All HubSpot training programs and tracks
A complete, up-to-date list of The Gist’s HubSpot trainings—grouped by format—with descriptions and high-level delivery logistics.
HubSpot training only works when it maps to how your team actually operates. Below is every training we offer today, grouped by format so you can quickly find what fits. For each option, you’ll see a short description plus a high-level overview of how it’s typically delivered (without locking us into pricing).
Hub-Specific Training
These are focused “crash course” trainings for a specific Hub or HubSpot foundation area.
Core CRM Training
Perfect for teams that want a clean, confident foundation in HubSpot so they can manage contacts, companies, deals, and daily activity without confusion or bad habits.
Typical delivery: Training questionnaire + planning call, followed by a short series of focused sessions (commonly three 45-minute sessions).
Best for: Teams adopting HubSpot CRM for the first time or trying to standardize usage across the organization.
Marketing Hub Training
Perfect for businesses that want to turn HubSpot into a real marketing engine by improving campaign execution, automation, and lead nurturing.
Typical delivery: Training questionnaire + planning call, followed by a short series of focused sessions (commonly three 45-minute sessions).
Best for: Marketing teams who want to build, launch, and measure campaigns with confidence.
Content Hub Training
Perfect for teams that want to create, manage, and optimize content inside HubSpot more effectively so they can publish faster and drive better results.
Typical delivery: Training questionnaire + planning call, followed by a short series of focused sessions (commonly three 45-minute sessions).
Best for: Content teams, web teams, and marketers responsible for publishing and maintaining content.
Sales Hub Training
Perfect for sales teams that want to improve pipeline hygiene, follow-up consistency, and deal execution using HubSpot as their daily operating system.
Typical delivery: Training questionnaire + planning call, followed by a short series of focused sessions (commonly three 45-minute sessions).
Best for: Sales reps and managers who want cleaner pipeline data and a more consistent process.
Commerce Hub Training
Perfect for teams that want to streamline how quoting, payments, and revenue-related workflows are handled in HubSpot.
Typical delivery: Training questionnaire + planning call, followed by a short series of focused sessions (commonly three 45-minute sessions).
Best for: Sales and ops teams looking to tighten up the “money” side of the process.
Service Hub Training
Perfect for businesses that want to improve customer support workflows, ticket handling, visibility, and consistency across the team.
Typical delivery: Training questionnaire + planning call, followed by a short series of focused sessions (commonly three 45-minute sessions).
Best for: Service teams, support reps, and managers implementing or improving ticketing workflows.
Data Hub Training
Perfect for teams that want cleaner data, better reporting, and more confidence that HubSpot is “telling the truth.”
Typical delivery: Training questionnaire + planning call, followed by a short series of focused sessions (commonly three 45-minute sessions).
Best for: Admins, ops, and leaders who are tired of messy fields, duplicates, and unreliable dashboards.
Role-Specific Tracks
These are role-based training tracks designed to build real HubSpot fluency over time, with weekly cadence.
SDR / BDR Track
Perfect for businesses onboarding a new SDR/BDR function (or tightening up an existing one) so outreach, follow-up, and handoffs happen consistently.
Typical delivery: Training questionnaire + planning call, followed by an 8-week weekly cadence (commonly eight 45-minute sessions).
Best for: SDRs/BDRs and teams running outbound or high-velocity inbound follow-up.
Sales Rep / AE Track
Perfect for organizations that want Account Execs and sales reps to run their day-to-day process in HubSpot with clean habits and predictable pipeline movement.
Typical delivery: Training questionnaire + planning call, followed by an 8-week weekly cadence (commonly eight 45-minute sessions).
Best for: AEs and full-cycle reps who need structure, consistency, and better execution.
Sales Manager Track
Perfect for sales leaders who need to use HubSpot for pipeline visibility, forecasting, coaching, and accountability—without micromanaging.
Typical delivery: Training questionnaire + planning call, followed by an 8-week weekly cadence (commonly eight 45-minute sessions).
Best for: Sales managers and heads of sales.
Marketing Manager Track
Perfect for marketing leaders who need to plan, execute, and measure marketing in HubSpot without getting stuck in tools, confusion, or inconsistent processes.
Typical delivery: Training questionnaire + planning call, followed by an 8-week weekly cadence (commonly eight 45-minute sessions).
Best for: Marketing managers and demand gen owners.
Marketing / Content Coordinator Track
Perfect for the people doing the day-to-day work—building emails, landing pages, lists, and campaigns—so execution becomes faster and cleaner.
