What happens after I complete my HubSpot Training Questionnaire?
If you filled it out before purchasing training, here’s what to expect next—from review to recommendations to a simple plan.
If you filled it out before purchasing training, here’s what to expect next—from scheduling to recommendations to a clear path forward.
What happens right after you click “submit”
If you completed the HubSpot Training Questionnaire on our website before purchasing a training package, you’ve given us the context we need to make the next step useful.
After we receive your submission, the very next step is simple: we schedule a planning call.
Step 1: We schedule your HubSpot Training Planning Call
The planning call is a short working session where we connect the dots between what you shared and what your team actually needs.
It’s not a high-pressure sales call. It’s a practical conversation designed to make sure you get the right training recommendation—and that it’s built around how your team operates in the real world.
Step 2: We review your questionnaire in preparation for the call
Before we meet, we review your responses and look for the patterns that matter most:
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Where your team is getting stuck today
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Which outcomes you care about most (adoption, pipeline accuracy, reporting clarity, speed, consistency)
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Whether the need is primarily training, configuration, or both
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Any “foundational” issues that could limit the impact of training (messy lifecycle stages, unclear pipelines, poor data structure, inconsistent definitions)
Take our HubSpot Training Questionnaire
This questionnaire helps us understand your goals, how you’re currently using HubSpot, who needs training, and what “success” should look like on the other side of it. We ask these questions so we can tailor the training to your team, your workflows, and your HubSpot setup—so you’re not sitting through generic tutorials that don’t resonate.
Step 3: We recommend the right training path
After the planning call, we’ll typically recommend one of these directions:
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Hub-specific training (Sales Hub, Service Hub, Marketing Hub, Content Hub, and more)
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Role-based training (reps vs. managers vs. admins, plus cross-functional alignment)
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A custom training package (multiple sessions, multiple roles, specific workflows)
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Train-the-trainer (if you’re building internal HubSpot ownership)
If we believe the portal needs cleanup first—or if a small amount of cleanup will dramatically improve results—we’ll tell you directly. Training works best when it’s not fighting broken foundations.
Step 4: You receive clear next steps
If it’s a fit and you want to move forward, we’ll send the simplest possible next step—usually a link to schedule training, purchase a package, or both, depending on the training type.
If you’re not sure yet, that’s fine too. You’ll still leave the planning process with clarity on what you should do next.
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.
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