Training
The best CRM is the one your team actually uses.
Hands-on sessions in your own portal: how deals move, what to update, which views to use and how the automations work — recorded, with short guides your team can come back to.
- Spanish or English delivery
- Top Rated on Upwork
- US business hours
The problem
A great setup that nobody uses is a bad setup.
- Reps skip updating deals because it takes too long.
- New hires learn HubSpot from whoever has time.
- Nobody knows how the automations work.
- Admins inherit workflows they cannot explain.
What you get
What I deliver
Role-based sessions
Separate sessions for reps, managers and admins.
Session recordings
New hires can watch them later.
Quick-reference guides
Short guides your team can come back to.
Admin handover
Workflows and integrations explained to whoever owns them.
Office hours
Open time after launch for questions.
Spanish or English delivery
Sessions in the language your team prefers.
How it works
How it works
- 1
Learn your setup
I review your portal and how each role works.
- 2
Plan sessions by role
Reps, managers and admins get different content.
- 3
Deliver in your portal
Live, on your own data, recorded.
- 4
Follow up
Office hours and guides after launch.
Fit
Is this right for you?
A good fit if
- New HubSpot rollout
- Team adoption is the problem
Probably not a fit if
- You're looking for generic, off-the-shelf HubSpot courses.
FAQ
Common questions
Turn your HubSpot into a habit.
30 minutes. You show me how things work today; I'll tell you what I'd fix first and roughly what it takes — no pitch deck.
Almost always reply within 24 hours