Get your team actually using it
HubSpot training gets your team ready for go-live. Then, for 60 to 90 days, a Client Enablement Manager works with each role until the new way of working sticks.
What we hear
Sound familiar?
Things people tell us on a first call. If one of them is yours, you are in the right place.
The system’s live, but usage is patchy.
We did the training once. Nobody remembers it.
Managers still ask for updates by email.
New starters pick up bad habits from the old hands.
What changes
What you get
Ready on day one
Role-based training before go-live, so nobody starts the new system cold.
Habits, not just training
Guides and process checks inside HubSpot, on the page where people work.
Each role covered
An action plan per role from day one, starting with sales.
A result to show
Adoption ends with an outcome your board can see.
What is included
The work
- Role-based training in small groups before go-live
- A launch session on go-live day
- Supered guides, cards and process boards inside HubSpot
- Weekly usage tracking
- Refreshers and one-to-one coaching where needed
- Team challenges for larger clients
- A re-grade and next-Level plan at the end
Where it sits in the Blueprint
Phase 2 · Build and go-live
Deploy
We build from proven templates, connect your systems, train your team role by role and go live.
Phase 3 · 60 to 90 days after go-live
Adopt
The main event. Your team already knows how to use the system; now a dedicated Client Enablement Manager makes sure they actually do, until the new way of working sticks.
Phase 4 · When you are ready
Level Up
We review progress, re-grade your Level and agree the next step. Each new Level loops back to Confirm.
Cogent have been fantastic in helping us to onboard onto HubSpot and sync our data from OrderWise. Would absolutely recommend them as a partner!
Questions
Fair questions
What is Supered?
A tool that puts guides, training cards and process checks inside HubSpot, so help is on the screen where people are working.
Can you train a team on a portal someone else built?
Yes. We often start with a short review so the training matches how the portal really works.
Let’s find out where you are
A discovery call is a straight conversation about your people, processes and systems. You leave with a clearer picture, whether or not we work together.