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Custom Training Package (3 Sessions)

A flexible, choose-your-own-focus training package designed around your goals, your portal, and your team.

Sometimes a “Hub-specific” training is too narrow, and a role-based track is too long. This package is for the middle ground: you know you need help, you know HubSpot matters, but you want the agenda to be shaped around what’s actually happening in your business right now.

We’ll use a proven process to diagnose what matters most, then run three focused sessions that help your team make real progress quickly.

Who this training is for

  • Teams with a specific HubSpot challenge they want to solve fast

  • Businesses that don’t fit neatly into a single Hub training category

  • Leaders who want to improve adoption and outcomes without committing to a long track

  • Teams that want an expert to guide decisions, workflows, and best practices inside their portal

When this training is most necessary

You’ll get the most leverage from this training if any of these are true:

  • You have a handful of urgent problems and need a clear plan

  • HubSpot is being used, but inconsistently and without standards

  • You’ve tried to figure it out internally and keep circling the same issues

  • You need help choosing the right approach, not just clicking buttons

The default training package

By default, this custom training package includes:

  1. Training intake questionnaire

  2. Planning call (to define priorities, audiences, and success criteria)

  3. Three live training sessions (45 minutes each, scheduled at a pace that works for your team)

This default package is delivered as a fixed-scope training with flat-fee project pricing.

Structure and term

Default structure: Fixed-scope training package
Default term: Planning process plus three sessions (commonly completed over 2–4 weeks, depending on scheduling)
Default pricing model: Flat-fee project pricing

This is the right fit when you want focused momentum without a longer coaching commitment.

When we expand beyond the default

If the issues you’re trying to solve are broader than three sessions can realistically cover, we’ll recommend one of the following during the planning call:

  • Move to the 5-session or 10-session custom package (still fixed-scope, still flat-fee project pricing)

  • Transition into an ongoing monthly training cadence using a flat monthly ongoing fee (weekly, twice monthly, or monthly)

We’ll keep the recommendation grounded in your goals and your team’s capacity.

Customizing your training (without reinventing the wheel)

This is a custom package, but it isn’t improvised.

Every engagement follows the same proven process:

  1. Questionnaire to understand goals, pain points, and portal realities

  2. Planning call to finalize what to focus on and who needs to attend

  3. Training sessions built around your priorities and real use cases

If you’re not sure what you need, we’ll bring the plan. If you know exactly what you need, we’ll make the sessions as direct and practical as possible.

What you can expect to cover

The agenda is set based on the questionnaire and planning call. Common focus areas include:

  • Fixing messy CRM habits and data quality issues

  • Improving lead capture, handoff, and follow-up workflows

  • Building better automation (without making it fragile)

  • Cleaning up properties, lifecycle stages, and governance

  • Reporting and dashboards that leadership can trust

  • Pipeline structure, deal hygiene, and process consistency

  • Service and ticket workflow consistency (when applicable)

Additional resources you’ll receive

This training is meant to keep paying you back long after the sessions end.

For every training engagement, you’ll receive:

  • Recordings for every session

  • Transcripts for every session (so your team can search and reference them anytime)

  • Access to our core HubSpot documentation and training resources

  • Practical assets like pipeline blueprints and HubSpot implementation workbooks, when relevant

If you need additional documentation tailored to your portal (SOPs, governance, internal playbooks), you can request it and we’ll discuss scope during the planning call.

Expected outcomes

When this goes well, your team stops guessing. Instead of ten different opinions on what “the right way” is, you get a clear plan, shared standards, and a HubSpot setup your team can actually operate. It becomes easier to execute, easier to measure, and easier to improve.

Teams typically walk away with:

  • Clear priorities and a practical plan of attack

  • Better consistency in how HubSpot is used day to day

  • Faster execution with fewer “HubSpot headaches”

  • Cleaner data and stronger reporting confidence

  • A path forward that your team can own internally

About The Gist

At The Gist, we’ve helped hundreds of teams get more out of HubSpot—often starting with a portal that’s already live, already messy, and already mission-critical. We know how to teach HubSpot in a way that sticks, and we know how to keep training grounded in what actually matters for your business.

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