What is the HubSpot Training Planning Call?
A short working session where we review your questionnaire submissions, clarify your goals, confirm the right training approach, and map out a simple plan.
The HubSpot Training Planning Call is the conversation that turns your questionnaire answers into a real training plan.
You’ve already told us a lot through the questionnaire. The planning call is where we add the nuance a form can’t capture—so the training you get is relevant, focused, and immediately useful.
What it’s for
This call exists for one reason: to make sure you don’t buy the wrong training package.
During the call, we confirm what success looks like, identify what’s getting in the way, and decide the simplest training path that will create adoption and better outcomes.
What we cover
We usually cover topics like:
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Your top goals and the outcomes you care about most
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Who needs training, and what each group actually needs to do inside HubSpot
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Your real workflows (lead handoffs, deal stages, onboarding, support, renewals, reporting)
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Current friction points (data quality, unclear definitions, inconsistent usage, lack of visibility)
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Whether a bit of portal cleanup will make training dramatically more effective
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The best format (one session, a series, role-based breakouts, office hours, train-the-trainer)
Common examples of what we “unlock” on this call
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A sales team needs training, but the real issue is that the pipeline stages don’t match the sales process
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Reporting looks “wrong,” but the definitions for lifecycle stage and lead status aren’t consistent
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Service teams want faster responses, but ticket routing and SLAs aren’t set up cleanly
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Marketing wants better attribution, but campaign and UTM standards aren’t defined
What you get after the call
After the planning call, you can expect:
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A recommended training path (often with a couple options)
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A proposed session outline and who should attend
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A realistic timeline
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Any simple pre-work that will make training more effective
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Clear next steps to purchase and schedule training (if you choose to move forward)
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.
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
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Free HubSpot Strategy Session
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