ready to get every next new colleague up to speed in week 1?

Book a short intake with the hiring manager. We listen, outline the package and give you an honest price for your role mix.

Book an intake Take the Maturity scan