HubSpot training on your own portal, for your own team
We train your team on how your HubSpot is set up and why, so marketing, sales and service all use it the same way. Live sessions, online, built around what each person actually does.
Trusted by growing businesses in the US, UK and Australia
You've got HubSpot. Not everyone is using it properly.
Everyone logs things differently.
No one agreed how the CRM should be used. Reports you can't rely on.
Only one person really knows HubSpot.
Everything runs through them. When they're away, things stop.
The team did the HubSpot Academy courses.
Generic training, not your setup. They know HubSpot, not your pipeline.
New starters take months to get up to speed.
There's no agreed way of doing things to hand over. Bad habits get passed on.
The skills and knowledge Alyssa and her team share have helped us grow in confidence and independence with HubSpot.
We've found working with Alyssa and the team at Gather & Grow has been a great fit for our needs and timing. We're based in New Zealand and use tools like Google Meet and ClickUp to collaborate on projects. Alyssa is always flexible with meeting times that suit our time zone, which means we can meet, train, and work through things without delay. The skills and knowledge Alyssa and her team share have helped us grow in confidence and independence with HubSpot. We were really pleased with the audit we received, and it helped us find smart ways to improve our CRM performance. HubSpot has loads of useful features, but it's easy to get stuck if you don't know how to use them properly. After working with Alyssa and her team, I feel much more confident navigating those tools. And if something's above my skill level, having their support ready to go is exactly what we need.
Trained on your setup, not everything HubSpot can do
We train people on what they need to do, and what not to touch. That's what keeps HubSpot clean long after the sessions end.
How your CRM is set up, and why
Everyone learns the same rules: what a contact, company and deal mean in your business, and how to log activity properly.
- How your CRM is structured
- Lifecycle stages and lead status
- Logging calls, emails and meetings the right way
So you can get everyone working the same way.
| Name | Company | Owner | Source |
|---|---|---|---|
| Jo Smith | Acme Pty | None | Blank |
| jo smith | ACME | Sam | Offline |
| J. Smith | Blank | None | Blank |
Pipelines your reps actually keep up to date
Reps learn your pipeline stages, tasks and sequences, and what the next step is at each stage.
- Moving deals through your stages
- Tasks, sequences and meeting links
- Quotes, if you use them
So you can trust the pipeline report.
New
Qualified
Quote sent
Won
Forms, emails, workflows and tickets
Marketing and service teams learn the tools they use every day, and how automation supports them without replacing their judgement.
- Forms, lists and marketing emails
- What your workflows do, and what not to touch
- Tickets and the help desk, if you use Service Hub
So you can use more of what you already pay for.
Reports read properly, AI used well
Managers learn to read dashboards without misreading them, and the team learns which of HubSpot's AI features help with their work.
- Reading reports and dashboards
- HubSpot's AI features for everyday work
- Where to find answers on your own
So you can make decisions on numbers you trust.
Training that fits how your team works
Live, online, and always in your own portal, never a demo account. That's what makes it stick.
A clear plan, live sessions, and a team that keeps it up
Discovery call
Who needs training, what they do in HubSpot, and where things go wrong today.
Training plan
Sessions grouped by role, in the order that makes sense, built on your setup.
Live sessions
Online, in your own portal, with time for questions and hands-on practice.
Rules, data dictionary and SOPs
How your business uses HubSpot, written down: a data dictionary for your fields and SOPs for the jobs people do in it.
Refreshers and new starters
Sessions as HubSpot changes or new people join, on a retainer or a block of hours.
For teams who want to use HubSpot properly
A good fit if
- Your team uses HubSpot in different ways
- You've just set up or rebuilt HubSpot
- One person holds all the HubSpot knowledge
- You want more from the HubSpot you pay for
Probably not a fit if
- You want a general HubSpot course. HubSpot Academy is free for that.
- Your portal needs fixing first. Start with a HubSpot Audit.
- No one has time to come to the sessions
Start where it makes sense for you
Every training plan starts with a discovery call, included. Prices are quoted in your currency.