Typical delivery: Training questionnaire + planning call, followed by an 8-week weekly cadence (commonly eight 45-minute sessions).
Best for: Coordinators, specialists, and hands-on marketers.
CSR / Service Rep Track
Perfect for service reps who need a clear, consistent way to manage tickets, communication, and resolution workflows in HubSpot.
Typical delivery: Training questionnaire + planning call, followed by an 8-week weekly cadence (commonly eight 45-minute sessions).
Best for: Customer support reps and service teams adopting Service Hub.
Service Manager Track
Perfect for service leaders who want better visibility into support performance, routing, handoffs, SLAs, and reporting—without relying on spreadsheets.
Typical delivery: Training questionnaire + planning call, followed by an 8-week weekly cadence (commonly eight 45-minute sessions).
Best for: Support managers and service leaders.
C-Suite Track
Perfect for executives who want HubSpot to be a reliable source of truth for pipeline, performance, and customer health—without having to “live” in the CRM.
Typical delivery: Training questionnaire + planning call, followed by an 8-week weekly cadence (commonly eight 45-minute sessions).
Best for: CEOs, founders, and senior leaders who want clarity and operating rhythm.
Custom Training Packages
These are flexible packages when your needs don’t fit neatly into a single Hub or role track.
Custom Training Package (3 Sessions)
Perfect when you have a focused set of outcomes and want a concise training plan tailored to your workflows.
Typical delivery: Training questionnaire + planning call, followed by a short series of sessions (commonly three 45-minute sessions).
Best for: Teams with a clear scope and a short runway.
Custom Training Package (5 Sessions)
Perfect when you need more depth, multiple topics, or time to reinforce adoption across the team.
Typical delivery: Training questionnaire + planning call, followed by a structured series of sessions (commonly five 45-minute sessions).
Best for: Teams with multiple priorities or a larger group to train.
Custom Training Package (10 Sessions)
Perfect for teams that want an extended rollout with repetition, reinforcement, and time to build habits.
Typical delivery: Training questionnaire + planning call, followed by an extended series of sessions (commonly ten 45-minute sessions).
Best for: Teams that want training to become a real adoption program, not a one-off event.
Custom Training Package – Weekly Cadence
Perfect for ongoing momentum when you want weekly touchpoints, continuous improvement, and consistent reinforcement.
Typical delivery: Training questionnaire + planning call, followed by weekly sessions (commonly 45 minutes each) for an agreed period.
Best for: Teams that want steady progress and accountability.
Custom Training Package – Bi-Monthly Cadence
Perfect when you want regular progress, but at a lighter cadence that fits busy schedules.
Typical delivery: Training questionnaire + planning call, followed by twice-monthly sessions (commonly 60 minutes each) for an agreed period.
Best for: Teams balancing HubSpot improvement with heavy day-to-day workload.
Custom Training Package – Monthly Cadence
Perfect for long-term guidance and reinforcement without a high meeting load.
Typical delivery: Training questionnaire + planning call, followed by monthly sessions (commonly 75 minutes each) for an agreed period.
Best for: Teams that want ongoing support as needs evolve over time.
Train the Trainer / Admin
These programs are designed to build internal HubSpot ownership and long-term self-sufficiency.
Train the Trainer / Admin (1 Person)
Perfect when you want to turn one internal owner into a confident HubSpot admin and trainer for the rest of the team.
Typical delivery: Setup phase includes a training questionnaire, planning call, and a CRM audit; then ongoing customized weekly training sessions for 6+ months.
Best for: Organizations with one primary HubSpot owner.
Train the Trainer / Admin (2 People)
Perfect when you want shared ownership and redundancy so HubSpot doesn’t live with one person.
Typical delivery: Setup phase includes a training questionnaire, planning call, and a CRM audit; then ongoing customized weekly training sessions for 6+ months.
Best for: Teams with two admins or an admin + backup owner.
Train the Trainer / Admin (3+ People)
Perfect for organizations that want a small internal “HubSpot center of excellence” with multiple trained owners.
Typical delivery: Setup phase includes a training questionnaire, planning call, and a CRM audit; then ongoing customized training sessions twice per week for 6+ months.
Best for: Larger teams or organizations with multiple departments relying heavily on HubSpot.
About The Gist
The Gist delivers HubSpot training that’s tied to outcomes, not just features. We’re also a Certified HubSpot Solutions Partner agency, which means we can help beyond training—whether you need help choosing HubSpot subscriptions, auditing an existing portal, implementing improvements, or maintaining and supporting HubSpot over time.
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