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Custom Training Package – Bi-Monthly Cadence

A twice-monthly training cadence for teams that want ongoing support with a lighter, sustainable rhythm.

Not every team needs weekly sessions to make progress. A twice-monthly cadence is ideal when you want consistent guidance, time to apply what you learn between sessions, and a manageable ongoing commitment for busy teams.

It’s still custom. It’s still structured. It’s just a lighter rhythm.

Who this training is for

  • Teams who want ongoing coaching without weekly meetings

  • Organizations that can implement changes between sessions

  • Smaller teams that need guidance but have limited bandwidth

  • Teams who want a consistent cadence for priorities and refinement

When this training is most necessary

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

  • You want ongoing progress but weekly feels too heavy

  • Your HubSpot priorities are important, but not urgent every week

  • You want accountability and guidance while your team executes internally

  • You prefer time between sessions to implement, test, and refine

The default training package

By default, this ongoing custom package includes:

  1. Training intake questionnaire

  2. Planning call (to define priorities and establish the cadence)

  3. Two live training sessions per month (scheduled consistently)

This package is delivered as an ongoing monthly engagement using a flat monthly ongoing fee.

Structure and term

Default structure: Ongoing training and coaching
Default term: Six-month minimum engagement
Default pricing model: Flat monthly ongoing fee
Default cadence: Twice monthly sessions

When we expand beyond the default

If you want higher-touch support, we can step up to weekly sessions. If you want a lighter touch, we can step down to monthly sessions.

We’ll recommend the right cadence during the planning call, and we can adjust as your needs change over time.

Customizing your training (without reinventing the wheel)

Ongoing training works best when it has structure and flexibility.

Every engagement follows the same proven process:

  1. Questionnaire to understand your goals and portal realities

  2. Planning call to set priorities and define how we’ll work together

  3. Twice-monthly sessions that stay focused on what matters most

You’ll never feel like you’re “starting over” each month, and you’ll never feel locked into a rigid agenda that doesn’t fit your reality.

What you can expect to cover

The agenda is shaped by the questionnaire and planning call, then evolves as priorities evolve. Common focus areas include:

  • CRM standards and consistent habits across the team

  • Pipeline, lifecycle, and handoff clarity

  • Workflow and automation improvements

  • Reporting and dashboard refinement

  • Coaching your internal HubSpot owner or admin

  • Practical troubleshooting and best-practice reinforcement

Additional resources you’ll receive

This training is meant to keep paying you back long after each session ends.

For every training engagement, you’ll receive:

  • Recordings for every session

  • Transcripts for every session

  • 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 it during the planning call.

Expected outcomes

With a twice-monthly cadence, the wins feel steadier and more sustainable. You keep moving, your team keeps learning, and HubSpot keeps improving—without overwhelming your calendar.

Teams typically walk away with:

  • Consistent month-to-month progress with time to implement between sessions

  • Stronger adoption and cleaner internal habits

  • Better governance and clearer standards

  • More reliable automation and reporting

  • Increased internal confidence and independence over time

About The Gist

At The Gist, we’ve helped hundreds of teams adopt HubSpot in a way that actually sticks. We bring structure, clarity, and a steady cadence that helps your team build momentum without burning out.

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