Team training plan
Good when you want your whole team trained on your setup.
- Discovery call and training plan
- Group and 1-on-1 sessions
- Built on your own portal
- Written HubSpot rules, data dictionary and SOPs
- Moves into a retainer, if you want
Ongoing HubSpot support
Good when you want help on hand every month.
- Refreshers and new starter sessions
- Questions answered as they come up
- Rules and SOPs kept up to date
- Lower monthly rate on 6 or 12 month terms
HubSpot Audit
Good when you want to know what's set up before training.
- See what you're underusing
- 1-hour debrief call included
HubSpot implementation
Good when HubSpot needs setting up or rebuilding first.
- Basics first, then training
- Built hands on, in your portal
Not sure which fits? That's what the first call is for.
What clients say about our HubSpot work
We have a unique business with many moving parts and a wide, wide range of needs from different teams and different team members. Add to that, we are a growing start up so in many ways we're still working out our own best approach to things. Alyssa did an amazing job of working with all of the different teams and team members to understand what we're doing currently, what we want to be doing, and help to guide us in how to get there. Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had! To look back a few weeks ago and think that we nearly tried to do this ourselves is laughable, the end result would have been lacking in nearly every aspect without the help of a pro like Alyssa! We still have a lot to learn, but I know we have a strong foundation to build on thanks to Gather 'n' Grow!
It was a complex and time sensitive project, with millions of data points to migrate and a bunch of different integrations, and Alyssa was at the heart of its success - she knows Hubspot inside and out, asked difficult questions, didn't take the easy route (aka 'I'll just let them do this dumb idea because it's easier for me') when she didn't think it was in our best interest, and basically went above and beyond in ensuring we had a great CRM which was using Hubspot's full capacity. Alyssa is a great mix of analytical and creative who is a great marketer as well as a Hubspot expert, so she really understands where you're coming from and thinks things through from an end user perspective. Wholeheartedly recommend!
Alyssa was a joy to work with. A diligent worker, clear communicator, and smart implementor, Alyssa helped drive the re-implementation of our Hubspot deployment from the ground up. Alyssa's subject matter expertise was world-class but it was her project management skills where she elevates compared to other consultants. We joked often that we wished we could hire her directly!
Get more from your HubSpot
Set HubSpot up properly, then train the team on it.
See the service →ServiceCRM Clean Up & ManagementClean data first, so the team learns on a tidy portal.
See the service →ServiceFractional RevOpsSomeone to keep HubSpot and the sales process running after training.
See the service →ProductHubSpot AuditFind out what to fix before you train.
See the audit →One system, from first click to closed deal
Questions about HubSpot training
Is the training done in our own HubSpot?
Yes. We train on your portal, with your records, pipelines and workflows, so your team learns how your business uses HubSpot.
How many people can join a session?
We keep groups to 8 or fewer so everyone gets hands on. Basics sessions can be bigger if you prefer. It's your call.
Do we get a training plan, or is it ad hoc?
Up to you. Most teams get a plan grouped by role. If you just need help as questions come up, a block of hours works well.
Is it online or in person?
Online, over video call, at times that suit your time zone.
Will it be tailored to our business?
Yes. It's a mix of how HubSpot works and how your business uses it: your goals, KPIs, processes and the other tools you connect to it.
Our HubSpot is messy. Should we train first?
Probably not. Training people on a messy setup teaches the mess. Start with a HubSpot Audit or a clean-up, then train on the fixed version.
Can you train us on HubSpot's AI tools?
Yes. We show your team the AI features that help with their day-to-day work, and where a person should stay in charge.
What happens when new people join?
We run new starter sessions on a retainer or a block of hours, using the same rules, so everyone keeps working the same way.
Tell us who needs training. We'll tell you where to start.
A call with Alyssa. No pitch deck.
- Who needs training, and on what
- Group sessions, 1-on-1, or both
- Whether a plan, a retainer or an audit fits best