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TRAINING

A team training that sticks? Split by role, not by tool.

Putting a sales rep and a marketing ops person in the same session creates frustration on both sides. Sales focuses on pipeline and forecast, marketing on campaigns and attribution, service on tickets and NPS. We split the groups, train on your own environment and make sure every role gets the modules that matter for their work. Below are the three role tracks, each with its own detail page.

Book an intake Take the Maturity scan first
What do you deliver?
  • 01
    Cohorts by role, not mixed by knowledge level Sales, marketing and service in separate sessions
  • 02
    Modules per role: sales, marketing or service Pipeline, workflows or tickets with client context
  • 03
    Workbook with screenshots of your own environment Two weeks of parallel support per role
The observation

A mixed HubSpot training only half-reaches everyone.

We notice that companies buying HubSpot often start with a generic team training. In the first session a sales rep sits next to a marketing ops person next to a service agent. Everyone spends an hour looking at half their work, with no connection to the CRM architecture. These are the four patterns we consistently see.

01

Role-specific questions go unanswered

A sales rep wants to know how forecast views work; a marketer wants to know how to set up workflows. In a mixed session, each gets 30% of the answer to their own question.

02

Adoption rate differs per role

Sales picks up the CRM within a week; service often takes a month. With mixed cohorts you end up pacing to the slowest part of the team.

03

No workbook that fits

A workbook that covers every Hub module is a reference for no one. Three weeks later a sales rep is looking up something about deal stages, not campaign attribution.

04

Management meetings do not align

Sales reports on pipeline, marketing on pipeline contribution, service on customer retention. A mixed training never filters through to three separate management reports.

Approach

Three role tracks, one shared intake.

We start with a shared intake at your management team level, then split by role. Each role gets its own cohort, own modules and own workbook. We do this differently from a tool vendor: your own pipeline, your own workflows, your own tickets inside your HubSpot environment.

01 Week 1

Shared intake

We first speak with the manager of each role to understand which modules and management questions live within each discipline. Based on this we determine cohort size and module mix per role.

Wat je krijgt intake report with module selection and cohort breakdown
02 Week 2-3

Sales cohort

Sessions on your own pipeline, focused on deal stages, scoring, forecast and management meeting views. No demo data, just your own pipeline with real deals.

Wat je krijgt sales workbook with pipeline rituals and management views
03 Week 3-4

Marketing cohort

Sessions on campaign architecture, workflows, lead scoring and attribution reporting. With workflow cases you can adopt immediately yourself.

Wat je krijgt marketing workbook with workflow templates and reporting set
04 Week 4-5

Service cohort

Sessions on ticketing, NPS measurement, knowledge base and customer success routines. With client context and escalation paths in your own Service Hub.

Wat je krijgt service workbook with ticket rituals and NPS reporting
What each role can do after training

Functional in their own role, not half-competent in everything.

Concrete actions per role, not just "had a guided tour". A sales rep enters deals correctly, a marketer sets up workflows independently, a service agent processes tickets according to SLA.

What each role can do after training

  • Sales: deal stages according to your definition
  • Sales: reads the forecast view with understanding
  • Marketing: sets up workflows without admin assistance
  • Marketing: substantiates attribution reporting
  • Service: moves tickets through SLA stages
  • Service: converts NPS results into action
Who delivers the training

Yoni designs, Kim delivers per role.

For team training you work with Yoni and Kim. Yoni conducts the intake with the role manager and designs the cohort plan; Kim runs the sessions per role on your own environment and guides the parallel support.

For the broader context see our complete training offering.

  • Yoni Lammens

    Yoni Lammens

    Strategist & training architect

    Conducts the intake with the role managers and designs the cohort plan per role. Ensures the cohort is matched by skill level, so a power user and a newcomer are not in the same session.

  • Kim Loonen

    Kim Loonen

    Consultant & trainer

    Runs the sessions per role on your own pipeline, workflows or tickets. Guides two weeks of parallel support after the final session, so the training also sticks in practice.

Case · B2B mid-market

Functional in their own role, not half-competent in everything

Concrete actions per role, not just 'had a guided tour'. A sales rep enters deals correctly and reads the forecast view with understanding. A marketer sets up workflows independently without admin assistance and substantiates attribution reporting. A service agent moves tickets through SLA stages and converts NPS results into action.

Each role gets its own cohort, own modules, own workbook. No mixed sessions where sales and marketing ops get in each other's way. With two weeks of parallel support per role after the final session, so the training also sticks in practice.

Read more cases
B2B client
Training Lead, ~80 employees · B2B client
3
role tracks (sales/marketing/service)
3-5
sessions per role
2 wks
parallel support per role
Questions

What clients usually ask.

Honest answers to the questions we hear before every team training engagement. For the MT track we refer to our RevOps training.

What is the difference with CRM training?

CRM training is the overarching track with admins and end users mixed, often after a new implementation. Team training is the role-specific deep dive: sales on pipeline and forecast, marketing on campaigns and attribution, service on tickets and NPS. You typically do CRM training first for the foundation, then a role track for the depth.

Do you also train mixed teams in a single session?

We prefer not to. A sales rep and a marketing ops person in the same session creates frustration on both sides. We split by role because the modules are different: a sales cohort covers pipeline rituals, a marketing cohort covers workflow architecture. For the MT track we refer to RevOps training.

How long does a role track take?

On average 3 to 5 sessions per role, spread over 4 to 6 wks. Online sessions are 90 to 120 minutes; on-site sessions are a half-day. Followed by two weeks of parallel support per role.

Do you work with admins within team training?

Admins get their own track within CRM training, not within team training. Team training is end-user training for a specific role. For admin work we run separate sessions within CRM training or via a RaaS retainer.

What does team training cost?

Our services are bespoke. A role track for sales, marketing or service typically runs between 4,500 and 12,000 euros depending on team size and number of sessions. Book a call for a quote tailored to your situation, or take the maturity scan first.

Can training be delivered in English?

Yes. We train in Dutch or English and mix where that is convenient for international teams. We deliver materials in whichever language you request.

Do you only train on HubSpot?

HubSpot is our preference as we are a Platinum Partner, but we also train teams on Salesforce, Pipedrive and Zoho. The approach (intake, bespoke, hands-on) remains the same.

Ready to start?

Ready for a team training that truly lands per role?

Book a short intake with your role managers. We listen, sketch the cohort plan per role and give you an honest price.

Book an intake Take the Maturity scan