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What HubSpot training package should I choose?

Choosing the right HubSpot training package comes down to one thing: what you need your team to do differently inside HubSpot after training.

Always try to start with outcomes first. Most teams don’t need “more HubSpot knowledge.” They need one of these outcomes:

  • Sales follows a consistent process and pipeline data becomes trustworthy

  • Marketing execution becomes faster and reporting becomes clearer

  • Service becomes more organized with better routing, SLAs, and visibility

  • Leadership gets dashboards they can actually run the business from

  • Admin ownership improves so the portal doesn’t get messy again

The most common training paths

Here are the most common directions we recommend:

Hub-specific training

Best when one team is the priority and you want focused improvements in a single Hub (Sales, Service, Marketing, Content, Operations, Commerce).

Role-based training

Best when different roles need different workflows—especially if you have a mix of reps, managers, admins, and cross-functional stakeholders.

Custom training package

Best when you need multiple sessions, multiple roles, and training that maps to your exact workflows and handoffs.

Train-the-trainer / admin training

Best when you want internal ownership and long-term self-sufficiency—especially if HubSpot is central to how you operate.

How we help you choose confidently

If you complete our training questionnaire, we’ll schedule a short planning call to confirm what you actually need, recommend the best-fit package (often with a couple options), and explain why.

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.