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Custom Training Package – Monthly Cadence

An affordable, ongoing training option for teams that want steady guidance and periodic refinement.

Monthly sessions are ideal when you want ongoing support but don’t need frequent meetings. This cadence works well for smaller teams, mature portals that just need refinement, or teams who primarily want an expert available to pressure-test decisions and keep HubSpot improving over time.

Who this training is for

  • Teams who want ongoing support at a lighter cadence

  • Smaller organizations with limited bandwidth for meetings

  • Teams with mature processes who want periodic refinement and guidance

  • HubSpot owners who want a monthly check-in to stay on track

When this training is most necessary

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

  • You want expert guidance without frequent sessions

  • Your HubSpot priorities are incremental improvements, not major changes

  • You want a consistent monthly rhythm to review progress and adjust

  • You prefer to execute internally and use training time for alignment and decisions

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. One live training session 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: Monthly sessions

When we expand beyond the default

If you want faster momentum, we can increase the cadence to twice monthly or weekly. If you’re ramping down from a higher-touch period, monthly is a common “maintenance mode” cadence to keep HubSpot healthy.

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

Customizing your training (without reinventing the wheel)

Even at a monthly cadence, structure matters.

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. Monthly sessions that focus on the highest-leverage improvements

The goal is to keep the work focused and make sure every session creates forward motion.

What you can expect to cover

The agenda is shaped by the questionnaire and planning call, then evolves over time. Common focus areas include:

  • Governance and standards reviews (“are we doing this the right way?”)

  • Workflow improvements and clean-up

  • Reporting and dashboard refinement

  • Pipeline or lifecycle stage adjustments as your process evolves

  • Coaching your internal HubSpot owner or admin

  • Practical Q&A and troubleshooting

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

Monthly coaching keeps HubSpot from slowly drifting into chaos. Your team stays aligned, your portal stays clean, and you keep improving without needing big resets. It’s a simple rhythm that protects your investment and keeps things moving forward.

Teams typically walk away with:

  • A steady improvement cadence without heavy meeting load

  • Better long-term governance and consistency

  • Fewer “HubSpot surprises” and less internal confusion

  • More reliable reporting and cleaner automation over time

  • Increased confidence making HubSpot decisions internally

About The Gist

At The Gist, we’ve helped hundreds of teams keep HubSpot healthy long after implementation. This monthly cadence is built for teams who want consistent guidance, clean decision-making, and steady progress without overcommitting time.

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