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Custom Training Package – Weekly Cadence

A weekly, ongoing coaching cadence for teams that want consistent progress and long-term adoption.

Some teams don’t need a big training sprint. They need rhythm. A weekly cadence creates steady improvement, real accountability, and space to work through HubSpot priorities as they emerge—without waiting until things are “bad enough” to justify a project.

This package is built for long-term enablement and continuous improvement.

Who this training is for

  • Teams who want ongoing HubSpot guidance without a large one-time project

  • Organizations improving processes over time (not in one big push)

  • Teams that want consistent accountability and coaching

  • Businesses with evolving needs across marketing, sales, service, or ops

When this training is most necessary

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

  • You want ongoing improvement, not just one-time training

  • Your processes are changing, and HubSpot needs to keep up

  • You want to build internal confidence steadily over time

  • You have a long list of priorities and want a consistent path through them

The default training package

By default, this ongoing custom package includes:

  1. Training intake questionnaire

  2. Planning call (to define priorities and establish an operating rhythm)

  3. Weekly live training sessions (scheduled as a steady cadence)

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: Weekly sessions

When we expand beyond the default

Weekly is the highest-touch cadence. If you want something lighter (or you want to start weekly and then step down later), we can adjust the cadence to:

  • Twice monthly

  • Monthly

We’ll recommend the right cadence during the planning call based on your goals, team availability, and how much change you’re trying to drive.

Customizing your training (without reinventing the wheel)

Ongoing training can drift if it’s not anchored. Ours doesn’t.

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. Weekly sessions that stay focused on what matters most right now

We bring structure, but we stay flexible. That combination is what makes the cadence work.

What you can expect to cover

The agenda is set based on the questionnaire and planning call, then evolves as your business evolves. Common focus areas include:

  • Building and reinforcing consistent CRM habits across the team

  • Improving automation and keeping it maintainable

  • Strengthening handoffs between marketing, sales, and service

  • Iterating on pipelines, properties, and governance

  • Developing better reporting and leadership dashboards

  • Coaching your internal HubSpot owner or admin to be more independent

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

Over time, weekly coaching turns HubSpot into a calmer system. Your team gets better habits, your portal gets cleaner, and improvement becomes routine instead of reactive. You stop carrying a backlog of “HubSpot debt” and start building steady momentum.

Teams typically walk away with:

  • Consistent progress month after month

  • Stronger adoption and cleaner day-to-day CRM habits

  • Better governance and fewer “random” HubSpot decisions

  • More reliable automation and reporting

  • Increased internal independence and confidence over time

About The Gist

At The Gist, we’ve helped hundreds of teams make HubSpot work in the real world. We’re structured enough to keep things moving, and flexible enough to adapt as your business changes. This cadence is designed for teams who want HubSpot to improve continuously—not just during projects.

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