Training documentation and resources overview
You’ll leave HubSpot training with more than “good notes.” Our goal is to give your team reusable resources they can reference weeks (and months) after the sessions—so the training actually sticks.
What’s included with every training session
After each training session, we provide:
A recording of the session
You’ll receive the full meeting recording so anyone who missed the session (or wants a refresher) can watch it on their own time.
A transcript of the session
We also provide a transcript for every session. This makes it easy to search, skim, pull out key moments, and turn takeaways into internal SOPs.
Access to The Gist’s HubSpot training resources
When you hire The Gist for training, you also get access to our library of HubSpot documentation and resources. These are practical guides, checklists, and reference materials designed to help teams adopt HubSpot faster and avoid common mistakes.
This is especially helpful for:
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New users who need reinforcement between sessions
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Teams building consistent habits (sales, marketing, service, admin)
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Admins who want repeatable “rules of the road” for the portal
Custom documentation is available when you need it
Some teams need more than standard resources. We can also create custom documentation that matches your exact setup and workflows, such as:
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Internal “how we use HubSpot here” rules
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Role-based checklists for reps, managers, and admins
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Step-by-step process documentation (lead handoffs, deal stages, ticket routing, renewals)
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Reporting definitions and dashboard interpretation guides
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Workflow documentation and maintenance notes
How we plan documentation (and why the planning call matters)
Documentation is one of the most overlooked parts of training. It’s also one of the biggest drivers of long-term adoption.
That’s why the HubSpot Training Planning Call is so important. During the planning call, we’ll clarify what your team needs to reference after training and whether any custom documentation should be created alongside the sessions. When we plan this upfront, training becomes a complete enablement system—not just a meeting.
About The Gist
The Gist delivers HubSpot training that’s tied to outcomes, not just features. We’re also a Certified HubSpot Solutions Partner agency, which means we can help beyond training—whether you need help choosing HubSpot subscriptions, auditing an existing portal, implementing improvements, or maintaining and supporting HubSpot over time.
Other HubSpot resources you'll love
YouTube Channel
We have one of the fastest-growing content platforms within the HubSpot ecosystem. Our YouTube channel features strategic use case breakdowns, product updates, FAQs and more. Visit our channel and subscribe here.
The Spotlight
Each week, we break down a specific business objective—like tracking referral partners or automating sales follow-up—and show you how to build a system for it inside HubSpot. No fluff. No generic tutorials. Just real strategies you can actually use. Subscribe here.
Free HubSpot Strategy Session
Get expert guidance from a Certified HubSpot Solutions Partner on how to effectively utilize HubSpot for your business. Get all your questions answered and determine your best course of action. Schedule one here.