What is the HubSpot Training Questionnaire?
A short, structured survey that helps us tailor HubSpot training to your team’s goals, roles, and current setup.
The HubSpot Training Questionnaire is the fastest way for us to understand what you actually need from training—before we ever hop on a call or run a session.
Most HubSpot training fails for one simple reason: it’s generic. It teaches features instead of helping your team do real work inside HubSpot. This questionnaire fixes that by giving us the context we need to make training practical, relevant, and immediately useful.
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.
When you complete it, you’re helping us understand things like:
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Which Hubs you’re using today (and which ones you’re planning to use soon)
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Who needs training (reps, managers, marketers, service, admins, and more)
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What “success” looks like for you (adoption, pipeline accuracy, reporting clarity, better handoffs, faster follow-up)
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Where the friction is right now (data quality issues, inconsistent usage, unclear processes, messy pipelines, unreliable reports)
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How your process actually works (lead flow, sales stages, onboarding, support, renewals—whatever applies)
It typically takes about 10–12 minutes. If you don’t know an answer, that’s okay—best guess is better than getting stuck. The goal isn’t perfection. The goal is clarity.
Once it’s submitted, your responses become the foundation for a training plan that’s specific to your team and your outcomes—not a one-size-fits-all presentation.
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.