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Do you really need HubSpot training?

Whenever adopting new software or systems to a business, there will always be a need for training. 

It’s no different when it comes to HubSpot. 

HubSpot training will help get new starters up and running, up-skill marketing teams to maximise their impact and get your sales and service team using a new system that can assist their processes. 

As well as being a HubSpot Diamond Partner agency, we’re also a HubSpot certified training agency. We know what it takes for a business to fully utilise HubSpot and we want to pass that knowledge on to you.

We provide accredited workshops and training sessions covering everything from HubSpot inbound marketing strategy to software & sales enablement. 

Our HubSpot training sessions are designed to empower you and your team to take control of HubSpot to meet your business goals.

Training isn’t always the answer, and this blog will tell you what it looks like when a more fundamental solution is required.

But first, let’s see what it looks like when your business really would benefit from some HubSpot training…

When is training appropriate? 

Are your Sales, Marketing and Service processes clearly defined, mapped and implemented into HubSpot? 

Do you have the right personnel in your business to take charge of your CRM? 


Perhaps you have new starters that are reliant on HubSpot proficiency yet lack experience with the CRM? 

If this is the case, then your business really would benefit from HubSpot training. 

But before committing to training, spending the hundreds of pounds it often costs, it’s smart to take time to stand back and consider the question: does this really address the root causes of my problems?

Is training just treating the symptoms of a wider issue, and not tackling the real cause of pain or friction you're feeling when it comes to HubSpot?

When businesses approach us for training, they have identified problems, pains, and frictions. 

They feel that further HubSpot up-skilling might solve these issues, but often don’t consider that the troubles arising are more fundamental. 

8 times out of 10, the problem is not a general lack of CRM expertise amongst your staff… it is one of two challenges… processes and personnel. 

Challenge 1: Processes

HubSpot won’t enhance your business if your Sales, Marketing and Service processes aren’t clearly defined, tried and tested - even if it is the most powerful CRM on the planet.

How does your marketing team define leads? How does your sales team work with marketing to chase leads? How does your customer service team work alongside other departments to keep customers in the sales cycle? 

Without carefully thought through answers to questions like these, your CRM experience will be akin to a journey without a destination. 

Your business will likely be disjointed at the hip and your teams (whether sales, marketing or services) will be working independently of one another. 

Often, these frustrations will bleed into your company's relationship with the CRM.

There will be company-wide dissatisfaction with a tool that really can be the vehicle for success you want it to be. 

It’s bad for everyone and bad for business. 

Consultancy and implementation

Ultimately, staff cannot be trained if they don’t know the start, end and boundaries of your business. They need to see the target before they take aim!


If your business lacks defined and mapped process that are implemented correctly on HubSpot, we would advise against HubSpot training.

Instead, we would offer some initial consultancy, helping you to define and clearly map the processes that make your business tick.

This allows us to document processes, which will help you create consistency and utilise quality Market intelligence.

With this information, we can set about implementing HubSpot the way it should be implemented for your business. 

Ultimately, your business is nuanced, and a CRM needs to gel around your business, tailoring to your unique processes. 

A one-size-fits-all approach almost never works, but is actually quite common when businesses first implement HubSpot. 

Audit and optimisation

If a business does have clearly defined and mapped processes, but is still wrestling with frictions on HubSpot, it’s often the case that these processes simply haven't been set up correctly in the CRM. 

If this is the case your team may know what they need to do to define and convert leads, but the functionality of the CRM  simply won’t allow it. 

Similarly, this leads to frustration, an absence of real adoption, and a general feeling that the HubSpot tools sold aren’t what they were cracked up to be. 

In this case we start by auditing your HubSpot portal. We take time to really get under your CRM bonnet, and see how your teams are using the software. It’s just a starting point, but it allows us to provide the recommendations you need for HubSpot optimisation. 

Challenge 2: Personnel

There is always a question of specialist personnel too. 

Do you have someone in your business that can really devote their time getting to grips with a novel CRM? Someone who, once the strategic framework is in place, can truly manage your business needs within HubSpot? 

CRM specialist

Job titles like “CRM specialist” are on the rise, and If you don’t have one, you should really think about getting one before turning to HubSpot training. 

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You don’t want your valuable marketeers, sales people and client success teams spending time trying to figure out a CRM. 

You need to let the talented people that really make your business what it is, get on with what they are good at. 

In today’s environment, you need someone who is devoted to nothing other than the CRM your business relies on. 

And to finish.. 

Ultimately, before spending hundreds on HubSpot training, you need to reflect deeply on your business. 

Jumping into HubSpot training without consideration will cost your business hundreds and could lead you right back to the starting line. 

If you know your processes are defined, mapped and implemented sufficiently on HubSpot, or if you have new starters that require the HubSpot proficiency they lack, then it might be time for HubSpot training. 

If not, start with processes, review personnel and see how your business stands afterwards. 

It’s certainly not the easy way out. But when all is said and done, it will save your business cash and time, as well as gifting you a revenue creating CRM. 

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