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When teams use HubSpot differently

Many organizations invest in HubSpot but never fully align how it should be used. Teams follow different processes, CRM updates happen inconsistently, and reporting depends on manual correction. Features exist but are rarely used and new employees struggle to learn the system.

reporting inaccuracy

Teams follow different processes

Sales creates contacts one way, marketing does it another. Deal stages mean different things to different reps. Nobody's wrong, but nobody's aligned either.

Pipelines chaos

CRM updates happen inconsistently

Some reps diligently update every field. Others skip it entirely. Data quality varies by who touched the record last.

Lots of manual work

Reporting depends on manual correction

Before running reports, someone manually fixes data because they know it's inconsistent. Reports can't be trusted without cleanup first.

HubSpot used differently

Features exist but are rarely used

You have workflows, sequences, and automation built but teams don't use them. They stick to manual processes they learned initially.

Leadership questions unanswered

New employees struggle to learn the system

Onboarding new hires takes weeks because there's no clear training on "how we use HubSpot here." They learn by watching others or trial and error.

Broken Automations

Different teams don't understand each other's work

Marketing doesn't know how sales uses leads. Sales doesn't understand lifecycle stages. CS doesn't know what marketing promised.

What HubSpot training does

WX training focuses on how your organization should actually use HubSpot, not generic product walkthroughs.

Sessions are designed around your setup and processes so teams understand: What the system is designed to support, how their work fits into the CRM, what good data looks like, and how to use the tools effectively.

The goal is simple: Consistent usage that supports reliable data and better decisions.

Delivered in structured sessions (remote or on-site).

Training

What's included in HubSpot training

Training preparation and customization

  • Comprehensive review of your HubSpot setup
  • Analysis of your workflows, automations, and processes
  • Alignment with stakeholders on training needs
  • Identification of common issues and usage gaps
  • Role-based training agenda development

 

Role-specific training sessions

audit

Sales Team Training

  • Lead and contact management best practices
  • Deal pipeline and stage progression
  • Task management and follow-up workflows
  • Email tracking and sequences
  • Meeting scheduling and logging
  • Activity tracking and reporting
  • Sales automation features
audit-1

Marketing Team Training

  • Campaign setup and management
  • Email marketing and automation
  • Lead capture and forms
  • Landing page creation
  • Social media tools
  • List segmentation and smart lists
  • Campaign reporting and attribution
audit-2

Customer Success/Service Training

  • Ticket management and workflows
  • Customer communication tracking
  • Renewal and expansion tracking
  • Health scoring and risk identification
  • Service automation
  • Customer feedback collection
  • Retention reporting
audit-3

Admin/RevOps Training

  • Portal settings and configuration
  • Property management and custom fields
  • Workflow creation and automation
  • Reporting and dashboard building
  • Integration management
  • User permissions and team structure
  • Data quality maintenance
audit-4

Cross-functional training

  • How marketing, sales, and CS work together in HubSpot
  • Lifecycle stage definitions and transitions
  • Lead handoff processes
  • Data ownership and responsibilities
  • Shared reporting and metrics
audit-5

Practical demonstrations

  • Real examples from your portal
  • Walkthroughs of your specific workflows
  • Common scenarios your teams encounter
  • Troubleshooting typical issues
  • Best practices for your processes
audit-07

Process documentation

  • Session recordings for future reference
  • Written summaries of key processes
  • Quick reference guides
  • Field and property definitions
  • Workflow documentation
audit-8

Ongoing support guidance

  • Recommendations for continued learning
  • Resources for common questions
  • Escalation paths for issues
  • Suggestions for process improvements

We collaborate with companies all around the world

How it works

Discovery and preparation Schedule and coordinate Training delivery Followup Delivery Options

What inconsistent usage costs you

Data unreliability

When 30-40% of your team doesn't follow data entry standards, reports become unreliable and decisions are based on incomplete information.

Manual cleanup overhead

Teams spend 15-20% of their time manually correcting data that should have been entered correctly initially.

Missed automation value

You paid for workflows and automation but teams don't use them, wasting 40-50% of your HubSpot investment's potential value.

Slow onboarding

Without structured training, new employees take 2-3 months to become productive in HubSpot vs 2-4 weeks with proper training.

Cross-team friction

When teams don't understand each other's HubSpot processes, handoffs break down and finger-pointing about data quality begins.

Underutilized features

Most organizations use only 30-40% of HubSpot features they pay for because teams don't know they exist or how to use them.

Pricing

HubSpot training pricing
Starting from $1,500 per session

Per-session pricing. Final cost depends on:

  • Number of participants per session
  • Session length and depth
  • Role complexity and customization needs
  • Number of sessions required
  • On-site vs remote delivery
  • Custom materials and documentation needs
Typical training structures
Single Team Training
Starting from $1,500

One role-specific session (2-3 hours), up to 15 participants, basic materials, recording provided.

Multi-Team Training
Starting from $4,000

Multiple role-based sessions (sales, marketing, CS), customized for your setup, comprehensive documentation.

Comprehensive Training Program
Starting from $8,000

Full organization training (all teams), admin training, cross-functional sessions, extensive documentation, follow-up support.

New Hire Onboarding Package
Starting from $500 per person

Structured onboarding program for new employees, recorded sessions, self-paced materials, ongoing access.

Add-on options
On-site delivery

Custom pricing (depending on location) 

Custom training materials

Custom pricing

Follow-up sessions

Custom pricing 

Quarterly refresher training

 Custom pricing 

ROI shows immediately

Improved data quality, faster onboarding, better feature utilization, and reduced manual cleanup typically deliver 4-6x ROI annually.

Talk to us now

Frequently Asked Questions

How long are training sessions?
Can we record the sessions?
Do you provide training materials?
Can training be customized for our specific setup?
What if we have remote and in-office teams?
How many people can attend each session?
Do you offer refresher training?
What if we just hired someone who needs training?
Can you train on integrations too?
What's the difference between your training and HubSpot Academy?

Why WX for HubSpot training

Group 35642

Your setup, not generic features 

We train on YOUR portal with YOUR processes, not generic HubSpot capabilities.

Group 35782

HubSpot platform experts 

HubSpot Platinum Partners who've trained hundreds of teams across all hub configurations.

Group 35793 2

Role-based approach 

Different teams need different training. We customize for sales, marketing, CS, and admin roles.

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Practical, not theoretical

Training uses real examples from your portal and actual scenarios your teams encounter daily.

lead-allocation

Documentation included 

Every team gets recordings, written guides, and reference materials for ongoing use.

This is a good fit if

On-brand quote templates

Your team recently adopted HubSpot

 

Custom deal fields

Processes aren't consistently followed across teams

 

Display what’s needed

New employees need structured onboarding

 

Dynamic terms & conditions

You want better CRM data quality and usage

 

Migrate products

Teams don't understand how to use automation features

 

Hubspot Scaling

You're not getting full value from your HubSpot investment

 

Turn your HubSpot investment into consistent results

The platform is powerful, but only if everyone uses it the same way.


Train your teams on YOUR processes so HubSpot becomes a shared system, not scattered tools.


Customized training. Your setup. Better adoption.

 

 

Your training team

 

Martjin
Martijn van Dooren

CEO

WX Agency
Melvin
Melvin Heinsius

COO

WX Agency
Ruben Brouwers
Ruben Brouwers

Lead of RevOps &
Commercial Growth

WX Agency
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