Tailored training by role & seniority — so every person learns the platform through the lens of the job they actually do.
Software only pays back when people actually use it. We run tailored training for marketing, sales & service teams — live, in cohort sessions or one-to-one, always with your data & your processes in front of them.
Role based: marketing, sales, service
Tailored content for users & managers
Kick-off 90-minute deep dive
Two weeks of email Q&A support
Final 60-minute debrief to review work
Questions answered & actions critiqued
Every training track follows the same general process. We adapt to suit the goals of the training, but the process stays the same.
We set up user accounts & assign the right permissions for each person.
90-min session exploring team’s (marketing, sales, service) role within the customer journey.
The team gets stuck in for two weeks while we’re on hand for email Q&A.
A 60-minute session to answer final questions & critique the work you’ve done.
“Mark was great with helping through the HubSpot training, helped with answering any questions straight away! Great service overall!”
“Mark was really helpful demonstrating the features, benefits, processes & usage of the programme. Follow up training guides provided to allow ongoing individual training & understanding.“
“I had my HubSpot training with Mark today, who has the ability to explain things with clarity & patience. He is also really keen to help at all times. Great job!”
“Mark has given clear & concise training on how to use HubSpot effectively for what I need & is always prompt to answer emails. I would definitely recommend to use for onboarding & CRM requirements.”
We deliver training right across the stack. We go deepest on HubSpot, Attio & Intercom — take a look at the dedicated training page below. For the rest, head to the platform’s overview to see how it fits.
A few projects where we turned teams into power users.
Not seeing your question? Ask it directly — we’ll usually answer the same day.
We spread training out over two weeks. We kick off with a 90-minute deep dive where the team gets briefed on their part of the customer journey in detail. Then comes two weeks of hands-on time with the system — users get stuck in & we’re on hand over email for any questions that come up. Finally, we reconvene for a 60-minute session to review & critique how the team has been using the system, sharpen anything that needs it & answer any final questions.
We split training by department — marketing, sales & service — so each team focuses on the parts of the system they’ll actually use day-to-day, rather than sitting through content that isn’t relevant to them. We also cap sessions at six users. Keeping groups small means everyone gets the chance to ask questions, work through real examples & stay properly engaged from start to finish.
Training is delivered live over video call. This keeps things efficient, affordable & — crucially — interactive, with real Q&A rather than passive viewing. Sessions aren’t recorded: training works best when it’s live, tailored to the people on the call & responsive to the questions they bring on the day. If new starters join later, we’re happy to run a fresh session to bring them up to speed properly.
Yes. When there’s a super admin or two who need deeper knowledge, we put together a bespoke training programme for them based on what matters most for your setup — whether that’s reporting, automation, integrations or governance. Admin training runs separately from end-user sessions so it can go as deep as it needs to without slowing anyone else down.
Most teams we train are. We start with the basics & build up logically from there. Spreading the training over two weeks is deliberate: it lets users adopt new processes & tools incrementally, rather than having everything dumped on them in one go. By the time we reconvene for the final session, the platform feels familiar rather than overwhelming.
No drawn-out setup or complex setup. Just three practical steps to understand what you need & agree the right approach.
