HubSpot Core CRM Training

HubSpot can only help you grow if your team actually uses it the same way. The Core CRM is where that starts. When contacts are messy, companies are duplicated, deals are inconsistent, and reps all “do their own thing,” everything downstream gets harder—automation, reporting, forecasting, handoffs, and even simple follow-up.

This training gives your team a clear foundation for how to operate inside HubSpot every day, so the CRM becomes a reliable system instead of a place people avoid.

Who this training is for

• Teams that are “in HubSpot,” but aren’t using the CRM consistently

• New HubSpot customers who want to start clean and avoid bad habits

• Teams with messy data or duplication that makes people distrust the CRM

• Leaders who want reporting, pipeline visibility, and accountability to actually stick

When this training is most necessary

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

• Reps log activity inconsistently (or not at all)

• Contacts and companies are duplicated or incomplete

• Deals don’t reflect reality, so pipeline reports are unreliable

• Nobody is sure which properties matter or how to use them

• You’ve “implemented HubSpot,” but adoption didn’t follow

The default training package

By default, Core CRM training is a three-session crash course built to drive clarity and momentum quickly.

Here’s how it works:

1. Training intake questionnaire

2. Planning call (to tailor the sessions to your goals and current setup)

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

The 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 a clean, confident baseline your whole team can follow.

When we expand beyond the default

If your CRM challenges are rooted in deeper process issues (or you need reinforcement across weeks), we commonly expand in one of two ways:

• Add additional sessions to the crash course (still fixed-scope, still flat-fee project pricing)

• Move into ongoing monthly training and coaching with a flat monthly ongoing fee (best for adoption, governance, and accountability over time)

We’ll determine the best approach during the planning call.

Customizing your training (without reinventing the wheel)

Every engagement follows the same proven process:

1. Questionnaire to understand your goals, team structure, and current pain points

2. Planning call to turn that into a clean training plan

3. Training sessions that focus on what matters most for your team

If you’re unsure what you need, the default crash course is designed to work without guesswork. If you have unique processes, this approach ensures the training fits your reality without becoming unfocused.

What you can expect to cover

Every engagement is customized based on the questionnaire and planning call, but most Core CRM trainings pull from these building blocks:

• Contacts vs. companies vs. deals (what they are and how they relate)

• Data hygiene basics (naming, duplicates, required fields, ownership)

• Daily activity habits (calls, emails, notes, tasks, meetings)

• Deal pipeline basics (stages, next steps, close dates, forecasting hygiene)

• Views, filters, and saved workflows that make reps faster

• Reporting fundamentals that leadership can trust

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 and transcripts for every session

• Access to our core HubSpot documentation and training resources

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

• Access to our private LinkedIn group for ongoing tips and support

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 the Core CRM is working, your team trusts it. Reps move faster because they’re not guessing, leaders have visibility without chasing updates, and HubSpot becomes the shared source of truth instead of another chore.

Teams typically walk away with:

• Cleaner contact and company management habits

• More consistent activity tracking and follow-up

• A healthier, more accurate deal pipeline

• Better visibility for managers and leadership

• More confidence across the team, especially new users

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 how to help teams build independence instead of permanent reliance on outside help.

 

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