Get your team using HubSpot the right way
Technology only works if people use it. We provide role-based HubSpot training built for home builders.
HubSpot Training Built for How Your Team Actually Works
Most HubSpot training shows features.
This training shows how to use HubSpot inside real sales and marketing workflows so your team actually adopts it.
Whether you are onboarding a new team or fixing inconsistent usage, our training focuses on day-to-day execution, not theory.
We tailor every session to your business, your data, and your goals.
Training Formats Available
Live Team Training
Best for onboarding, relaunches, or major process changes.
• Live sessions with Q&A
• Tailored to your workflows
• Role-specific guidance for sales, marketing, and leadership
1 on 1 or Small Group Coaching
Perfect for sales leaders, admins, or power users.
• Deep dives into specific use cases
• Pipeline, reporting, or automation-focused
• Flexible scheduling
Ongoing Enablement
For teams that want continuous improvement.
• Monthly or quarterly refresh sessions
• New feature rollouts
• Process optimization as your business evolves
What Makes Our HubSpot Training Different
This is not generic product training or a one-size-fits-all webinar.
Our approach is hands-on, practical, and role-based.
You will learn how to:
• Use HubSpot the way your team works today
• Reduce manual effort and duplicate work
• Improve follow-up speed and consistency
• Trust your reports and dashboards
• Drive real adoption across sales and marketing
Training is built around real examples from your portal, not demo accounts.
What We Typically Cover
Sales Teams
• Contact and deal management best practices
• Tasks, sequences, and follow-up workflows
• Pipeline stages that reflect real buying behavior
• Using HubSpot without slowing down
Marketing Teams
• Lists, forms, and email best practices
• Campaign tracking and attribution basics
• Clean data practices that support reporting
• Avoiding over-automation mistakes
Leadership and Admins
• Dashboards that actually answer business questions
• Reporting you can trust
• Adoption tracking and accountability
• Process alignment across teams
